http://www.sleeter.com/api/rss/articles Articles published by The Sleeter Group about QuickBooks. http://www.sleeter.com/article/show/sales-tax-by-shipping-state-in-excel-the-power-of-pivot-tables This is the first of two articles where I am going to show you several ways of approaching Sales and Tax by Shipping State within Excel - one without a pivot table, and one with a pivot table. Yes, we will use the QODBC driver to import the data, but I will lead you by the hand on that portion. Wed, 20 Jan 2010 00:00:00 -0500 http://www.sleeter.com/article/show/sales-tax-by-shipping-state-in-excel-the-power-of-pivot-tables Chuck Vigeant http://www.sleeter.com/article/show/the-benefits-and-importance-of-offering-crm-as-a-business-solution If your business goals include differentiating yourself among other consultants, increasing your income, or expanding your services, offering a CRM solution could be the key to a successful 2010. Once considered a luxury reserved for large enterprises, CRM software has become a critical component for success that is accessible to all businesses. Wed, 16 Dec 2009 00:00:00 -0500 http://www.sleeter.com/article/show/the-benefits-and-importance-of-offering-crm-as-a-business-solution Naseem Saab http://www.sleeter.com/article/show/chuck-s-reporting-and-technology-corner-november-2009 This is the second and final series on the IPP (Intuit Partner Platform) offering from Intuit. Last month we reviewed the SDK offering - its weaknesses, strengths, and successes - and then delved into a quick primer on Cloud Computing. This month we will explain the IPP offering, how developers can take advantage of it , and what it means to the Sleeter Group and Intuit consulting communities. Tue, 24 Nov 2009 00:00:00 -0500 http://www.sleeter.com/article/show/chuck-s-reporting-and-technology-corner-november-2009 Chuck Vigeant http://www.sleeter.com/article/show/solving-sales-tax-problems-for-quickbooks-clients For several years, I’ve been writing about the difficulties of getting sales tax right in QuickBooks. It seems that virtually every client we look at has some type of problem with their sales tax data, caused by a combination of improper setup or inconsistent data entry. The good news is that add-on developers have developed exactly the solution I’ve been looking for. Tue, 06 Oct 2009 00:00:00 -0400 http://www.sleeter.com/article/show/solving-sales-tax-problems-for-quickbooks-clients Doug Sleeter http://www.sleeter.com/article/show/chuck-s-reporting-and-technology-corner-october-2009 In response to several member requests, we are going to take a slight detour from the reporting arena, and educate our group about the new IPP (Intuit Partner Platform) offering from Intuit - and how it resembles/differs from the SDK (Software Development Kit) that so many developers have used to write third-party add-ons for QuickBooks products. This is the first part of a two part article. This month we will look at the overall success of the SDK and its inner workings, and then provide a primer on cloud computing. Tue, 06 Oct 2009 00:00:00 -0400 http://www.sleeter.com/article/show/chuck-s-reporting-and-technology-corner-october-2009 Chuck Vigeant http://www.sleeter.com/article/show/like-it-or-not-accountants-must-be-technology-consultants If you’re an accountant, you’re also a small business technology consultant. And if you don’t feel up to the task of providing technology consulting, you have two choices. A) You can develop the knowledge and resources in your firm to deliver technology consulting services, or B) your competitors will take clients from you who seek what you can’t deliver. Fri, 02 Oct 2009 00:00:00 -0400 http://www.sleeter.com/article/show/like-it-or-not-accountants-must-be-technology-consultants The Sleeter Group http://www.sleeter.com/article/show/tricks-of-the-trade-of-october-2009 Every day, members of The Sleeter Group Consultants Network tackle the day-to-day problems of their clients in the real world. This article is an example problem and solution that surfaced this month on our Sleeter Group Consultants Network E-Mail Group. Fri, 02 Oct 2009 00:00:00 -0400 http://www.sleeter.com/article/show/tricks-of-the-trade-of-october-2009 Doug Sleeter http://www.sleeter.com/article/show/cleaning-up-quickbooks-lists-using-excel Lists are one of the most important building blocks of QuickBooks. Lists store information which is used again and again to fill out forms. For example, when you set up a customer in the customer list, the customer’s name, address, tax code, tax item, price level, etc. is used to automatically fill out an invoice, sales receipt, or customer letter. Properly maintained lists help speed up data entry and maintain accuracy and consistency in the data file. Tue, 08 Sep 2009 00:00:00 -0400 http://www.sleeter.com/article/show/cleaning-up-quickbooks-lists-using-excel Doug Sleeter http://www.sleeter.com/article/show/trading-services-between-customers-and-vendors-2 This is an excerpt from The Sleeter Group’s QuickBooks Consultant's Reference Guide – Version 2009. This book has over 500 pages of tricks and works-arounds for difficult client situations. The QuickBooks 2009 edition is updated with extensive coverage of QuickBooks Enterprise Solutions, third party add-ons, and all the new features with the 2009 version. For more information on this resource, visit www.sleeterstore.com. Mon, 10 Aug 2009 00:00:00 -0400 http://www.sleeter.com/article/show/trading-services-between-customers-and-vendors-2 Doug Sleeter http://www.sleeter.com/article/show/august-note-from-your-community-manager Hi, everyone! We’d David Horwitzlike to take a minute to thank some local Sleeter Group and QuickBooks user groups that have invited us to come to their local meetings and chat with their members. This is a real pleasure for us, as it gives us the opportunity to meet face-to-face with folks in the accounting software consulting world. Mon, 10 Aug 2009 00:00:00 -0400 http://www.sleeter.com/article/show/august-note-from-your-community-manager David Horwitz