Tag: QuickBooks

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 | 27 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

QuickBooks Online and Square Register

Square offers an interesting point of sale (POS) system for the iPad, iPhone, and Android devices called Square Register that integrates with QuickBooks Online and QuickBooks Desktop. I talked about Square Register in a prior article, now let’s take a quick look at QuickBooks Online and Square Register. Note that the integration with QuickBooks desktop […]

June 23, 2014 | By | 2 Replies More

QuickBooks 2014 R6 Has Bugs!

The QuickBooks 2014 R6 update was released to manual update on June 12, and as I described in this article, it fixed a lot of problems. Unfortunately, we are finding that it also introduced some new problems. 7/3/2014: Intuit has released QuickBooks 2014 R7 to address some of the problems outlined in this article. Information […]

June 20, 2014 | By | 77 Replies More

Cloud Accounting News

Greg Lam presents his June 16 video coverage of Cloud Accounting News. In the News This Week Zoho Books has a new app for the Windows Surface. Visit the Windows store to download the free app. Xero has rebuilt and launched its Aged reports as well as created a separate Expense Claim Detail report. Learn […]

June 18, 2014 | By | 3 Replies More

QuickBooks Inventory Counting

Does your business manage an inventory? In this article, I’ll explain how you can improve operations, increase customer satisfaction, and reduce theft with one simple action: counting. How often do you count the money in your wallet or purse? How often do you go through your refrigerator and pantry before you go grocery shopping? How […]

June 16, 2014 | By | Reply More

QuickBooks 2014 R6 Released

On June 12, 2014, Intuit released the QuickBooks 2014 R6 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I expect it will be available as an automatic update in about a week from this date. This is about the time when we start to […]

June 12, 2014 | By | 24 Replies More

Simplify QuickBooks Data Analysis in Excel

If you’re not aware of certain nuances within the two programs, analyzing QuickBooks data in Excel can be an exercise in frustration. In this article, I’ll empower you with techniques for both programs that can transform how you crunch numbers. Among other things, I’ll share my favorite report for QuickBooks data analysis in Excel, a […]

April 29, 2014 | By | 23 Replies More

An App You Use with QuickBooks Needs To Be Updated!

The above title is also a QuickBooks Online app warning message you may be receiving if you use QuickBooks Online and certain apps that have worked with QuickBooks Online for several years. The warning certainly can be disconcerting: “We’ve noticed you’re using a 3rd party application that will no longer work after May 15, 2014” (Figure 1). That sounds serious! […]

April 17, 2014 | By | 7 Replies More

American Express and Intuit Launch ReceiptMatch with QuickBooks

Intuit and American Express OPEN are launching an app that provides a close integration between American Express (AmEx) business cards and QuickBooks: ReceiptMatch with QuickBooks. This partnership was announced last November at Solutions13 (as I mentioned in my article on changes in QuickBooks software integration), and now we finally get to see the product. Let’s […]

April 3, 2014 | By | 17 Replies More

If the Only Tool You Have Is a Hammer

We’re starting to roll new with your responses to my posts on The Sleeter Group QuickBooks and Beyond blog. So far, you’ve contributed at least half a dozen topics of interest. But most of the time, I won’t handle multiple things at once. I’ll focus on one key idea that will give you some food […]

March 31, 2014 | By | 3 Replies More

QuickBooks 2014 R5 Excel Problem Fixed

Intuit released the QuickBooks 2014 R5 revision about two weeks ago, and not long after that, we started seeing a lot of reports about problems with exporting reports to Excel and emailing reports as an Excel file. “Excel” wouldn’t appear as an option if you clicked the Export or Send Report as Excel button. This […]

March 27, 2014 | By | 11 Replies More