Huge Savings
Get our price list!
Buy with Confidence
from a Premier Intuit Reseller
Free Shipping
Direct from Intuit
No Sales Tax
(in some states)
Try it free for 30 days

Huge Savings!

Add-ons


CRM: Online marketing: Field service mgmt.: POS email marketing: Inventory: E-commerce: Reporting: Time tracking: Billing/invoicing: Travel/expense mgmt: Donor management:

Business Tools


Social media mgmt: Cloud applications: Email marketing: Webstores: Online chat:

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


Visit our webstore for huge savings on QuickBooks!

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, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Web Store | Price List | Free Trials | Newsletter

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.


Visit our webstore for huge savings on QuickBooks!

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, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Web Store | Price List | Free Trials | Newsletter

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


Visit our webstore for huge savings on QuickBooks!

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, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Web Store | Price List | Free Trials | Newsletter

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).


Visit our webstore for huge savings on QuickBooks!

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, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Web Store | Price List | Free Trials | Newsletter