Tag Archives: Inventory

Understanding QuickBooks Items – Part I

I started using QuickBooks back in 1996, thinking it was just another piece of software I could easily learn.  Boy, did I underestimate QuickBooks!  But, many years and certifications later, I’ve learned sooo much yet still find myself learning since … Continue reading

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Enterprise Solutions V13 – Streamline Your Workflow

Most of this year’s changes deal with inventory features that have been on the wish list for a while, especially if inventory is a huge component of your business. While there is still a need for 3rd party inventory add-ons, these new features are sufficient for many and will definitely make it easier to get work done faster and more efficiently. Some of the new inventory changes are only for those with an active Advanced Inventory subscription. Continue reading

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Simplify Inventory Tracking

Do you find that taking a physical inventory of your store seems daunting and time consuming? If you didn’t fully appreciate just how much inventory your store actually has, counting everything at year-end (or whenever you choose) reminds you that you truly have lots! There are several reasons why the count on the floor is different than what you have on your books. Continue reading

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What’s New in Enterprise 2012

Today’s topic is all about the new features found in Enterprise only. If you missed my discussion on the new features for what’s new in QuickBooks Pro and QuickBooks Premier, then here are the links.
https://muirassoc.com/blog/2011/10/20/whats-new-in-2012-for-quickbooks-pro-and-above/
https://muirassoc.com/blog/2011/10/21/new-for-premier-and-above/
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New For Premier And Above

With QuickBooks Premier, you get all the new features from QuickBooks Pro PLUS a couple more features. Continue reading

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Printing Tags for Multiple Units of Measure in Point of Sale

I wrote previously about using Multiple Units of Measure and how it can simplify your Items list and make receiving and ordering simpler. However, printing the tags for those different units of measure is not so simple. POS will print just the default selling unit of measure. So what do you do?
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Using Multiple Units of Measure in Point of Sale

A great feature in QuickBooks Point of Sale is Multiple Units of Measure. This can keep your Items list more manageable, simplify data entry, and reports can be more meaningful. Here’s how it works. Let’s say you sell light bulbs – individually, in packs of 3, or packs of 12. Without multiple units of measure, you would need 3 different items in your Items list – one for the individual, one for the pack of 3, and one for the pack of 12. But you have to buy by the case, which contains 48. So, you if you ordered 5 cases (240 widgets), how would you receive it into inventory? Do you receive them all into the individual or do you break it out between the different selling units? What happens if you don’t allocate the way you end up selling them? As you can see, this can be confusing and very cumbersome. And, relying on someone to calculate how many to order or receive might have some problems as well. Continue reading

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Items Posting to the Wrong Account Items – Pt. 3

I’ve been discussing those misunderstood “Items”. In my first blog on Items, I said that Items were usually products, services and other charges and mentioned that a typical mistake was to use the wrong “type” of Item. My next article dealt with properly setting up an Item so it could track both expense & income if need be. Today I’d like to discuss another common mistake – coding an Item to the wrong account. Continue reading

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Using Items for Income and Expenses Items – Pt. 2

Last time I wrote about Items, saying they were probably one of the most misunderstood features in QuickBooks and discussed what an Item was. I then mentioned that a common mistake was to use the wrong Type of Item. Today I’d like to discuss another common Item mistake – leaving an Item as “single-sided” when it should be “double-sided”. Continue reading

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Understanding QuickBooks Items

I started using QuickBooks back in 1996, thinking it was just another piece of software I could easily learn. Boy, did I underestimate QuickBooks! But, many years and certifications later, I’ve learned sooo much yet still find myself learning since there are new features every year and different businesses have different needs. One feature in QuickBooks that took me a few years to really understand, was Items. Continue reading

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