Tag: QuickBooks

QuickBooks 2015 Report Changes

We spend a lot of time looking at and working with QuickBooks reports, and Intuit has placed an emphasis on that this year with the QuickBooks 2015 report changes. They have implemented a number of changes in how reports display, updated some things that people have been asking for, as well as adding some interesting […]

September 11, 2014 | By | 5 Replies More

QuickBooks 2015 Accountant Improvements

Let’s take a look at what is new for accountants in QuickBooks 2015. But first, let’s clarify a few things before we dig in. QuickBooks Accountant is a product by Intuit that provides features that aren’t found in QuickBooks Pro and QuickBooks Premier, that an accounting professional will find useful. You can get this in […]

September 10, 2014 | By | 11 Replies More

New QuickBooks 2015 Features: All Versions

Here’s some detail on changes that Intuit has implemented in all versions of QuickBooks for Windows. A variety of changes, from small tweaks to larger improvements, mostly in the realm of fine-tuning the product. But some of them are pretty useful… This article was updated on 9/15/2014 QuickBooks 2015 Income Tracker Improvements Intuit added the […]

September 9, 2014 | By | 34 Replies More

Intuit is Discontinuing Intuit Sync Manager

Intuit has told add-on software developers that they are discontinuing Intuit Sync Manager and services that support it on March 1st of 2016. Yes, a year and a half from now. Let’s look at what this means to users and software developers? What Is Intuit Sync Manager? To be more accurate, Intuit said they are […]

September 8, 2014 | By | 21 Replies More

QuickBooks 2015 Has Arrived! Here is What To Expect

QuickBooks 2015 for the desktop is here! This release contains a number of new features as well as improvements to existing ones. I’ll list the major changes that I’m aware of in this article. Keep your eyes on the QuickBooks and Beyond blog over the next few weeks as I publish a series of articles […]

September 8, 2014 | By | 53 Replies More

Intuit Discontinues Salesforce for QuickBooks

Today Intuit announced that they are discontinuing their Salesforce for QuickBooks subscription service (both the CRM subscription itself and the QuickBooks/Salesforce integration app), effective December 3 of 2014. I wrote about Salesforce for QuickBooks when it was introduced in 2011. All current subscribers have been notified, and there is a transition plan in place to […]

September 4, 2014 | By | 9 Replies More

QuickBooks for Law Firms: General Retainers

Funds received by law firms from clients fall into three categories: Payment of fees and costs Trust accounts/Interest on Lawyer Trust Accounts (IOLTAs) Prepayments and overpayments In this article we will discuss prepayments and overpayments and how to deal with them in QuickBooks for Windows. This is an excerpt from QuickBooks for Law Firms, an […]

August 28, 2014 | By | 7 Replies More

Business Analytics with Finagraph

Business analytics for small businesses is the great frontier these days. It’s an area where most SMB’s just haven’t taken the time to explore, it’s a tool that accounting professionals should implement in their quest to become a trusted advisor to their clients. A new tool in this area is Finagraph, which brings a different […]

August 7, 2014 | By | 3 Replies More

Auditing QuickBooks Enhanced Inventory Receiving

Intuit introduced the Enhanced Inventory Receiving feature in QuickBooks Enterprise 2012 to address some problems with Item Receipt transactions. In this article, I’ll talk about how to check for problems in the Inventory Offset Account that this feature uses. What Is Enhanced Inventory Receiving? It isn’t unusual for a business to receive an inventory item […]

July 31, 2014 | By | 5 Replies More

TRANSAX Gateway for QuickBooks Desktop Merchant Services

If you’re working with QuickBooks desktop and process credit card or ACH payments either directly or through a website, processing those payments and getting the information into QuickBooks can be a pain. Today we’ll take a quick look at an interesting product that offers many options (as well as opportunities for accounting professionals) – TRANSAX Gateway. […]

July 23, 2014 | By | 10 Replies More

Automating an Excel-Based Financial Statement

QuickBooks allows you a fair amount of control over financial statements – just about any user can easily customize the built-in reports. Users of Enterprise Solutions and Accountant versions can go farther and use the Financial Statement Designer to integrate QuickBooks and Excel. Yet, sometimes neither of these options is sufficient, so users dump data […]

July 22, 2014 | By | 3 Replies More

Email QuickBooks Invoices to Multiple Recipients

Here’s a quick tip about QuickBooks desktop and emailing forms. If you want to email QuickBooks invoices to multiple recipients, you can enter multiple email addresses in the email field in the customer record, separated by a semicolon. There are times when you want invoices to be emailed to multiple receiving addresses. You may want […]

July 9, 2014 | By | 4 Replies More

QuickBooks 2014 R7 Released

Intuit released the QuickBooks 2014 R7 update for the U.S. version of QuickBooks today (7/3/2014). This is available as a manual update from the Intuit support website. It doesn’t appear to be going out as an automatic update yet; I’m guessing that Intuit will release it that way in about a week from this date. […]

July 3, 2014 | By | 40 Replies More

How to Market Your QuickBooks Practice

It’s summer, which means you’re either resting comfortably on the beach sipping a cold refreshment or attending any one of a number of accounting conferences. While I’d opt for the beach just about any time, I’ve spent quite a bit of time over the past six weeks attending these conferences, and along the way, talking […]

July 2, 2014 | By | 1 Reply More