Cómo utilizar QuickBooks para inventario

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Coescrito por Alex Kwan

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Ya sea que tengas una empresa pequeña o grande, si tienes artículos para vender, es importante que puedas realizar un seguimiento de tu inventario. Esto te asegurará que tus artículos estén disponibles para los clientes cuando los necesiten, proporcionando una mejor reputación para tu empresa, y te permitirá realizar un seguimiento de todos los artículos que vendes para proporcionar información a tu contador para preparar tu declaración de impuestos. El seguimiento de tu oferta de productos también te permite recibir una alerta cuando sea el momento de pedir más partes (si ensamblas tus artículos) o más productos. Es bastante sencillo realizar un seguimiento de inventario utilizando QuickBooks aprendiendo algunos procedimientos simples.

Pasos

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    Selecciona "Recibir Artículos" para mostrar los elementos de inventario que has pagado o selecciona "Recibir artículos e Ingresar Factura" para aquellos que no han sido pagados.
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Método 1
Método 1 de 2:

Registros de inventario

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    Busca la pestaña "Estándar" y elige la opción "Inventario" para ver una lista de los tipos de informes que se pueden generar.
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Método 2
Método 2 de 2:

Inventario de punto de venta

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    Escribe la cantidad del artículo que se encuentra en stock (QuickBooks actualizará automáticamente el artículo después de cada venta y te recordará cuándo te estés quedando sin un artículo).
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    Introduce la información sobre el precio y costo del artículo (se procederá a realizar un seguimiento de forma automática y aplicar el precio a tu información de ventas y el costo para tu informe de pérdidas y ganancias).
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Consejos

  • Siempre es una buena idea tener una fuente de energía de respaldo para tu computadora, como un paquete de batería de reserva que te dé tiempo (como 10 a 20 minutos) para guardar y apagar si se presenta una repentina sobretensión o interrupción de energía. El sistema de batería auxiliar normalmente emitirá una serie de "bips" para avisarte cuando se presente una subida de tensión o corte en la energía para que puedas actuar en consecuencia.
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Advertencias

  • Como con cualquier trabajo de computadora, asegúrate de guardar tu trabajo con frecuencia para no perder nada de lo que ha sido ingresado a causa de problemas técnicos informáticos u otros problemas, tales como cortes de energía.
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Cosas que necesitarás

  • Computadora
  • Software QuickBooks
  • Lista de artículos del inventario
  • Lista de costos y precios de los artículos

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Referencias

  1. http://smallbusiness.chron.com/use-quickbooks-inventory-5234.html
  2. http://smallbusiness.chron.com/use-quickbooks-point-sale-inventory-5237.html
  3. http://www.sleeter.com/blog/2011/02/quickbooks-manufacturing-tutorial/

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