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9 posts from October 2012

QuickBooks Enterprise 2013/13.0: Critical Information and Resource Center

QuickBooks Enterprise 2013 - What You Need to Know

QB13ES_r3dIs an upgrade to QuickBooks Enterprise 2013 on your radar?

Please take advantage of my helpful resources below as you do your research.

When you're ready to purchase, be sure to contact me and take advantage of my price match and money-back guarantee.

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As an independent reseller of QuickBooks Enterprise 2013, count on me for unbiased advise and insights into the needs of your business. Contact me today!

“Scott Gregory continues to amaze me.

Every single client out of the dozens who have purchased Enterprise Solutions from Scott and worked with him have given him a 100% Net Promoter Score. This is very unusual in our industry.

 It is considered World Class.”
~ Marie Archuleta, Channel Sales Manager for Intuit


QuickBooks for Manufacturers/Distributors: 3 Bonus Reports

The QuickBooks Premier: Manufacturing/Wholesale and QuickBooks Enterprise: Manufacturing/Wholesale editions have some custom reports that may be of interest to manufacturers and distributors.

Here is a brief overview of three of those reports:

  • Profitability by Product - easily see total cost, total revenue, and dollar differential between them by item (sample screen shot below):
    Profitability by Product 9_12
  • Sales by Class and Item Type - this may be of interest if you need to see this combination of variables in the reporting for your business (sample screen shot below):
    Sales by Item and Class
  • Sales by Customer Type - easily see what type of customer is driving your sales revenue (sample screen shot below):
    Sales by Customer Type


If you need additional reports that QuickBooks can't provide, take a look at the QQube reporting tool for QuickBooks. It may just get you what you need.




Can I Export Reports When Running "Process Multiple Reports" in QuickBooks?

While there is no "export" button displayed when processing multiple reports, you can do the next best thing...

Instead of choosing to print the reports, click the Display button. Once you do that, all of the reports that are being processed will display for you. Then you can click on the "Export" option at the top of each report and easily export it to Excel.

A sample screen shot of the Process Multiple Reports window is below (access it via Reports > Process Multiple Reports):

Process Multiple Reports Screen Shot

The Process Multiple Reports functionality within QuickBooks can definitely help streamline things for you and your team, especially at month-end or other times when a lot of reporting is needed out of QuickBooks.




Starting a New QuickBooks File for the New Year - Should You?

Is your QuickBooks file running really s-l-o-w?

DemolitionTake forever to run reports in QuickBooks?

Experience unplanned crashes and abort messages while running QuickBooks?


I hate to say it, but it may very well be time for you to leave your old QuickBooks data file behind and start a new one for the new year.

There is no better time to create a new QuickBooks company file than the beginning of a new fiscal year!

In my experience over the last 15 years, sometimes it is far LESS hassle to forge ahead and create a new file. It can get really complicated trying to fix some of the problems outlined at the top of this article (and who needs to add complication to things?)

Remember, if you do create a new file, you'll still have the existing one available to you for lookup and historical purposes, so nothing is lost along the way.


Be sure to take a look at my "Danger? Danger! - Your QuickBooks File May Implode" guide. It spells out the options available to you when your QuickBooks starts acting up on a regular basis.

A quick recap of options to consider to help your situation:


Don't wait until the last minute to plan for your new QuickBooks data file. Rushing usually causes mistakes and oversights, and this is definitely a time to avoid both of those!




Learn How to Track Open/Unshipped Orders in QuickBooks

Is there a time lag between receipt and shipment of your customer orders?

If so, this online seminar is perfect for you!

Join us for a content-packed hour as we explore the sales order functionality within QuickBooks and show you how you can use sales orders in QuickBooks to streamline your business.

You'll learn... 

  • What exactly is a QuickBooks sales order
  • Why it's a bad idea to use estimates or invoices in QuickBooks to track unshipped customer orders
  • How to customize sales orders for the needs of your business
  • How to track open orders and backorders and convert them to invoices with just a click or two
  • How to use key reports in QuickBooks to track unshipped orders
  • How to use the sales order fulfillment worksheet in QuickBooks

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P.S. Don't miss out on the early registration discount good only through October 20, 2012!



