Blog

  • QuickBooks POS
    Inventory Aging Reports in Point of Sale

    “Is there any way to run an “aging” report for inventory in the POS? I know you can see it by looking at each individual item but it would be much more helpful if I could run a report and then pull all those items that are over 120 days old and throw them into an inventory reduction sale.”

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  • woman doing inventory
    Interactive Inventory Reminders in Point of Sale

    Ever noticed that the blue sticky note on the home screen changes? It is actually an ever changing list of inventory reminders. The sticky note will tell you if something needs to be done in the inventory screen. So next time instead of ignoring the blue sticky, read it and follow it’s advice.

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  • working at laptop
    Customize Your Program Buttons in QuickBooks Point of Sale

    Ever want to customize the home screen in version 10? Simply Right-click the side bar and choose the buttons that you want to use!

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  • Fixing a pipe
    Tips and Tricks for MISys Manufacturing Software

    “I’m implementing MISys SBM and I am getting ready to train my staff on how to use the software when I came up with a question. ‘How do I clean up mistakes?’ All the videos and training will show me how to do things the right way, but how to I fix a mistake?”

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  • Intuit QuickBooks logo
    Clean Up Your Company File in QuickBooks Point of Sale

    Now that we are getting near the end of another year (where did the time go?), it is time to think about cleaning up your QuickBooks Point of Sale file. As you know, a lot of documents are saved in the point of sale file. After a while, searching for documents can be a pain when you have to scroll through all of your closed documents.

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  • checkbook
    How to Handle Bounced Checks

    “I have a quick question for you. We have had quite a few returned check in the past week or so. We are expecting to not get some of this money back. How do I account for this in my system? I tried doing some research myself but it comes up with listing the bank service charges as income which are not going to be if we are expecting not to get this money back. Help!?”

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  • Intuit QuickBooks logo
    View All Your Open Windows in QuickBooks

    It is easy to open multiple windows in QuickBooks. When working on a project, it is easy to have 2-5 windows open. It is a pain to go back and forth, trying to find all you open windows, so you redo your report and now you have more open windows.

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  • Intuit QuickBooks logo
    Setting Inventory Counts Equal to Zero in Point of Sale

    “Mary, I’m getting ready to do physical inventory in Point of Sale and I have a question. Alof ot my inventory is miscounted, so I would like to enter my counts intot the system and then default eveything else over to zero. Can QuickBooks Point of Sale do that automatically?”

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  • MISys software box
    Separating Lead Times in MISys -Order, Assembly, Shop Floor Control

    Here is an email from MISys tech support. My client was setting up lead times and wanted to understand how lead times work in MISys.

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  • Intuit QuickBooks logo
    Exporting Custom Lists in QuickBooks Point of Sale

    “Our store cannot export customer data to our mailing list. When they try, it exports the entire company customer list not just their filtered customer list.”

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  • Intuit QuickBooks logo
    Prepay for Inventory Using Point of Sale

    “Thanks again for your help this morning. Here’s a question for you. I received an invoice for inventory. It’s a pre-pay account, meaning we need to send a check to them before they ship the product to us. So I’ve created a PO in the POS. How can I enter the billing information with receiving the inventory until later?”

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  • Intuit QuickBooks logo
    Resize QuickBooks Reports for Printing

    “Ocasionally, I would like to print a QuickBooks Report. How do I resize the report so that it will print on one page?”

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  • tax documents
    How to Find a Bookkeeper

    “I am planning on looking into getting someone to do my books because it has been very frustrating still not knowing what I am doing and forgetting to file things. Overall, I think this will work better for me. How do I find a bookkeeper?”

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  • Intuit QuickBooks logo
    Selling Custom T-Shirts In QuickBooks Point of Sale

    What you do if you want to add a service or value to inventory that you have already purchased? Recently I was at one of my clients trying to solve their custom T-shirt problem.

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  • MISys software box
    Forecasting with MIsys MRP tools

    Do you know if a forecast can be plugged into the MRP module of MiSys? I know it looks into QuickBooks for orders to create the Master Production Schedule, but can it look at a forecast to help create it?

