Recent Articles

Consultants Reference Guide

Creatures of Habit

Creatures of habit and the comfort zone. I have consistently opined about the varied ways that business look at their data, and I find the enigma of human behavior fascinating when it comes to ‘how and why’ somebody looks at something that relates to their business. With respect to hand held devices, I have often [...]

| April 12, 2012 | 4 Comments More

QQube Update

A bit over a year ago I wrote about an exciting new reporting tool, QQube (see QuickBooks Reporting is Simple with QQube). I work extensively with the QuickBooks database and I was really excited by the potential that I saw in this product. This is the best QuickBooks reporting tool available in my mind, and [...]

| April 10, 2012 | 7 Comments More

Are You Safeguarding Information When Sharing Files with Others?

As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?

| April 5, 2012 | 0 Comments More

New QuickBooks 2012 Bounced Check Feature (and bug)

Intuit recently released QuickBooks 2012 R8 and one of the new features is a new procedure for dealing with bounced checks. Let’s take a closer look at this new feature to see what it is doing. I’ll also point out some bugs in the feature, along with workarounds. Note that this new feature will only [...]

| April 3, 2012 | 23 Comments More

What the Heck is EDI and Why Should I Care?

One of the backbones of eCommerce is EDI (Electronic Data Interchange), a standard method of exchanging files that has been around since the 1980’s. EDI is used in some degree in almost every industry. Over the years, it has become widely adopted throughout the retail, manufacturing, transportation and health care industries for exchanging data between [...]

| April 2, 2012 | 2 Comments More

QuickBooks 2012 R8 Released

Intuit has released the QuickBooks 2012 R8 update for the U.S. version of QuickBooks. This is another major update for the 2012 product, with a long list of changes. Please note that I have not had the opportunity to check or confirm each of the issues listed here. At the time I’m writing this the [...]

| March 29, 2012 | 17 Comments More

QuickBooks Online Tips and Tricks

Since I told you about some of the latest updates to QuickBooks Online (QBO) in my last article, I thought this might be a good time to go over a few tricks that I’ve learned along the way. Some of them I’ve been using for years, and some are new to me. Using Multiple Windows: [...]

| March 27, 2012 | 8 Comments More

Expanding Your Business with QuickBooks Integrated Applications

It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]

| March 21, 2012 | 3 Comments More

QuickBooks Available Inventory

If you use the Inventory feature of QuickBooks you understand the concept of quantity on hand – a measure of the quantity of any inventory part or inventory assembly item that you have at any given time. QuickBooks also has another measure of quantity that many people don’t understand – available quantity. Let’s dig in [...]

| March 19, 2012 | 9 Comments More

Information – Public or Not Public?

I was reading my Wall Street Journal last week (yeah, the hold in my hand paper type) and I ran across an article that discussed information and type of information should be divulged to employees and in what format. A public company has more stringent rules that can limit what can be shown and when, [...]

| March 16, 2012 | 6 Comments More