Comments on: QuickBooks 2011 Overview

By: Charlie

Charlie — Thu, 14 Jul 2011 17:47:02 +0000

Tervia, “batch invoicing” is just a way to generate multiple QuickBooks invoices, it doesn’t provide features you might not find in QB in normal invoicing. Splitting an order between two customers isn’t something it is going to do.

By: Tervia

Tervia — Thu, 14 Jul 2011 15:40:11 +0000

My question is similar to Elizabeth’s “Will that work with customers who have different price levels? Can I split an order by percent (say 60/40) and invoice 2 csutomers?”

My batch invoicing would consist of members paying different dues amounts, and in some cases there will be portions of dues to be paid. Will QB2011 be able to do that?

By: Charlie

Charlie — Tue, 17 May 2011 00:43:29 +0000

Billy – huge number of changes from 2005 to 2011. You can see some of the changes by looking in this blog at the “updates” articles for each year. Note that when going from 2005 to any later year, the database manager changes and that involves a conversion process, internally in the program.

I can’t give you a full writeup in a blog comment like this – but you CAN do the upgrade. In a pefect world – you just install QB 2011 and open your QB 2005 file, and it converts. However, that assumes that the QB 2005 file is very clean, and the odds of that are low. At the very least – make a backup of your QB 2005 file first, run the “rebuild” utility in your File/Utilities menu to clean things up. Run some reports such as your company financials, a trial balance, and an aged A/R. Install QB 2011 in it’s own folder so that you have both programs installed. Open the 2005 with the 2011 program to convert it. If you don’t get any errors, run the same reports and see if they match. If they do, then you are OK. If you get an error in the process, or the reports don’t match, you can restore the QB 2005 backup (using the QB 2005 program) and continue to use the 2005 program until you figure out what to do next. I ProAdvisor can help you with this (for a fee) – if you have problems with the conversion they can do additional cleanup, or possibly do the conversion in a couple of steps. Converting from 2005 to 2011 should work, I’ve done it several times, but sometimes there are some gotchas that get in the way.

That is a BRIEF overview…

By: Billy Prejula

Billy Prejula — Tue, 17 May 2011 00:31:17 +0000

I just wanna ask with regards to my issue about QB, can we transfer the data of QB 2005 to 2011 QB? is there a lot of changes in current QB?

By: Judy

Judy — Mon, 16 May 2011 23:29:05 +0000

Thanks a lot for your answer. I will pass this along to my IT specialist for further discussion. Your software might be important to us. Appreciate the help and speedy response.

By: Charlie

Charlie — Sun, 15 May 2011 02:49:30 +0000

Judy, a long question. Hard to give a succinct answer in a blog comment, particularly when it is a bit off topic.

I’ll just give you a few tips here.

QuickBooks doesn’t directly tell you what items you have to order, although you can do some things. If you enter your builds as “pending”, then you can look at the “inventory stock status by item” report. You will see the quantity needed for assemblies, and the “available” amount.

This is available in Pro as well as Premier.

Note also, that my company produces a product, CCRQBOM, that can help with this. You don’t have to create pending builds – you can enter a list of the items you want to build, and it will give you a direct calculation of the shortages you have (including a full level explosion, which QB won’t do).

As far as changing reorder points, QuickBooks doesn’t do that.

By: Judy

Judy — Sat, 14 May 2011 08:32:28 +0000

When assemblying manufactured products in QB 2011,does the program report exactly what ingredients or components are missing in order to assemble and complete customer orders, or just tell you that no, you do not have sufficient product on hand to assemble the products on order? Also, does it tell you what quantities of each component ingredient are missing, so that sufficient inventory can be brought in to complete the orders in a timely manner? We were on QB premier manufacturing and moved to another inventory management system that no one in our organization can seem to master, and the cost of training by the manufacturer is prohibitive for a small business. However, this lack of functionality in QB was a non-starter for our company. We would like to move back to QB Enterprise, but only if it can tell us what ingredients are missing, and in what quantities, so we can assemble products ordered without hours of additional analysis. We manufacture a large number of different items, all of which are comprised of many different ingredients — too many for us to manually determine what is missing every time we recieve an order. Another data need for a growing manufacturing company is the need for the software to tell the company based on current sales, what input products the company needs to order in what amounts, that is, to automatically change the reorder points and reorder amounts based on past sales patterns: This information should be based on a functionality that monitors the company’s increasing, or decreasing needs per product as the case may be. I would be very interested in finding out of QB Enterprise has been upgraded to include any of those functionalities?

By: Charlie

Charlie — Tue, 08 Mar 2011 01:02:01 +0000

Bonnie: The “checks to be printed” screen – in the reminders window? or the Print Batch window?

Do you have the “to be printed” box checked in the checks?

By: Bonnie Butter

Bonnie Butter — Fri, 04 Mar 2011 23:31:46 +0000

I cannot print batch checks in 2011 Pro. I’ve followed the help screens but the checks do not show in the “Checks to be Printed” screen even though I’ve chosen them from the Vendor list! What am I doing wrong? I had no problems with 2006 Pro!

By: Charlie

Charlie — Mon, 20 Dec 2010 00:47:27 +0000

Cossigah – that depends on what you want for “Customer Number”. There is a “Company Name”, “Customer Name” and “Account” field. Some can be added to an invoice, some cannot. And you can use a custom field if you want something else…