Tips & Resources

For a answers to frequently asked questions , click here.

• QuickBooks Pro Tips
• QuickBooks Premier Tips
• QuickBooks Enterprise Tips
• QuickBooks Point of Sale Tips
• Resource Links

QuickBooks Pro Tips

• Customize your forms to create a more professional company image.
• The numeric keypad functions as a calculator in any numeric field.
• Use the Open Invoices Report, Unpaid Bills report, and Detailed Profit & Loss Report monthly to review your work and to catch data entry errors.
• Reconcile all balance sheet accounts on a regular basis to guarantee accuracy.
• Never change the default Admin user name. Create a new user name for each user.

Back to top

QuickBooks Premier Tips

• Close individual Estimates and Purchase Orders when you’re finished with them.
• Enter a standard cost for all Inventory items and update the cost annually.
• Use the class feature to segment your business into market or product sectors to identify and analyze your most profitable areas.
• From QuickBooks Premier 2008, go to Help > Learning Center Tutorials and then go to the What's New page to find a link for a FREE ebook download of QuickBooks 2008: The Official Guide by Elaine Marmel.

Back to top

QuickBooks Enterprise Tips

• The guided processes in the Employee Organizer ensures that your Human Resource department is following employment best practices.
• Make good use of the advanced security/user roles. You can control 115 task level entitlements in 11 functional areas.
• Since many large companies now require order and billing documents to be shared through EDI (Electronic Data Interchange) using the ANSI X12 standard, QuickBooks Enterprise 2008 includes the TrueCommerce EDI Solution as a built-in feature.
• From QuickBooks Enterprise 8.0, go to Help > Learning Center Tutorials and then go to the What's New page to find a link for a FREE ebook download of QuickBooks 2008: The Official Guide by Elaine Marmel.

 Back to top

QuickBooks Point of Sale Tips

• Customize the workstation dashboard for each user based on their specific job tasks and responsibilities.
• Use the built-in Customer Rewards feature to encourage customers to purchase more, and more often. (2008 POS Pro 7.0)
• Attach pictures to each item to ensure salespeople select the correct Item (2008 POS Pro 7.0)
• Train new employees using Practice Mode to hone their skills before they're allowed to access live data.
• Verify that the Current Inventory-Inventory Valuation report total matches the inventory asset account in your QuickBooks Financial data (after you've completed all received inventory billings.)

 Back to top

Resource Links

Join the entrepreneurial revolution with free Simple Start software by Intuit at

You can set up and access your FedEx, UPS or DHL shipping account directly from inside QuickBooks. Check out the details.

I particularly like the open forum and free form template gallery at

Need to know a sales tax rate? Go to

Support services I use and recommend:

• For the easiest possible merchant services solution I use and love QuickBooks Merchant Service. The clean, fast, simple integration with QuickBooks saves me so much time I recommend it to everyone. You'll get $95 in discounts if you call 1-800-601-3751 and tell them I referred you. They'll ask you for my name, K.C. Courtnier, my business name, 2nd Site Business Solutions, and my business phone number, 503-246-7776. Those three pieces of information are worth $95 to you so be sure to tell them I referred you.
• For web hosting and streamlined web design, Justin McWhirter: http://www.justinswebdesign.com/ Justin produces and hosts this web site.
• For effective, affordable marketing and more customized web design, Drew Zagorski: http://www.lbrbmarketing.com/ Drew designed this web site and conducted extremely useful marketing surveys for me.
• For the writing and publishing of newsletters and brochures, and for getting your book published contact Jennifer Omner: http://www.allpublications.com/
• For business funding needs of all kinds, talk to Louise Pointer at National Funding Resource Associates to learn about options you may not realize are available to you.  Her web site is www.nationalfundingresources.com/