QuickBooks
Edition - Issue 9.04
April
22 , 2010
For all of the US subscribers who prepare income tax returns, I
hope you have enjoyed your week to recuperate. Now that tax season
is over, we are looking forward to helping you improve your business
and those of your clients.
For just a few ideas of how we can help:
* We have been actively building our relationships with the folks
at Intuit, if you need any help navigating that system, let us be
your "Intuit Liason." This includes pricing on software
better than you can receive through the direct channel or ProAdvisor
discount as well as a dedicated contact for Assisted Payroll and
Intuit Payment Solutions (i.e. QuickBooks Merchant Services).
* We have been working extensively with third party developers and
their integrated applications that solve real client needs. This
includes Legrand CRM; XpandedReports for QuickBooks; Fishbowl Inventory;
and more. In addition, we have been working with clients to eliminate
duplicate data entry and/or streamline workflow by developing solutions
so that data can flow from other programs into QuickBooks.
Plus we have incentives for you for the referrals! Just give me
a call or send me an email to let me know how I can help.
Bonnie
In this issue:
Tips and Tricks
Phishing Alert for Intuit Small
Business Customers-- security software
Just a reminder that there are several different phishing emails
circulating again. The most recent had the subject line of "Intuit
Update" and said it was from "update@intuit.com."
It went on to offer some security suggestions such as update your
anti-virus software then, it says you will not be able to use any
services if you do not download and install the "Intuit Secure
Software." DO NOT CLICK THE LINK, but forward the email to
spoof@intuit.com then delete
it without clicking anything. Intuit has a wonderful team that can
help you determine if something is real or not. When in doubt, check
it out!
To
learn about the issue, go to: http://security.intuit.com/alert.php?a=14
For AOL Users: <a href="http://security.intuit.com/alert.php?a=14">click
here</a>
Ask the Expert: Long Disclaimers
on QuickBooks Forms
Q - We have several different situations when we need to include
a disclaimer when we sell specific products, or offer specific discounts.
How is the best way to handle this in QuickBooks?
A - You have three different alternatives for addressing this issue.
1. Item Level: If the additional information needs to be included
when a specific product is sold, that information can be included
in the description, or create a new item with a zero sales cost
for the purposes of adding the information to the invoice. The advantage
of the later, is that you can place the item with the disclaimer
where you would like: right after the item it relates to, or at
the bottom after all the products, for example.
2. Template Level: If this disclaimer is long and you want to have
control over the placement (at the bottom for example) and the font
size (smaller font rather than in the same font and same section
as the item that was sold) then the long text disclaimer on the
template may be the best solution. Choose Lists > Templates >
Edit the template. The text can be entered and then the size and
placement can be adjusted using the layout designer. If the long
text disclaimer has already been used for another purpose or there
are several disclaimers you need to do, right click on the form
in the layout designer and add a text box for the information and
place it where appropriate. The disadvantage to this approach, is
that if it does not need to be included every time, the template
will need to be changed as the transactions are entered.
3. Outside of QuickBooks: Depending on what needs to be included,
it might make more sense to print the disclaimer on the back of
the form, or as an additional sheet to be included when the form
is provided to the customer. It would be possible to use one of
the options above to state something along the lines of "see
additional disclaimer information on the back of this form"
to include reference to the information without having it included
on the face of the form.
The
decision will really depend on what makes the most sense for the
business.
Local Firms (and QuickBooks Professionals)
Needed
There is a group that is open to everyone, not just CPAs here
in my local area. After a few years break, I have agreed to again
chair the East Bay Chapter of the California CPA Society's QuickBooks
User Group Committee that I started many years ago. This year I
plan to mix it up a little to include the discussion time at the
beginning and then an educational topic, as in the past, but to
add a more pro-active networking component so we can learn from
each other who is the expert in different areas and work together
accordingly. To keep the location convenient and the cost down,
I would like to partner with firms in the East Bay area of San Francisco
who have a conference room we could use for our meeting. The benefit
to the firm is that they can have their employees attend for the
CPE (how convenient is that?) and receive additional exposure for
their firm to the attendees. If you are interested in being included
on the list to attend these sessions, or if you are interested in
providing a conference room to host these sessions, please let me
know.
Ask the Expert - Inventory Bin Locations
Q - We are using QuickBooks for inventory and have a warehouse
set up with specific bin locations. How do we include this information
on the picking ticket to make the process more efficient for our
warehouse employees?
