How to Automate Recurring Invoices in QuickBooks

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

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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.

How to Automate Recurring Invoices in QuickBooks

Ruth Perryman, MBA, CMA, CFE, CFM
is a Certified Advanced QuickBooks ProAdvisor and an Intuit Solutions Provider.

She specializes in customizing QuickBooks Enterprise and POS. She can be reached at 800-707-0940 x101 or ruth@theQBspecialists.com. You can also follower her on Twitter at http://twitter.com/ruthperryman.

Looking for more QuickBooks Tips & Tricks? Visit our blog or subscribe to our e-zine at http://www.theQBspecialists.com.

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QuickBooks Enterprise Support

Finding QuickBooks Enterprise Support is Easy!

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Just because you are having trouble with QuickBooks Enterprise does not mean you need to have trouble finding QuickBooks support.  Unlike even a few years ago, getting support for QuickBooks, like many things in life, has gotten a lot easier with advances in communication, among other things.

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QuickBooks Enterprise Remote Support

One of the biggest breakthroughs with regard to getting help with accounting software is the advent of "remote support", whereby the person providing you assistance is actually somewhere else entirely, yet is able to see what is on your computer.  This is typically done through remote desktop sharing software like WebEx, DimDim, FuzeMeeting, TeamViewer, or one of many more.  If you have utilized one of these services before than you will understand how powerful they truly are with regard to get high quality support without waiting.

Intuit QuickBooks Help Desk

Even better than having to deal with the bureaucracy of a corporate help desk is to deal with a smaller firm focused specifically on providing help and support for QuickBooks Enterprise.  These firms embrace their function as providers of support and as such are much more efficient at providing it.  Just make sure you select a firm that has been certified by Intuit, meaning a firm that is a a designated Intuit Solutions Provider.

QuickBooks Enterprise Email Support

If you have a question that is not urgent in nature you could even email QuickBooks Enterprise support, or more accurately one of its surrogates, the Intuit Solutions Provider of your choice.  These smaller outsourced support centers offer much more responsive assistance than that of your traditional corporate bureaucracy and email is very efficient medium of communication for non-time sensitive issues.

Finding the Best QuickBooks Enterprise Support

Just because you do not currently have a relationship with a QuickBooks Enterprise support company does not mean you cannot develop one quickly, efficiently, and cost effectively.  The firm you seek obviously will carry the Intuit Solution Provider designation, which you can confirm with Intuit themselves.

Additionally, you will be better served if you can find a QuickBooks support provider that has been in business for at least 10 years.  This qualification will help weed out some of the lest experienced support providers.  Make sure you pay attention to this tip as it really does help ensure the quality of the individual or firm you end up working with.

If you are looking to build a long-term relationship with a QuickBooks Enterprise support consultant you may want to investigate further and check on the firm's customer list and referrals.  Testimonials can be quite useful in ascertaining how helpful a particular firm really is.

While it may sound surprising, you would be amazed at how many QuickBooks users seeking help and support do not take the time to properly qualify the company they are engaging for support services and help desk related assistance.  Even if it ends up taking a little longer to get the answer to the question you are looking for, you will be able to get answers to future QuickBooks questions much faster as by then you will already have an established QuickBooks Enterprise support vendor.

QuickBooks Enterprise Support

If you are looking for more specific advice on where to get QuickBooks Enterprise Support, Hunt Farnsworth suggests visiting Intuit's website.

Another technique would be to do a search on Google for "quickbooks enterprise consultants". Typically the top 1-2 listings generated by this search will put you in contact with a reputable QuickBooks Enterprise support firm well versed in the problems you are encountering.

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The Benefits of Quickbooks Enterprise For Your Business

Whether large or small, no matter what you sell, your business needs an accounting program that is reliable and accurate, allows for simple generation of reports and is highly functional. Enterprise Solutions from QuickBooks, designed for growing businesses, has the capabilities and flexibility to meet your business' unique needs as it grows - and it could save you thousands in up-front and ongoing system costs. 

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QuickBooks Enterprise provides the key functionality you need with incredible ease of use. If you are a business owner or manager exploring the available solutions for improving the financial flow of your work, here are just a few reasons why you should consider this product.

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Business Growth Support: QuickBooks Enterprise lets you scale up to 30 simultaneous users as your organization grows. Flexibility: The software is designed to work the way you work, so you don't have to change your current business processes. This program lets you customize any of its 120+ built-in reports and forms such as estimates and invoices to look and work the way you want. Instant Access: Get real-time, instant access to the information you need to know about your business, when you want it and in the format you want it in, from Enterprises' 120+ built-in reports, such as Forecast Overview, Forecast vs, Actual, Profit & Loss Budget Performance, and A/P Aging Detail. Functionality: Enterprise Solutions delivers all of the key financial management and accounting functionality you would expect from a sophisticated solution, including: G/L, A/P, A/R, Payroll, Fixed Assets, Job Costing, Budgeting and more.

