Full Version: Quickbooks 7 help
From: Holly (GRIZGIRLS) [#1]
4 Apr 2007
To: ALL
I'm new to Quickbooks - used Quicken my first year of operation and with 2007, switched. I have a question...(ok I have LOTS of questions but I'll start with one...)...
I just did a fair last week. Sold to numerous people. I want to now go in and log the sales and report it for the inventory feature. I'm stumped on how to log this as it seems to want me to create a new Customer for each and every sale.
Am I missing a way to load a bulk order to just one generic customer name or is creating a new Customer for each sale the way to do it? (Doesn't seem logical...)
TIA! (Thanks In Advance!)
EDITED: 5 Apr 2007 by DGL
From: LaZerDude (C_BURKE) [#2]
4 Apr 2007
To: Holly (GRIZGIRLS) [#1] 4 Apr 2007
Holly,
When I have customers that I will not sell to again, such as folks at a fair, I just enter it as a cash sale.
Just set up "Cash Sale" as a customer...and away you go.
From: Cody (BOBTNAILER) [#3]
4 Apr 2007
To: Holly (GRIZGIRLS) [#1] 5 Apr 2007
You'll see that the "Cash sale" customer will come in handy a lot....especially for walk-in customers.
I still try to use actual names when possible, if for no other reason than to help me remember who bought what, when, and for what occasion....not for inventory purposes. I've found that it also helps me remember peoples' names better (not very good at that).
For those times when someone comes into the shop and buys something, and asking their name isn't appropriate, the "Cash sale" always is.
We started out with QB 2003, and upgraded to '06 when it came out....it had several useful features that '03 didn't. The Intuit website shows that '07 has even more stuff that I'd like, but I don't want to fork over the $400 or so for a 1-year-newer version. Money's just too tight right now.
I really wish QB would come up with an "upgrade" version....for no other reason than to let existing customers stay current. If it was priced right, I'd probably upgrade every year. I see that as a win-win.
From: BratDawg [#4]
5 Apr 2007
To: Cody (BOBTNAILER) [#3] 5 Apr 2007
They used to many mango seasons ago. I have been using QB since version 3 and upgrades were cheaper in the early days. Now they just offer an incentive to purchase the newer versions.
I used to upgrade every several years allowing them to get enough changes in place to justify the expense. However, they just recently changed the rules by no longer supporting any version older than 2005. Since we were still on 2004, it meant having to get the newer version in order to be able to continue processing credit cards through their merchant services as well as e-mailing invoices.
I have to admit there are a few new changes that I do like in 2007, but I still hate being forced into the upgrade. I'm sure once I learn my way around I'll enjoy the new features more, but I still see a lot of room for improvement, at least for our purposes.
Now if they would only change their support policies..... :/
From: Mike (MIKEN) [#5]
5 Apr 2007
To: Holly (GRIZGIRLS) [#4] 5 Apr 2007
Instead of cash sale you could identify it as "XYZ Fair" and thereby have a record of how successful you were at that event. Doing the same type thing for the next event will let you determine whether or not you want to participate there again.
Cash sales could be for something sold at your shop.
i recently upgraded from 3 in order to email invoices. I will save enough on postage & printing to justify the upgrade.
QB leaves a lot to be desired in terms of support but I do like their program.
EDITED: 5 Apr 2007 by MIKEN
From: John (ICTJOHN) [#6]
5 Apr 2007
To: Cody (BOBTNAILER) [#3] 5 Apr 2007
Cody,
Be glad you did not upgrade to QB 2007............it is beastly slow on a network!!!!!
The other features are nice but QB has that "Money, Money, Money" attitude and will not talk to you even as a registered user. Everything has to go through e-mail that they don't return/answer. But we still put up with them! :S
From: Cody (BOBTNAILER) [#7]
5 Apr 2007
To: John (ICTJOHN) [#6] 5 Apr 2007
We only have one pc at the shop with QB on it, but I'll be bringing another one very soon....and they'll be networked.
Right now, I have two pc's with QB installed - one here and one at home. I make a backup every night onto a flash drive, and put it onto my pc at home. If I do anything to the file at home, I make another backup, and put it on the one here. It's kind of a pain, but it keeps everything current.
I'm not sure how I'm going to do it when I try to network two machines here at the shop. Does the "master" reside on one machine, and the other machine just keep it updated? :/
I've never had to do anything like that...
From: John (ICTJOHN) [#8]
5 Apr 2007
To: Cody (BOBTNAILER) [#7] 5 Apr 2007
Cody,
When you buy 1 copy of QB and run a network, you have the main database on one machine and then the other machine(s) write everything to that file. Only 1 copy of the program is open at a time, but the main computer must be turned on so the QB database is available to read/write the files. With the 2007 version, suddenly the response time has become what seems like molasses in January.......
If you buy 2 or more copies of the software, you have full access to the files and everyone can read/write at the same time, but there is no price discount on the additional copies of the software. $$$$$
From: BratDawg [#9]
5 Apr 2007
To: John (ICTJOHN) [#8] 5 Apr 2007
Not to mention that file size has more than doubled, and no longer compatible with earlier versions! :<
From: Engravin' Dave (DATAKES) [#10]
8 Apr 2007
To: Holly (GRIZGIRLS) [#1] 8 Apr 2007
Holly,
I would highly recommend entering every customer into your system. Don't underestimate the importance of this.
It may be a little extra work to record every customer, but that information is invaluable, especially the day you decide to do a direct mail campaign. It's also important to have a good solid customer list when you decide to sell the business you've worked so hard to build.
From: Mike (MIKEN) [#11]
8 Apr 2007
To: Holly (GRIZGIRLS) [#10] 10 Apr 2007
I agree with Dave about listing all customers. You have the option of moving them to an inactive file if they have't bought anything in a while.
I would also encourage you to list all the items you sell in QB so that you can see exactly what's going on in your business. Once you list these items you can import them to the succeeding versions of QB as you can with accounts.
From: RICK (THUMBSUP) [#12]
9 Apr 2007
To: ALL
From: Mike (MIKEN) [#13]
9 Apr 2007
To: RICK (THUMBSUP) [#12] 10 Apr 2007