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  • Intuit QuickBooks logo
    Tax Line Mapping in QuickBooks

    Every so often, I’m asked about Tax Line Mapping. Tax Line Mapping is a descriptive field in each account in the Chart of Accounts.

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  • Intuit QuickBooks logo
    Changing the Date in Point of Sale

    One of my clients needed to re-enter a sales receipt for a sale that took place last week. In order to change the receipt date, you must change the computer’s date to the date of the receipt, then close out of POS and re-start the software.

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  • MISys software box
    MIsys Manufacturing Accouting Integration Guide is Here!

    I have seen too many good people struggle with the MIsys/QuickBooks Accounting Interface. So I decided to write a MIsys/QuickBooks Accounting Integration Guide.

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  • Intuit QuickBooks logo
    Create Payouts in Point of Sale

    I have a question about “paid outs”. I needed to pull money out of the register to pay for things during the qualifier.

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  • Intuit QuickBooks logo
    Getting Started with Quickbooks

    One of the calls that I get rather frequently is the “I’m getting started with QuickBooks, how do I setup my company file?” So I documented the process in this blog so that anyone can take a shot at setting up QuickBooks.

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  • Intuit QuickBooks logo
    Credit Card Accounts Vs. Split Checks in QuickBooks

    “What is the purpose of credit card accounts in QuickBooks and why would I bother?”

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  • MISys software box
    Mobile CFO MIsys Practice Press Release

    Mobile CFO formally announced the formation of a MIsys manufacturing practice. Although Mary has been working with MIsys for 4 years, she has recently decided to focus on manufacturing clients. Attached is the press release announcing the change.

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  • MISys software box
    Using Standard Costing with MIsys SBM and QuickBooks

    “We use MISys SBM and QuickBooks and our inventory just doesn’t seem to be correct. We use standard costing in MIsys. When we transfer finished goods to QuickBooks, the cost is averaged and destroying our inventory value.” Please Help.

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  • Intuit QuickBooks logo
    Manage Reorders in Point of Sale

    Question:

    “Hi Mary, can we add a “core item” designation option to items in POS? I want to create a category of items for which we want to never run out.”

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  • Intuit QuickBooks logo
    Reverse a Sales Receipt in Point of Sale

    “Over the weekend, one of my cashiers took a check for payment and incorrectly entered the check number as the check amount. Now my Z-out report is off and my cash won’t balance. How do I fix this error?”

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  • Intuit QuickBooks logo
    Placing an Invoice on “Pending” Status

    I came across an interesting feature today. I had always thought that once an invoice is saved, it is instantly added to the financial statements. You can always change an invoice, but it’s affect is immediately seen in the financial statements.

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  • Intuit QuickBooks logo
    Add your own Inventory Quantity Adjustments

    What if you want to add your own reason to adjust quantity? Simply type the new reason and the system will save it for you! This way you can better segregate the quantity adjustment reasons.

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  • Intuit QuickBooks logo
    Mobile CFO Scores a Perfect Score in Customer Delight- Revised

    Intuit has now contacted 23 current and former clients, and all of them have given Mary a perfect score in customer delight!

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    Watch the Use of “Undeposited Funds” in your Point of Sale setup

    Had another interesting situation with a client this week. We were looking to balance the “cash in drawer” bank account, but it was showing substantial shortages. The office manager swore that everything was deposited, but we couldn’t see where the missing checks went in QuickBooks Financial.

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  • Intuit QuickBooks logo
    QB POS – Synching to the Wrong File

    I had a very interesting situation with a client today. Over the weekend, the night manager synched to the wrong QuickBooks financial file. There is a way to resend all the financial detail to another QuickBooks file.