Consult with a local Quickbooks business vendor today to learn more about migrating your current records to the flexible and manageable QuickBooks software solution.

The Benefits of Quickbooks Enterprise For Your Business

Gary Farrell is the founder and principal of Commerce Systems Group, one of the top Microsoft Dynamics vendors, and oversees all client engagements. He is a Certified Public Accountant who has previously held CFO positions of public and private companies where he also served on the on the Board of Directors. He holds a Bachelor's degree from Virginia Commonwealth University and is certified in Microsoft Dynamics NAV and Microsoft Dynamics GP. Gary has 25 years of business experience and 10 years of ERP implementation experience.

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How to Choose Between Peachtree Quantum and Quickbooks Enterprise Software

If you're stumped as to which accounting software to choose for your business, there are two products in the mainstream that somewhat rival one another in features. These are Peachtree Quantum and QuickBooks Enterprise. They have many of the same features and capabilities, but there are also notable differences when comparing the two.

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Similar Features

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Both enable you to simplify certain tasks such as invoicing, customer sales, purchase orders, general ledger tasks, aged payables and more. Both offer customizable reports, easy-to-use spreadsheets, tax preparation aids, online banking integration, payroll capabilities, and multiple users. Another bonus is Peachtree Quantum and QuickBooks Enterprise work well with many other software programs to give you a full scope of functionality within your business. Both are available in versions that are industry-specific, such as distribution, construction, accounting, and non-profit organization.

A Few Differences

Peachtree Quantum enables you to add up to 40 users while QuickBooks Enterprise only allows up to 30 users. With Peachtree, you'll receive Crystal Reports as a bonus. Peachtree can handle more transactions simultaneously, which drastically speeds up productivity in the workplace. Pricing is different as well, with QuickBooks costing slightly more. The Peachtree Quantum software is priced from ,400 to ,500 while QuickBooks Enterprise is priced from ,000 to ,000. Pricing is dependent on the number of users needed. With Peachtree software, the higher end pricing comes with e-filing.

Comparison in Loading Time Performance

In testing of the Quantum 2010 and QuickBooks Enterprise 9.0, Peachtree's software outperformed Enterprise in most categories when comparing loading/save times. Peachtree Quantum uses SmartPosting technology, which frees individual workstations in multiple user environments by moving certain activities to the server. By using SmartPosting, Quantum users are able to move quickly between various tasks and improve efficiency. It is about 90 percent faster in most tasks than its rival QuickBooks software.

When testing loading time performance, Quantum took the lead in areas such as invoice saves, sales order saves, vendor saves, aged receivables reports, aged payables reports, check register reports, and general ledger reports. The two programs were almost head-to-head in quote saves, item saves, and invoice register reports. There was a drastic loading time difference for general ledger reports, with Peachtree Quantum being much faster.

Both programs have advantages and disadvantages, so it's wise to do a more detailed comparison of your own before making a purchase. It does seem that Quantum is the most economical choice, especially if you have many users. Stores that sell the programs usually offer a number of software products such as MAS90, ACT Software, and more. Peachtree Quantum is produced by Sage Software and QuickBooks Enterprise is by Intuit Enterprise. A free trial can also help you decide. Get started today with accounting software that works for you and your company!

How to Choose Between Peachtree Quantum and Quickbooks Enterprise Software

Chris Robertson is an author of Majon International, one of the worlds MOST popular internet marketing companies on the web.
Learn more about Peachtree Quantum.

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Migrating Data to QuickBooks Enterprise 9.0 From MAS 90 and Great Plains

How Hard is it to Migrate Data to QuickBooks Enterprise?

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Data migration is one of the biggest issues facing prospective customers of QuickBooks Enterprise Solutions 9.0. While it is a legitimate concern, the great news is that Intuit did an outstanding job of designing the latest version of its popular accounting software in order to make the process of transferring your accounting data from other enterprise grade accounting platforms relatively straight forward.

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In fact, over 10,000 businesses have already switched to QuickBooks Enterprise from other more complicated accounting solutions, and yes they migrated their data successfully. While Intuit designed their software to be as intuitive as possible, particularly with regard to data migration, most businesses choose to enlist the help of a third party provider to oversee the transition from one accounting platform to another.

The importance of this task being done correctly weighed against the relatively small cost of hiring a QuickBooks consultant makes the value proposition of this decision an easy one for most. Migrating the data incorrectly would obviously cost many times what a typical consultant would charge to ensure a smooth transition process, not to mention the headaches it would create.

Migrating Data to QuickBooks Enterprise from Sage MAS 90 Accounting Software

Many of those considering migrating to QuickBooks Enterprise Solutions are currently utilizing Sage MAS 90 or another version of Sage MAS accounting software for their firm's accounting needs. Fortunately, the transition from MAS 90 to QuickBooks is a relatively simple one, if you know what you are doing. The other option would be to hire someone that knows what they are doing.

