Author Archives: David

Don’t rush out to upgrade from QB Enterprise 2014 to QB Enterprise 2015

You must understand that if you upgrade to QB Enterprise 2015 you agree to Intuit’s new yearly subscription pricing model.  You are obligated to pay the yearly renewal fee.  If you don’t and your subscription expires the software will “conk”. If … Continue reading

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QB Enterprise more on backorders.

There are several fields in customize layout you can choose for the sales order and invoice.  Here is a sales order and then the result of transferring the partially filled sales order to an invoice.  After creating the sales order, … Continue reading

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Quick Books Enterprise – whats slicker than greased eels?

Several things in QB Enterprise are slicker than greased eels.  I’ll just touch briefly on a couple of things here and expand more on them in future blog posts. Assisted Payroll is one.  Compared to just buying Payroll and Direct … Continue reading

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Quickbooks Enterprise and the confusion Advanced Inventory creates with accounting.

Well, I guess we’re not in Kansas anymore.  QB has grown up and is growing up.  It treats certain accounting methods now like a more grown up and sophisticated ERP accounting system. Let’s take Advanced Inventory for example.  Now, with … Continue reading

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How to use Quick Books Pro, Premier, Enterprise for over the counter sales.

You can use Estimates, Order, and Invoices for various combinations of order and invoice workflow.  If your not quite ready for full blown Intuit Point of Sale but want to have a counter sales operation here is what you can … Continue reading

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QB Enterprise and Intuit Payroll single user mode.

Most companies want to control access to payroll.  Intuit has designed payroll to work in single user mode. If you have QB Enterprise, you must log in as Admin, and switch to single user mode to setup, manage, and process … Continue reading

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How to do the first reconcile after startup in Quickbooks.

Previous posts talked about loading data in QB and making net change entries to create previous years of GL history. For example you start a company file 1/1/2012.  However you want a year of GL history. Enter a beginning balance … Continue reading

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Using the check register in Quick Books to void or delete a check.

Go to the check register by clicking on Banking – Use Register or by clicking your work flow icon. Right click on the line to work with.  Select either Delete or Void.  In QB Enterprise deleted and voided transactions are … Continue reading

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Using the check register in Quick Books to record manual checks.

There are several situations in which you will use the check register.  One is to enter checks manually after the fact or loading checks starting up a system. Click on Banking – Use Register on the top navigation bar.  Select … Continue reading

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Review of Chax software for printing MICR checks.

Chax software offers MICR printing of checks on blank check stock in Peachtree, Quickbooks, and other programs. http://www.chax.com/check-printing-software.htm For this particular application I needed software to work with both Quickbooks and Peachtree, and that supported more than ten checkbook accounts … Continue reading

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