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
editor@accountingweb.com
|
|
|
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 >>
|
|
Don’t miss the “Going Paperless” Stimulus Package Offer! ***50% Cost Savings!***
Offer valid between now and September 15th, 2009
Join Roger Mongeon in a one-hour Stimulus Package “Going Paperless” Webinar. Learn what it is like to work in a paperless practice, and learn how your firm can save 50% with this limited time offer.
The Doc.It® Stimulus Package includes:
1. Doc.It® Suite - Free Subscription for Six Months! This offer represents a 50% cost savings during the first year of Doc.It® subscription fees.
2. Doc.It’s Presidential Guarantee. Howard Brown, President of Doc.It®, guarantees that after six months firms can move forward and continue with Doc.It®, or cancel their subscription at any time without penalties and long-term contracts.
3. Free Membership in Doc.It’s Virtual User Group. Immediate access to join the Doc.It community in bi-monthly Doc.It® “Training Tuesday” webinars.
4. Guaranteed Pricing. Doc.It® guarantees that their all-inclusive subscription rates, which have remained unchanged since 2001, will never increase by more than the cost of living index. Doc.It’s guaranteed all-inclusive pricing includes:
 |
|
Doc.It® Archive |
|
|
|
Doc.It® 2-way Client Web Portal |
|
|
Doc.It® Work-in-Process Binder |
|
|
|
Doc.It® WorkFlow Manager |
|
|
Doc.It® Publisher |
|
|
|
Doc.It® Scan and Forms Recognition |
|
|
Doc.It® PDF Editor |
|
|
|
Doc.It® Tax and Accounting Software Integration |
|
|
Doc.It® PDF Composer |
|
|
|
|
Visit www.doc-it.net/stimuluspackage or call (888) 693-6248 (Ext. 1)
|
|
 |
|
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 >>
|
|
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 >>
|
|
Advertise in the QuickBooks Zone E-Newsletter
Contact Kathy Costa, Account Executive
866-688-1678 x 13 or e-mail kcosta@accountingweb.com
|
Maryland Business and Accounting Expo, June 16-17, Baltimore
How do you lead your company and position your career to not only survive an economic recession, but to grow and thrive? How do you navigate and overcome today's top challenges: Financing, technology, health care costs, workforce development, energy costs, and Taxes?
The Maryland Biz Expo provides cutting-edge solutions to the most critical challenges facing Maryland economy, business, and workforce through education, resources, and tools, delivered by renowned thought leaders and innovative suppliers.
|
Has Outlook blocked your images?
If you need to right-click one of the images in this e-newsletter to see the pictures it's
easy to set up AccountingWEB.com as a 'safe sender' so you don't have to do this every time
you receive an e-newsletter. Select the Actions-Junk Mail menu and pick either the 'Add
Sender' or 'Add Sender's Domain' option.
|
|
|
|
