Archive for QuickBooks Customization

On Demand CRM by Commence Best for Small Business Accounting

QuickBooks Customizationon December 12th, 2009No Comments
Commence Corporation a leading provider of Customer Relationship Management software has announced that its popular CRM On-Demand solution now offers seamless integration with Intuit’s QuickBooks Accounting application. The integration allows QuickBooks customers to share Account, Contact, Payment, Purchase Order and Invoice data with Commences web-based CRM solution.

“Accounting and CRM fits hand in glove,” says Larry Caretsky, president of Commence Corporation. “Companies want to have vital customer information that traditionally resides in their Accounting system available to sales and support personnel from their CRM system. This integration makes that possible.”

Industry reports indicate that there are thousands of small businesses eager to take advantage of Customer Relationship Management systems to capture, manage and share customer information and to use this data to improve sales execution and customer service. The alternatives have traditionally been complex, expensive and do not provide integration to Accounting packages. This has significantly limited the acceptance and use of CRM in the small business community. Commence has addressed this requirement with an easy to use, affordable web-based solution that offers account and contact management, sales automation, marketing, customer service, project management, integration to QuickBooks and Microsoft Outlook.

Commence On-Demand is delivered as a service over the Internet. There are no hardware or software requirements and customers can be operation in just a few hours. The basic package starts at just $19.95 per user per month.

About Commence Corporation

Commence Corporation is a leading provider of Customer Relationship Management solutions. The company’s products are designed to provide small to mid-size businesses with flexible solutions that leverage the Web to offer an integrated platform for managing sales execution and customer service. Commence supports several thousand customers through a worldwide distribution network, with outlets in North and South America, Europe and Asia/Pacific. For further information contact Commence Sales at 1-877-COMMENCE.



By: Thomas Cutler

About the Author:

Commence Corporation
www.commence.com
Larry Caretsky
Marketing@commence.com
732-380-9100



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Latest Versions of Inventory Software for Quickbooks

QuickBooks Customizationon November 17th, 2009No Comments
One of the axioms that everyone understands about business is that it never stays the same—that like many other things in our world the demands of the market force it to constantly change and revamp it to keep up with the changes in consumer demand and technology. In a perfect situation the inventory software revolutions that we go through help small and medium business to be more competitive and efficient and that’s been the case with the computerization of warehousing and the inventory controls that entails.

That said, there has been a shift away from the traditional warehouse toward the fulfillment house where the software technology allows for the more immediate fulfillment of orders. You have been great demands placed on this technology as well.

For more details go to: www.quick-selling-software.com It must be efficient and accurate first and foremost, and of course it must store a vast amount of information and be able to integrate order processing with an accurate inventory picture in a near instantaneous way that no technology that went before it could provide.

And that’s where the latest versions of inventory software for Quickbooks take over. It’s got the ability to take several hundred thousands parts and create Bills of Materials that can both simplify and speed up the entire processing matrix so that money profit can be realized. One of the other factors that you’ll need to account for when you start with a computer business is the fact that your business will likely become, at least on some scale, international in nature and to that end QuickBooks inventory management has you covered again.

The list of applications that integrate with QuickBooks also offers a unit of measure conversion feature so you won’t be slowed down during the sales or inventory process. It works this way. As a product comes into the system and one unit is processed in, it can be converted into any one of a number of other units of measure so that you can give an accurate picture to customers in foreign lands. As well, with just a click of the mouse you can change the units from cartons to which ever others like pallets that your customers might prefer or at least want to get some kind of quote in.

There are other essential features as well and one of these is backorder tracking which scours the system and your inventory to show you exactly what needs to be shipped on any given day or hour. For help visit: www.page-brand-generator.com This feature goes a step further by actually showing you what parts are still coming in from you suppliers as well. This particular feature really helps to diffuse situations when you can give an irate customer some specific information about when their backordered product will be available to them.

Remember that the technological revolution has placed the small and medium business in a position where they can process a much larger amount of business by simply jumping onboard with the technology that is available



By: sohan singh

About the Author:



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How to Automate Recurring Invoices in QuickBooks

QuickBooks Customizationon November 7th, 2009No Comments
There are many businesses that send invoices to their customers on a recurring basis—weekly, monthly, quarterly and/or annually. Very few, however, know how to automate recurring invoices in QuickBooks, which can save an enormous amount of time. With a little bit of upfront work and ongoing maintenance, you can send out recurring invoices with just a few clicks.

