This email is specific to people using the Edge jewelry point of
sale program. Especially if you export or post from Edge to
QUICKBOOKS. Even if you export there are ALWAYS problems in the
So even if you want me to help you right after the first of the year
some of these reports (like customer deposits) have no date range
and should be run before you go out for New Years Eve. The report is
"as of today". It’s OK if you wait until January but should be run as
soon as possible after you celebrated New Years Eve.
If you run them in January that’s fine, accountants don’t expect
jeweles to drop everything in December just for them and tax returns.
There are two reports on our website, shown below. Click link below
to be taken to our website (will open a new window)
Then when you get to the site click on the blue underlined words.
One is how to run the reports to make sales/cost of
goods/deposits/sales tax and other items in QuickBooks match the
The other is a good “secret” on how to take inventory so it’s as
accurate as can beFOR 2015.
Many jewelers, especially ones I helped setup in Quickbooks will
have me come back in after January 2nd and run them for them.
If you’d like to run them for yourselves or give us both a head
start, run them.
IF YOU DO NOT EXPORT BUT MAKE MANUAL ENTRIES:
- IN QUICKBOOKS
- ANOTHER ACCOUNTING PROGRAM
- OR GIVE THE DATA TO THE CPA
YOU’LL STILL NEED THESE REPORTS.
These are pdf files and easily printed.
I’ll start taking appointments to help anyone starting with Tuesday
January 5th, 2016
Here’s hoping you had a great season and will have a happy, healthy
and prosperous New Year.