The QuickBooks© Tune Up & Reporting Specialists
An Inventory Part is one type of Item and is maintained on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. Generally speaking, Items are designed to pre-fill invoicing and purchasing forms. An Inventory Part represents an item that your firm keeps on hand [...]
In QuickBooks 2009 for releases prior to R6, there was a bug (which has since been fixed) where undelivered items on a sales order that had previously been partially fulfilled had been incorrectly marked closed and could not be unchecked to be invoiced. This bug is discussed in this Intuit knowledge base article. The bug [...]
When setting up inventory in POS for the first time, POS will automatically enter an adjustment memo to update your inventory value when you enter a value in the Average Unit Cost or the On-Hand Quantity fields when adding a new item. Before doing so, a message will pop up asking you to Continue or [...]
Making changes to the windows of QuickBooks is easy. Let’s use the Create Invoices window as an example. By default, this window shows just 2 invoice lines. In this article, we’ll change the default look. An important point to keep in mind is that you should not close the Create Invoices window until you’ve completed [...]
A sales tax item is a special type of Item, the list of goods and services that you sell. It is used to specify the sales tax rate and the tax authority collecting it that will be charged on each invoice. See our article on all of the Item types supported by QuickBooks for more [...]
A Sales Tax Group is a type of Item that is maintained on the Item List. It’s used to combine multiple Sales Tax Items (which are themselves another type of Item) into a single sales tax charge on a customer invoice. See our article on all of the Item types supported by QuickBooks for more [...]
A sales tax code is a list item that is used to set the overall taxable or non-taxable status of both customers and items (goods or services). You should use sales tax codes to identify a customer, such as a reseller, from which you don’t collect sales taxes, or to identify goods and services that [...]
The first step to collect and track sales tax in QuickBooks is to enable the preference to do so. On the Edit->Preferences menu, select the Company Preferences tab on the Sales Tax submenu. Click Yes on the Do you charge sales tax? preference. Once the preference is set, you use: sales tax codes to specify [...]
The adjustment account you choose depends on why you need to adjust inventory and how much detail you want in your GL. Quantity adjustments can occur as a result of several common business situations, such as theft or discovery of damaged goods that have become unsaleable. If you want a great deal of detail in [...]
Lists are one of the foundations of QuickBooks, and from time to time they can become out of order. That’s when they need to be resorted. Some common indicators that it’s time to resort your lists include: the list itself is out of order an element is missing new entries in a list appear at [...]
To manually close a line item on a purchase order in QuickBooks, follow these steps: Locate the purchase order in the Create Purchase Orders window Locate the line item you wish to manually close At the far right of the Create Purchase Orders window, place a check mark in the Clsd column on that line [...]
Without a custom report, you can’t produce that exact report: an inventory stock status for a single vendor and a range of items. Let’s review the flexibility available when generating the default report by visiting the Reports->Inventory->Item Stock Status by Item menu and clicking on the Modify Report… button. To change what records are reported, [...]
The steps to create a unit of measure depend on which mode QuickBooks is using: Single U/M Per Item or Multiple U/M Per Item. See our article on setting the unit of measure preference for more information. In Single U/M Per Item, the unit of measure for an item is maintained with other information for [...]
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