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REVIEWS - QuickBooks Premier Manufacturing &
Wholesale 2010 [OLD VERSION]
ViewUserReviews
Average Customer Rating
3.7 out of 5
Product Feature
QuickBooks Premier Manufacturing & Wholesaleq
2010 helps you easily organize and maintain your
business finances all in one place
Use industry tools to manage inventory & costs,q
track customer orders, and monitor pending builds
and assemblies
Run customized reports to see sales andq
profitability by product
Adjust price levels by item, buy & sell same item inq
different units
Stay on top of your cash flow with forecasting,q
budgeting and business planning tools
Read moreq
Product Description
QuickBooks Premier Manufacturing & Wholesale offers an easy set of accounting, inventory and other
time-saving tools to meet the demands of today’s businesses. Use industry tools to manage inventory & costs,
track customer orders, monitor pending builds and assemblies and more. Plus, get all the advantages of
QuickBooks Pro. Read more
Product Description
The #1 small business financial management software, tailored for your industry to help make your business
more profitable. Get all the features of QuickBooks Pro and know exactly where your business stands, plus:
efficiently track and manage your unique business, grow with easy-to-use business planning tools,
automatically forecast future sales and expenses.
The #1 small business financial management software, tailored for your industry to help make your business
more profitable. Click to enlarge.
Designed for Manufacturing & Wholesale Businesses
Manage inventory & costs
With our inventory management tools, always know where your inventory stands and when reorders are
required. Easily set-up an item list and track reorder points. Track inventory as it is being purchased, stocked
and sold.
Track customer orders
Easy to use sales order features will allow you to track pending orders without affecting your accounts
receivable accounts, prioritize open sales orders and manage partial fulfillment.
Manage Pending Builds and Assemblies
Create Bill of Materials that can track material costs, overhead costs, and labor. During the manufacturing
process, mark assembly items as pending to see work in progress.
Buy & sell the same item in different units
If you deal with raw materials that come in different sizes or weights, QuickBooks will allow you to set multiple
units of measure for each inventory item to track the amount of material used and available. With a click, you
can instantly convert from cases to pallets, or whatever units of measure you define. The correct units are then
printed on invoices, purchase orders, sales orders, pick lists, and packing slips.
Easily print checks, pay bills & track expenses.
Click to enlarge.
Track sales, sales taxes & customer payments.
Click to enlarge.
Manage payroll & payroll taxes and offer
Direct Deposit. Click to enlarge.
Save time when tracking your finances
Easily print checks, pay bills & track expenses
Easily print checks, pay bills & track expenses. Aggregate all your checks to be paid and print them in one
batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going. Enter bills
from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments &
bills for each vendor with just a few clicks.
Track sales, sales taxes & customer payments
Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one
place, you'll be able to access all past payments for each customer with just a few clicks.
Manage payroll & payroll taxes; offer Direct Deposit (sold separately)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks
Online save you time by eliminating steps and giving you the tools to get your payroll done right.
Create professional-looking invoices and forms
Select from Free professional designs to create a distinct look for your business across all your invoices,
statements, and other forms. Apply across all your forms at once.
E-mail estimates, invoices, reports, and more
Create customer communications and e-mail directly from your QuickBooks using Microsoft Outlook or Outlook
Express using your existing e-mail address.
Organize and back-up documents by attaching them to your QuickBooks records
Document Management lets you save time by attaching any electronic or scanned document--to any customer,
vendor, employee, account, or transaction.
Accept credit and debit cards right in QuickBooks
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services,
the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden
fees, no cancellation fees, and no long-term contracts.
Scan and deposit your checks with Intuit Check Solution for QuickBooks (subscription required)
Easily scan and deposit your checks into QuickBooks with Intuit Check Solution for QuickBooks. Subscription
required; scanner sold separately.
Track time, mileage, and expenses to bill clients
Record time and expenses by client job so you can easily stay on top of your projects. From there, it's easy to
invoice clients in a few clicks so you won't miss any billable time and expenses.
Allow multiple users to work in QuickBooks
at the same time. Click to enlarge.
Get pre-designed, customizable business
reports to gain insights into your business.
Click to enlarge.
Get insights so you make better decisions
Allow multiple users to work in QuickBooks at the same time
Multiple-user functionality enables more than one person to work on a company file at the same time,
increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data.
One-click business reports
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in
one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers.
Export any report to Excel - your QuickBooks formatting and formulas go with it. Access industry-specific
reports in QuickBooks Premier and Enterprise Solutions.
