SCORE Free Workshop: Improving Your Use of QuickBooks™ to Manage Your Business Finances II

quickbooks training

Elizabeth Santaus will present a free SCORE workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II” on Thursday, June 8th, 2017.

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, offers a free workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II.”

In the first workshop on QuickBooks™, you learned the importance of regularly entering your data into an accounting system and utilizing chart of accounts specific to your business. In this follow-up session, you will compare features of QuickBooks for PC/Mac versus QuickBooks Online.

What to expect: This workshop includes an overview of the accounting and reporting features in QuickBooks Pro/Premier for PC, QuickBooks for Mac, and QuickBooks Online’s three subscription levels.  Information on apps and third-party software that interface with these QuickBooks products will also be discussed.  Participants are encouraged to bring questions about their specific industry accounting needs as there will be plenty of time for Q&A with the presenter. Laptops are welcome but not necessary.

Register today! 

 

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. She has worked for a variety of software companies and is a certified trainer in many advanced software programs.  Since 2006, when Elizabeth founded Dressler Santaus, LLC, she has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks™ trainer for the Community Economic Development Fund’s Bridgeport location.

Workshop Sponsor Guilford Savings Bank (GSB) has been serving the financial needs of individuals, families and businesses on the Connecticut shoreline community for over 140 years.  Founded in 1875 by 17 local business owners, it has proudly stood as a trusted institution in the communities it serves.  Starting with a $17,000 investment and one branch on the picturesque Guilford Town Green, GSB has grown to a seven-office, $620 million bank. For more information visit www.gsb-yourbank.com.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s nine counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, Mystic, Norwich, and New London. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

Would You Like To Become A Score Volunteer? Your business knowledge and experience can help others start or grow a small business. Learn more about becoming a SCORE volunteer at: www.score.org/volunteer.

Learn how to manage your business finances with QuickBooks training throughout September.

Dressler Santaus will be conducting a series of QuickBooks seminars during September. Whether you’re a new user seeking to understand the basics of QuickBooks or an experienced bookkeeper who needs to learn new tips or solve a problem, this seminar series can help.

Fundamentals 101: Chart of Accounts, Company Set up and Navigation

September 2, 2015 – 9-11am

Fundamentals 102: Working with Lists

September 9, 2015 – 9-11am

Fundamentals 103: Using QuickBooks Simply

September 16, 2015- 9-11am

Fundamentals 104: Accounts Receivable

September 23, 2015 – 9-11am

Fundamentals 105: Accounts Payable

September 30, 2015 – 9-11am

Seminar Location: Dressler Santaus offices on Milford Green

 

For seminar details, visit http://www.dresslersantaus.com/Seminars_2.html.

Register Now via email or call us at 203.951.6214.

 

Seminars are $30 per registrant payable at the seminar.

Payment can be made by cash, check, or credit card.

 

SCORE To Host Free Workshop: How to Use QuickBooks™ to Manage Your Business Finances (I)

DATE: Wednesday, February 18, 2015 

TIME: 9:30 – 11:00am

LOCATION: Waterford Public Library, 49 Rope Ferry Road, Waterford, CT 06385

TO REGISTER

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses continues its year-round series of Small Business Workshops with “How to use QuickBooks™ to Manage Your Business Finances (I)”.

You have started your own business. Now what? You have bills to pay, customer sales to track, and taxes to file which requires paper, paper, and more paper.   If you have turned to QuickBooks™ for help, and now you find you would like help using the program, this SCORE Workshop is for you, and it is free!

This workshop will provide practical, easy to use guidance and tips to help ensure that your Chart of Accounts gets you to the right financial information, and that it aligns with your use of QuickBooks.  Participants are welcome to bring a laptop with QuickBooks™ added so they can follow along with the presenter.

Elizabeth_Santaus (2)Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. Since 2006, when Elizabeth founded Dressler Santaus, LLC, she has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a  QuickBooks™ trainer for the Community Economic Development Fund’s Bridgeport location.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s seven counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, and Norwich. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

Would You Like To Become A Score Volunteer? Your business knowledge and experience can help others start or grow a small business. Learn more about becoming a SCORE volunteer at: www.score.org/volunteer.

