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Tue, 16 June 2009 Using QuickBooks® to Prevent Fraud
Your protection against fraud is only as good as your internal control and accounting procedures. Often business owners simply rely on software, yet software is only one component of the control environment. In this article, CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter shows how QuickBooks can contribute to a holistic approach to control.
Tue, 16 June 2009 Checklist of 25 Elements of Appropriate Controls with QuickBooks®
Helping clients protect themselves from fraud is one of the most valuable services you can provide. The security features in QuickBooks can contribute to a holistic approach to control in concert with best business practices. CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter provides a list of 25 areas or issues – both inside and outside the software –crucial to an adequate defense against fraud. Bonus: A Word version of her checklist.
Mon, 11 May 2009 Easy to Add Value with QuickBooks Custom Forms
You can really demonstrate your value to your QuickBooks clients by showing them how to customize forms to improve payments, service level, profitability, and more. CPA Sandi Smith interviews top QuickBooks ProAdvisors on their best tips.
Mon, 30 Mar 2009 Mastering QuickBooks: Increasing QuickBooks Performance for Large Files and Multiple Users
In this article, Joe Woodard provides technical insights so you can better support your clients who use QuickBooks, especially with large files or multiple users. Joe provides numerous, practical tips for increasing the performance of QuickBooks, especially when the data files is large and there are 5 or more users logged into the file. Plus learn more about Joe’s upcoming conference.
Tue, 03 Mar 2009 Bonus Tutorial on Multicurrency in QuickBooks
Certified QuickBooks ProAdvisor Esther Friedberg Karp reveals the ins and outs of the new multicurrency function in this two-part tutorial. Esther, who works with clients on both sides of the U.S.-Canadian border, provides real-world examples. Part I of the tutorial discusses how to get started and walks through basic features of the new multicurrency feature.
Mon, 12 Jan,, 2009 Five QuickBooks Keyboard Shortcuts for You and Clients
From long experience teaching clients and business professionals how to use QuickBooks, Caren Schwartz identifies some simple keyboard shortcuts that many QuickBooks users, wish they’d know about a long time ago. Caren, an Advanced Certified QuickBooks ProAdvisor, also lets us offer a PDF version of these tips you can share with clients.
Mon, 12 Jan 2009 Five Keys to Managing a Mobile Accounting Workforce
Now that it's so much easier to manage a mobile accounting workforce, the challenges found by practitioners are not so much in the technology as in communications. CPA Sandi Smith identifies five keys to managing a mobile workforce with real-world examples from CPAs and QuickBooks ProAdvisors who are doing just that. Plus she reminds us of the quality of life issues that make this option so attractive.
Tue, 09 Dec 2008 Year-End Checklists, Related Resources, and In-Product Help
When the end of the year is at hand, and you are looking for assistance in taking care of year-end issues in QuickBooks, here is our overview of resources in print, online, and in-product to help you close out the year right. As a bonus we include a new year-end checklist in print.
Mon, 08 Dec 2008 Pre-Publication Scoop: Free Chapters on Intuit Statement Writer and Client Data Review in QuickBooks 2009
With permission, we preview two chapters, on Client Data Review and Intuit Statement Writer, from the book by Laura Madeira, "QuickBooks 2009 Solutions Guide for Business Owners and Accountants." Each chapter focuses on features brand new to QuickBooks with the 2009 edition, and we want to be sure you have these available to you.
Fri, 05 Dec 2008 Intuit Statement Writer: How I Improve My Bottom Line While Helping Clients
CMA and QuickBooks ProAdvisor Pam Newman shows how she is improving her bottom line while helping clients - all with the help of the new Intuit Statement Writer and QuickBooks Premier Accountant 2009.
Fri, 05 Dec 2008 New Budgeting Options Only in Intuit Statement Writer
Let Pam Newman show you how you can use customization and budgeting reports - unique to Intuit Statement Writer - to help clients keep more money in their pockets. Intuit Statement Writer lets accounting professionals produce detailed and customized reports at a level far above what the client can access in their version of QuickBooks. Pam shows how the Excel add-in lets you slice and dice the data to help the client understand the financial data better.
Wed, 03 Dec 2008 Boost Cash Flow with Intuit QuickBooks Merchant Service
If you have clients who are losing sleep and money over late payments, you can help them consider Intuit® QuickBooks® Merchant Service as a solution that integrates with QuickBooks. CPA Sandi Smith talks with accountants, QuickBooks ProAdvisors®, and other practitioners who share their real-world stories and offer advice for presenting the solution to clients or using it in their own practice.
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