1. Create a Memorized Transaction Group

a. Go to Lists > Memorized Transaction List

b. Click on the Memorized Transaction button, and select New Group

c. Name the group, select Automatically Enter, How Often and Next Date. For instance, if you are setting up monthly invoices, name it Monthly Invoices, select Monthly, and the date the next set of monthly invoices should go out. If you are setting up annual invoices for the month of June, name it June Invoices, select Annually, and the date the next June invoices should go out

2. Memorize your recurring invoices

a. Open each invoice you want to automatically process on a recurring basis, make sure To be printed and/or To be e-mailed is checked

b. Go to Edit > Memorize Invoice, select With Transactions in Group, and select the group you created above

c. Make sure to close the invoice without recording it

3. Edit the memorized invoices for any changes that occur

a. Go to Lists > Memorized Transaction List

b. Double-click on the invoice you want to modify

c. Make your changes

d. Go to Edit > Memorize Invoice

e. Choose Replace in the popup box

f. Close the invoice without recording it

4. On or after the date the invoices are automatically entered, print out the invoices

a. Go to File > Print Forms > Invoices, click Select All and then OK

b. Go to File >Send Forms, click Select All and then Send Forms

Even better, if you use QuickBooks Merchant Services & Billing Solutions, you can completely automate your invoicing from generation to payment by selecting To be e-mailed or To be mailed through QuickBooks, and Allow online payment before memorizing the invoice.



By: Ruth Perryman

About the Author:

____________________________________________________________

Ruth Perryman is the president of The QB Specialists. She is a Certified Advanced Quickbooks ProAdvisor and an Intuit Solutions Provider, with over 19 years of industry experience including 5 years as a Chief Financial Officer. She has been working with Quickbooks since 1996, and specializes in QuickBooks Enterprise and POS installations and troubleshooting. She also provides virtual controller and CFO services.

If you need additional assistance, please call our QuickBooks technical support line at 888-351-5285. The first ten minutes are absolutely free! Plus receive additional free minutes with every purchase – visit our website for more details.



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Masterdatadirect : QUICKBOOK CHECKS AND BLANK CHECKS

QuickBooks Customizationon November 5th, 2009No Comments
The printed QuickBooks checks are one of the most popular choices in the market place. QuickBooks offers you the ability of using accounts payable, payroll on one standard general purpose check. Quickbooks offers the customer a very powerful software for a relatively low cost and can be used at almost any business. Our Quickbooks laser checks are guaranteed 100% compatible and come with 2 horizontal perforations. This gives the customer two vouchers, one is for the company’s record and other one is for the vendors or employees.

 

Masterdatadirect offers QuickBooks checks for a cost savings of up to 75% from banks, software companies and other check printing companies. Our checks come with a black ink imprint and also include various security features to the checks such as micro printing, original document backer as well as voided pantographs. Masterdatadirect also offers QuickBooks checks to the businesses with their logo at one time fee of $15. Logos and images are easily uploaded quickly in the check out process. QuickBooks checks are available in brown, blue, red, maroon and green colors. The cost for checks from Masterdatadirect  are available starting at $56 for 250 checks to $299 for 5000 checks. You will find that value and quality at Masterdatadirect is far better when compared with other companies.

BLANK CHECK PAPER:

Masterdatadirect blank check paper can be used by any software that uses laser printer along with MICR toner. Each check is produced by premium MICR 24# paper and also they are available with high security features. Some of the security features are original document at the back side, voided pantographs etc. Blank checks are available in verities of colors from master data which includes brown, blue, red, maroon and green etc. For any clarifications regarding the blank checks, feel free to call Masterdatadirect customer service at 888-447-3282. .

The following are the available options on the blank checks in Masterdatadirect:

1)     Top Voucher – Perforation are  3 ½ & 7 from the top.

2)     Middle Voucher – Perforations are 3 ½ x 7 from the top.

3)     Bottom Voucher -Perforations are 4 & 7 ½) from the top.

 

The cost for blank check paper at Masterdatadirect start at 37$ for 250 checks to 212$ for 5000 checks.  In some cases, some companies may us our 3 up blank checks.



By: Vikram kuamr

About the Author:

Are you interested in purchasing some Blank Checks? You can find more information about QuickBook Checks by visiting Master Data Direct.