 

SCORE To Host Free Workshop: “Managing Your Business Finances 2 (QuickBooks)”

Partner: Middlesex Community College  

DATE: Tuesday, December 9, 2014

TIME: 6:00pm – 7:30pm

LOCATION: Middlesex Community College, 808-D Chapman Hall, 100 Training Hill Road, Middletown, CT 06457

TO REGISTER NOW: Click here to register for this event

Old Saybrook, Conn. ~ The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, continues its year-round series of Small Business Workshops with “Managing Your Business Finances 2 (QuickBooks).”  Once you have made the decision to use QuickBooks Financial Software, how do you get started? This seminar includes a step-by-step demonstration in setting up a company within QuickBooks.  Options screens that appear during the company set-up will be explained.  Presenter Elizabeth Santaus will cover company-wide versus user preferences and basic software navigation so you can start using QuickBooks right away.  Participants are welcome to have a laptop with QuickBooks loaded so they can follow along with the presenter.

 

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry.  In 1990 Elizabeth started as a technical support representative for Great American Software’s One Write Plus.  In 1992 she started her own consulting company, On-Line Technologies, and received her certification in Great Plains Software. In 1994, when Elizabeth and her husband moved to Connecticut, she became the CFO for three small sister companies in Branford, CT. Since launching Dressler Santaus, LLC in 2006, Elizabeth has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY.  As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks trainer for the Community Economic Development Fund’s Bridgeport location.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s seven counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, and Norwich. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

 

Fixed Assets – Preparing for October Personal Property Tax Forms

As October approaches, you can expect to receive a multi-page form from your city or town asking for a lot of information about the property that your business owns or leases. This information needs to be returned to your town or city assessor’s office by November 1st as they use this reported information to generate the annual Grand List and associated tax bills.

Many businesses put off completing these forms because gathering the information is time-consuming and tedious. QuickBooks has features that help tremendously in completing these forms quickly and they include the Fixed Asset Listing.

calculatorFixed Assets are capital expenses including furniture, fixtures (shelving, etc.), computer equipment, machinery, and equipment. Inventory is not included as a fixed asset. Vehicles are taxed separately based on DMV records. Leasehold improvements are not taxed as personal property – they affect the value of the building and real estate taxes.

The important information that a business needs to keep regarding fixed assets is what it is, when it was purchased, if it was purchased new or used, and when it was disposed of or sold.

In order to make this simple in QuickBooks, here are the steps to take:

1. Update Chart of Accounts
Make sure that your Chart of Accounts includes Fixed Asset type accounts for each of the reported categories above: vehicles, computer equipment, furniture and fixtures, machinery and equipment, etc. so that these accounts correlate to the sections of the property tax return form.

2. Add to the Fixed Asset Item List
From the Home Page in QuickBooks, choose Lists/Fixed Asset Item List. Adding your existing fixed assets in this list will not affect your financials at all. Enter each item with a unique Asset Name/Number, just like when you add new items or services. You must enter a Purchase Description, date purchased, new or used, purchase price, and an Asset Account (aka the Fixed Asset type account from your Chart of Accounts such as “Vehicles”, “Furniture & Fixtures”, etc. as noted in the above paragraph). Any other information you wish to enter is up to you. You will note that the Vendor box does not include a vendor drop-down list of your QuickBooks vendors.

3. Run Reports
Once you have entered all your existing assets, you may run a report to confirm the totals closely mirror the amounts on your Balance Sheet. Choose Reports/Lists/Fixed Asset Listing. First you may want to run this report sorted by Account, export it to Excel and sum the totals for each Account to make sure you have all the computers, machinery, vehicles, etc. set up as a fixed asset. The totals by Account should mirror your Balance Sheet. If they do not, your Balance Sheet may be understated because you have acquired new assets that you posted to expense accounts instead of fixed asset accounts. Your Balance Sheet may be overstated because you have sold or disposed of some assets and the changes were not recorded properly. Either way, start with making sure the Fixed Asset List is correct and work with your CPA to correct your Balance Sheet.

Now that you have put in the past items purchased, as you continue to use QuickBooks, you can add a fixed asset item “on the fly” when you enter a check or bill or credit card transaction. Simply toggle from the “Expense” tab in the body of the transaction to the “Item” tab and click on the first line to “Add New” – this allows you to add a new item, service, or fixed asset. Once a fixed asset item is created, you can also sell the item through an Invoice or a Sales Receipt. Adding the asset when it is purchased and selling the item when it is disposed of or sold keeps your Fixed Asset Listing up to date. These transactions – bills, checks, sales receipts – do affect your Balance Sheet as well in order to keep the total fixed asset values correct.

Property Tax Forms

Each October, run your Fixed Asset Listing Report, modify the report to include the date ranges that correlate to the personal property tax form, i.e. 10/1/13 to 9/30/14, then sort these items by Account. Memorize each report by these date ranges for future ease: “Property Tax Form Report 2014” (dates 10/1/13 – 9/30/14, “Property Tax Form Report 2013” (dates 10/1/12 – 9/30/13), etc.

