FlagshipTech
07-28-2009, 07:40 AM
[This was a reply to a customer who had incomplete quantity data entered in QuickBooks, and wanted a quick way to enter correct quantity data for the whole year, so he could get quantity-based reports in ManagePLUS]
> How could I enter all the quantities for the entire fiscal year???. .... I tried to change existing sales already accounted as items in the memo field and put numbers in the description field like 10000, so as to easily see how the system works after refreshing and can´t find the number as a quantity in ManagePLUS (after labeling in the chart of accounts as tons for instance). Any tip?
Some form of what you're attempting ought to work.
(1) Here are relevant ManagePLUS Help system paths which address this:
"How-To" Procedures > Quantities in QuickBooks Transactions > Entering quantities in the Memo/Description field
"How-To" Procedures > Quantities in QuickBooks Transactions > Quantity tips & tricks (Particularly, see "Tip: Understanding how ManagePLUS extracts quantities from transactions")
(2) Most likely the problem may relate to having quantity data already entered in transaction's via the Quantity field. (When Quantity field data is present in a transaction, ManagePLUS will only try to extract a second quantity from the Memo/Description field.) If this is so, you could get alternate quantity data into ManagePLUS by entering this other quantity data in the Memo/Description field as the "second" quantity. To do this, enter the quantity as "=10000" (an equal sign prepended to the number).
The Help path for this is: "How-To" Procedures > Quantities in QuickBooks Transactions > Entering two quantities in transactions
If you do this, then on the ManagePLUS Chart of Accounts tab be sure to enter a unit of measure in *both* of the UOM columns, even if you no longer intend to use the "first" quantity (the one from the Quantity field of your transactions). If you fail to do this, this second quantity won't show up on ManagePLUS reports.
You can use the Modify button in reports to hide report columns for the "first" quantity if you wish, so that only this new quantity data shows up on reports.
(3) I suppose you are only wanting to enter a total quantity for each of various sales or expense accounts for the entire fiscal year? You probably understand this, but I'll mention it anyway: using this "second quantity" approach described above you should be able to get fiscal year quantities entered for each Account and/or Class by simply editing a single transaction for each one. For example, if you sold a total of 1,000 calves in three different transactions, you could edit any one of those transactions to enter the "=1000" quantity for the whole fiscal year.
Mark Wilsdorf
Flagship Technologies, Inc.
http://www.goflagship.com (http://www.goflagship.com/forums/../)
> How could I enter all the quantities for the entire fiscal year???. .... I tried to change existing sales already accounted as items in the memo field and put numbers in the description field like 10000, so as to easily see how the system works after refreshing and can´t find the number as a quantity in ManagePLUS (after labeling in the chart of accounts as tons for instance). Any tip?
Some form of what you're attempting ought to work.
(1) Here are relevant ManagePLUS Help system paths which address this:
"How-To" Procedures > Quantities in QuickBooks Transactions > Entering quantities in the Memo/Description field
"How-To" Procedures > Quantities in QuickBooks Transactions > Quantity tips & tricks (Particularly, see "Tip: Understanding how ManagePLUS extracts quantities from transactions")
(2) Most likely the problem may relate to having quantity data already entered in transaction's via the Quantity field. (When Quantity field data is present in a transaction, ManagePLUS will only try to extract a second quantity from the Memo/Description field.) If this is so, you could get alternate quantity data into ManagePLUS by entering this other quantity data in the Memo/Description field as the "second" quantity. To do this, enter the quantity as "=10000" (an equal sign prepended to the number).
The Help path for this is: "How-To" Procedures > Quantities in QuickBooks Transactions > Entering two quantities in transactions
If you do this, then on the ManagePLUS Chart of Accounts tab be sure to enter a unit of measure in *both* of the UOM columns, even if you no longer intend to use the "first" quantity (the one from the Quantity field of your transactions). If you fail to do this, this second quantity won't show up on ManagePLUS reports.
You can use the Modify button in reports to hide report columns for the "first" quantity if you wish, so that only this new quantity data shows up on reports.
(3) I suppose you are only wanting to enter a total quantity for each of various sales or expense accounts for the entire fiscal year? You probably understand this, but I'll mention it anyway: using this "second quantity" approach described above you should be able to get fiscal year quantities entered for each Account and/or Class by simply editing a single transaction for each one. For example, if you sold a total of 1,000 calves in three different transactions, you could edit any one of those transactions to enter the "=1000" quantity for the whole fiscal year.
Mark Wilsdorf
Flagship Technologies, Inc.
http://www.goflagship.com (http://www.goflagship.com/forums/../)