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AseAlphaMach
Level 1

New to accounting

Hello, I thought I would introduce myself and my businesses. I own and part own two business. A machine shop and a online sales for parts I make.  I really need to get deeper into the accounting part. 

The machine shop side is simple. I  issue an invoice and when I receive a payment I mark it payment received. The online sales is where I need help.

1. Each day I have sales on 3 different sites. Do I put each sale into quickbooks or do I just enter the daily totals? And how do I enter it? 

2. I tried to setup a bar code scanner but it didn't work I have Quickbooks pro 2013. My accountant at the time set it up. It says I can. But I can't. I know I need to upgrade. But I can't at this time. 

Solved
Best answer May 23, 2020

Best Answers
Fiat Lux - ASIA
Level 15

New to accounting


@AseAlphaMach wrote:

Hello, I thought I would introduce myself and my businesses. I own and part own two business. A machine shop and a online sales for parts I make.  I really need to get deeper into the accounting part. 

The machine shop side is simple. I  issue an invoice and when I receive a payment I mark it payment received. The online sales is where I need help.

1. Each day I have sales on 3 different sites. Do I put each sale into quickbooks or do I just enter the daily totals? And how do I enter it? 

You may register every transaction as a sales receipt. If you don't have time to register it one by one, you may prepare it in XLS then utilize a 3rd party tool to import them in bulk.

 

2. I tried to setup a bar code scanner but it didn't work I have Quickbooks pro 2005. My accountant at the time set it up. It says I can. But I can't. I know I need to upgrade. But I can't at this time.

Barcoding feature is only available in Enterprise edition. You may need an inventory management app to integrate with Pro or Premier edition. 


 

View solution in original post

Fiat Lux - ASIA
Level 15

New to accounting

You may refer to this reference to create sales receits

https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/create-sales-receipts/00/201986

 

If you don't find the Class feature available, you may create more than one company file to manage your business operation.

https://quickbooks.intuit.com/learn-support/en-us/class-list/set-up-and-use-class-tracking/00/365512

 

Regarding barcoding feature in your edition, can you share the screenshot? click the Photos icon on the top.   

View solution in original post

3 Comments
Fiat Lux - ASIA
Level 15

New to accounting


@AseAlphaMach wrote:

Hello, I thought I would introduce myself and my businesses. I own and part own two business. A machine shop and a online sales for parts I make.  I really need to get deeper into the accounting part. 

The machine shop side is simple. I  issue an invoice and when I receive a payment I mark it payment received. The online sales is where I need help.

1. Each day I have sales on 3 different sites. Do I put each sale into quickbooks or do I just enter the daily totals? And how do I enter it? 

You may register every transaction as a sales receipt. If you don't have time to register it one by one, you may prepare it in XLS then utilize a 3rd party tool to import them in bulk.

 

2. I tried to setup a bar code scanner but it didn't work I have Quickbooks pro 2005. My accountant at the time set it up. It says I can. But I can't. I know I need to upgrade. But I can't at this time.

Barcoding feature is only available in Enterprise edition. You may need an inventory management app to integrate with Pro or Premier edition. 


 

View solution in original post

AseAlphaMach
Level 1

New to accounting


@Fiat Lux - ASIA wrote:

@AseAlphaMach wrote:

Hello, I thought I would introduce myself and my businesses. I own and part own two business. A machine shop and a online sales for parts I make.  I really need to get deeper into the accounting part. 

The machine shop side is simple. I  issue an invoice and when I receive a payment I mark it payment received. The online sales is where I need help.

1. Each day I have sales on 3 different sites. Do I put each sale into quickbooks or do I just enter the daily totals? And how do I enter it? 

You may register every transaction as a sales receipt. If you don't have time to register it one by one, you may prepare it in XLS then utilize a 3rd party tool to import them in bulk.

 

Thank you, I guess the part I get confused about. We don't receive payments one by one. They are paid once a night.  We also do whole bulk orders and we enter that as it happens because we don't use a 3rd party. i.e. ebay. We deal direct. So if I entered each transaction into quickbooks the invoices would soon be a large number. Can we open a 2nd company for the online sales? 

 

2. I tried to setup a bar code scanner but it didn't work I have Quickbooks pro 2005. My accountant at the time set it up. It says I can. But I can't. I know I need to upgrade. But I can't at this time.

Barcoding feature is only available in Enterprise edition. You may need an inventory management app to integrate with Pro or Premier edition. 

 

I made one mistake, my wife upgraded the quickbooks to 2013 pro. I understood int he book it had bar code ability. 

 

Thank you for your help. 


 


 

Fiat Lux - ASIA
Level 15

New to accounting

You may refer to this reference to create sales receits

https://quickbooks.intuit.com/learn-support/en-us/sales-receipts/create-sales-receipts/00/201986

 

If you don't find the Class feature available, you may create more than one company file to manage your business operation.

https://quickbooks.intuit.com/learn-support/en-us/class-list/set-up-and-use-class-tracking/00/365512

 

Regarding barcoding feature in your edition, can you share the screenshot? click the Photos icon on the top.   

View solution in original post

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