ProConnection® Newsletter | April 2006 | Vol. V, No. 4 |
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Accounting Six Feet Under: QuickBooks and the Funeral Home
Cooper & Schoff serve the needs of mortuaries and funeral homes. Scott Cytron talks with CPA Ron Cooper, who explains how QuickBooks is just one of the tools of the trade. Ron also shares a sample Chart of Accounts designed for the funeral home that you can import to QuickBooks®. More
Where the QuickBooks Practice Looks for Growth
There are many ways to build a practice around QuickBooks financial software, and we report on a strong sampling of accountants and bookkeepers who tell us how they plan to grow their practice in the year ahead.
Packaged Web Sites
The Good, the Bad, and the Ugly
Are Prefab Web Sites Worth the Effort? It depends, says CPA Sandi Smith.
Sandi walks you through the pros and cons, and how you can make the most of a prepackaged Web site. More
Help Clients Remodel Tax Returns
Since spring is the time for repairs and construction, you can help your home-owning clients understand what decisions now will help reduce their taxes next year. Plus two client letters, one for homeowners and the other for any clients who are builders. More
Master Tip: Handling Vendor Deposits and Refunds in QuickBooks Financial Software
Editor's Note: The Sleeter Group has just published its 2006 Mastering QuickBooks Consultant's Reference Guide. While the book is still hot off the presses, we asked Certified QuickBooks ProAdvisor® Doug Sleeter to share this excerpt from you on handling vendor deposits and refunds.
In this Master Tip, Doug identifies transactions between your clients and their vendors that need to be handled in a special way. He covers how to handle deposits paid to vendors in advance of receiving the bill, refunds received from vendors for overpayment of a bill, and refunds received from vendors when Accounts Payable is not involved.
Your Best Tips in April
Here are helpful tips from your fellow bookkeepers, accountants, tax preparers, and other practitioners in April:
- Security Levels When Exporting QuickBooks Payroll Data to Excel.
- Synching QuickBooks Point of Sale Data with QuickBooks Financial Software.
- Ten Ways to Add Purpose and Passion to Your Work.
Potential Issue...
In Using the Accountant’s Copy or Portable Company File. We have identified an issue that is affecting some users who are attempting to start using an Accountant’s Copy or the Portable Company File in a networked environment.
Affiliate Storefronts
Even if You Don't Have a Web Site. In the QuickBooks Affiliate Program, you have the chance to make money simply by referring your clients to a Web site where they can order QuickBooks products.
Then. To participate you needed a Web site to host a QuickBooks Affiliate banner link.
Now. Affiliate Storefronts are available to program members who do not have their own Web site. More
Early Bird about to Fly
Last Day(s) for Discount on QuickBooks Enterprise Solutions User Conference. You only have a few more days for Early Bird pricing for this conference, held May 31 - June 1, 2006 at the Sheraton Wild Horse Pass Resort near Phoenix, Arizona. Early Bird Discounts close on April 30. More
Google Search Now
On QuickBooks Solutions Marketplace. The site for QuickBooks compatible solutions now boasts a new and improved search functionality. Google Search provides the same ease of use that is provided by the famous search engine. Improvements include
Sleeter Group Seminars
May and June Dates Still Open. The Sleeter Group is hosting sessions of its 2006 QuickBooks Consultant's University in the Atlanta, Baltimore, Chicago, Dallas, Los Angeles, and San Francisco areas. This is an expert level course intended for consultants who help clients with QuickBooks, with coverage of new capabilities in QuickBooks 2006 and more. See schedule and register here.
Sun Sets April 30
On QuickBooks 2003, Enterprise Solutions 2.0 and 3.0, and More. Effective April 30, 2006, in accordance with our QuickBooks Sunset Policy, Intuit will discontinue live support* and add-on service(s) available for a variety of software products, specifically
- QuickBooks 2003.
- QuickBooks for Mac Version 5.
- QuickBooks Enterprise Solutions 2.0 & 3.0.
- QuickBooks Point of Sale 2.0.
Also affected are associated services, including Assisted Payroll, Bill Pay, Credit Card Download, Employee Organizer Merchant Service, Online Banking, Online Billing, POS Merchant Service, and Standard Payroll (formerly Do-It-Yourself Payroll). More
* Live support includes any telephone support, data recovery and password removal services, and electronic support provided by a technical support representative.
MyCorporation.com Discount Extended
By popular demand, Intuit extends its discount to readers of Intuit ProConnection, now through the end of May. If you deal with small businesses looking to incorporate, or form an LLC, or register a trademark, you can save $25 off of the MyCorporation.com fees for a limited time. Look for the special welcome!
Offer good for you and your clients.
Big New Functionality in Peachtree Conversion Tool 1.3
This issue we spotlight how Intuit is responding to accountant and bookkeeper requests for improved conversion tools.
You Told Us. After you started using the Peachtree Conversion Tool, your most frequent request was for us to add the ability to convert historical transactions.
Now You Have It. Version 1.3 of the tool now lets you convert historical transactions from Peachtree (including customer and other key lists, balances, and open transactions) into QuickBooks. The tool converts data from Peachtree versions 2001-2006 into QuickBooks 2005 and 2006 Pro, Premier, and Enterprise Solutions editions. Download or learn more.
Survey Question: Clients and Business Form
Answer for Chance to Win a New 2G iPod Nano
How Do You Deal with Clients Asking about the Right Business Entity? Some clients reach a point with their sole proprietorship business where they are looking for other options, and may ask you about C corps, S corps, partnerships, or LLCs. Others may have a hot business plan and want your advice on the form of business ownership from the get-go.
We want to learn more about how you deal with these questions. Whether you do not deal with clients on this topic or you routinely counsel startup businesses on the best choice among business entities, we want to hear from you. As a thank you, you will be entered into a sweepstakes to win a new 2G iPod nano. Read the rules and regulations here.
Take the survey now to win.
Keeping You in Charge
We publish the Intuit ProConnection Newsletter for you each month to give you the information and tools you need to succeed as an accountant, bookkeeper, tax preparer, technology consultant, or related practitioner. You control your subscription, and we want to make sure it works for you. If you have any questions or comments, please DO NOT REPLY to this e-mail. Please send an e-mail instead to IPC-Editor@intuit.com. We also have these specific links to assist you:
For all of these, please write to the Editor, at IPC-Editor@Intuit.com Intuit Inc., Customer Communications, 2800 E. Commerce Center Place, Tucson, AZ 85706STAFF
Sherri Gillespie, Publisher
Bill Teague, Managing Editor
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COMING IN MAY: PART-TIME and FREELANCE CFOs
We celebrate those practitioners who build their business helping small businesses with fiscal control. Many accountants have the skill set required. Find out how these practitioners get established and find the right clients.
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