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Archive for July, 2012

How to Set Up Price Levels in QuickBooks QuickTip

Saturday, July 28th, 2012

Creating Price Levels in QuickBooks

QuickBooks offers a great way to apply special pricing to customers and jobs. There are a few steps in QuickBooks that you must take to use this feature. First, you must enable Price Levels. Once Price Levels have been enabled you must then create one or more price levels in QuickBooks. Each price level has two components: a name and a formula. The name can be anything you wish, and the formula is a percentage of the price you entered for the items in your Item list. For example, to give your favorite customers an excellent discount you could name the price level something like “Special” or “StarCustomer.” Then enter a healthy percentage by which to reduce the price of items purchased by this customer. To set up your price levels in QuickBooks:

1.      Choose Lists | Price Level List from the QuickBooks menu bar.

2.      Press CTRL-N to open the New Price Level dialog.

3.      Give the price level a name using the Price Level Name text box.

4.      Specify whether the price level is a decrease or increase against an item price.

5.      Enter the percentage of increase or decrease of the price.

6.      Select a rounding algorithm using the drop-down list and then click OK.

How to Turn on Price Levels in QuickBooks QuickTip

Thursday, July 26th, 2012

Enabling Price Levels in QuickBooks

Price levels are a nifty, easy way to apply special pricing to customers and jobs in QuickBooks. For example, you may want to give your best customers an excellent discount or create a discount price level for customers that are nonprofit organizations. You could also increase your prices for certain customers (perhaps customers who don’t pay in a timely fashion). In QuickBooks there are a few steps that must be taken to use this feature. First, you must enable Price Levels. To do this:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Sales & Customers icon on the left pane and click the Company Preferences tab.
  3. Select the option labeled Use Price Levels and click OK.

How to Determine Responsibility for Products During Shipping QuickBooks QuickTip

Tuesday, July 24th, 2012

Using Free On Board in QuickBooks

Free On Board (FOB) is the location from which shipping is determined to be the customer’s responsibility. This means more than simply paying for freight; it’s a statement that says, “At this point you have become the owner of this product.” If goods are lost, damaged, or stolen, the responsibility is then with the customer. In QuickBooks, to set the FOB language for customer invoices:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Sales & Customers icon on the left pane and click the Company Preferences tab.
  3. In the Usual FOB box, type in what you have set as your Usual FOB (“Shipping Point”, “Destination Point”, a specific city or other location).
  4. Click OK to save this setting.

Using Usual Shipping Method in QuickBooks QuickTip

Friday, July 20th, 2012

How to Set the Default QuickBooks Shipping Method

QuickBooks has a feature to save you the trouble of making a shipping selection each time you invoice a customer. If you use one shipping method more than any other, QuickBooks allows you to select a default Usual Shipping Method, which will appear automatically on your invoices. You can, however, change this for any invoice if the shipping method is different. To set this up in QuickBooks:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Sales & Customers icon on the left pane and click the Company Preferences tab.
  3. Select your shipping method from the Usual Shipping Method drop down list, and tthen click OK to save your setting.

QuickBooks News Update

Friday, July 20th, 2012

QuickBooks News Update–CPA911 7/20/12

Full Spanish-language support for QuickBooks 2012 from LinguaNext, Inc.

LinguaPack is a translation package that runs independently of QuickBooks. LinguaPack does not alter the underlying application or accounting data of Quickbooks, while allowing the full functionality of QuickBooks in Spanish.

http://www.mysanantonio.com/business/press-releases/article/QuickBooks-2012-Now-Available-in-Spanish-with-3719336.php

http://www.linguapack.net/