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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
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
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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
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