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QuickBooks Tip: Use credit memos, bill credits – not discounts

Customer Discounts (applied on the Receive Payments window) and Vendor Discounts (applied on the Pay Bills window) are effective and efficient ways to discount what your customers owe you and what you owe to your vendors.
Technology

Two Ways to Determine Your Top Customers in QuickBooks, Excel

Given the length of the Great Recession, your top customers today might not be the same folks who were your top customers even a couple months ago. In this article I'll demonstrate two ways that you can determine who your top customers are based on total sales.
Technology

Growing software for a growing enterprise

The market is buzzing with Intuit’s "connected services" approach, extending QuickBooks functionality via the Web. This might appear to be little more than an announcement of additional capabilities. But when you look deeper, you begin to understand what is really happening.
Technology

Employment tool designed for accountants: Intuit’s Accountant Work Exchange

Accountants with specialized skills, who may be looking for additional work or a new job, and firms looking for highly qualified help, now can connect through Intuit’s employment tool, the Accountant Work Exchange.
Technology

Services added to QuickBooks ProAdvisor Program

New services have been added to the Intuit QuickBooks ProAdvisor Program designed to make it faster and easier for certified and non-certified ProAdvisors to benefit from the program by gaining more access to prospective clients online.
Technology

Sales/Tax by shipping state in Excel – The power of pivot tables, Part 1

This is the first of two articles wherein Chuck Vigeant demonstrates several ways of approaching Sales and Tax by Shipping State within Excel – one without a pivot table, and one with a pivot table.
Technology

Sales/Tax by shipping state in Excel – The power of pivot tables, Part 2

This is the second of two articles wherein Chuck Vigeant explores the ability to generate a Sales by Shipping State report in Excel.
Technology

Lesser known QuickBooks shortcuts, Part II

Certified QuickBooks ProAdvisor Esther Friedberg Karp shares some of her favorite tips for getting the most out of QuickBooks.

Saving QuickBooks clients from themselves: Set up Draw as an Other Expense

Do you work with a Sole Proprietor or S-Corp? Has your client ever been confused by having to pay taxes on a large profit, when there is no money in the bank? Sometimes we have to help save clients from themselves.
Technology

QuickBooks at tax time: Cleaning up your client's QuickBooks data

Though QuickBooks is very easy to use, our clients often create numerous setup and data entry errors that we have to troubleshoot. This troubleshooting often coincides with tax time.

Banking payroll hours: The ATM approach for QuickBooks

Employers will occasionally allow employees to bank extra hours worked and will then pay the banked hours at a later date. For QuickBooks payroll users, there is a simple workaround that can address the issue of tracking banked hours.
Technology

Intuit introduces hosting program for QuickBooks

As of this month, Intuit is offering its hosting program to CPAs who are looking for ways to grow their businesses while delivering improved service, access, and ease of use to their clients.
Technology

Why your client's sales amounts in QuickBooks are probably wrong

Ideally, all revenue should affect both an Item and an Income account in QuickBooks. When this doesn't happen, it is important for you to quickly locate the offending transactions and make any necessary adjustments.

QuickBooks benefits can be found up in a cloud

The term Cloud Computing most frequently is used as another way to refer to outsourced information technology management, in which the servers, applications, and data are located and managed at a location other than your own – usually by a commercial service provider.

Making the case: Renting access to QuickBooks

Running business applications online was once considered a fad, but has now become a mainstream approach to implementing technology.
Technology

Your QuickBooks survival kit for year-end tasks

When most people are winding down the year, our work just begins as we start ramping up for busy season. There are ways to make your life and your client's experience a whole lot better at year end.
Technology

QuickBooks Seminar System helps QuickBooks instructors build successful training businesses

The Sleeter Group has announced the general availability of the QuickBooks Seminar System, a complete, turn-key system that empowers accountants and consultants to teach QuickBooks in classrooms and industry settings without much preparation.
Technology

Sleeter Group publishes new Consultant's Reference Guide for 2010

For years, The Sleeter Group’s extensive QuickBooks Consultant's Reference Guide has been the industry standard for consultant-level reference material. The 2010 edition has just been released.
Technology

Lesser-known QuickBooks shortcuts

I admit it — I like to save time. When I find a shortcut, it makes me happy. QuickBooks accounting software has all these neat little features hiding under the hood. I am sharing some of the niftiest shortcuts I've found so far. These are shortcuts you can show your clients.
Technology

Intuit Academy: Cleaning up at year-end with the QuickBooks Client Data Review

CDR can help reduce non-billable time. Becoming more productive and efficient can streamline your quarterly reviews and/or year-end procedures to meet deadlines in a more timely fashion. Your clients can benefit from these improvements resulting in an increase in client satisfaction, referrals, and profitability.Download this course from the Intuit Academy today:Save up to Four Hours from QuickBooksClean-up Utilizing Intuit’s Client Data Review

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