QuickBooks 2012 Is Coming

Sep 25, 2011 meghanvalero No Comments

The ProAdvisors are all starting to get their 2012 QuickBooks in the mail. January 1 is fast approaching and your 2009 QuickBooks email feature is about to stop working. What are you going to do? Our advice is to upgrade now to QuickBooks 2011 while it is still available. Don’t wait until all you can buy is 2012 editions. If you have ever bought a copy of Quickbooks early in the year you know the pain and aggravation that can come with that. Frozen screens, ad-ons that don’t function, slow screen changes can plague a new product until the subsequent releases. Now….

How Do I Track Multiple Departments or Revenue Centers In QuickBooks?

May 5, 2011 meghanvalero No Comments

What are your major revenue centers? Do they have their own independent income and expense. Do you need to sometimes see them together and apart? If so you may need to use classes in QuickBooks. This function allows the classification of transactions into “classes” or “departments”. This allows you to see the independent income and expenses of these segments of your business.

Syncing Your QuickBooks Contacts with Constant Contact

Apr 26, 2011 meghanvalero No Comments

Now the question is how do you use your existing list of customers, most commonly found in your accounting system, to help generate revenue or just deepen the relationship. If your accounting system is QuickBooks and your email marketing program is Constant Contact importing your contacts is very simple.

Starting Setting Up or Editing Your Chart of Accounts

Apr 4, 2011 meghanvalero No Comments

QuickBooks needs to be set up properly to work properly. If you don’t know what an asset or a liability are you will need to learn. There are dozens of options to learn, but one of the easiest is Kahn Academy.

Exporting Quickbooks Reports to Excel

Mar 22, 2011 meghanvalero 2 Comments

QuickBooks offers an export function within most report windows. It can be found in the same tool bar as the modify button. The export button will open the report you are viewing in a new excel window or you can choose to add a worksheet to an existing excel workbook. In order to add it to an excel workbook you already have save the workbook must be closed.

Quickbooks Custom Designs for Your Templates

Feb 26, 2011 meghanvalero No Comments

Creating your own custom look can take less than 20 minutes!

Top 10 Reasons to go to Geek Girl Boot Camp…

Feb 25, 2011 genevangelist 2 Comments

Here are the Top 10 Reasons to go to Geek Girl Boot Camp on Saturday, March 19th from 8 am. to 6 p.m. at the Cape Cod Community College in West Barnstable: 10.) Not a Geek? Not a problem. It’s meant for all types of computer users; newbies, the hesitant, the self-taught, hard-core geeks, and people just wanting to empower themselves with all things geeky. Knowledge is Good! 9.) Not a Girl? Not a problem. The demographics of Boot Camp range from our youngest at 10 to our oldest at 84. And guys are totally welcome! 8.) Open schedule. Go….

Using QuickBooks To Make A Workers' Comp Audit Easy

Feb 20, 2011 meghanvalero 1 Comment

The final report will show all subcontractors paid during your audit period, their workers compensation dates and your auditor can either work from this list for a random sampling in an in person audit or it can be printed and included in a mail in audit.

Backing Up Your QuickBooks: Basic But So Important

Jan 21, 2011 meghanvalero No Comments

How many times have you heard the horror stories about people who lose a hard drive and spend months digging out? We hear it at least once a month. We have people every year that walk through our door and tell us they or their bookkeeper never backed up and they lost the file. People never seem to learn. An ounce of prevention beats a pound of cure every time. Here are a few tips to help you avoid the dreaded loss of your QuickBooks file. 1. Consider hosting your file in “The Cloud”. Sounds really fancy huh? It isn’t….

Printing 1099s and 1096s From QuickBooks For 2010 Business Activity

Dec 29, 2010 meghanvalero 2 Comments

Printing 1099s and 1096s From QuickBooks For 2010 Business Activity Preparing 1099’s can be as simple as 1-2-3. QuickBooks has a built-in 1099 function. The function can be found in the vendor drop down menu. When you select the “Print 1099/1096” function a window will open and show four steps. These four steps will guide you through the majority of what is needed to be done to complete your 1099’s. It does not cover two important steps however. Order laser printable 1099 and 1096 forms. Order enough for your 1099’s and a few extras. Reconcile the cash and credit card….

Printing Labels From Your QuickBooks Program

Dec 27, 2010 meghanvalero No Comments

With year end fast approaching it is time to start printing those new file labels or maybe to do that year-end mailing. Printing labels for vendors or customers is easy with QuickBooks. Select “print forms” from your file drop down menu, then select “labels”. You will then have the option of selecting a label format and information type including file folder labels and shipping labels.

Quickbooks Audit Trail, More Than "Who Done It"

Dec 17, 2010 meghanvalero 2 Comments

If you have ever had the experience of being blamed for something you weren’t responsible for you can know what a terrible experience that can be. Anyone with a sibling knows exactly what I am talking about. Well if you have ever worked with a QuickBooks file where more than one individual uses the same username you probably have felt the same pain. Maybe someone changed a transaction in a prior year and nobody is coping to it. Well that is a scenario that is easily avoided. QuickBooks provides you with three tools that help make it possible to know….

IRS Is Now Requesting Copies of QuickBooks Data Files During Audit.

Jul 13, 2010 meghanvalero 4 Comments

There is now the possibility that they will request an actually copy of your QuickBooks file not just your printed general ledger. Here are some things you need to keep in mind.

Internet Security and Quickbooks

Jul 6, 2010 meghanvalero 7 Comments

There was a time when your biggest worry was someone listening in on your call on the party line. Now we have a barrage of security worries. Most recently we have had several breaches of security locally where peoples’ email and phone systems have been hacked. It is a fairly sophisticated operation and has caused major issues for some local businesses. The local internet provider, of course, is not publicizing the incidents as it would cause their system to appear compromised. 1. Their internet provider provided email was hacked and the user names and passwords that were accessed there were….

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