Archive for May, 2008:
Data Transfer Utility: Review
There are times when you want to move information from one QuickBooks company file to another. You might want to merge records from your salesperson’s laptop to your desktop company file. Perhaps you want to set up a new company with just the open records. QuickBooks doesn’t make this an easy chore. Today I’ll discuss an excellent third-party tool that…
Manufacturing Bill of Materials
In my post on QuickBooks manufacturing basics I discussed the essential nuts and bolts (sorry for the pun) of building assemblies in QuickBooks. Today I’ll talk about structuring your bills of material (BOM’s). A BOM is a simple thing, right? You want to build something, you just enter in the list of all the parts that you use, and there…
Data Transfer Utility: Review
There are times when you want to move information from one QuickBooks company file to another. You might want to merge records from your salesperson’s laptop to your desktop company file. Perhaps you want to set up a new company with just the open records. QuickBooks doesn’t make this an easy chore. Today I’ll discuss an excellent third-party tool that…
Apparel (Matrix) Inventory
QuickBooks is a flexible accounting product but it has limitations when it comes to anything related to Inventory. One of the areas CCRSoftware is interested in is the Apparel industry, where your basic inventory item may come in a variety of sizes, colors and styles. We call this a matrix inventory. This can apply to other industries as well, wherever…
Manufacturing Bill of Materials
In my post on QuickBooks manufacturing basics I discussed the essential nuts and bolts (sorry for the pun) of building assemblies in QuickBooks. Today I’ll talk about structuring your bills of material (BOM’s). A BOM is a simple thing, right? You want to build something, you just enter in the list of all the parts that you use, and there…
QuickBooks in a Virtual PC
Do you want to install an older version of QuickBooks on Windows Vista, but can’t get it to work? One tool that can help you is a "Virtual PC". Today I’ll give a quick introduction to working with this kind of technology. It’s hard to cut through all the jargon – but the goal in our discussion is to allow…
Apparel (Matrix) Inventory
QuickBooks is a flexible accounting product but it has limitations when it comes to anything related to Inventory. One of the areas CCRSoftware is interested in is the Apparel industry, where your basic inventory item may come in a variety of sizes, colors and styles. We call this a matrix inventory. This can apply to other industries as well, wherever…
Goodbye to QuickBooks 2005 Support
It’s that time of year – Intuit’s annual "Sunset" of older versions of QuickBooks. If you are using QuickBooks 2005 then you won’t be able to use certain services after May 31st. I’m not going to comment on the reasons for this, or whether I agree with this policy or not (lots of comments about that in the user forums…
QuickBooks in a Virtual PC
Do you want to install an older version of QuickBooks on Windows Vista, but can’t get it to work? One tool that can help you is a "Virtual PC". Today I’ll give a quick introduction to working with this kind of technology. It’s hard to cut through all the jargon – but the goal in our discussion is to allow…
Importing Inventory with Excel
There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel to manipulate the item list.
