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Scott Gregory
Cleveland, Ohio
Your "go to guy" for figuring out how to use QuickBooks Enterprise, Pro and Premier software in your business
Interests: Bicycling, 70's music, learning acoustic guitar
Recent Activity
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Do you find yourself constantly working to provide reports, details, and snippets of other information to the sales reps for your business? Have you considered moving toward more of a "self-serve" approach and letting your sales reps access this information... Continue reading
Posted Jun 7, 2017 at Scott Gregory, QuickBooks Expert
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Have you ever needed to make additional calculations within a QuickBooks form, but found it limiting? For example, if you have tried to: Total shipping weights on an invoice Total or subtotal columns on a purchase order, sales order, or... Continue reading
Posted May 17, 2017 at Scott Gregory, QuickBooks Expert
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Let's say that you recently negotiated a sale (congratulations!), and your customer snagged some extended payment terms with you as part of the deal. So, instead of paying you in your normal net 30 day terms, they are going to... Continue reading
Posted Apr 26, 2017 at Scott Gregory, QuickBooks Expert
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If you've been looking for the "straight scoop" on how QuickBooks does (or doesn't) handle activities such as: Groups/kits Assemblies/bills of material Unit of measure conversions The advanced inventory module features of QuickBooks Enterprise Platinum, including: Multi-warehouse/location tracking Lot or... Continue reading
Posted Apr 11, 2017 at Scott Gregory, QuickBooks Expert
Join me in taking a closer look at more features within QuickBooks Enterprise 2017, as well as some you may have missed in earlier versions: Here is the link in case you missed the "What's New in QuickBooks Enterprise 2017... Continue reading
Posted Mar 29, 2017 at Scott Gregory, QuickBooks Expert
It was mid-afternoon, and the controller did a quick check of his e-mail to see if anything came in. An e-mail from the CEO had arrived, so he opened it. The e-mail contained instructions to send a wire transfer of... Continue reading
Posted Mar 15, 2017 at Scott Gregory, QuickBooks Expert
Little known, but quite helpful, the desktop versions of QuickBooks (Pro, Premier and Enterprise) have a built-in cash flow projection tool. Learn how to project your business cash flow in QuickBooks for a 6 week period with the video tutorial... Continue reading
Posted Mar 1, 2017 at Scott Gregory, QuickBooks Expert
Have you been wishing that QuickBooks would add a feature that would stop your inventory on-hand balances from going negative? Your wishes have been granted! Learn more about how the Enterprise edition (2015 and newer!) stops this annoyance from occurring...... Continue reading
Posted Feb 15, 2017 at Scott Gregory, QuickBooks Expert
If you're interested in taking a quick peek at the new features and functionality that have been baked into the 2017 edition of QuickBooks Desktop Enterprise, the video below will get you started: ADDITIONAL RESOURCES ON QUICKBOOKS ENTERPRISE: See what's... Continue reading
Posted Feb 1, 2017 at Scott Gregory, QuickBooks Expert
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If you visit your customers to provide your services, need to handle scheduling, keep track of customer information, invoicing, billing, and more, then Jobber is for you. Jobber was designed and built specifically for mobile service companies - and it... Continue reading
Posted Jan 18, 2017 at Scott Gregory, QuickBooks Expert
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Trying to find a new revenue stream for your business? Looking to sell products or services from your web site? Does the thought of "adding e-commerce functionality" to your web site give you a headache and keep you from moving... Continue reading
Posted Jan 4, 2017 at Scott Gregory, QuickBooks Expert
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This post was shared by Chris Wise from CoralTree, the makers of Qbox...thanks Chris! Trying to find a better way of getting QuickBooks information to your accountant (or if you're an accountant, to get information from your client)? Many accountants... Continue reading
Posted Dec 14, 2016 at Scott Gregory, QuickBooks Expert
QuickBooks Enterprise provides the functionality to automatically create purchase orders to your vendors with just a couple mouse clicks. My video will show you just how it works: ADDITIONAL RESOURCES: Get a 20% lifetime discount on your QuickBooks Enterprise subscription... Continue reading
Posted Nov 30, 2016 at Scott Gregory, QuickBooks Expert
