Intuit ProConnection® Newsletter | March 2006 | Vol. V, No. 3
Intuit ProConnection

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Big Ideas

Big Ideas

Keep Your Top Tier Clients ECSTATIC


Sandi Smith, CPAYour accounting or bookkeeping practice thrives when you focus on your best clients. Here’s how to keep your top tier clients happy and reap the rewards. CPA Sandi Smith shares tips on what she’s seen work in practice, so you can choose tactics for your clients. More


Win a 2G iPod Nano

For a Piece of Your Mind. If you have opinions or suggestions on Internet sites where users come to post and share content – from Wikis to Web logs – we want to talk to you. Take our ten-minute test, and as our 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.

 

Intuit ProConnection Has a New Design


Yes, this issue looks different from last month. We’ve taken your suggestions and researched best practices from the newsletter industry to make this letter easier to read and more valuable for you. Our new scalable size (in the HTML version) should also make it easier to print the newsletter. Tell us what you think.


Survey Says: Small Business Owners Come Clean

News You Can Use: Intuit’s annual survey of small business owners find the American dream is still alive and well, and the opportunities for accountants and bookkeepers to help are greater than ever. More



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Your Best Tips

Your Best Tips

Help with Digital Signatures


Dr. Bob SpencerThis tech-savvy tip from Dr. Bob Spencer helps you help your clients understand what they will need to know about digital signatures. Ready or not, business will bring digital signatures to their doors....

 

Your Best Tips in March


Here are helpful tips from your fellow bookkeepers, accountants, tax preparers, and other practitioners in March:




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Product Smarts

Product Smarts

QuickBooks Release Status

You helped us identify an issue that is affecting those users who (after updating to QuickBooks 2006, Release 5) attempt to open a data file while two or more users are logged in.

In this multi-user situation, QuickBooks will terminate and not complete the update of the file. The next time the data file is opened, the user will receive a message stating, “This data file cannot be used because it is not completely updated. Please restore your backup.”

It is important to note that while this situation prevents the customer from accessing QuickBooks, it causes no damage to the user’s financial data. We have stopped making Release 5 available via automatic update while we work to fix this problem. In the meantime,

  • If you have experienced this issue, go to KB ID # 72780abd for information on how to restore access to QuickBooks.
  • If you have multiple copies of QuickBooks and one has been successfully updated to R5 but other copies are not yet updated, go to the QuickBooks 2006 R5 Manual Download page for information on how to update your other copies.

Stay tuned to Intuit ProConnection as more information becomes available.

QuickBooks Enterprise Solutions User Conference


The QuickBooks Enterprise team will be hosting its first ever User Conference. This is an opportunity for your Enterprise clients to take their business to the next level.

The QuickBooks Enterprise Solutions User Conference will be held May 31 - June 1, 2006 at the Sheraton Wild Horse Pass Resort near Phoenix, Arizona. More


New Special Report from QuickBooks Extra


Readers of Intuit ProConnection who act now can sign up for the QuickBooks Extra newsletter at a special discount and receive the new special report on the subject of Employees, Payroll and QuickBooks – at no additional cost.

"Employees, Payroll and QuickBooks." This report (valued at $24.95) includes the following:

  • Summarizing Payroll Data in Excel
  • Loaning Money to an Employee
  • Time Tracking, Payroll & Job Costing
  • Paying Overtime
  • End-of-the-Quarter Payroll Tasks
  • Handling Bonuses and Fringe Benefits

Buzz Publishing offers the following QuickBooks Newsletters and discounts for our readers:

  • QuickBooks Extra, if you are looking for deep technical information for your own practice, comes at a special offer of $25 off to our readers.
  • The QBU: QuickBooks Private Label Newsletter, a four-page client newsletter, which practitioners can send to clients (and add their own firm’s contact information, if desired), comes at a 20% discount.

Learn more or order newsletters at www.quickbooksextra.com/QBAccountants


Updated Documents at Network Installation Site

Your comments and suggestions help Intuit continue to improve its Network/Multi-User Set Up Web site. If you downloaded previous versions of the Installation Guide or other documentation, check back for the latest release.... More

 

New Self-Service Password Removal Tool


If you have had to clean up client files that are password protected – but the client has forgotten the password – you can use the Password Removal Self-Service site.

The Web site is free, and allows you to upload the protected file, answer some questions, and then remove the password and download the revised file. (You can only have the client’s password removed if you are able to provide the client’s registration / license number.)

Currently the services deal with most versions of QuickBooks 5.0 up to – but not yet including – QuickBooks 2006.


QuickBooks ProAdvisors® Encourage Mac Users to Go with Pro


Last month, Apple retail stores opened their doors to help small business owners with questions on financial management in general and QuickBooks Pro for Mac in particular. QuickBooks ProAdvisors were present at many of these stores, doing their most to promote the use of QuickBooks Pro for the Mac.... More


Transaction Pro Export Utility


Transaction Pro Export UtilityBay State Consulting announces a new product for extracting QuickBooks transactions to Excel, the Transaction Pro Export Utility. It can be used by itself or in conjunction with the Transaction Pro Importer.

Example uses include

  • Exporting transactions from one QuickBooks file and importing them into another (using Transaction Pro Importer).
  • Custom reporting.
  • Integrating QuickBooks data with other systems.

More




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Advisor Spotlight

Advisor Spotlight

Donna DamianoMaking It Personal:

Donna Damiano, QuickBooks ProAdvisor

Donna Damiano connects with clients by understanding them as people. Her Web site stresses financial freedom, and brings her both personal financial planning clients and small business clients looking to be free of financial worry. Find out why personal financial accounting is smart business for this ProAdvisor.... More




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Subscriber Center

Subscriber Center

Keeping You in Charge

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COMING IN APRIL: QUICKBOOKS SPECIALISTS
We celebrate those practitioners who build their business around QuickBooks – but may not consider themselves accountants or bookkeepers. Learn more about where they find their business; what they say about their clients may surprise you.

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