How to Check Your QuickBooks Database for Potential Problems

I know how much you rely on QuickBooks to keep your business accounting updated.

Because of that, it is essential that you take time periodically to ensure that your QuickBooks company file/database is optimized for daily use.

This process is known as "verify data" in the world of QuickBooks - it literally goes through all the information in your file and verifies that it is in good shape. If problems are discovered, it will walk you through the steps to try and fix them.

I've put together this video to show you how the "verify data" process works in your QuickBooks - I hope you find it informative:





Convert an Estimate to a Sales Order in QuickBooks

QuickBooks makes it a snap to take information you have recorded in an estimate/quote and move it to a sales order form.

Here's how to do it...

  • Locate and open the estimate that needs to be converted to a sales order (and congratulations on getting the order by the way!)
  • Look for the "Create" button at the top of the screen, and the little black triangle just to the right of it (screen shot below):
    Convert Estimate to Sales Order
  • Choose Sales Order from the list (if you don't see all these options in your QuickBooks, it means either you are using an older version, or you are using QuickBooks Pro which does not support sales orders)
  • From there, you will see that the entire estimate/quote has been copied into the sales order form. Now, you will be able to add/modify/delete within the sales order as needed to take care of your customer. NOTE: The original estimate does not change if you make changes to the sales order form.

That's all there is to it!

So you know - there is no way to convert multiple estimates/quotes into sales orders at one time - they will need to be done on an individual basis.




Creating a Report of Unshipped Items in QuickBooks

What if the boss wants to see a listing of all the items on orders waiting to be shipped?

Can QuickBooks easily provide that information?

If you are using the Premier or Enterprise editions of QuickBooks, the answer is a resounding YES!


The sales order functionality that is found in the Premier and Enterprise versions of QuickBooks takes care of this request with ease.

In fact, there is a built-in report called "Open Sales Orders by Item" that you can hand to your boss right now. Here is a sample of what the report looks like:

Open Sales Order by Item Report

As you can see, this report provides a detailed breakdown of the items on sales orders that have not yet shipped.

Since QuickBooks Pro does not have sales order functionality, you're forced to use some alternate method like Excel to track this information. And that means extra data entry and extra work for you. No need for that.

Learn more about sales orders in QuickBooks with my free guide today!


If sales order functionality looks to be a benefit for your business, don't stress about the upgrade of your data from QuickBooks Pro. It upgrades easily.

I have worked with businesses for the last 13 years helping them with this process if they decided they don't want to mess with it themselves. I can help you too!




QuickBooks Enterprise 2013: What's New?

QuickBooks Enterprise 2013 has been released, and you'll find the following features and functionality have been added:

  • Print vendor bills - finally, the ability to print a bill to send to your vendors or other interested parties! (also included in Pro and Premier 2013)
  • Bill credits print on checks and bill payment stubs - indeed, the stub will now show the details of credits as well as bills. Yahoo! (also included in Pro and Premier 2013)  QB13ES_r3d
  • Item-based reports can show item name, description, or both - it's easy to set this preference now.

  • Default class assignment - now you can assign a default class to items, ledger accounts or names (customers, vendors or employees)
  • Inventory reorder report update - this report now has the ability to include available quantity when calculating stock to order.
  • Auto create purchase orders -stock status reports now have a check-box for the automatic creation of purchase orders.

  • Bin location tracking (requires additional annual subscription to QuickBooks Advanced Inventory)
  • Bar code scanning (requires additional annual subscription to QuickBooks Advanced Inventory) - certain restrictions apply on what type of scanners will work with this edition.
  • Updates to the interface - QuickBooks Enterprise 2013 presents a streamlined interface with a new left-hand toolbar on the home page, a move to the "ribbon" theme for transaction screens, bigger fonts, more white space, and several other changes to improve and streamline your experience with QuickBooks (interface updates also found in Pro and Premier 2013).

Looking for a free trial of QuickBooks Enterprise 2013 or ready to purchase? Visit my resource center for the most reliable, informative and unbiased insights.

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