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What’s New in QuickBooks Point of Sale/POS 9.0

QuickBooks Customizationon October 4th, 2009No Comments
We’re pleased to announce that Intuit has released the new QuickBooks Point of Sale/POS 9.0 and the new features are impressive:

Ringing Up Sales

Customers can be assigned in the Simple Receipt View. Customers can now be assigned to receipts using the Simple Receipt view, and workflows that require customers such as redeeming rewards or using charge accounts are also supported. Coupons can be scanned/entered on receipts. Coupons can now be defined along with other discount types and automatically applied to items on a sales receipt by scanning or entering the number. Coupons can be printed with Sales Receipts. To encourage return visits, you can optionally print coupons along with receipts based upon criteria such as frequency, sales amount, and more. Prompt to email sales receipts. You can optionally prompt to email receipts when they are completed. For those customers that do not have an e?mail address recorded, it can be entered at the time the receipt is completed. Customer PO#s can be recorded on sales receipts. When selling to companies you can record the customer’s Purchase Order number for later invoicing from QuickBooks. Quick-add items while ringing up sales. When ringing up a sales, you can quickly add an item not already in your inventory through a simplified item dialog, then go back in to add more detailed information later as necessary.

Customers



Customer Center. The Customer Center offers quick insight into your customers – how many there are, how many are returning, and how much they’re buying. Also includes the ability to create targeted customer lists for email, letters, mailing labels, or export to files. Email marketing integration. You can create targeted customer lists to take advantage of sales information in your system, such as customers that have not made a purchase in the last 90 days, and send it automatically to Constant Contact or export it to a file for manual upload to another service. Customers can be identified as companies. When identifying a customer as a company, the company name appears in lists and reports instead of the company contact name. Customer Creation Date added to report lists and filters. You can now create reports based upon when a customer was added to QuickBooks Point of Sale/POS.

By: Ruth Perryman

About the Author:

____________________________________________________________

Ruth Perryman is the president of The QB Specialists. She is a Certified Advanced Quickbooks ProAdvisor and an Intuit Solutions Provider, with over 19 years of industry experience including 5 years as a Chief Financial Officer. She has been working with Quickbooks since 1996, and specializes in QuickBooks Enterprise and POS installations and troubleshooting. She also provides virtual controller and CFO services.

If you need additional assistance, please call our QuickBooks technical support line at 888-351-5285. The first ten minutes are absolutely free! Plus receive additional free minutes with every purchase – visit our website for more details.



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The Fulfillment House Needs, Third Party Inventory Software for Quickbooks

QuickBooks Customizationon September 20th, 2009No Comments
One of the axioms that everyone understands about business is that it never stays the same—that like many other things in our world the demands of the market force it to constantly change and revamp itself to keep up with the changes in consumer demand and technology. In a perfect situation the inventory software revolutions that we go through help small and medium business to be more competitive and efficient and that’s been the case with the computerization of warehousing and the inventory controls that entails.

That said, there has been a shift away from the traditional warehouse toward the fulfillment house where the software technology allows for the more immediate fulfillment of orders. Thee have been great demands placed on this technology as well. It must be efficient and accurate first and foremost, and of course it must store a vast amount of information and be able to integrate order processing with an accurate inventory picture in a near instantaneous way that no technology that went before it could provide.

And that’s where the latest versions of inventory software for Quickbooks takes over. It’s got the ability to take several hundred thousands parts and create Bills of Materials that can both simplify and speed up the entire processing matrix so that money profit can be realized. One of the other factors that you’ll need to account for when you start with a computer business is the fact that your business will likely become, at least on some scale, international in nature and to that end Quickbooks inventory management has you covered again.

The list of applications that integrate with Quickbooks also offers a unit of measure conversion feature so you won’t be slowed down during the sales or inventory process. It works this way. As a product comes into the system and one unit is processed in, it can be converted into any one of a number of other units of measure so that you can give an accurate picture to customers in foreign lands. As well, with just a click of the mouse you can change the units from cartons to which ever others like pallets that your customers might prefer or at least want to get some kind of quote in.

There are other essential features as well and one of these is backorder tracking which scours the system and your inventory to show you exactly what needs to be shipped on any given day or hour. This feature goes a step further by actually showing you what parts are still coming in from you suppliers as well. This particular feature really helps to diffuse situations when you can give an irate customer some specific information about when their backordered product will be available to them.

Remember that the technological revolution has placed the small and medium business in a position where they can process a much larger amount of business by simply jumping onboard with the technology that is available to them.



By: Ashley Marsh

About the Author:

If you would like to know more about Inventory Software or how a QuickBooks Inventory Software can help your business do feel free to contact us and ask any questions that you may have.