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DIRECT STORE DELIVERY SOFTWARE According to Wikipedia, Direct Store Delivery (DSD) is a business process that manufacturers use to both sell and distribute goods directly to point of sales (PoS) or point of consumption (PoC) including additional product and market... Continue reading
Posted Nov 9, 2016 at Scott Gregory, QuickBooks Expert
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Considering an upgrade from QuickBooks Pro or Premier into QuickBooks Enterprise? Thinking about upgrading from an older version of QuickBooks Enterprise into QuickBooks Enterprise 2017? If so, the resources you need to make your decision (and of course, get a... Continue reading
Posted Oct 26, 2016 at Scott Gregory, QuickBooks Expert
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Since QuickBooks doesn't have any type of "returns module" to handle customer returns or RMAs (returned material authorizations), here is a way your business could track those pesky returns... CONSIDER THE PENDING CREDIT MEMO Let's say you get a call... Continue reading
Posted Oct 19, 2016 at Scott Gregory, QuickBooks Expert
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Has your business outgrown the purchasing module found within QuickBooks desktop software? Looking for ways to streamline the purchasing process? Need to add an approval process to your purchasing management? (not found in QuickBooks!) Have people in different locations and... Continue reading
Posted Oct 5, 2016 at Scott Gregory, QuickBooks Expert
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Please join me for the following webinars to help you get a better handle on tracking inventory in QuickBooks: Understanding the QuickBooks Advanced Inventory module - dig in and see exactly how this module works, what's included with it, and... Continue reading
Posted Sep 21, 2016 at Scott Gregory, QuickBooks Expert
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Does your business focus on the Business-to-Business (B2B) marketplace? Want to spend less time on data entry and related non-value added tasks and are looking for one or more of these solutions? An easy way for your customers to enter... Continue reading
Posted Sep 7, 2016 at Scott Gregory, QuickBooks Expert
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When it comes to workflows within a business, I've seen a wide variety of them over the last thirty years. One topic that seems to be entering the conversation with greater frequency these days is the ability to hide the... Continue reading
Posted Aug 24, 2016 at Scott Gregory, QuickBooks Expert
Lisa has offered this suggested solution: This comment is in response to your request that we share our methods of grabbing screen shots. I launch Microsoft Paint. Then with the cursor on the screen I wish to capture, use the "Fn" and "PrntScrn" keys to copy the screen and then use Paint's Paste function to paste the image into Paint. Since I use two screens, I generally have to scroll to the right and use the crop function to eliminate any of the image that was captured that is not needed. It may be a cumbersome method; but, it does not require a secondary device or a smart phone. Les has offered this feedback: Use freeware that does the same basic thing as Snagit. MWSnap is what I use (http://www.mirekw.com/). It’s awesome!
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Is QuickBooks misbehaving on you at times? Want to grab a quick picture of your computer screen and capture an important message being displayed? GRAB A SCREENSHOT TO HELP! As a QuickBooks consultant, there are many times where it is... Continue reading
Posted Aug 10, 2016 at Scott Gregory, QuickBooks Expert
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Do you find that your QuickBooks file is running very slowly? Does it seem to take forever to run reports or look up information? If so, your QuickBooks company file may be a prime candidate for condensing/archiving. DANGER? DANGER! YOUR... Continue reading
Posted Jul 27, 2016 at Scott Gregory, QuickBooks Expert
Reconciling bank accounts in QuickBooks can take some time. It can take even more time if you accept credit cards, and your merchant service provider takes the credit card fees out of EACH transaction! Spend less time on bank reconciliations... Continue reading
Posted Jun 15, 2016 at Scott Gregory, QuickBooks Expert
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If you are considering an upgrade from QuickBooks Pro or Premier into QuickBooks Enterprise, or are thinking about converting from another package like Great Plains, SBT, or Sage into QuickBooks, this list of commonly asked questions that I have fielded... Continue reading
Posted Jun 1, 2016 at Scott Gregory, QuickBooks Expert