Import data from Excel, Quicken, Microsoft Office Accounting & prior QuickBooks versions
Get up and running fast by importing data from the tool you use to track your finances now. However little or
much data you currently have, you won't have to start over from scratch.
Track inventory, set reorder points & create purchase orders
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory
good and turn on reminders to automatically let you know when its time to reorder.
Download your bank & credit transactions into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download
them securely from over 3000 participating financial institutions and easily import them into QuickBooks.
Get an immediate view into your bottom line all in one page with Company Snapshot
Stay on top of your business by customizing your Company Snapshot. Choose at-a-glance reports of yearly
expenses and income, expense and income details, and top customers.
Track international sales & expenses in multiple currencies
QuickBooks supports all global currencies and does all the currency calculations for you. You can even
download exchange rates or do wire transfers from right in QuickBooks.
Easily create a business plan
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers
based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF
file.
Forecast sales & expenses
Click a button to create a forecast of income and expenses for the coming year, based on your existing
QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.
Create industry-specific reports and install industry features
Access over 150 industry-specific reports in QuickBooks Premier and Enterprise Solutions such as: Profitability
by Product for manufacturing and wholesale businesses, Job/ Project Costs for professional services firms &
contracting businesses, Donor Contribution Summary for nonprofit organizations, Sales Tax Liability for retail
businesses.
The QuickBooks Coach guides you step by
step, so you can learn how to use QuickBooks
features faster and explore QuickBooks as
you enter your data. Click to enlarge.
Learn QuickBooks Quickly with built-in
tutorials. Click to enlarge.
Help functionality allows you to find the
information you need quickly and easily. Click
to enlarge.
Easily Get Started
Import Data from Excel
Excel templates make it easy for you to import your existing customers, vendors, or product information into
QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding
QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even
preview your data before you transfer it.
Import Data from Quicken, Peachtree, and Microsoft Office Accounting
Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you
are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006,
and Microsoft Office Accounting/Office Accounting Express, you can also easily convert your data into
QuickBooks 2010.We've created a special site to provide conversion tools and information to help you easily
move from your current accounting software to QuickBooks.
Get Set Up and Running Quickly
Answer a few basic questions, and get a customized setup you can change at any time.
Step-by-step Coaching for New Users to Help you Learn QuickBooks Faster
Get up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how to
use QuickBooks features faster and explore QuickBooks as you enter your data.
Learn QuickBooks Quickly with Built-in Tutorials
Learn QuickBooks skills as you need them – in your own time, at your own pace. The built-in Learning Center
offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.
Upgrade your QuickBooks Effortlessly
Easily transfer your existing data file into QuickBooks 2010. Your company file and preferences will transfer
automatically. In just a few steps, you can start working in QuickBooks using your information, including
customer lists, vendor lists, balances, and inventory lists.
Get Help When You Need It
Find Answers Fast
Help functionality allows you to find the information you need quickly and easily. You'll find answers to most
questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by
keyword.
Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas
Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit
employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business
problems.
QuickBooks Premier Reports
With QuickBooks reports, you'll always know where your business stands. See who owes you money and how
much. Find out who your best customers are and what they're buying. Learn where your business is profitable
and where you're losing money. You can also customize report templates to best meet your needs.
Reports:
Profit & Loss Standard
How much money did my company make or lose over a specific period of time?
Company Snapshot
Get an immediate view into your bottom line all in one page - tailored to your business. Choose the at-a-glance
reports that are most important to you- including new reports for yearly expenses and income comparisons,
detailed expense and income breakdown, and a top customer list.
Inventory Stock Status by Vendor
What is the detailed information about each inventory item, organized by vendor?
Purchases by Item Summary
For each item or service, how many has my company bought, and what is the total amount spent?
A/P Aging Detail
Which bills are due and overdue?
Profit & Loss Budget Performance
How do the actual income and expenses compare to what has been budgeted for the current month and year?
Statement of Cash Flows
What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a
specific period of time?
Income Tax Detail
What transactions make up each amount on my company's income tax forms?
Forecast Overview
What are my company's forecasted income and expenses each month?
Forecast vs. Actual
How did my company's forecast compare with its actual performance?
Closing Date Exception Report
What changes were made after the last closing date was set to transactions dated on or before that closing
date?
Open Sales Orders by Customer
What are the open sales orders for each customer or job?
QuickBooks Premier--Manufacturing, Wholesale & Distributor Reports
The following additional reports are available when you select the Manufacturing, Wholesale & Distributor
version during the installation of Premier Edition.
Profitability by Product Report
Keep track of your biggest moneymakers so that you know which products to promote, which MUST be in
stock, and which you may want to drop from your line.
