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ebs Associates Blog

Small Business Accounting & Technology

QuickBooks Desktop Inventory: Expectations vs Reality - Part 1

Posted by Lee Booth on Sep 26, 2018

Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.

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Topics: QuickBooks Import and Export, QuickBooks Warehouse Inventory Management, Fishbowl Inventory Management, Vendor Management, Payments Processing, QuickBooks Invoices, QuickBooks Enterprise, QuickBooks Software, Customer Relationship Management

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

Posted by Jakob Mann on Sep 14, 2018

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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Topics: Customer Relationship Management, Customize Form Templates, QuickBooks Enterprise, QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, Vendor Management, QuickBooks Import and Export

Your Primer on Automating Your Business & Record Keeping

Posted by Lester San Jose on Aug 22, 2018

It goes without saying: complete and accurate financial record keeping is crucial to your business success. Good records provide the financial data helping you operate more efficiently. It becomes more important, as year-end preparation looms around the corner.

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Topics: Taxes in Oregon, Taxes, Sales Tax, QuickBooks Software, Small Business Ideas, Small Business Accounting, QuickBooks Desktop, Vendor Management, QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions

QuickBooks Desktop Bills: The Accounts Payable Cheat Sheet

Posted by Jakob Mann on Aug 20, 2018

Bills in QuickBooks are a transaction reflecting what you owe to a vendor, sometimes referred to outside QuickBooks as vendor invoices. Ensuring complete and accurate entry of bills into QuickBooks can be a huge help in understanding and managing your business’ expenses. Let’s look at some of the basics of entering bills in QuickBooks, and the tools you can use for this process to make your work simpler.

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Topics: QuickBooks Invoices, Vendor Management, QuickBooks Software, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Company File, QuickBooks Warehouse Inventory Management, Payments Processing

How to track time in QuickBooks Desktop

Posted by Denise Loter-Koch on Jul 30, 2018

When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This tracking helps you know what is selling and what is not, and it signals when a reorder is due.

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Topics: QuickBooks Warehouse Inventory Management, TSheets, Small Business Accounting, Taxes, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Premier, Sales Tax, QuickBooks Software

How to Plan a Data Migration in 6 Easy Steps

Posted by Jakob Mann on Jul 24, 2018

From time to time, you may find that you need to replace your QuickBooks company data file. There are a variety of reasons this might happen:

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Topics: QuickBooks Company File, QuickBooks Invoices, QuickBooks Warehouse Inventory Management, Sales Tax, QuickBooks Import and Export, Customize Form Templates, QuickBooks Reporting

QuickBooks Custom Reporting Part 1: The Basics

Posted by Jakob Mann on Jul 9, 2018

If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

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Topics: QuickBooks Reporting, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, Customize Form Templates, QuickBooks Warehouse Inventory Management, QuickBooks Training or How To, QuickBooks Software, Small Business Accounting

Managing Custom Fields in QuickBooks Desktop

Posted by Jakob Mann on Jun 29, 2018

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.

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Topics: QuickBooks Settings, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Software, QuickBooks Training or How To, Customize Form Templates, QuickBooks Warehouse Inventory Management, Customer Relationship Management

Fishbowl 2017.13

Posted by Denise Loter-Koch on Dec 22, 2017

FISHBOWL IS A BUSINESS AUTOMATION PLATFORM - We are happy to announce the release of Fishbowl 2017.13. This release includes new features as well as a few bug fixes. Before you take any steps to upgrade, please read the important instructions at the bottom of the page. Below you will find some of the great features included in Fishbowl 2017.13.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, Fishbowl Inventory Management, QuickBooks Add-ons & Extensions, Vendor Management

QuickBooks 2018 New Feature Highlight | Barcode Scanning and Site Operations

Posted by Geo Townsend on Nov 10, 2017

 The following clip is just a small section from our recent webinar - Go Live with QuickBooks Advanced inventory, detailing the new copy and paste lines within transactions,  presented by Kyle Robles!

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Topics: Small Business Accounting, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, QuickBooks Enterprise, QuickBooks Training or How To

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