Keep your insurance company apprised of any changes to your total property value so that you are covered for full replacement cost. And of course, keep the list handy to send with your financial reports to your CPA at year end so that he/she may calculate the depreciation adjustments easily.

Some initial work on your part to get your fixed assets entered into QuickBooks will pay off in the long run in all three areas: your personal property tax return, your annual tax filing, and your insurance coverage.

Go to the Dressler Santaus web site.

SCORE To Host Free Workshop:Managing Your Business Finances 1 (QuickBooks) presented by Elizabeth Santaus

DATE: Tuesday, September 16, 2014

TIME: 9:00 – 10:30am

LOCATION: Old Saybrook Town Hall, 302 Main Street, 1st Floor, Old Saybrook, CT 06475

REGISTER NOW

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, continues its year-round series of Small Business Workshops with “Managing Your Business Finances 1 (QuickBooks).”

As a business owner, you have bill to pay, sales to track, taxes to file and more! This workshop will provide practical, easy to understand guidance and tips to help you manage your business finances. Learn tips to ensure that your Chart of Accounts gets you to the right financial information, and that it aligns with your use of QuickBooks. Participants are welcome to bring a laptop with QuickBooks loaded so they can follow along with the presenter.

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. In 1990 Elizabeth started as a technical support representative for Great American Software’s One Write Plus. In 1992 she started her own consulting company, On-Line Technologies, and received her certification in Great Plains Software. In 1994, when Elizabeth and her husband moved to Connecticut, she became the CFO for three small sister companies in Branford, CT. Since launching Dressler Santaus, LLC in 2006, Elizabeth has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks trainer for the Community Economic Development Fund’s Bridgeport location.

Workshop Sponsor Liberty Bank was chartered in 1825 and has proudly dedicated itself for nearly two centuries to superior personal service and unparalleled community involvement. Today, Liberty Bank has over $3 billion in assets under management and serves more than 190,000 households with locations across central, eastern and shoreline areas of Connecticut. Learn more at www.liberty-bank.com/.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s seven counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, and Norwich. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

REGISTER NOW

 

Go to Dressler Santaus web site.

Cleaning Up Your QuickBooks Data

Part 4: Managing the Chart of Accounts

The Chart of Accounts is the backbone of your accounting data. When the Chart of Accounts is set up correctly your Balance Sheet and Profit & Loss information can be used to give you a truthful snapshot of your company’s financial health.

The Chart of Accounts is composed of five major types of accounts: Assets, Liabilities, Equity, Income and Expenses. Unfortunately, if you are not versed in accounting basics, your chart of accounts may have loans (liabilities), fixed assets (equipment, vehicles, and computers), or owner draws categorized as expenses. You may also have added so many sub-accounts to your list that your chart of accounts has become long and unwieldy. Cleaning up your chart of accounts, like other lists in QuickBooks, can make a world of difference in helping you understand your financial reports.

QuickBooks Chart of AccountsDelete Accounts

First, if an account has never been used in a transaction, then you can delete the account. In the Chart of Accounts (Lists/Chart of Accounts), highlight the account you wish to delete. Click on the Edit drop-down menu and choose to “Delete Account”. QuickBooks will warn you that you cannot delete this account if it has been used in a transaction so don’t worry that you will delete transaction history.

If you have used the account in a transaction, attached it to an item, or it is tagged in the 1099 set-up, then your next option to get it off the list is to de-activate it. In the Chart of Accounts, highlight the account you wish to delete. Click on the Edit drop-down menu and choose to “Make Account Inactive”. Now the account will no longer be on the Chart of Accounts when you display or use a drop-down list. If you wish to see the accounts you have de-activated, in the Chart of Accounts, choose the pull-up menu in the lower left and click on “Show Inactive Accounts”. You may always reactivate an inactive account. Any financial reports that include activity that posts to the deactivated account will display the account regardless of it being deactivated. Deactivating closed bank accounts, old loans, etc. can keep your list up to date.

Merge Accounts

The third option, merging accounts, is a great tool for cleaning up duplicate accounts, say “Office Supplies” and “Office Expenses”. In order to merge accounts, be aware of the following rule: the accounts you wish to merge must both be the same Type (bank, current liability, expense, etc.). Remember that the transaction history for both accounts will be merged together under the remaining account – all activity going back to the creation of your QuickBooks data file (there is no way to merge only some data based on a cut-off date).