Sales by Product Report
Use this report to see which products are generating the best sales this month, quarter, year, or whatever
time period you designate.
Sales Volume by Customer Report
Need to decide whether or not a customer should get a special discount? Use this report to keep track of which
customers are buying...and which aren't.
Inventory Reorder Report by Vendor
Set optimal inventory levels and run a report of items that need reordering.
Assembly Bill of Materials (BOM)
This report shows you the costs and components of an assembled item, including both material items and
non-material items--like labor and overhead.
Open Purchase Orders by Item
Don't get caught short on important inventory items! This report helps you track which items are on order with
your vendors.
Open Sales Orders by Item
See which products have been ordered by customers, but not yet shipped. This report helps you make
inventory adjustments quickly, and get orders out the door.
Open Sales Orders by Customer
Allows you to track open orders by customer so you can ensure that your most important customers get the
products they need.
Returned Materials Authorization (RMA)
This form will help you efficiently capture key data on which products are being returned, which customers are
returning them, and why.
Non-conforming Materials Worksheet
Received goods from your vendor that are damaged or don't meet your specifications? Use this form to
document which materials are being returned, and why.
Damaged Goods Log
If you ever need to discard inventory items, the Damaged Goods Log will help you track what was thrown out
so that you can adjust your QuickBooks inventory accordingly.
Physical Inventory Worksheet
When it's time to count inventory, print out this worksheet for employees to record the actual quantity on the
shelves. These forms can then be used to adjust the QuickBooks inventory figures.
Export your QuicksBooks Data
Export your QuickBooks data to new or existing Excel spreadsheets with all formulas intact. Use Excel to make
global changes in one step, and then re-import the data back into QuickBooks.
Learn how to do common tasks in the
QuickBooks Learning Center. Click to enlarge.
Connect with other QuickBooks users and
experts to get help and share ideas. Click to
enlarge.
Self-Help Resources
Find Answers Fast with QuickBooks In-Product Help
Help functionality allows you to find the information you need quickly and easily. You'll find answers to most
questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by
keyword.
Learn to Complete Common Tasks in QuickBooks Learning Center
Learn how to do common tasks by watching interactive, in-product tutorials in the QuickBooks Learning Center.
Learn how to record sales, bill customers, generate reports, and more.
Get Step-by-Step Coaching for New Users
Get up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you can learn
how to use QuickBooks features faster and explore QuickBooks as you enter your data.
Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas
Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit
employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business
problems.
Get free Access to Our Support Website with Thousands of Answers
Visit the QuickBooks Support Website to search and browse thousands of detailed Support Topics and
Frequently Asked Questions.
Get Personalized Help from QuickBooks Support Experts
Live technical support is available on a per-call basis or as part of a QuickBooks Support Plan Support Plans
offer much more than just tech support! They include data protection services like online backup and data
recovery to help protect your important QuickBooks information. Plus, they provide 24/7 access to trained
support experts for an unlimited number of questions and issues,3,4 as well as tools to help you learn how to
use QuickBooks and manage your business more efficiently. Fees apply.
Find a Local Accounting Professional
Find a certified QuickBooks ProAdvisor who can help you get set up and provide accounting advice tailored to
your business.
Read more

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Quick books premier manufacturing & wholesale 2010 [old version]

  • 1. REVIEWS - QuickBooks Premier Manufacturing & Wholesale 2010 [OLD VERSION] ViewUserReviews Average Customer Rating 3.7 out of 5 Product Feature QuickBooks Premier Manufacturing & Wholesaleq 2010 helps you easily organize and maintain your business finances all in one place Use industry tools to manage inventory & costs,q track customer orders, and monitor pending builds and assemblies Run customized reports to see sales andq profitability by product Adjust price levels by item, buy & sell same item inq different units Stay on top of your cash flow with forecasting,q budgeting and business planning tools Read moreq Product Description QuickBooks Premier Manufacturing & Wholesale offers an easy set of accounting, inventory and other time-saving tools to meet the demands of today’s businesses. Use industry tools to manage inventory & costs, track customer orders, monitor pending builds and assemblies and more. Plus, get all the advantages of QuickBooks Pro. Read more Product Description The #1 small business financial management software, tailored for your industry to help make your business more profitable. Get all the features of QuickBooks Pro and know exactly where your business stands, plus: efficiently track and manage your unique business, grow with easy-to-use business planning tools, automatically forecast future sales and expenses.
