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5 posts from September 2015

Build Assemblies in QuickBooks - Differences in the Premier vs Enterprise Editions

When it comes to building assemblies and kits in QuickBooks, both the Premier:Manufacturing and Wholesale and Enterprise:Manufacturing and Wholesale editions offer the functionality.

However, there are some key differences between the two versions that you should understand. My video below will provide a quick overview of these key differences in the build assembly process in the Premier and Enterprise versions of QuickBooks:


Can't see the video above? Watch it on my YouTube channel.

If you find that QuickBooks Enterprise has the features you want, you can grab a 20% discount on your purchase of Enterprise on my web site.





Add or Remove Columns to Various Screens in QuickBooks

Want to add the "memo" column or "ship date" to your customer information screen?

Feel like removing columns you don't need from other lists in QuickBooks?

If so, the "customize columns" option is exactly what you need.


On many of the screens within QuickBooks, you can right click your mouse, and a menu of options will appear. When working with lists (customer, vendor, inventory, etc.), one of the selections you will see is the "Customize Columns" option.

In this example, I want to add both the memo and ship date fields to my customer screen to have them for easy reference. Here's how I would do it:

  • Open the customer center
  • Hover over the right hand part of the screen and right click my mouse to bring up the menu that appears below:

  • Click the "Customize Columns" option and I then see a screen that looks like this:
  • While on the screen above, I will choose to add the "Memo" and "Ship Date" fields. Once I do that, I will click "OK" to return to the customer list

I now have the memo and ship date fields showing automatically in my customer list.

Go ahead - now you try it! As you can see, this one menu option can make your lists display the information that is important to you...




QuickBooks and Inventory Management for Distributors

Are you a distributor or wholesaler considering QuickBooks for your inventory and accounting needs?

Already using QuickBooks for your distribution or wholesale business and trying to track your inventory more effectively?


I have put together a special publication that focuses on some core needs of distributors and compares the functionality of QuickBooks against that of Acctivate, a leading inventory management add-on for QuickBooks.

Download the guide today and get more details on some of these critical needs for distributors:

  • Buying the same part from multiple vendors
  • Backorder tracking and reporting
  • Connection and integration with UPS and FedEx
  • Inventory costing capabilities
  • Multiple locations/warehouses
  • More!...


If the interest in getting your QuickBooks and inventory sorted out is there, but time isn't, I can definitely help.

Take advantage of my 30+ years of accounting, inventory, IT, QuickBooks, and CFO experience for your business. Contact me so we can discuss your situation in more detail.



What One Feature Would You Add to QuickBooks?

A question for you...

If you were in charge of the development of the QuickBooks desktop product, what is the one new feature that you would want to add?

Please post your thoughts in the comment box below (or directly to the live blog post)

Thanks for taking the time to offer your insights!




Is There a Big Learning Curve Between QuickBooks Pro, Premier and Enterprise?

It is often said that a picture can be worth a thousand words.

When it comes to QuickBooks, that theory certainly applies.

See if you can spot any differences in the two graphics below:

Graphic 1:


Graphic 2:

Not seeing any differences? (Graphic 1 is from QuickBooks Premier and Graphic 2 is from QuickBooks Enterprise - you can see the workflow is exactly the same between them!)

That is by design, and it emphasizes a key point...

There is no big learning curve when your business makes a move to the Enterprise version of QuickBooks. They function the same way.


Sadly, many businesses that need the power and flexibility that QuickBooks Enterprise provides are afraid to make the move because they fear this massive learning curve and disruption to their business.

Simply not anything to worry about.

You create an invoice the same way in QuickBooks Pro, Premier and Enterprise.

You enter and pay a bill the same way in QuickBooks Pro, Premier and Enterprise.

You run a profit and loss report and balance sheet the same way in QuickBooks Pro, Premier and Enterprise.

Naturally, QuickBooks Enterprise has more features and functionality and Pro or Premier. And it should, since it is more expensive (though I can get you a very nice discount on your QuickBooks Enterprise purchase).

Don't let the worry of having to completely re-learn new software keep you from exploring the Enterprise version of QuickBooks.