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Monthly Archives: August 2012

How to do Lot Tracking in QuickBooks POS

How do you handle Lot tracking in QuickBooks POS. We need to track Dye lots

Thank you

POS doesn’t offer lot tracking per se, but you can probably use the serial number tracking feature. Just check the Use Serial # box in the item record (see below):

quickbooks point of sale


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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to See Who Made an Entry and When it was Made in QuickBooks

We’re using QuickBooks 2010 Premier. Are there any security features where you can see who/when made an entry?

There’s an Audit Trail report in Reports > Accountant & Taxes.


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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Change the Default QuickBooks Account Mapping in QuickBooks POS

I am inquiring about scheduling an appt. with one of your specialists for help in properly setting up our Foundation for the financial exchange between our QuickBooks Premier Non Profit 2012 and our QuickBooks Point of Sale 10.0. The mapping of the accounts will need to be set up differently than the default accounts automatically set up. I also have some questions regarding how we have set up our POS in a few areas.

We’re happy to make an appointment with you, but you can change your account defaults yourself in File > Preferences > Company > Accounts. Make sure to change the accounts on the Advanced tab as well (see below).

quickbooks point of sale


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Find Duplicate Vendor Transactions in QuickBooks

Is there a report or quick way to locate duplicate vendor transactions?

Reconciling your bank and credit card accounts is the best way to find duplicate transactions since they can’t be cleared. If you haven’t paid them yet, try the Transaction List by Vendor report (Reports > Vendors & Payables).


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!