I was at a client site recently who was using QuickBooks Pro 2010. Upon learning more about his business (wholesale/distribution), I let him know of some features that are in Premier that might be useful to him, such as a Sales Orders and the Sales Order Fulfillment
Read more →I’ve seen at least 3 different phishing emails in the last few months that look like they’re from Intuit, but are not. Fortunately, a couple clients have checked with me first and in the cases where I received them, I checked with Intuit first. So how do
Read more →Review Options Calendar or fiscal year-end can be a good time to review other services – whether you need them, need to upgrade or downgrade or need others. Payroll – This is a good time to evaluate if you want to do all of your payroll, including
Read more →Review Your Data Now that 2009 is over, it’s time to address year-end activities, such as W-2’s, 1099’s and getting your QuickBooks file ready for taxes. Your accountant often has a questionnaire or checklist for you, but QuickBooks has a guideline, too. Click on Help, Year End Guide. You
Read more →As a business owner, I just love the new expanded company snapshot (or dashboard) in QuickBooks 2010. They say a picture is worth a thousand words and being able to see your numbers visually often shows trends or makes comparisons simpler and frequently they just jump out
Read more →Last time we discussed the need and desire to access QuickBooks remotely; we looked at Intuit’s Online edition of QuickBooks and then using a 3rd party package like LogMeIn, WebEx or GoToMyPC. All good options, depending on your needs, setup and budget. There are others, though, that are
Read more →More and more, users want to access QuickBooks remotely, for a variety of reasons. Could be key people travel frequently or several staff members are in other locations, or an accountant or bookkeeper wants access. You can certainly send backups to each other, although some files are
Read more →It’s time I reached out more and share solutions to common and not so common QuickBooks issues. I’d love to hear from you – what questions or issues you’re having in QuickBooks. With so many reaching to the Internet for answers because it’s convenient and inexpensive, I’d
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