Question: I am new to the business and to QuickBooks. Do I have to enter all of the data each time with each order?
Answer: QuickBooks runs on lists. The major lists are Customer, Vendor and Item lists. There are a few others, too.
True to all QB lists, once you create a list entry, it is saved and can be used repeatedly without having to recreate it.
When you create a new sales order, you can select the customer from the dropdown box of previously created customers or create a new customer as needed. This works the same way for vendors (suppliers) and items.
You can also recreate entire orders in QB for reorders or if you have the same order for a different customer. Open the sales order, purchase order or invoice you want to duplicate and select “Create a Copy” at the top of the screen. Make any changes necessary and “Save and Close”.
Please email your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at [email protected].
