1 Topic by portscanner

(0 replies, posted in Accounts Receivable)

How can I take an existing quote issued for one customer (with order completed or not) and create a new quote for a different customer?

I have quite a few situations where I quote the same thing to multiple customers - either exactly as it is or with some minor modifications.

Your assistance would be appriciated!

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2 Reply by portscanner

(4 replies, posted in Items and Inventory)

Thank you! I will need to bump up my version of FA!

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3 Reply by portscanner

(4 replies, posted in Items and Inventory)

What is a magnifying glass search?

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4 Topic by portscanner

(4 replies, posted in Items and Inventory)

How can you easily search inventory descriptions? I have a large assortment of different components I use in the assembly of my products and at times I would like to search descriptions.

Examples-
Part Number - description
50001  - 4-40 x 1/4 stainless pan head screw
50002  - 4-40 x 1/2 stainless pan head screw
50003  - 6-32 x 1/4 stainless pan head screw
50004  - 6-32  zinc plated nut
50005  - 4-30  zinc plated nut

I want to search for all part numbers of all 6-32 hardware 

I know I could run a Stock Check Sheet report but it would be easier if I could just pull up a search on a web page without having to run a report to a spreadsheet - then search the spreadsheet.

Thx!

Go to forum: Items and Inventory

5 Topic by portscanner

(9 replies, posted in Banking and General Ledger)

First - I think this software is the greatest thing since sliced bread. Just discovered it a few weeks ago and I am replacing Simply Accounting with this.

Now - dont laugh at me - I am in no way an accountant.

I figured out how to enter credit card transactions, i.e. my company buys from a supplier some goods. But I cannot figure out how you document the payments to the credit card company.

Do you do a "Bank Account Transfer"? (that does not seem correct) or do you do a Payment (under Banking and General Ledger) and set the account code/account description to the "Current Liabiliies" account that has the credit card transactions? Of is there another way?

Thanks for the help!!

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