A - If
the bin locations do not change (i.e. the same part is always in
the same location) then creating a custom field for the bin location
on the item itself and adding that custom field to the transaction
template so it will print is the easiest solution.
If
however, the bin location changes, you need a specific pick, pack
and ship routine as separate steps, you have multiple warehouses,
or any other most sophisticated needs, the most appropriate solution
may be to consider an integrated application for inventory. Give
us a call to discuss to determine if QuickBooks alone is sufficient
or you need to take the next step to something like Fishbowl Inventory.
Internal Control and Fraud Webinar
Are your clients doing everything necessary to avoid fraud? This
webinar covers how to implement Internal Controls. Learn the best
practices for using QuickBooks to avoid the most common fraud schemes.
This 2-hour webcast covers the basics of Internal Control as well
as QuickBooks specific suggestions.
(Disclosure:
We have a non-ownership business relationship with The Sleeter Group
and CPE Link)
To
learn more, go to: http://www.cpelink.com/instructor/detail.php?i=52&s=
ysg86k6
For AOL Users: <a href=”http://www.cpelink.com/instructor/detail.php?i=52&s=
ysg86k6”>View all Bonnie Nagayama’s courses with
CPE Link </a>
Scaling New Heights - An Advanced
Training Conference for Intuit Advisors
Most of you are familiar with Joe Woodard and his knowledge of QuickBooks.
What you may not realize is that he is offering a conference in
Atlanta, GA May 24-26, 2010. I am honored to be chosen to speak
at this conference on Advanced Inventory issue and to participate
on an expert panel. I hope to see you there!
Here
is what Joe has to say about the conference, "Scaling New Heights
is a unique, Intuit-centric training experience that focuses on
practical, cutting edge professional education, fostering netowrking
relationships among the most successful QuickBooks consultants in
the country and providing resources that empower you to grow your
practice, expand the consulting services you offer your clients,
master Intuit products, and maximize professional relationships."
(Disclosure:
We have a non-ownership business relationship with Joe Woodard and
the Scaling New Heights Conference)
Learn
more: http://scalingnewheights.com/
For AOL Users: <a href="http://scalingnewheights.com/">click
here</a>
Got Stuff? Intuit's QuickBase and
Freecycle Extend Free Reuse Program to the Workplace
Online Application Makes it Easy for Companies, Employees to Share
and Reuse Items; Reduces Landfills and Enhances Corporate Green
Efforts
For
the full press release, go to: http://tinyurl.com/2cgwmgs
For AOL Users: <a href="http://tinyurl.com/2cgwmgs">click
here</a>
About Us
McWilliams and Associates can help you keep pace with all your QuickBooks clients. Through many self-service options on our website www.4luvofbiz.com, group settings like seminars and tele-classes, or one-on-one services, we help you quickly and painlessly navigate through the obstacle course of QuickBooks and related add-ons. Our clients are primarily from all over the United States with 95% of our work being done remotely with other Accountants and Pro Advisors, or with their clients if they prefer. We do not do any income tax work or financial statements so there is never a conflict of interest. Most of our QuickBooks consulting clients need 2-6 hours with us to deal with a specific issue, transition, or just for those occassional questions that come up.
In addition to QuickBooks we love working with integrated applications: Some specific examples include XpandedReports, Fishbowl Inventory, and Legrand CRM. We have experience with all these products and would love to partner with you as you help your client address needs that are beyond the scope of QuickBooks alone.
If
you want more information on how we might best work together, call
800-787-8744. We would love to talk with you about your needs and
any special deals we have for Bookkeepers, Accountants, and ProAdvisors.
Quick Links
Monthly Discussion Forum Visit http://www.4luvofbiz.com/product.php?productid=349 (the link stays the same, the date/time is updated each month)
For AOL Users: <a href="http://www.4luvofbiz.com/product.php?productid=349">Monthly
Discussion Forum</a>
XpandedReports
for QuickBooks Use affiliate code of "4luvofbiz" for an additional
1 month extension on the 1 month trial. (Disclosure: We have a non-ownership
business relationship with XpandedReports)
For AOL Users: <a href="http://quickbooks.xpandedreports.com/index.html">XpandedReports
for QuickBooks</a>
We
have a non-ownership business relationship with Intuit.
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McWilliams & Associates Inc.
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