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Closing a Partially Shipped Purchase Order in QuickBooks

When you create a purchase order in QuickBooks the quantity that you have on outstanding PO’s will show in several reports. If you receive a partial shipment on that PO and the remaining balance will not be shipped, you need to close the purchase order to remove the outstanding items on these reports. There have been a number of questions about this lately, so here is an article. 

QuickBooks 2009 R9 Update

Intuit has published Release 9 of QuickBooks 2009 (R9). You can get it through the manual update as well as the automatic update process. I’ve been running it without any problems myself.

Should I Select QuickBooks Accountant Edition?

When you purchase a copy of QuickBooks Premier or Enterprise you are often faced with a confusing question – which edition should I choose? Depending on where you purchase it, you may see the Contractor, Nonprofit, Retail, Manufacturing & Wholesale, Professional Services or Accountant edition.  For some users it is simple – if you are a Non Profit organization for example, pick the Nonprofit edition. But what if I am a manufacturer who also sells in a retail environment? What to choose? Sometimes the answer may be surprising – you might want to try the Accountant Edition.

QuickBooks 2010 R2 Update

Intuit has released the R2 update for QuickBooks Pro/Premier 2010 and Enterprise 10. If you are set up for automatic updates you should be getting it, or go to the manual update page. If you aren’t sure how to determine what release  you are using, see my posting on automatic updates. I’ll outline the changes here.

QuickBooks 2010 and Integrated Application Errors (80040408 etc.)

QuickBooks Compatible add-on programs (also referred to as “third party” programs) generally use the SDK (software development kit) provided by Intuit. This allows them to exchange information with QuickBooks in a controlled and secure fashion. With the release of QuickBooks 2010 we have seen a number of complaints from people using a variety of add-on programs, generally saying that their add-on programs stopped working.

QuickBooks and Windows 7

Back in July I wrote an article about QuickBooks on Windows 7 RC and Internet Explorer 8, where I talked about QuickBooks 2009 on the pre-release version of Windows 7. Since that time we have had the public release of Windows 7, and the release of QuickBooks 2010, so it is time that I revisited this subject.

Custom Fields in QuickBooks Enterprise 10

I discussed custom fields in QuickBooks in an article last year, and it is one of the most popular articles in my blog. Many users depend on custom fields to add features to invoices, sales orders and estimates (and more). The two most common complaints about custom fields have been there need to be more and I need to define the “type” of the field. If you are a user of QuickBooks Enterprise – good news! Intuit has listened.

QuickBooks 2010 Favorites Menu

The 2010 release adds a feature that is very similar to the favorites list in your web browser. This is a menu option in the main menu bar that lets you add your most used reports, transaction windows and lists for easy access.

Another Blogger’s View of QuickBooks 2010

My friend Rustler has posted his comments on QuickBooks Premier 2010 at http://my246shop.com/Rustler/qb-2010-premier

He has his list of things he likes and doesn’t, and he touches some issues that I haven’t gotten to yet. Rustler was one of the beta testers of Premier 2010.

Worth reading…

Then, also, there is Nancy Smyth, another QB Addon software developer like me. Here is a posting on another new feature in QuickBooks 2010: http://blog.certifiedpayrollreports.com/2009/10/02/quickbooks-2010-new-app-center/

QuickBooks 2010 Form Customization

Up until now, if you wanted a uniform appearance to all of your QuickBooks forms (invoices, sales orders, estimates and so forth) it took a lot of work on your part. You would have to apply your changes in background, fonts and so forth to each individual form. This could be tedious. With QuickBooks 2010 we have a new form design feature that lets you set a basic form design that can be applied to all forms.