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May 5, 2009

Editor's Note
We're very pleased to bring you this month's edition of the QuickBooks Zone newsletter and we hope you will share it with your colleagues and clients. A special feature included in this issue is Intuit's "Common QuickBooks Mistakes Clients Make and How to Fix Them." We've also got some excellent security strategies for you, tips on working with items and other accounts, and an introduction to CRM.

Best wishes,
Gail Perry, CPA
Managing Editor


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Featured links
Don't miss the "Going Paperless" Stimulus Package Offer! 50% Cost Savings!
Mastering Excel Pivot Tables - CPE Webinar
Sharpen Your QuickBooks Skills
Maryland Business and Accounting Expo, June 16-17, Baltimore
Is your Item setting skewing your QuickBooks reports?
Troubleshooting item problems in QuickBooks can be a challenge because setup issues (i.e. using a single-sided item) don't stand out on the income statement. Often the only indicator that there is a problem is that the income is either grossly over- or under-stated. more >>
10 Low-cost security strategies for your business
If your personal or business security strategy is little more than a set of colorful sticky-notes with passwords attached to your screen, you are in big trouble! more >>
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The QuickBooks Journey: Getting Started
This month's installment of the Getting Started portion of The QuickBooks Journey focuses using Other Accounts in QuickBooks. Learn about different types of accounts available in QuickBooks, learn techniques for tracking and reconciling credit card accounts, and get in-depth information about assets, liability, and equity 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 describes common QuickBooks mistakes clients make and how to fix them. There probably isn't any accountant who hasn't run into situations where they have to correct mistakes made by QuickBooks users. Find this article under Talking Points in the Advanced Content section of The QuickBooks Journey. more >>
CPE Webinars by David Ringstrom, CPA
Save big money when you register for multiple sessions

For information on more upcoming webinars,
visit the links below:

Mastering Excel Pivot Tables
Tuesday, May 12
SQL for Excel Users
Tuesday, May 19
Excel 2007: Filtering and Formatting Data
Thursday, June 4
Easing the Transition to Excel 2007
Thursday, June 11
Automating Excel-based Financial Statements
Thursday, June 18

Many here to see the full season
Sleeter Group selects Results Software as a strategic partner
The Sleeter Group and Results Software have announced an alliance to deliver an integrated business solution to the small to medium business market, where Customer Relationship Management (CRM) solutions are in high demand. more >>
Using CRM to gain and maintain a competitive edge
CRM (Customer/Client Relationship Management) is software that is used to record, track, and report on all prospect, customer, and vendor activities and transactions. CRM allows businesses to have information that is immediately available, complete and up-to-date, enabling them to respond appropriately to any request, to increase effectiveness and success. more >>

Keep up to date on your QuickBooks skills with CPE Link webcasts. CPE Link provides QuickBooks training via webcast using expert instructors provided by its partner, the Sleeter Group. Webcast training allows you to sit back, relax, and learn without leaving the office.

The following webcasts are now open for registration. Earn 2 CPE hours for each webcast.
  • May 21: Internal Control and Fraud Reduction Using QuickBooks
  • May 21: QuickBooks File Set up and Conversion
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  • July 7: QuickBooks Accounting for Nonprofits
  • July 7: QuickBooks Accounting for Houses of Worship
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  • Aug 27: QuickBooks Troubleshooting and Data File Analysis
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