If Account A and Account B need to be merged together and Account A is the one we want to keep, we will change the “Account” name of Account B to match that of Account A exactly (case sensitive, spaces and punctuation). Note that if you use Account Numbers, all you need to do is make Account B’s number the same as Account A’s – no need to match the account names. Once you have changed Account B and try to save it, QuickBooks will tell you that an account already exists with that name/number and asks if you want to merge them. If you say “yes” there is no “undo” button, so be sure!

If you need to move a group of accounts and subaccounts to a different Type, you cannot move the main account and have all the rest come with it. You must first edit the subaccounts and detach them from the main account (uncheck the “subaccount of” box and re-save). Once the main account is unencumbered by subaccounts, you can change its type. Then you can change the type for each of the subaccounts and reattach them to the main account.

Account Numbers

Finally, if you use Account Numbers and the numbering scheme seems illogical or messy, you can change the numbers of the accounts to order them as you wish to see them on your reports. Using GAAP standards, usually that means that all Assets begin with a “1”, all Liabilities begin with a “2”, Equity accounts start with “3”, Income with “4”, Cost of Goods Sold (a sub-class of Expenses) with “5”, and all Expenses with “6”, “7”, “8”, or “9”. It may start as a Shell Game if you have to renumber an account to 9999 to free up a number you need for another account. But soon your list will be numbered succinctly and in the order that makes the most sense to you and your company.

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Photo credit: Intuit QuickBooks Support

Online Banking within QuickBooks

Although the ability to import your banking and credit card activity into QuickBooks is not new, I find that many people misunderstand its purpose. Online Banking within QuickBooks does not replace the need to reconcile your bank and credit card statements to your QuickBooks activity. In the following sections I will discuss who benefits from online banking, how to import your transactions properly, and why the online banking feature is not the same as the reconciliation feature.

Is Your Company Proactive or Reactive?

In other words, do you print checks and enter deposits in QuickBooks, or do you pay your bills online at your bank’s website and use your credit card or debit card a lot? If your company’s bookkeeping is proactive – most of the checks are printed out of QuickBooks and customer deposits are entered manually – online banking won’t mean much to you. This is because importing your bank’s activity will only confirm what you have already entered manually.

bookkeepingIf on the other hand, your company has a number of debit card, credit card and service charge transactions each month, then importing the activity from the bank or credit card website can help you make sure you don’t miss entering transactions. This can keep your bank balance in QuickBooks more up to date because you are not waiting for the bank statement to arrive in order to record all the debits and service charges that occurred the month prior.

What Online Banking does is import your latest bank or credit card activity into a holding tank in QuickBooks. Then QuickBooks tries to match the amounts it imported to items on your check register. If an item on your check register has not been cleared in the reconciliation screen, is within a reasonable date range, matches the check number, matches the amount, etc. then QuickBooks marks the item on your register with a lightning bolt in the “Cleared” column.

If QuickBooks cannot find a match, then it displays the item(s) left in the “holding tank” in a separate pane on your desktop, splitting the screen with the “holding tank” items on one side. This display can either be a split side by side or a split top and bottom (a preference you can change in Edit/Preferences/Checking/Company Tab). Now it is your job to classify the remaining items correctly. All the bank knows is the date it cleared and the amount. You must tell QuickBooks to whom it was paid/received and for what.

Aliases and Your Vendor List

Alias is the term QuickBooks uses to determine how to take the mumbo-jumbo payee name that is imported and match it with someone on your vendor list. So when you click on an item in the “holding tank” and click “Add to Register”, if QuickBooks does not recognize the vendor (for example, DDA #2223 STRS HOME D) then a pop-up window appears asking you to “Create an Alias”. You may choose from your vendor list and tell QuickBooks that this is really “Home Depot”. The next time this payee is imported from the bank, QuickBooks will recognize this as “Home Depot” and mark it accordingly.

Next you will see the item appear in your check register – or in side-by-side format you will see it by itself waiting to be recorded. You must check the Expense or Income account to which it will post. QuickBooks will suggest to you the last account you used for this vendor, but that may not be true this time. Also, in order to affect multiple accounts you must open the “splits” option (side-by-side) or click on Edit/Edit Transaction from the pull-down menu to get to the areas where you can assign Customer/Job or Class or use the Item tab instead of the Expense tab. Once you have verified that the information is correct you can record the transaction and move on to the next item in the “holding tank”.