  • 2. The #1 small business financial management software, tailored for your industry to help make your business more profitable. Click to enlarge. Designed for Manufacturing & Wholesale Businesses Manage inventory & costs With our inventory management tools, always know where your inventory stands and when reorders are required. Easily set-up an item list and track reorder points. Track inventory as it is being purchased, stocked and sold. Track customer orders Easy to use sales order features will allow you to track pending orders without affecting your accounts receivable accounts, prioritize open sales orders and manage partial fulfillment. Manage Pending Builds and Assemblies Create Bill of Materials that can track material costs, overhead costs, and labor. During the manufacturing process, mark assembly items as pending to see work in progress. Buy & sell the same item in different units If you deal with raw materials that come in different sizes or weights, QuickBooks will allow you to set multiple units of measure for each inventory item to track the amount of material used and available. With a click, you can instantly convert from cases to pallets, or whatever units of measure you define. The correct units are then printed on invoices, purchase orders, sales orders, pick lists, and packing slips. Easily print checks, pay bills & track expenses. Click to enlarge.
  • 3. Track sales, sales taxes & customer payments. Click to enlarge. Manage payroll & payroll taxes and offer Direct Deposit. Click to enlarge. Save time when tracking your finances Easily print checks, pay bills & track expenses Easily print checks, pay bills & track expenses. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going. Enter bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each vendor with just a few clicks. Track sales, sales taxes & customer payments Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one place, you'll be able to access all past payments for each customer with just a few clicks. Manage payroll & payroll taxes; offer Direct Deposit (sold separately) Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right. Create professional-looking invoices and forms Select from Free professional designs to create a distinct look for your business across all your invoices, statements, and other forms. Apply across all your forms at once. E-mail estimates, invoices, reports, and more Create customer communications and e-mail directly from your QuickBooks using Microsoft Outlook or Outlook Express using your existing e-mail address. Organize and back-up documents by attaching them to your QuickBooks records Document Management lets you save time by attaching any electronic or scanned document--to any customer, vendor, employee, account, or transaction. Accept credit and debit cards right in QuickBooks Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden
  • 4. fees, no cancellation fees, and no long-term contracts. Scan and deposit your checks with Intuit Check Solution for QuickBooks (subscription required) Easily scan and deposit your checks into QuickBooks with Intuit Check Solution for QuickBooks. Subscription required; scanner sold separately. Track time, mileage, and expenses to bill clients Record time and expenses by client job so you can easily stay on top of your projects. From there, it's easy to invoice clients in a few clicks so you won't miss any billable time and expenses. Allow multiple users to work in QuickBooks at the same time. Click to enlarge. Get pre-designed, customizable business reports to gain insights into your business. Click to enlarge. Get insights so you make better decisions Allow multiple users to work in QuickBooks at the same time Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data. One-click business reports Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel - your QuickBooks formatting and formulas go with it. Access industry-specific reports in QuickBooks Premier and Enterprise Solutions. Import data from Excel, Quicken, Microsoft Office Accounting & prior QuickBooks versions Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.
  • 5. Track inventory, set reorder points & create purchase orders Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Download your bank & credit transactions into QuickBooks Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks. Get an immediate view into your bottom line all in one page with Company Snapshot Stay on top of your business by customizing your Company Snapshot. Choose at-a-glance reports of yearly expenses and income, expense and income details, and top customers. Track international sales & expenses in multiple currencies QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks. Easily create a business plan Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. Forecast sales & expenses Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes. Create industry-specific reports and install industry features Access over 150 industry-specific reports in QuickBooks Premier and Enterprise Solutions such as: Profitability by Product for manufacturing and wholesale businesses, Job/ Project Costs for professional services firms & contracting businesses, Donor Contribution Summary for nonprofit organizations, Sales Tax Liability for retail businesses. The QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data. Click to enlarge. Learn QuickBooks Quickly with built-in tutorials. Click to enlarge.
  • 6. Help functionality allows you to find the information you need quickly and easily. Click to enlarge. Easily Get Started Import Data from Excel Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it. Import Data from Quicken, Peachtree, and Microsoft Office Accounting Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006, and Microsoft Office Accounting/Office Accounting Express, you can also easily convert your data into QuickBooks 2010.We've created a special site to provide conversion tools and information to help you easily move from your current accounting software to QuickBooks. Get Set Up and Running Quickly Answer a few basic questions, and get a customized setup you can change at any time. Step-by-step Coaching for New Users to Help you Learn QuickBooks Faster Get up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data. Learn QuickBooks Quickly with Built-in Tutorials Learn QuickBooks skills as you need them – in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks. Upgrade your QuickBooks Effortlessly Easily transfer your existing data file into QuickBooks 2010. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists. Get Help When You Need It Find Answers Fast Help functionality allows you to find the information you need quickly and easily. You'll find answers to most questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by keyword. Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business problems.
