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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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A quick note to let you know that I've moved my blog to a new home. You can still enjoy all the great archived content right where you are. Feel free to browse around (all the topics and posts are... Continue reading
Posted Jun 2, 2018 at Scott Gregory, QuickBooks Expert
Hi Wayne: Yes, my settings are as you suggested. Sometimes it works, sometimes it doesn't. Scott Gregory, QuickBooks Expert
1 reply
it is being reported that some folks have had luck with this as follows: > Set your columns as desired > Click File > Close Company instead of just closing QB via the X in the upper right hand corner > Your columns should be as you left them the next time you open QB I have not had success with this method, but wanted to pass it along to you in case you do! Thanks, Scott Gregory
1 reply
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Are you as frustrated as I am by having to constantly resize your screen widths in QuickBooks desktop products (Pro, Premier and Enterprise)? If you are, please take just a moment and share your thoughts on this topic with the... Continue reading
Posted Mar 28, 2018 at Scott Gregory, QuickBooks Expert
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Looking for a better understanding of how to set up and track assemblies and groups/kits in QuickBooks Premier, or Enterprise? Get the insights you're looking for with my new webinar called "Understanding Assemblies, Bills of Material and Groups/Kits in QuickBooks"... Continue reading
Posted Mar 13, 2018 at Scott Gregory, QuickBooks Expert
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Ever found yourself trying to figure out why the on-hand quantity of an item went negative? Wanted to see the invoices and payments for a customer during a particular period of time? Been in search of the transaction details for... Continue reading
Posted Feb 28, 2018 at Scott Gregory, QuickBooks Expert
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Want to take a closer look at the new features that Intuit has baked into QuickBooks Desktop Enterprise 2018? My video will provide you with the quick tour you've been looking for to see what's inside: ADDITIONAL QUICKBOOKS DESKTOP ENTERPRISE... Continue reading
Posted Feb 14, 2018 at Scott Gregory, QuickBooks Expert
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Wish you had a better understanding of how to set up and track inventory in QuickBooks Pro, Premier, or Enterprise? Get the insights you're looking for with my new webinar called "Tracking Inventory in QuickBooks Desktop - From Purchase to... Continue reading
Posted Feb 3, 2018 at Scott Gregory, QuickBooks Expert
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Thinking about using QuickBooks Online (QBO) for tracking your inventory? It may very well be a good choice for your business, but here are five reasons why it may not... (NOTE: Unlike the desktop versions of QuickBooks that only update... Continue reading
Posted Jan 31, 2018 at Scott Gregory, QuickBooks Expert
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The inventory stock status report in QuickBooks is a good way to keep score on your inventory, and see what items you need to order. But what if you want more than it provides? Consider a closer look at the... Continue reading
Posted Jan 17, 2018 at Scott Gregory, QuickBooks Expert
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You're invited to my Crankin' Up Your Cash Flow! webinar series that starts in just a few weeks! Crankin' Up Your Cash Flow! will show you how to manage and improve the cash flow that runs through your small business.... Continue reading
Posted Jan 4, 2018 at Scott Gregory, QuickBooks Expert
Hi Barbara: Thanks very much for taking time out of your day to share your thoughts above. They made my day!! Scott Gregory, QuickBooks Expert
1 reply
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Given the recent price increase for QuickBooks Enterprise software as well as the conversion from the Full Service Plan into the subscription model, some businesses are asking if there are alternatives to QuickBooks Enterprise. Let's take a closer look at... Continue reading
Posted Nov 29, 2017 at Scott Gregory, QuickBooks Expert
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Ever notice the little icon on the QuickBooks desktop road map that says Create Sales Receipts and wonder what it's all about? Here's the scoop... A sales receipt is designed to post the sale of your product/service AND the payment... Continue reading
Posted Oct 18, 2017 at Scott Gregory, QuickBooks Expert
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Does your business use QuickBooks Enterprise Desktop software? If so, you'll want to fasten your seat belt and get into the details below. My clients are experiencing a lot of questions and confusion on this, so wanted to get the... Continue reading
Posted Oct 10, 2017 at Scott Gregory, QuickBooks Expert
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While attending the Accountex accounting show in Boston a few weeks ago, I spied a session on the agenda that was focused on simplifying wire transfers and global payments. This topic is quite relevant for my consulting practice and likely... Continue reading
Posted Oct 4, 2017 at Scott Gregory, QuickBooks Expert
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IT IS CRITICAL THAT YOU READ THIS IF: Your business is using QuickBooks Desktop Enterprise software AND you are still on the older Full Service Plan (called the FSP for short). If this is you, it is essential that you... Continue reading
Posted Aug 23, 2017 at Scott Gregory, QuickBooks Expert
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If history repeats itself, we'll be seeing a new version of QuickBooks desktop software released sometime in the fall of 2017 (don't confuse this with the Online version of QuickBooks). By desktop, I mean the Pro, Premier and/or Enterprise editions... Continue reading
Posted Aug 10, 2017 at Scott Gregory, QuickBooks Expert
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If your business is considering a move from one of the desktop versions of QuickBooks (that would be Pro, Premier or Enterprise) into QuickBooks Online (QBO), it is critical that you... Consider the decision fully BEFORE making the move. Why... Continue reading
Posted Jul 26, 2017 at Scott Gregory, QuickBooks Expert
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Here's a tip to simplify your accounting even more... Take advantage of the fact that QuickBooks will allow you to reconcile ANY asset, liability or equity account balance! Many businesses are already taking advantage of the QuickBooks reconciliation feature for... Continue reading
Posted Jul 12, 2017 at Scott Gregory, QuickBooks Expert
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Were you aware that a staggering average of 1.2 million fraudulent checks enter the banking system every day and losses are growing 2.5% annually (source: American Bankers Association)? If your business is still issuing paper checks, you may easily become... Continue reading
Posted Jun 28, 2017 at Scott Gregory, QuickBooks Expert
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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