Classes in QuickBooks Online
Learn how to set up and use the classes in QuickBooks Online. Customize and run insightful reports. Classes are a tool to help analyze the profitability of your business by division, product line, location, and more.
Locations in QuickBooks Online
Locations in QuickBooks Online are an advanced categorization feature that can be used to track activity for offices, regions, departments, property locations, and more. Locations are not a feature in desktop editions of QuickBooks.
Close your books using QuickBooks Online
QuickBooks Online allows you to “close the books.” In this blog you will learn: The purpose of this feature and what it does. How closing the books can improve your workflow process.
Link QuickBooks Purchase Orders
New Feature! QuickBooks Enterprise links purchase orders with sales orders. This is a great time-saver that can improve your inventory management workflow.
QuickBooks Zoom Option for Reports
QuickBooks Desktop Enterprise now features a zoom option for reports. This makes viewing detailed reports much easier and offers several zoom levels.
Print QuickBooks Reports with Grid Lines
QuickBooks Desktop Enterprise now allows you to print QuickBooks reports with grid lines. This feature can be very useful for both detail and list reports.
Require Serial Numbers in QuickBooks
If you use Advanced Inventory in QuickBooks Enterprise, there is a setting to require serial numbers in QuickBooks when transactions are entered.
Find Serial Numbers in QuickBooks
QuickBooks Enterprise with advanced inventory offers a feature to track products by serial number. It can track dozens, even hundreds, of serial numbers. Eventually you may wish to search for and find serial numbers in QuickBooks.
QuickBooks “Where Used” Feature
If you create assemblies in QuickBooks Enterprise, you may find the “Where Used” feature very useful. This feature allows you to right-click on any individual part in the Build of Materials and remove or replace the item in assemblies.
Item Categories in QuickBooks
Item categories in QuickBooks Enterprise allow you to more easily find and filter products and services when entering transactions and creating reports. This feature was introduced in 2023 but was improved in 2024. You do not need advanced inventory to use this feature.
Inventory Stock Status by Lot Number
QuickBooks Enterprise 2024 now offers a new report: Inventory Stock Status by Lot Number. This report shows the stock status of inventory items by lot number.
Prepayments on Sales Orders
Do you have customers that pay a deposit when an order is placed? QuickBooks Enterprise 2024 now allows you to apply prepayments to sales orders.
Automatic Price Updates in QuickBooks
Is there an easy way to keep your prices updated in QuickBooks? You bet!
Update Item Prices in QuickBooks
With so many supply chain issues, you may find it necessary to update item prices in QuickBooks. But how can this be done easily?
The QuickBooks Insights Tab
Need a quick overview of your business performance? The QuickBooks Insights tab is filled with customizable graphics and report links. This can be a great starting place to see a summary of your business progress.
Find Transactions by Dollar Amount in QuickBooks
If you need to find transactions by dollar amount in QuickBooks, there is a great tool.
Find a QuickBooks Company File
There may be times when a QuickBooks file just seems to disappear. Recently, Intuit has introduced a new feature to help you find a missing QuickBooks company file. If you are unable to locate your file, this new tool can help.
Move QuickBooks to the Cloud
Did you know that you can use any edition of QuickBooks in the cloud? Yes, that includes the desktop versions, such as Pro, Premier, or Enterprise. Learn how.
Print Barcode Labels in QuickBooks Enterprise
The ability to print barcode labels in QuickBooks Enterprise is a very useful feature for many businesses. Barcoding can help improve accuracy when both shipping and receiving inventory. New for 2021, there is also a great new feature that allows the default item price to be added to the barcode label.
Customer Credit in QuickBooks
There are times a customer may overpay or double pay an invoice. This blog explains how to handle this situation in QuickBooks.