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EDI Quickbooks Ecommerce Integration – Channel Integration

QuickBooks Customizationon September 18th, 2009No Comments
Quickbooks EDI Integration with E-commence shopping Cart with QuickBooks , Where your online solution which may be Amazon, Ebay, your customized shopping cart with Quickbooks. EDI solution for QB, helps businesses automate their 832 Price/Sales Catalog Often used to transmit UPC’s to the retailer or 3rd party catalog, with description and sometimes MSRP. 846 Inventory Inquiry/Advice Used to notify a trading partner of on hand inventory. 850 Purchase Order 852 Product Activity Data Provides point of sale information. 855 Purchase Order Acknowledgment PO Acknowledgment or Vendor Managed Inventory (VMI) Order. 856 Ship Notice/Manifest Notifies retailer of shipment and it’s contents. 860 Purchase Order Change Request 864 Text Message Sometimes used to transmit EDI errors, can be used for general information 867 Product Transfer and Resale Report 869 Order Status Inquiry 870 Order Status Report. Powerful software designed for QuickBooks with extensive inventory control, warehouse management, CRM, purchasing, eCommerce, sales order management, EDI, barcode, route sales, field service and more. Electronic Data Interchange (EDI) solution. Channel Integration allows fast processing of large groups of EDI orders through QuickBooks. Our solution connects with retailers & transfers of EDI documents. Channel Integration’s Advance Shipping Notification (ASN) Wizard is a simple and customized solution for collecting additional data required for ASNs. Automatically generate invoices in the QuickBooks System when Electronic Invoices are created. If you’re one of the millions of small businesses using QuickBooks and running an online store, you’ve come to the right place. Automate your business processes with Channel Integration’s Quickbooks Integration solution for use with QuickBooks.



You can post orders into QuickBooks with a single mouse-click! Better yet, use Channel Integration to synchronize your online store inventory with QuickBooks. Channel Integration integrates with QuickBooks Merchant Service, Authorize.net and PayPal so you can process payments. Channel Integration also helps you generate shipping labels with USPS, UPS WorldShip, Endicia Dazzle or Stamps.com.

Channel Integration’s Quickbooks EDI Integration Solution is a state of the art hosted EDI solution



By: Sarab Singh

About the Author:

Channel Integration Provides Order Management Supply Chain Management and Inventory Management EDI Solutions



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Why Small Business Owners Need QuickBooks

QuickBooks Customizationon September 3rd, 2009No Comments
 

If you’ve just started a business, you are probably in the market for some type of accounting software solution. Very early on, you may have used a spreadsheet to organize your business income and expenses, but as you gain new customers and the number of your monthly transactions increase, a more sophisticated solution often becomes necessary.

As of 2009, the most commonly used small business accounting solutions are QuickBooks, Quicken & Peachtree. Each is fairly easy to learn and includes a streamlined way to track and record your company’s profits and losses; however, in our opinion, QuickBooks provides a superior solution in these areas:

Tends to be preferred by Certified Public Accountants

Makes integrating business forms, checks & invoicing a snap

Provides a better solution for businesses that need to track and record inventory

Has more features that allow you to do detailed analysis of your company’s financial position

Includes better options for integrating payroll and customer service tools

If you run a large retail operation, you may want to consider QuickBooks Point of Sale (POS) software. This solution allows you to easily see what items are selling and are most profitable, and how much remains in inventory. Your operation automatically becomes more efficient and profitable as you broom out slow-selling items.

Do you run a professional services firm?  Then you need to consider QuickBooks Premier which allows you to:

Track time and expenses

Set flexible billing rates

Transfer time and expenses to customized invoices

Hopefully, this information will help you get started in selecting the right accounting software solution for your company. For more information on effective resources for small business owners, visit us at GoldAllianceGroup.com.

 

 



By: Lin Jenkins

About the Author:

Lin Jenkins is a small business owner and planning professional. Visit GoldAllianceGroup.com for effective business resources and solutions.



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Why Buy Quickbooks Enterprise?

QuickBooks Customizationon July 13th, 2009No Comments
Quickbooks Enterprise is considered to the number one financial management software solutions in the market today. Targeted for small and middle market businesses, Quickbooks Enterprise has everything a company would need in other to manage and help in its growth and progress. With Quickbooks Enterprise Solutions, a business will no longer have to spend from thousands to hundreds of dollars for a financial management solutions product that cannot even offer the core services a financial manager would need. After all, financial management is one of the more integral parts of any business. Without any assistance from a reliable software, the financial operations of a business would be in serious jeopardy.

But why should financial managers choose Quickboosk Enterprise in particular? What does it offer that other software cannot?

