Archive for the 'Quickbooks' Category

Saving Time, Money and Frustration

In a new article, Suzanne at Plugin.com summarizes some recent studies. Two items in particular stand out for me

The average retrieval/refiling time for a paper document: 10 minutes. However, about 3% of documents are lost or misfiled, leading to a recovery rate of $120 per document. (Study by the Gartner Group, Coopers & Lybrand, Ernst & Young)
The average executive wastes 150 hours each year looking for misplaced documents. (2003 study by Office World News)

By scanning your paper documents and accepting electronic copies, you can avoid this frustration and expense. Join us for a FREE 45 minute educational webinar “Organize Documents and Improve Workflow”

When:     Thursday, June 25, 2009
Time:       11:00 a.m. – 11:45 a.m. (Pacific)

This is your chance to see how headaches and expenses can be reduced or eliminated through an easy transition to a paperless environment. Click here to register.

QuickBooks Conference Registration

I have included the entire announcement from The Sleeter Group about their upcoming conference below. Having attended this conference previously, I have to say it is the most complete gathering of QuickBooks users, vendors and service providers I have ever seen. The content of the presentations and breakout sessions were compelling. There was a good variety of exhibitors on the trade show floor. This is a great opportunity to share information with other users as well. If you are looking for a thorough QuickBooks education, the Sleet Group conference is a great start.

Register Now for the 2009 Next Generation Accounting Solutions Conference in Orlando, Florida!

The Sleeter Group’s 6th Annual Conference will be held at the Wyndham Orlando Resort in Orlando, Florida, November 9-12, 2009. The conference is for accounting professionals, bookkeepers, CPAs, and small business technology consultants.

On Monday, November 9, we will offer our popular “pre conference” full day, in-depth training sessions. The three-day main conference will be held Tuesday, November 10 through Thursday, November 12. The conference will provide at least 32 CPEs for those who need continuing education.

Low Pricing!
We are pleased to announce that conference registration fees for 2009 are as low as $683 per person for the full conference (including pre conference and main conference)! Visit www.sleeterconference.com for complete pricing information. The hotel room rate for the conference is only $118 per night.

Conference Registration is Now Open!
Be sure to register early to ensure availability and get the best pricing. Please click here for more information and to register. Registering now will give you 20% off your conference registration fees (even more if you are a Sleeter Group Consultants Network member), and you will be automatically entered into our raffle to win a seven-day pass for Universal Studios Orlando, a $125 value!

Pre Conference Sessions: Monday, November 9

  • Taking Your Practice Online
  • Train the QuickBooks Trainer
  • Preparing for the QuickBooks Advanced Certification Exam

Main Conference Tracks: Tuesday, November 10 – Thursday, November 12

  • Consulting Tools and Best Practices
  • Technologies and Trends
  • Taking Your Practice Online
  • Developing, Managing, and Marketing Your Next Generation Practice
  • Specializing your Practice to Maximize Profits

Questions? Please give us a call at 888-484-5484

The Best Way to Understand QuickBooks

“I like the smaller class size and the ability to get answers specific to your situation.”

“It was easy to understand and follow as we went.”

“It was easy to understand, and not dreadfully boring.”

These are just a few direct quotes from students after attending our Learning QuickBooks class. Our ProAdvisors give each person the attention they deserve. We limit our classroom size to no more than 8 students so everyone has a chance to ask questions and no one falls behind. Most QuickBooks seminars you might read about are strictly lectures with no hands-on training and are directed at very large audiences so individual questions aren’t often addressed directly. We have designed our class to include hands-on exercises and cover all 15 Chapters of Learning QuickBooks so learners leave with a complete understanding and practical experience. Classes are being offered every month. For a copy of the curriculum or to have your questions answered, give me a call at 702-966-2000 ext 5413 or send me a note.

By Jolee Hamman

QuickBooks User Group Announced

Wednesday, March 25, 2009 from 12:00 PM to 1:00 PM

Acuity Financial Center Board Room, Second Floor
7881 West Charleston Blvd. (Just west of Buffalo)

Make your business better by joining other QuickBooks users and support professionals for presentations and discussions about the systems we use every day. Enjoy lunch on us as we take a look at some of the options taht can be used to improve the way QuickBooks performs and can save you time and money. We will close the meeting with our Open Discussion. This is a great opportunity to bring any issues to the group for feedback.

Please RSVP here.

Use Your Reporting Tools

Spreadsheets are great for calculating interest but they are not an effective way to generate reports. Use your software. Today every business management software package has some kind of custom report writer available, yet many businesses are creating their business critical reports using Excel. Learning your system’s custom reporting tool and creating your reports using these tools will provide companies with huge return. Once custom reports are created, and all transactions are completed for that accounting period, then reports are generated at the touch of a button and the report contains actual data. Spreadsheet reports require too much time for data entry, possibility for data entry error and probability of formula corruption. Spreadsheet reports lack timeliness, integrity and the ability to reproduce historical reports.

A Holiday Gift From Intuit

We might be wrong in assuming that it’s just in the spirit of the holidays but Intuit has made a generous offer to everyone in the vicinity of a Staples store on December 22, 2009. Through a combination of instant and mail-in rebates, you can pick up Quickbook Pro 2009 for no more than the amount of your local sales tax (that’s just $1.20 here in Las Vegas).

If you’re running a previous version of Quickbooks Pro, are just curious about the latest release or you’re running your accounting on ledger paper or Excel, find your way to a Staples store. There is no better value for something useful.

The Point of ACT and Quickbooks Integration

By Brian Rice

I recently reviewed the ACT! Link for use with Quickbooks tour. The first six slides with content referred to eliminating duplicate entry and centalizing information. Without a doubt, these are both worthwhile goals. However, it is on the final three slides that the good stuff shows up. These slides are each titled: Take Action Using Real-time Data and Be Productive. That sure is a mouthful but it really says something. Let’s not just cut down on duplication because we think we should. Let’s not just integrate our systems because we’ve heard that’s the best thing to do. Let’s get something done; let’s be productive; let’s accomplish something for a reason.

So in which ways does the ACT and Quickbooks integration improve productivity? With Quickbooks Scheduling, users can create activities and schedule reminders to take action on Quickbooks transactions like completing follow up calls for sales or collecting on past due invoices. The sales staff that spends most of their time working in ACT can use Quickbooks item lists and tax tables to create estimates. After those estimates are generated, they can either be modified or if they are approved, they can be converted to invoices.

There you have it: two seemingly honorable goals with several reasons to justify why they ought to be.