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I HAVE BEEN ENTERING MY INVENTORY ITEMS IN QB POS V9, BUT AS I GO THROUGH THE PROCESS, I MODIFY ENTRIES IN THE SPREAD SHEET THAT ARE ALREADY IN QB POS. HOW CAN I PURGE INVENTORY FROM QB POS AND RELOAD EVERYTHING FROM SCRATCH FROM THE EXCEL SPREADSHEET.
Unfortunately, there isn’t a perfect tool to do what you want. There are several approaches. First, you could simply create a new POS data file. This is the most drastic approach, but it can work well if you have imported a lot of items that you now need to change and haven’t used POS for live accounting transactions. Second, you can manually delete the items one by one that have changed and create an Excel spreadsheet with just those changed items and import it. This method can work well if you have a relatively small number of changed items and are otherwise far along in setting up POS or have already used POS for live accounting transactions. You won’t be able to manually delete an item if you used it in 1 transaction; in that case, you’d need to manually edit the item to reflect the changes you otherwise wanted to import.
Determining the best method comes down to how far you are in the process of setting up POS and how many items you need to change. You’ll have to judge which method best fits your circumstances.
I have been using quickbooks for a long time with an integrated routing and scheduling program (Qxpress). The software has not been updated in years and they are discontinuing support. I am still using Quickbooks for accounting purposes, but purchased a new routing and scheduling software. This software also handles customer invoicing and payments. It then creates a General ledger entry posting certain amounts to certain accounts (a/r, etc) My problem now is I am used to making deposits when a customer made a payment using undeposited funds account. The old software was fully integrated and payments were received with quickbooks. The new software is what receives payments now, and it sends batches. It doesn’t list individual checks or payments, just a bulk amount, if you will. I can put these funds into any account I want (lump sum, of course), but then I can’t create a deposit slip. AND, when it comes time to reconcile at the end of the month, its going to be a disaster. I found that I can just create a deposit using any account I want, print it, and delete it to make the slip……(there must be an easier way)
Is there a way to “split” a bulk amount into individual checks or payments to create the deposit slip and make reconciliation easier, or am I over complicating it.
I guess Im just trying to figure out the best way to do this because it flies in the face of everything ive learned up to this point. One software receivables and one payables…..Ugh….