QuickBooks Attached Documents addresses the need for security by providing 4 levels of application permissions across 8 areas of QuickBooks functionality under an account overseen by a single user. Users log into Intuit’s secure servers using an email address and password. While we’re on the subject of security, there’s one small drawback: the password is […]
Why Are Items On Sales Orders Marked Closed Before Invoicing On a Partially Fulfilled Sales Order?
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 […]
How Do I Enable Sales Orders?
In QuickBooks Premier and Enterprise Solutions, in order to use Sales Orders, you first have to enable them in Preferences. To do that, choose Preferences from the Edit menu. Next, choose Sales & Customers from the Preferences menu and check Enable Sales Orders. Once this preference is selected, you can configure how QuickBooks handles sales […]
What Are the Feature Differences Between QuickBooks Pro and Premier?
While the basic data file format is the same for both QuickBooks Pro and Premier, there are a number of features included with Premier that are missing from the less-expensive Pro. The introduction of QuickBooks 2011 further changed the list of differences between Pro and Premier. For new features introduced with the 2011 version, QuickBooks […]
How Do I Receive a Special Order Item On a Sales Order In POS?
To receive a special order item into inventory that has been ordered by a customer (i. e., on a sales order in POS), start by clicking the Receive Items button or visiting the menu selection Purchasing->New Receiving Voucher. Note that the buttons visible on the toolbar are configurable, so you may need to modify your […]
How Do I Generate a Purchase Order For a Special Order Item On a Sales Order In POS?
To generate the purchase order (PO) for a special order item on a sales order in POS, start with the list view of sales orders by clicking on the Sales Order button in the POS toolbar. This article is part of a related series of articles covering adding a new sales order with a special […]
How Do I Add a Special Order Item To a Sales Order In POS?
To add a special order item to a sales order in POS, start with the sales order open. This article is part of a related series of articles covering adding a new sales order with a special order item, generating a purchase order for that item and emailing it to the vendor, receiving the special […]
How Do I Record the Sale of a Special Order Item On a Sales Order In POS?
To record a sale of a special order item on a sales order in POS, start with the list view of sales orders. This article is part of a related series of articles covering adding a new sales order with a special order item, generating a purchase order for that item and emailing it to […]
What’s the Best Way To Track Affiliate Sales in POS?
Sales by affiliates are an increasingly common phenomenon, especially in online sales. Typically, these sales need to be tracked much like sales by a commissioned salesperson, both to monitor the commission to be paid to the affiliate and to track the effectiveness of that marketing channel. We recommend using 1 of 2 methods to track […]
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