Tips & Articles

Using Bank Feeds in QuickBooks Online - QBO

bank feeds in QBO

If you’d like to save time from manual data entry, consider using Bank Feeds to connect to your bank and credit card accounts to QuickBooks Online (QBO).  You will have the flexibility to see which transactions in the bank match transactions already in QuickBooks as well as easily add transactions that aren’t already in QuickBooks.  Over the course of time, the process of adding and matching transactions from your bank feed into QBO gets easier and faster because QuickBooks learns from your choices and offers suggestions to help expedite the process. 

How to Scan Tracking Confirmation from UPS or FedEx into QuickBooks POS

UPS FedEx tracking code in QuickBooks

Question: We are a supply chain management firm that specializes in web-based barcode technology, on demand freight optimization tools and third party logistics/transportation services.  We are implementing a tracking system (WITS) and a multi-carrier rate shopping solution (Clippership) for a local college in Orlando Florida.  As part of this overall implementation we are looking for a QuickBooks Point of Sale system that will handle all transactions in the college’s mail room.  We want an easy to use system that our student volunteers can use for the benefit of the students

This Week's Question: Adding Custom Discount Names to QuickBooks

Adding custom discount names in QuickBooks

Question – How do I add customized Discount Names to track discount by category or event?  This is very important since we run several promotions throughout the year.

Answer – This is a great question so hopefully we can provide an easy solution.  In POS V12 click on the Inventory drop-down menu and then choose Price Manager.  In my opinion, I have no idea why Intuit decided to put Discount Names in the Price Manager but I digress. 

In the example below, we want to add custom Discount Names.  Click on the “Set Up Manual Discount" button.

Using Barcodes with QuickBooks Point of Sale

Using barcodes with QuickBooks

Using barcodes with QuickBooks Point of Sale is the easiest way to track inventory and quickly ring up sales and get your customers through the checkout line efficiently.  Two key components you’ll need are the Honeywell 1300 VAD barcode scanner (wired) and the Zebra LP2824 USP barcode/label printer.  Alternatively you can use a Wireless Barcode Scanner (Honeywell MS6235 Voyager BT). 

Barcode scanners and printer

Using Bank Feeds in QuickBooks 2015

bank feeds in quickbooks 2015

Bank feeds, Direct Connect, Express Web Connect... oh what does it all mean?!  If you’d like to make reconciling your bank easier using QuickBooks 2015, consider using Bank Feeds to automatically bring transactions directly from your Financial Institution to QuickBooks.  Bank feeds will allow you to import transactions from your bank or credit card provider into QuickBooks. You will have the flexibility to see which transactions in the bank match transactions already in QuickBooks as well as easily add transactions that aren’t already in QuickBooks.

Using Locations & Bins with QuickBooks Enterprise & Advanced Inventory

Using bins, locations, advanced inventory and QuickBooks

Location and bin tracking only works with the Platinum subscription of Enterprise Solutions.  If you are still on the annual Full Service Plan then you would need to purchase the Advanced Inventory subscription add-on.

To turn on Advanced Inventory, go to Edit > Preferences > Items & Inventory > Company Preferences and click on the Advanced Inventory Settings Button.

Items & Inventory /> Advanced Inventory Settings

How to Modify and Customize a Report in QuickBooks Premier 2015

Reporting in QuickBooks Premier 2015

If you’re using QuickBooks as an accounting tool for your business, it probably contains a lot of financial information about your company.  But what good is a lot of information if it isn’t useful to you.  This article contains some useful QuickBooks reporting tips.  You will learn how to make the information in your data file informative by filtering and customizing reports so you can get the information you need quickly and easily.

How to Enter Expenses in QuickBooks Online

Entering expenses into QBO QuickBooks Online

Entering expenses in QuickBooks Online (QBO) is easy. From the Home Page you click on the + sign to bring up the transaction menu.

Under the Vendors menu you can see the various choices such as Expense, Check & Bill.  This Expense option is not available in the desktop versions of QuickBooks Pro or Premier.  In reality the end result is the same.  Whether you enter an expense via the Expense option or the Check option the accounting behind the scenes is identical.

How To Convert A QuickBooks Enterprise Company File to QuickBooks Online

QuickBooks Online How To

QuickBooks Enterprise Solutions’ conversion to QuickBooks Online is different than converting a QuickBooks Pro or Premier company file to QBO.  In short, it’s not as easy or straight-forward but with a few tips we can help make it possible.

First of all you must be using Internet Explorer 10 or higher.

Click on File > Utilities > Copy Company File For QuickBooks Online