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Tag Archives: Accounting

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  2. Entries tagged with "Accounting"

The FIFO/LIFO Report

By Koushik DeyAccounting AdvancePro UniversityLeave a comment

Synopsis:

Learn a variety of ways to calculate your stock valuations.

May 9, 2018
Details
Screenshot 2017 11 28 Work Orders in Manufacturing YouTube

Invoice Printing Settings

By Koushik DeyAccounting AdvancePro University Sales SetupLeave a comment

Synopsis:

  • How can I adjust the terms on my invoice?
  • How can I add the tracking number to my invoice in printouts or emails?
  • How can I add the balance Due on my invoice?

December 6, 2017
Details
Screenshot 2017 11 28 Work Orders in Manufacturing YouTube

Jobs

By Koushik DeyAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • How can I create and track customer jobs in AdvancePro?
  • How can I assign Vendor transactions to jobs?
  • How are jobs synced to QuickBooks?

December 5, 2017
Details
multi currency

Multi Currency

By Darryl ReidAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • How do I manage currencies and exchange rates in AdvancePro?
  • How does pricing work in multiple currencies?
  • How can I assign a currency to a vendor or customer?

July 5, 2017
Details
Taxes

Taxes

By Darryl ReidAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • What are Tax codes and how do I configure them?
  • What are Tax code considerations if I’m importing from an Ecommerce system or exporting to QuickBooks?
  • How can I assign a default tax code to a customer or vendor?
  • How can I mark a Customer, Vendor, or Product as taxable or tax-exempt?

May 17, 2017
Details
Customer Orders

Customer Orders, Pick/Pack/Ship, and Invoice

By Darryl ReidAccounting AdvancePro University Basics Sales Shipping Warehouse ManagementLeave a comment

Synopsis:

  • How can I place a customer order for fulfillment?
  • How can I pick goods and create an invoice?
  • How can I make an immediate over the counter sale?

May 10, 2017
Details
Vendor Purchase OrdersReceivingand Bills

Vendor Purchase Orders, Receiving, and Bills

By Darryl ReidAccounting AdvancePro University Basics Purchasing Receiving Warehouse ManagementLeave a comment

Synopsis:

  • How can I order items from a vendor?
  • What are my tracking capabilities for containers and international shipments?
  • How can I receive goods and reconcile the received goods with the vendor bill?
  • How can I make an immediate purchase and skip the receiving stage?

May 3, 2017
Details
Credit Card Payment Processing ythumbnail

Credit Card & Payment Processing

By Darryl ReidAccounting AdvancePro University Credit Card Payment SalesLeave a comment

Synopsis:

  • How can I take payment in AdvancePro?
  • How does Payment pass between QuickBooks and AdvancePro?
  • How can I configure and use Credit Card processing with AdvancePro?

April 5, 2017
Details
Freight and landed costs in AdvancePro ythumbnail

Freight on landing cost

By Darryl ReidAccounting AdvancePro UniversityLeave a comment

Synopsis:

  • How do I track vendor freight?
  • how do I track landed costs on products?
  • how do I set up a freight provider?
  • how do I track the cost of shipping to my customer?

March 17, 2017
Details
QuickBooks Workflows for Special Cases ythumbnail

QuickBooks Workflows for Special Cases

By Darryl ReidAccounting AdvancePro University QuickBooksLeave a comment

Synopsis:

This video discusses some methods for using AdvancePro and QuickBooks in situations other than the general workflow.

March 7, 2017
Details
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"We implemented your AdvancePro solution just in the nick of time.  Our sales have grown so rapidly, that I can't imagine how we would be functioning without the improvements to our processes that AdvancePro has brought to us.  Thank you all for getting us to this point. I look forward to continuing to work with you - and hopefully not to cause you too much trouble in the process.  :)"
Heather Percy
-Director, Finance & Administration, CanPrev
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