Resources for Businesses

5 Minute QuickBooks Professor

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QuickBooks Inventory:

Using Units of Measure

QuickBooks Inventory:

How to Create a Purchase Order

QuickBooks Inventory:

Tracking Customer Returns RMA

QuickBooks Advanced Inventory:

Using Multiple Locations

Articles

What Questions Should I Ask of a Potential Third-Party Logistics Company to Fulfill My Orders?

Things to consider before relying on an outside company to fulfill your orders.

Think US Manufacturing is going away? Think again.

By Tim Grant, Inventory & Manufacturing Software Consultant for QuickBooks Users

 

 

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9 Things you should NOT do with QuickBooks inventory

By Tim Grant, Inventory & Manufacturing Software Consultant for QuickBooks Users

 

 

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The Inventory Cycle in QuickBooks

By Tim Grant, Inventory & Manufacturing Software Consultant for QuickBooks Users

 

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Tools for Transferring QuickBooks Inventory Data

By Tim Grant, Inventory & Manufacturing Software Consultant for QuickBooks Users

 

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Three things that drive me nuts about the QuickBooks Enterprise Manufacturing & Wholesale Edition

By Tim Grant, Inventory & Manufacturing Software Consultant for QuickBooks Users

 

read more


 

Workflow Process Documents

Download
Checklist for Physical Inventory Counts.
Microsoft Word Document 17.0 KB
Download
Checklist for Inventory Cycle Counts.doc
Microsoft Word Document 17.6 KB
Download
Workflow Process - Fullfillment & Produc
Adobe Acrobat Document 785.3 KB
Download
Workflow Process - Invoice.pdf
Adobe Acrobat Document 1.1 MB
Download
Workflow Process - Purchasing.pdf
Adobe Acrobat Document 772.6 KB
Download
Workflow Process - Receiving.pdf
Adobe Acrobat Document 638.4 KB
Download
Workflow Process - SO.pdf
Adobe Acrobat Document 1.3 MB
Download
Workflow Process - Accounting.pdf
Adobe Acrobat Document 706.1 KB

 

Inventory Programs and Wizards

Note: these products are not owned by us, and this is not an endorsement.  This is simply a list of tools available for inventory users.

 

FORMAT = Function Description Price Website

 

Import Assemblies -- using, 'Transaction Pro Importer.'  TPI will import the shell  of assemblies, including descriptions and build points.  It does not, however, import preferred vendors, MPNs  or custom fields.  Price: $199.95 from Bay State Consulting

http://www.baystateconsulting.com/products/01TxnWizard.htm

 

Import Items -- using the, 'List Importer' from Big Red Consulting.  Includes many of the fields and accounts for items, including fixed assets.  Does not import assemblies or inventory serial numbers, however.  Price: 10-day free trial; $49.00 from Big Red Consulting.

http://bigredconsulting.com/products/list-importer-for-quickbooks/

 

Transfer Transactions from one QB file to another -- moving a part of one QuickBooks file to another?  Do it safely with the, 'Data Transfer Utility' from the Irvin Corp.  Imports all transaction and list types.  Price: $169.

http://www.q2q.us/dtuoverview.htm

 

Import Sales Orders & Purchase Orders -- Karl Irvin's 'Open Orders Transfer Utility,' does exactly that.  Move open orders from one QB file to another.  Price:Free!

http://www.q2q.us/dtuadd-ons.htm  See #5


Freight Allocator -- another Invin Corp tool that re-allocates freight charges to items on the supplier bills, so inventory companies can get a true cost of goods sold.  Price: $99.

http://www.q2q.us/FRAdownloadpurchase.htm


 

Transfer only active customers -- allows you to inactive customers within a set date range.  Use in conjunction with Karl Irvin's DTU program before setting up a new file.  Price: Free! from Karl Irvin

http://www.q2q.us/dtuadd-ons.htm  See #4

 

Working with Bills of Material (BOMs) -- called, 'CCRQBOM,' this tool allows you to view things not available in QB: multiple-level BOMs; component requirements for multiple-level assemblies; required assemblies in open SO reports; and a, 'Where Used' report.  Price: 30-day trial; $150 from CCR Software.

http://ccrsoftware.com/CCRQBOM/CCRQBOM.htm

 

Item name changer -- make mass changes of item names all at once.  Add prefixes, suffixes or wholesale name changes in spreadsheet form.  Price: $89.95 from QB Utilities

http://www.qbutility.com/ItemNameChanger_p/item-n-changer.htm

 

Manage outstanding purchase orders -- clean up tool.  Mass close open POs, and change default flags for, 'To Be Printed,' or 'To Be Emailed.'  Price: $29.95 from QB Utilities

http://www.qbutility.com/PurchaseOrderMgr_p/pomgr.htm

 

Manage outstanding sales orders -- close open sales orders in mass, as well as change the, 'To Be Printed,' and, 'To Be Emailed' flags all at once.  Price: $29.95 from QB Utilities

http://www.qbutility.com/SalesOrderManager_p/somgr.htm

 

 

 

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