Wholesalers are companies who sell large quantities of products to customers at a discounted price. This bulk
buying policy helps to lower the price per unit and can save customers a lot of money in the long run. It is important to set up a QuickBooks chart of accounts that Continue reading
Tag Archives: sales
QuickBooks Sales and Customers: Company Preferences Part 2
Today we will finish up detailing the options in the Sales and Customers section in the
Company Preferences tab. Click here to see Part 1.
- Use Price Levels
- Choosing this option allows you to set different prices for different customers or jobs. You can associate different price levels with different Continue reading
QuickBooks Sales and Customers: Company Preferences Part 1
The Company Preferences tab of the Sales and Customers contains options that affect
customers, so this section should not be taken lightly. Here is a breakdown of all the options that QuickBooks offers.
- Sales Forms
- Usual Shipping Method
- Select your usual shipping method from the drop down. if it is Continue reading
QuickBooks Sales and Customers: My Preferences
The Sales and Customers section has preferences that have to do with parts of QuickBooks
that customers will see. The following is a break down of the options in the My Preferences tab.
- Add Available Time/Costs to Invoices for the Selected Job
- This section controls what happens when you create Continue reading
QuickBooks Sales Reports Help Maximize Revenue
QuickBooks includes a number of sales reports that can help you strategize your sales tactics and increase revenue.
The Sales by Customer Summary report shows the total sales made to each Customer and each Job. It does not include revenue from reimbursed expenses or sales tax. If you adapted QuickBooks Continue reading