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  • Intuit QuickBooks logo
    Girl Scouts Sell Cookies with Intuit’s Go Payments Solution

    Girl Scouts sell cookies with smartphones: You can pay for those Thin Mints with a credit card

    PARMA, Ohio — The Girl Scouts were selling their cookies the old-fashioned way, pulling a creaky-wheeled red wagon laden with Thin Mints and Samoas down a suburban street. But the affair took a decidedly 21st-century twist when, with a polite smile, one of the girls pulled out a smartphone and inqui…

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  • Intuit QuickBooks logo
    Mobile CFO Saves Materials Processing Company 16.5 hours

    Don’t forget the power of the excel import function. Materials Processing needed to add the terms for about 10,000 customers to the customer terms field. It took hours to go from A-D. During my next visit, they asked if I could automate the process.

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  • Intuit QuickBooks logo
    The Store @ American Sports Center

    I’m right in the middle of a Point of Sale installation at The Store@American Sports Center. While a formal success story is six month off, I wanted to share store manager Debbie Ochoa’s Point of Sale Testimonial.

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  • Intuit QuickBooks logo
    Tayco Engineering

    Tayco Engineering’s accounting system was from another time. It was DOS-based and worked only in Windows 98. Something had to be done to update the system to the current day.

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  • Intuit QuickBooks logo
    Try Naming Classes by Numbers

    Usually in the world of QuickBooks, names rule. Like in the case of customer, vendor,and the chart of accounts typically we are looking at the name instead of the account number.

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  • Intuit QuickBooks logo
    Baby Banou, LLC

    Baby Banou, an upscale specialty baby retail store in St. Paul, was 4 days away from the grand opening. Late on a summer Friday night, the owner was struggling with the QuickBooks Point of Sale that she had purchased directly from Dell.

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  • Intuit QuickBooks logo
    Holmberg, Inc.: Misys and QuickBooks Enterprise A Winning Combination

    A family-owned specialty paper manufacturer had an old production system that was not meeting their needs. They were looking for a way to cut the high annual maintenance fees and at the same time, upgrade their infrastructure.

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  • Intuit QuickBooks logo
    Oakdale Gun Club

    In May of this year Oakdale Gun Club wanted to upgrade their clubhouse and their infrastructure. As part of the upgrade, they wanted to replace their simple cash register with an integrated Point of Sale system.

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  • Intuit QuickBooks logo
    Bemis Development, Inc., A Large General Contractor

    The client, a large general contractor, was attempting to run all the financials of the business on his laptop–including payroll, job costing, contracted milestones, and performance monitoring–for over 250 job sites on any given day. It was becoming increasingly difficult, if not impossible, to monitor performance for all the jobs in progress.

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  • Intuit QuickBooks logo
    Gold Coast Construction Goup, Inc., A Start-Up General Contractor

    In late 2007 a local CPA referred Mobile-CFO to a start-up cell-tower General Contractor. They had been in business for 6 months, but had lost their bookkeeper after only 2 months of operation. Nothing had been done to the QuickBooks Premier company file in those 4 months. They didn’t understand their chart of accounts and accompanying financial statements. The reports didn’t make sense. The owners were trying to get new business, review ongoing jobs, and be their own accountant and bookkeeper. Too much!

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  • Intuit QuickBooks logo
    Automatically Print Signatures on QuickBooks Checks

    The Intuit Payroll service has added a new check-signing feature in QuickBooks by allowing the user to scan a check signature. Instead of signing each check, you can now scan your signature once, save the image, and then use it in QuickBooks when you print checks on your preprinted check stock. You will still need QuickBooks checks stock, but you won’t have to sign each check.

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    Certified Payroll Available in QuickBooks Payroll

    We have all wanted to do certified payroll at one time or another. Now QB 2009 and 2010 completes all the calcs in excel. It contains all the information needed for the DOL WH-347 and WH-348 forms.

    To find this form, go to reports–>employee–>more reports in excel.

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  • MISys software box
    Mary Brettmann Honored by the Sleeter Group

    At their 2008 conference, Mary Brettmann was honored as a “Magnificent Member” as the top seller of MIsys SBM.  “MIsys SBM is a great system at a great price.” said Brettmann. 

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