In this video, we describe how to go over automatic (or as automatic as possible) invoice reminders for your customers using QuickBooks Desktop. There’s a bit of nuance, but once completed, the software will draft the invoice reminders for you and remind you to send them.

As the leaves turn and the seasons change, pumpkin spice starts peppering desks, and the accounting staff start prepping for end of year, another project hits my desk. Every October through November I take the time to revise our yearly strategic plans for the following year. This year’s looks considerably different from last, given the pivots that took place in March, but many things remain the same.

QuickBooks Enterprise Express Pick and Pack was enhanced in QuickBooks Enterprise Version 2020. While only available in the Platinum (Advanced Inventory) Edition, it is meant to save you time when building out roles, and when switching roles, for picker ad packers, as well as associated actions and approval processes.

We’ve been fielding some questions about updating unemployment rates in QuickBooks Online when you have Full-Service Payroll. Let’s talk about how to update your unemployment rate in QuickBooks Online Full Service Payroll.

Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.

As you can imagine, the more fragments you have the more of a maintenance issue you have. The lower the number the better it is. The magic number is under 20, but if you are over this then it isn’t the end of the world. You are just in the yellow zone. The fewer fragments you have the quicker that the file can be read. File fragments in and of themselves are not the problem – you will never have 0 fragments. They are just one of the gauges to measure file health (highest I’ve seen was over 300, and that was a rough one!).

I have the inventory scanner, barcode scanner, setting up the Advanced Inventory preferences…everything… NO USERS.

So, we are about to fix that.

Many of our posts are based in QuickBooks Enterprise and require Advanced Inventory to be on (required Platinum or higher subscription). To turn on Advanced Inventory, you will open up QuickBooks Enterprise and navigate to Preferences, under the Edit menu.

As an Accredited Business Consultant, I focus on navigating the ever-changing balance between tech and people. When companies are changing software this differentiation becomes incredibly important to be aware of. My mantra is to let people do people stuff, and let tech do tech stuff. Knowing how to leverage the tools you have available for your business – no kidding – will make you money.

You are running your reports at the end of the month, and come across an odd account on your P&L. Maybe your accountant asked about it, maybe it just stuck out like a sore thumb. Unapplied Cash Payments in QuickBooks are a funny animal. There seems to be a number there, and if you don’t know what it is, it takes way more time than necessary to fix!

We were an early adopter of ChronoBooks, the newly acquired backup service for QuickBooks Online Advanced. A few years ago, we reached out to Nate, and were excited about his new service that was able to seamlessly backup QuickBooks files in case of issue.

In a previous post we set up our QuickBooks Enterprise file to calculate Landed Cost, or the cost to get an inventory item to a recipient’s door. Landed cost is important, because it helps you understand the total cost of your items that are shipped, instead of only calculating the cost of creating the item. As any manufacturer or distributor knows, knowing your COGS (Cost of Goods Sold) is a critical need for business planning and pricing. If you need a refresher on how to turn on Landed Cost, please see the previous article below, then carry on with our post.

Continuing our thread of improvements to this year’s version of QuickBooks Enterprise, today we are talking about the brand new Landed Cost feature for QuickBooks Enterprise Platinum tier. This new feature is available in both the US and Canadian versions of QuickBooks Enterprise.

The Coronavirus/COVID-19 pandemic has affected every business owner I know. Whether directly or indirectly, no one has come through this situation completely unchanged. Some manufacturers have changed course and are manufacturing medical supplies. Some are losing projects or business until the shutdown is over. Logistics companies are simultaneously working with fewer staff in some cases, but many more truck loads to deliver. No one has been unchanged, especially in the verticals we work with.

QuickBooks Online rolled out usage limits in 2019. Prior to usage limits being imposed, users picked tiers based on feature needs, and usage within those tiers was generally unlimited. Once usage limits were incorporated, users with usage different from the new tiers was flagged.

Learn more about security permissions in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Enterprise Desktop, and discover which one will best fit your business.

Read about how shopping behavior has changed with the rise of Covid, and how your ecommerce strategies will help you survive and thrive.