Quickbooks Enterprise Solutions, for one, is only among the few of the existing software today that can even offer the core accounting features a financial manager would need. Not only cannot it process transactions and handle various types of sales, it can also serve as one’s source for one-click financial reports on sales and customers. From organized reports on customer transactions to more difficult papers such as professional financial statements—Quickbooks Enterprise can do that with no trouble at all.

And it does not only deal with sales, unlike other financial management software. It can also deal with sales commissions (in case the company deals with employee compensation on a commission basis) and customize other sales related details as such receipts and price tags. Of course, in terms of sales and financial reports, Quickbooks Enterprise Solutions offers so much more.

This only means to say that Quickbooks Enterprise can give a business a clear idea on how and where it stands financially—and beyond. Since it quickly and conveniently organizes the company’s data, everything is within reach of the financial managers—and everyone involved in the business, naturally.

Business management is also made easier by Quickbooks. Certain Quickbooks Enterprise software allows one to manage up to more than one store remotely. This allows multi-store consolidation possible, bringing the gap between the stores for a much easier operation.

This, naturally, can save the business thousands of dollars since it eliminates certain business expenses. Without the benefits of Quickbooks Enterprise Solution, financial management will require more effort—with, in turn, could mean an increase in operations cost.

The use of Quickbooks Enterprise Solutions also means the possibility to get business operations running in no time at all. Since everything is made easier, there is no need to wait for several months in order to get everything up and going. In a few days, Quickbooks Enterprise can get everything ready.

In general, Quickbooks Enterprise helps a business control data and financial data, making it easier to use this information for the benefit of the business. With additional features such as an increase in simultaneous user support, the capacity to deal with multi-currency transactions and international payment, and use the software as a means to back-up reports and data, Quickbooks Enterprise Solutions has become more functional than ever before.







By: Mike Faraone

About the Author:

There are several reasons why you get a Quickbooks Enterprise Solutions software. Find out why thousands and thousands of businesses have availed the service of this amazing financial management program.



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Get Started Selling Online Today With a PayPal Merchant Account

QuickBooks Customizationon July 5th, 2009No Comments
PayPal has long been the leader in providing secure transactions for online merchants and payment options for buyers on the internet. Rising to fame in conjunction with eBay, PayPal is now the preferred type of payment option for over 24% of consumers and 43% of all online consumers claim to have used it at least once to make a purchase over the internet. It is readily apparent that online merchants can benefit from the reputation and extensive reach of PayPal by setting up a merchant account.

PayPal offers two different merchant accounts specifically for small business owners. The Website Payments Standard account is absolutely free to set up with the only fees incurred after a transaction has been accepted. The Website Payments Pro account costs $30 a month and allows consumers to complete their transaction on your website – a small cost for promoting unique brand awareness. With either type of account an internet merchant receives a variety of extra features.

Email Invoicing

This is a great feature, particularly for e-tailers who are selling monthly services on the internet. Bills are emailed to each account and can be set up as a recurrent event. Merchants can use a standard PayPal invoice or even create their own with Quickbooks. Customers are assured of secure payment through the PayPal website.

Payflow Payment Gateway

For any small business which already has a credit card merchant account with a bank or other payment processing company, PayPal allows integration to continue using this service while providing a secure link to accept payments through PayPal, as well. It uses 128-bit SSL encryption to assure consumers of data security. Payments go straight to the merchant bank account. There are various levels of this service but all options provide technical support, fraud protection, and sales reports at no additional cost.

Virtual Terminal

A virtual terminal works just like a credit card swipe machine in a bricks and mortar store. In fact, if a small online business is considering expansion into point-of-sale purchasing, a virtual terminal allows the merchant to enter the order details and it functions as if there were actually a machine processing the transaction but without the investment in equipment. Orders can come in via phone, fax, or mail. A custom packing slip is generated for each transaction making a virtual terminal easy, convenient and affordable.

More Features

Another advantage of using PayPal merchant services is the ability to process orders from international customers. Multiple currencies are easily accommodated and automatically exchanged at the prevailing rate the date the money is transferred.

Express checkout is also a feature popular with consumers. Much the same as Amazon’s one-click checkout, buyers can use their personal PayPal account to quickly pay for purchases. The more rapid the process, the more satisfied consumers are with the buying experience.

For the small business owner, often the most difficult component of increasing sales is the costs involved with accepting various forms of payment. By setting up a PayPal merchant account, there are no initial costs (when choosing the standard plans) yet an online business can look professional and reach the largest amount of consumers.



By: Matthew Bredel

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