Is there anyone out there who like to set-up my QuickBooks?

[Tess]

I am seriously having a hard time with this. Everytime I get going a little bit, I run into another problem lol. This software is great, but it is a PITA to get started. I love tracking customer info though, as I suck when it comes to keeping tax ID's and stuff.

Right now my current problem is figuring how I am going to do a discount and how to apply it.

Ex:

I currently sell my votives 2.00 OR 3/5.00. 95% of my customers buy the 3 fer deal. So I am stuck. I do not know how to do this without completely jacking up my accounts.

Anyway, is there anyone out there who is a pro at this? I did call the customer support, but they must be based in India or Thailand, because the accent was so thick, I could not understand a single word.

[Candybee]

I don't know if this will help you but my local SBA gives classes on setting up quickbooks. You might check with your regional SBA office and ask.

I have used my local SBA for learning the business end of starting up. They have really been a huge help and I wouldn't have been able to do it without them.

[darci]

Ex:I currently sell my votives 2.00 OR 3/5.00. 95% of my customers buy the 3 fer deal. So I am stuck. I do not know how to do this without completely jacking up my accounts.

It's really not as difficult as you're trying to make it.

in your item list, set your cost & sell price on a per votive... ex: .50 cost 2.00 sell

that gives you your base price for those people that buy only one.

when you have a customer buy your 3fer deal, you just change the way the invoice reads...

qty = 3 then tab over to total (forget the unit price for now) and enter in $5. the invoice will recalculate the individual sell price and your cost will be accurate.

HTH

[Tess]

It's really not as difficult as you're trying to make it.

in your item list, set your cost & sell price on a per votive... ex: .50 cost 2.00 sell

that gives you your base price for those people that buy only one.

when you have a customer buy your 3fer deal, you just change the way the invoice reads...

qty = 3 then tab over to total (forget the unit price for now) and enter in $5. the invoice will recalculate the individual sell price and your cost will be accurate.

HTH

The only thing is, the customers don't usually buy all three the sames scent :undecided . I do have the votives as inventory so I know when I get low and what not. So I guess the only thing would be to change the price on each one? Like 1.66, 1.66. 1.67? I was hoping for like an automatic adjustment somehow. But I am probably asking this program to do miracles too lol. Thanks for helping!

I will probably have to look into a class to get more familiar with this. I just don't want to end up paying more than the software. I wonder if that Video Proffessor is anygood? It is probably a copy of the tutorial, which was somewhat helpful, but nothing really applied to a candlemaking type biz.

[summerbug]

Ex:

I currently sell my votives 2.00 OR 3/5.00. 95% of my customers buy the 3 fer deal. So I am stuck. I do not know how to do this without completely jacking up my accounts.

I am certainly not a pro and I don't know if this is what you are looking for but this is what I do for my special "discounts".

I sell 5 mason jars at a discount (for this example let's use $1.00 off each jar if purchase 5 or more jars).

I set up a Discount item that relates to a field I use to keep track of all discounts - you can also do separate ones for different types of discounts.

Then on the invoice if the customer orders 5 mason jars I also add the Discount item on the invoice and enter the amount - in this case $5.00.

So the reqular price still shows on the invoice and the customer sees what type of discount they receive - also you can go to this field/account and see what discounts were give.

Hope that helps!

[Tess]

No fair you make it sound so easy! So I could porbably just do a set price on it too. so the invoice would total "-1.00" and I can just add to the qty. of the discount like a regular item. Like 5 bundles also gets 5, -1.00. I think I got it! Thanks so much you all! I really am bad at learning new software. This is the one program I actually did some tutorials and reading the "help" LOL. Thanks Summer!

I am certainly not a pro and I don't know if this is what you are looking for but this is what I do for my special "discounts".

I sell 5 mason jars at a discount (for this example let's use $1.00 off each jar if purchase 5 or more jars).

I set up a Discount item that relates to a field I use to keep track of all discounts - you can also do separate ones for different types of discounts.

Then on the invoice if the customer orders 5 mason jars I also add the Discount item on the invoice and enter the amount - in this case $5.00.

So the reqular price still shows on the invoice and the customer sees what type of discount they receive - also you can go to this field/account and see what discounts were give.

Hope that helps!