  • 7. QuickBooks Premier Reports With QuickBooks reports, you'll always know where your business stands. See who owes you money and how much. Find out who your best customers are and what they're buying. Learn where your business is profitable and where you're losing money. You can also customize report templates to best meet your needs. Reports: Profit & Loss Standard How much money did my company make or lose over a specific period of time? Company Snapshot Get an immediate view into your bottom line all in one page - tailored to your business. Choose the at-a-glance reports that are most important to you- including new reports for yearly expenses and income comparisons, detailed expense and income breakdown, and a top customer list. Inventory Stock Status by Vendor What is the detailed information about each inventory item, organized by vendor? Purchases by Item Summary For each item or service, how many has my company bought, and what is the total amount spent? A/P Aging Detail Which bills are due and overdue? Profit & Loss Budget Performance How do the actual income and expenses compare to what has been budgeted for the current month and year? Statement of Cash Flows What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time? Income Tax Detail What transactions make up each amount on my company's income tax forms? Forecast Overview What are my company's forecasted income and expenses each month? Forecast vs. Actual How did my company's forecast compare with its actual performance? Closing Date Exception Report What changes were made after the last closing date was set to transactions dated on or before that closing date? Open Sales Orders by Customer What are the open sales orders for each customer or job? QuickBooks Premier--Manufacturing, Wholesale & Distributor Reports The following additional reports are available when you select the Manufacturing, Wholesale & Distributor version during the installation of Premier Edition. Profitability by Product Report Keep track of your biggest moneymakers so that you know which products to promote, which MUST be in stock, and which you may want to drop from your line. Sales by Product Report Use this report to see which products are generating the best sales this month, quarter, year, or whatever time period you designate. Sales Volume by Customer Report Need to decide whether or not a customer should get a special discount? Use this report to keep track of which customers are buying...and which aren't. Inventory Reorder Report by Vendor Set optimal inventory levels and run a report of items that need reordering. Assembly Bill of Materials (BOM) This report shows you the costs and components of an assembled item, including both material items and non-material items--like labor and overhead. Open Purchase Orders by Item Don't get caught short on important inventory items! This report helps you track which items are on order with your vendors.
  • 8. Open Sales Orders by Item See which products have been ordered by customers, but not yet shipped. This report helps you make inventory adjustments quickly, and get orders out the door. Open Sales Orders by Customer Allows you to track open orders by customer so you can ensure that your most important customers get the products they need. Returned Materials Authorization (RMA) This form will help you efficiently capture key data on which products are being returned, which customers are returning them, and why. Non-conforming Materials Worksheet Received goods from your vendor that are damaged or don't meet your specifications? Use this form to document which materials are being returned, and why. Damaged Goods Log If you ever need to discard inventory items, the Damaged Goods Log will help you track what was thrown out so that you can adjust your QuickBooks inventory accordingly. Physical Inventory Worksheet When it's time to count inventory, print out this worksheet for employees to record the actual quantity on the shelves. These forms can then be used to adjust the QuickBooks inventory figures. Export your QuicksBooks Data Export your QuickBooks data to new or existing Excel spreadsheets with all formulas intact. Use Excel to make global changes in one step, and then re-import the data back into QuickBooks. Learn how to do common tasks in the QuickBooks Learning Center. Click to enlarge. Connect with other QuickBooks users and experts to get help and share ideas. Click to enlarge. Self-Help Resources Find Answers Fast with QuickBooks In-Product Help Help functionality allows you to find the information you need quickly and easily. You'll find answers to most questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by keyword. Learn to Complete Common Tasks in QuickBooks Learning Center
  • 9. Learn how to do common tasks by watching interactive, in-product tutorials in the QuickBooks Learning Center. Learn how to record sales, bill customers, generate reports, and more. Get Step-by-Step Coaching for New Users Get up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data. Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business problems. Get free Access to Our Support Website with Thousands of Answers Visit the QuickBooks Support Website to search and browse thousands of detailed Support Topics and Frequently Asked Questions. Get Personalized Help from QuickBooks Support Experts Live technical support is available on a per-call basis or as part of a QuickBooks Support Plan Support Plans offer much more than just tech support! They include data protection services like online backup and data recovery to help protect your important QuickBooks information. Plus, they provide 24/7 access to trained support experts for an unlimited number of questions and issues,3,4 as well as tools to help you learn how to use QuickBooks and manage your business more efficiently. Fees apply. Find a Local Accounting Professional Find a certified QuickBooks ProAdvisor who can help you get set up and provide accounting advice tailored to your business. Read more