Scott Gregory's Profile

We've Moved - Visit My New Home For Blog Posts

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

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Hi Wayne: Yes, my settings are as you suggested. Sometimes it works, sometimes it doesn't. Scott Gregory, QuickBooks Expert

Commented May 8, 2018 on Continually Resizing Column Widths in QuickBooks Desktop Screens? at Scott Gregory, QuickBooks Expert

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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

Commented Mar 28, 2018 on Continually Resizing Column Widths in QuickBooks Desktop Screens? at Scott Gregory, QuickBooks Expert

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Continually Resizing Column Widths in QuickBooks Desktop Screens?

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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Webinar: Understanding Assemblies, Bills of Material and Groups/Kits in QuickBooks

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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The QuickReport in QuickBooks - See the History of a Customer, Item or Vendor Instantly

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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What's New in QuickBooks Desktop Enterprise 2018?

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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Webinar: How to Track Inventory in QuickBooks Desktop (Pro/Premier/Enterprise)

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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5 Reasons to Pause Before Selecting QuickBooks Online for Inventory Tracking

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 Planner - An Inventory Forecasting Tool for Your Business

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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Improve Your Profits and Cash Flow in 2018!

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

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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

Commented Nov 29, 2017 on Intuit Pushes Through Big Price Increases on QuickBooks Enterprise Desktop 2018 Edition at Scott Gregory, QuickBooks Expert

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Are there alternatives to QuickBooks Enterprise?

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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What is a Sales Receipt in QuickBooks and How Can It Help Me?

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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Intuit Pushes Through Big Price Increases on QuickBooks Enterprise Desktop 2018 Edition

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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Eliminate wire transfer fees and simplify global payments with Veem

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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Critical Alert! Big Changes Ahead for QuickBooks Enterprise Full Service Plan (FSP) Customers

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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QuickBooks 2018 - What New Features are You Hoping to See?

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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Thinking of Moving from QuickBooks Desktop into QuickBooks Online? Read this first...

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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Reconcile ANY Asset, Liability or Equity Account in QuickBooks

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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Reduce Check Fraud in Your Business with Positive Pay - The Treasury Software Solution for QuickBooks

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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Simplify Sales Rep Tracking, Reporting, and Remote Access with Crik-IT for QuickBooks

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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Spreadsheet Type Calculations within QuickBooks?

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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Why Is My Customer Showing Overdue? I Set Up the Right Terms in QuickBooks

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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New Webinar - Advanced Inventory Topics in QuickBooks

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

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