Inventory Module

QuickBooks – Units of Measure on Sales Forms – Part 23

This is the final installment on units of measure and on the Inventory module. It deals with U/M on sales forms using the QuickBooks sample company, White Ridge. This company is going to order the marble for the kitchen remodel. I am going to order the marble using a purchase order and I will show you how easy I can convert from one unit of measure to another. This of course will be within the...

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QuickBooks Inventory – Assigning Measure Sets – Part 22

In Part 21, I created a measure set for Area for the QuickBooks sample company White Ridge Construction. White Ridge also buys and sells other items, and with that, uses different measurements. So, I could create a measure set for Length (inch, foot, yard, etc.), Count (each, box, case, dozen, etc.) or anything else that pertains to the business requirements. Once I create the measure sets, I...

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QuickBooks Inventory – Assigning Multiple U/M – Part 21

Carrying on from Part 20. This sample company sells countertops that can be customized to a customer’s wishes. In this exercise I’m going to take a non-inventory part called Counter and set up some multiple units of measure from a measurement set called Area. In turn I will then set up some related units to Area. To do this I go to Home, Menu Bar and choose the Items & ...

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QuickBooks Inventory – Setting up Multiple U/M – Part 20

Once again just a reminder that you need the Premier or Enterprise Solutions version of QuickBooks to utilize this feature. Rather then repeat the criteria  for using multiple U/M, I will direct you to the link. When you chose Multiple mode, you are asking QuickBooks to define U/M sets that you can assign to items. This will start out with the smallest unit which is known as the base unit....

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QuickBooks – Setting Up Single Units of Measure – Part 19

Carrying on in this series on Units of Measure  (U/M) it is time to set up single units. I am still working with the example company file which is in a Construction related business. To set up single units: Go to your Home page and click on Items & Service. I am going to select a non-inventory part item called Carpet. Right click on that high lighted item and choose Edit Item which will...

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QuickBooks Inventory – Enable the Unit of Measure – Part 18

As mentioned in Part 17, you can assign different units of measure (U/M) to different items, but each item can only have one U/M. Before you can assign one you need to Enable the Unit of Measure (U/M). In QuickBooks, to check if this has been done, proceed to Home page/Menu Bar/Preferences/Items & Inventory/Company Preferences and under Units of Measure, check to see if the Enable Tab is...

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