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April 7, 2009

Editor's Note
We continue the QuickBooks Journey this month with detailed information on working with bank accounts in QuickBooks and also in-depth information on integrating QuickBooks with Lacerte Trial Balance. This Journey is designed to help beginning QuickBooks users learn the basic features of the program and to provide advanced users with more depth of knowledge in QuickBooks. Working directly with Intuit, we plan to continue taking this journey through many aspects of the QuickBooks program. As we progress, we encourage our readers to submit requests for specific areas and topics that you would like to see covered in our Journey.

Best wishes,
Gail Perry, CPA
Managing Editor

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This week's CPA review

Featured links
Easy-To-Use Remote Computer Access to Client Computers - Read Article
SaaS Accounting Software Business Partner Opportunity - Read Article
Mastering QuickBooks Self-Study Version - Basics - CD-ROM
Three simple steps for upgrading to the newest QuickBooks
Upgrading to the newest QuickBooks is as simple as 1-2-3. Carol Barleycorn, customer care technical specialist at Intuit, takes you through the steps for upgrading. more >>
Did you reconcile?
Love it or hate it, most small business owners are using QuickBooks to track their company's finances. I've found that many people, while using QuickBooks to enter transactions, fail to follow through to ensure they are getting everything entered. If you get to the end of the year with a bunch of missing transactions, it is going to be that much harder to track down the reason why your checking balance and your QuickBooks balance are worlds apart. more >>
Easy-to-use tool for remote computer access lets you log in securely to your own and clients' computers.

LogMeIn Pro is a powerful and affordable tool that allows CPAs and other professionals to be more efficient, effective and productive. Log in to your client's computer remotely while they watch your movement on their desktop. Direct file sharing and other advantages save you time.

Read the article now
The QuickBooks Journey: Getting Started
This month's installment of the Getting Started portion of The QuickBooks Journey focuses on working with bank accounts. Find this article under Basic Features in The QuickBooks Journey. more >>
The QuickBooks Journey: Advanced Content
This month's installment of the Advanced Content portion of The QuickBooks Journey focuses on QuickBooks integration with Lacerte Trial Balance. Find this article under Integration with other Software under Advanced Content in The QuickBooks Journey.
more >>
SaaS Accounting Software Business Opportunity

The developers of Arithmo, a U.K. based online accounting package, are looking for a U.S. partner to introduce Arithmo to the U.S. accounting market.

For more information read the article.
Automating expense control delivers huge returns
If you are like most small-to-midsized business executives, your primary focus is on growing revenue and controlling company spending. To that end, you leverage technology to eliminate inefficient processes in your company, such as a CRM system to manage revenue and an accounting or ERP solution as your back- end financial system of record. However, chances are you still use manual, paper-based processes to deal with company expenses. more >>
Don't get caught in the nexus trap
In sales and use tax, nexus is one of the most active areas of debate and analysis. Many an unsuspecting company has been caught in the snares of a state's nexus! more >>
Mastering QuickBooks Self-Study Version - Basics - CD-ROM

Need QuickBooks training? Since 1997, we've taught more than 500,000 people how to set up and use QuickBooks in our Mastering QuickBooks courses.

Our QuickBooks courses are designed for all users from novice to the experienced, and teach you how to master this robust software.
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