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Edge QuickBooks POS Help

We help many Edge users with QuickBooks integration so you can export sales into QuickBooks and get an accurate profit and loss each week rather than waiting a year from your accountant.

Below are two helpful files for Edge users in figuring Sales tax for their state sales tax reports. One is an explanatory PDF file and it is also pasted inside of the Excel spreadsheet on the first tab.

Simple and easy way to quickly and accurately figure your sales tax report.

 

The Second pdf file is to help you know where a bill is entered into The Edge depending upon where you'll start the sale in the edge point of sale screen. You'll see why your inventory numbers may not match QuickBooks and The Edge.

The third pdf file is a look at how we setup your QuickBooks accounts, whether we start from scratch or fix your current file. Now you can see how the 3 profits centers are doing in your store and you can produce your own Profit & Loss Statement on your own each month.

The 3 profit centers in a jewelry store are:

  • Product Sales
  • Shop Sales
  • Scrap Gold Sales

Also look at the "Jewelers Profit and Loss Statement" to see how much clearer a set of books can be. This is the only way to see the shop's profit.

If you Post/Export from Edge to QuickBooks you'll want to print the chart "Which Account To Pay In QuickBooks From The Edge"

 

David Geller

 

 

Also we have done everything to the best of our ability to make our website ADA compliant.

Jewelers Profit and Loss Statement

Click filename below to access file

Georgia_Jewelers_Profit_and_Loss_Statement_(2).pdf

Edge QuickBooks Chart of Accounts

Click filename below to access file

2021_Edge-QuickBooks_Chart_of_Accounts.pdf

Getting The Right Sales Tax Numbers

Click filename below to access file

Getting_the_right_sales_tax_numbers_from_the_Edge.pdf

Sales Calculation Worksheet in Excel 2003

Click filename below to access file

Edge_Sales_Tax_Calculation_Worksheet.xls

Procedures for Buying Gold-Edge or Other POS

Click filename below to access file

Procedure_in_The_Edge_to_take_in_customers_jewelry_for_THREE_PURPOSES.pdf

How to know where to enter costs in QuickBooks and in The Edge

Click filename below to access file

How_to_know_what_account_in_QuickBooks_to_enter_a_bill_or_credit_card_charge_when_you_buy_items_for_resale.pdf

Which Account To Pay In QuickBooks From Edge Sales

Which_Account_To_Pay_In_QuickBooks_From_Edge_Sale.png

Why you should not enter custom design sales in Edge as STOCK

Click filename below to access file

Why_you_should_not_enter_custom_sales_as_inventory_in_the_Edge.pdf

Paying RJO in QB

Click filename below to access file

PAYING_RJO.pdf

Good Balance Sheet

Click filename below to access file

Good_Balance_Sheet.pdf

Bad Balance Sheet

Click filename below to access file

Bad_Balance_Sheet.pdf

GMROI Explained

GMROI_explained_on_the_report_001.png

GMROI For a Good Store

GMROI-Good_Store.png

Setup & Paying RJO Bills

Click filename below to access file

PAYING_RJO1.pdf

using One RJO Credit to pay another RJO vendor

Click filename below to access file

USING_A_CREDIT_FOR_ONE_RJO_VENDOR_ON_ANOTHER_RJO_VENDOR.docx

Rubber Stamp provided For the Staff Opening Boxes With Inventory & Findings

Rubber_Stamp_for_Bills_For_Edge.png

QuickBooks Setup Questionare For david

Click filename below to access file

_Questions_to_help_setup_your_QuickBooks_file.docx

Quickbooks Setup Questions To Start QuickBooks With David

Click filename below to access file

_Questions_to_help_setup_your_QuickBooks_file.pdf

David

Click filename below to access file

2019_Edge_QuickBooks_IIF_File.IIF

Jewelry Shopkeeper Chart of Accounts

Click filename below to access file

Shopkeeper_Quickbooks_2018_Chart_of_Accounts.pdf

Paying RJO in Quickbooks

Click filename below to access file

Setting_up_and_PAYING_RJO_from_scratch1.pdf

Fixing American Express Downloading Into QuickBooks

Click filename below to access file

Downloading_American_Express_Charges_Into_QuickBooks,_August_2019.pdf