A great example of how unhelpful QuickBooks can be is when an imported item says “American Express”. Your company takes American Express credit card payments from its customers and you also have a corporate AMEX card. An imported transaction from American Express could be 1) your payment on the corporate card, 2) a deposit settlement of AMEX customer payments, 3) monthly merchant service discounts or fees, or 4) a chargeback or refund to a customer. You will need to take the time to determine which scenario you are dealing with when interpreting the mumbo-jumbo “payee” line you see imported from the bank to the holding tank window.

If an item has already cleared (been reconciled) in QuickBooks (it has a check mark in the “Cleared” column), Online Banking will not match the transaction and you must manually highlight the cleared item in the register and click on “Match” to tell QuickBooks the transactions are the same. Also, if you have typed in an amount on your register that is incorrect, QuickBooks will not match an imported transaction to it: you must fix the error on the register first.

And finally you can delete items that you will never clear out of your “holding tank” only by switching the display to Side-by-Side. This display allows you to select items to delete. QuickBooks deletes them only from the holding tank, not the register.

Take heart! Your bank or credit card is smart enough to know what you have already downloaded into QuickBooks so you need not fear you will import them again.

Online Banking vs. Reconciliation

Finally, Online Banking is not the same as reconciling. Online Banking only knows what has cleared the bank, not what is in transit. Only you know what checks are in the mail, on hold, pending, etc. Secondly, it is only in reconciling the account to the bank statement that you find duplicate entries and other errors in your register, particularly old checks that have never cleared that need investigating.

Online Banking can be a very helpful tool especially if you have many electronic payments and online activity, but it must be used with open eyes. You are still in charge of classifying each entry to get the right information into QuickBooks.

 

photo credit: <a href=”http://www.flickr.com/photos/bjmccray/3042123437/”>bjmccray</a> via <a href=”http://photopin.com”>photopin</a> <a href=”http://creativecommons.org/licenses/by-nc-nd/2.0/”>cc</a>

QuickBooks for Mac 2013 New Features

In my prior blog post regarding QuickBooks for Mac I expressed disappointment with the bank reconciliation function.  With QuickBooks for Mac version 2013 Intuit has brought the Mac version up to the level of the Desktop version in bank reconciliation features!

In QuickBooks for Mac 2013 the bank reconciliation area has been improved to include some features the Desktop version has enjoyed for years such as:

  • The Statement Date field is now located at the beginning of the reconciliation process.
  • A keyword search has been added to find transactions in the Reconcile Window.
  • A prior reconciliation can be undone.
  • Within the Reconcile Window line items can be sorted by any column: Check #, Payee, Date, or Amount.
  • Transactions dated after the statement end date can be hidden.
  • Minor reconciliation discrepancies – when you choose to complete the reconciliation and not search for the missing $.08 –will be posted to Reconciliation Discrepancies and not Opening Balance Equity.
  • Finally, “Round Tripping” with QuickBooks for Windows files no longer wipes out the cleared status of transactions forcing you to re-reconcile your statements when the file is returned to QuickBooks for Mac.

Welcome Mac users to the 21st century!

Return to the Dressler Santaus web site.

QuickBooks Products: QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions is a higher-end small business accounting software package that looks and functions like QuickBooks Pro and Premier.  It is designed for use on a networked system.  It has powerful reporting capabilities, larger list limits, and expanded permission customization features.  Because it is server-based, it allows companies with several sites to collaborate and share important business information more efficiently.

qbenterprise

What is nice is that QuickBooks Pro and Premier data can be seamlessly “converted” to Enterprise Solutions.  Employees that are familiar with QuickBooks Pro or Premier will need minimal training in Enterprise Solutions to get up and running quickly.

With a different programming architecture, Enterprise Solutions can support much larger list sizes – it handles up to 1 million names and items combined.  It also means that it can handle up to 30 simultaneous users with customized permissions and roles (with 115 levels of permissions available).

Enterprise Solutions users have the following additional features to Pro and Premier:

  • Up to 30 simultaneous users
  • Increased security options and permissions
  • Larger list limits
  • Automatic price markup, enhanced inventory receiving and attaching of pictures to inventory items
  • With Enterprise Advanced Inventory:
    • Track inventory by location and bin
    • Track inventory by FIFO (first in first out) or average cost
    • Allow barcode scanning
    • Track inventory by lot number and serial number
    • Integrates just the same as Pro/Premier with Payroll and Merchant Services
    • Has industry-specific versions for Retail, Construction, Non-Profit, Professional Services, and Manufacturing & Wholesale

QuickBooks Enterprise Solutions integrates with QuickBooks Point-of-Sale software.

Return to the Dressler Santaus web site.