As you can imagine, certified Intuit Solution Providers face these type of projects on an almost daily basis. They are capable of overseeing migration to QuickBooks from MAS90 in a more time efficient manner than even an advanced IT manager as this would typically be the first time the IT manager was performing the process whereas the Intuit Solutions Provider has done it many times before.

Migrating Data to QuickBooks Enterprise from Microsoft Great Plains Accounting Software

Similar to MAS 90, the process of migrating to QuickBooks Enterprise from Great Plains can be an easy one if you approach it the right way. Again, the smartest and safest way, which will ensure the migration is done properly, would be to enlist the help of an Intuit certified solutions provider. These folks handle transitions from Great Plains to QuickBooks Enterprise almost as frequently as those of MAS 90 defectors.

QuickBooks Enterprise Data Migration Consultants are Worth It!

The bottom line is that your accounting data is far too important to entrust to anyone less than a certified Intuit solution provider. These folks have been custom trained in all aspects of QuickBooks Enterprise and will "rent" their expertise to your firm for much less than it would cost to learn the same things yourself. In addition to saving your firm money, they will get the job done faster and with a higher degree of confidence, greatly reducing the stress and hardship traditionally associated with landmark system changes.

Migrating Data to QuickBooks Enterprise 9.0 From MAS 90 and Great Plains

If you are looking for more specific advice on where to get help with migrating data to QuickBooks Enterprise, Hunt Farnsworth suggests visiting Intuit's website.

Another technique would be to do a search on google for "quickbooks enterprise consultants". Typically the top 1-2 listings generated by this search will put you in contact with a reputable QuickBooks Enterprise Solutions consulting firm well versed in data migration from Mas 90 and Great Plains.

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QuickBooks Enterprise Remote Hosting - Why Consider It?

QuickBooks Enterprise can be remotely hosted to meet your specific business needs. If you need to have your entire Enterprise Solutions system hosted by third party handlers, you are looking for this Enterprise remote hosting service. This option, though not immediately popular, is picking up thanks to the many benefits it offers.
 
Why choose remote hosting?
 
There are many possible reasons why a company like yours will need remote host for their QuickBooks Enterprise system. Here are some of the top reasons.
1. The company does not have existing network systems at the place of business.
2. The company is not willing to shell out for the installation of a network system.
3. The business environment is not secure so files and system data can be put at risk.
4. IT costs are soaring.
5. The company does not have a data recovery system.

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What this Enterprise remote host can do for you?

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o Remote hosting of your QuickBooks Enterprise system can help you save time and money.
o Remote hosting can save you from a lot of concerns to think about, such as security of the system location and other fortuitous events. Certified Intuit remote hosts are provided with Intuit best practices in securing this Enterprise systems.
o Remote hosting with an authorized remote host provider can save you money since you only have to pay monthly fees in smaller amounts instead of making one big investment, which some mid-level companies are still unable to do given the large prices of business processes solutions such as this Enterprise Solutions.
o this hosting system assures you that your system is updated and upgraded at all times.
o You will definitely feel the difference in your business processes as you get new people to help you out.
o Get dedicated IT support, so you need not worry about any IT problems that may affect the system because you can leave everything up to your remote host.
o Follow Intuit best practices in data handling to ensure the possibility of data recovery.
o Receive overall PC and system maintenance from the pros.

Choosing your QuickBooks Enterprise remote hosts

Due to the high demand in remote hosting, a lot of remote hosts offer their services to companies like you. If you are considering remote hosting, take note that the security of your data as well as the proper implementation of the system will depend largely on the QuickBooks Enterprise remote host you choose. Thus, it is important to choose QuickBooks hosting specialists who work directly with this Enterprise Solutions.

In choosing this host system to trust with the core of your business, it is important to look for the following:

o certification from Intuit
o a secure facility where your system is kept
o the facility should have 24/7 monitoring
o the system is up and running 99.9% of the time
o nightly data backup in an offsite location
o high-speed fiber optic Internet connection
o free and easy access to your data anytime and anywhere
o fuel backup for 7 days (in case there is power failure)
o integration with MS Word and Excel
o a good price

QuickBooks Enterprise remote hosting vs. QuickBooks Online

A lot of companies consider the option of availing of the QuickBooks Online package instead of opting for remote hosting. The QuickBooks Online package is the online version of QuickBooks Enterprise. In this version, everything is kept online, which matches or even exceeds the security offered by remote hosting your QuickBooks Enterprise system.

Unfortunately, QuickBooks Online is a basic product. It does not have a huge chunk of the overall Enterprise QuickBooks package. Since remote hosting is the ultimate way to secure your data and receive the full benefits of QuickBooks Enterprise, it is definitely the best way to go.

QuickBooks Enterprise Remote Hosting - Why Consider It?

Should you opt for QuickBooks Enterprise remote hosting? Find out how you will benefit from remote hosting.

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