Newsletter
View All Newsletters
 April 2012
Inside this Issue
With tax season behind us, it’s time to hit the road and spread the word about all of the technology developments in the marketplace. I’ll be speaking at the CalCPA show at the LAX Hilton on June 5, at the Seattle Accounting Technology Bootcamp on June 7, and then head to Las Vegas for the AICPA Tech+ show on June 10-13. I’ll also be presenting a series of Webinars on how Bill.com’s web-based AR, AP and Cash Flow management products really deliver on the new paradigms of Chunkification, Zero Entry, and Collaborative Accounting Services I’ve been talking about for the past few years. I’m also proud to announce the release of our 2012 Consultant’s Reference Guide. Thanks so much to Deborah Pembrook, Charlie Russell, and the team for helping so much on this, our 14th Edition of the best QuickBooks reference guide on the planet. Ok, I’m biased, but this guide goes deeper on more topics that I’ve been able to find anywhere else. It focuses in on the types of topics that you won’t find in the manuals or training guides, because we know that consultants are often dealing with those thorny issues that aren’t supposed to happen. Anyway, I hope you’ll get the book, and I guarantee you’ll be happy when you do. We are opening registration for our ninth annual Acccounting Solutions Conference this next week, next month we will open registration for our 2012 nine-city Small Business Techology Road Show seminar series.
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 Considering the ever-increasing security risks associated with internet communication and especially email, it’s more important than ever for accountants to find secure means of file transfer that help them protect both their business and their clients’ information. Click here to read the rest of Doug Sleeter’s article
We This edition includes an extensive new chapter on Inventory written by Charlie Russell, editor of the QuickBooks and Beyond Blog. This chapter offers a thorough understanding of inventory, including in manufacturing environments. Also included with this edition are all the new features of QuickBooks 2012 and Enterprise 12, such as Batch Timesheets, the Inventory Center, the new Inventory features, Period Copy and more. Whether you are a new QuickBooks consultant or a seasoned expert, you will learn new procedures and best practice recommendations. Order your copy today.
Join us in Anaheim, California this fall for our Ninth Annual Accounting Solutions Conference. The Conference will be held Monday, Tuesday, and Wednesday (10/22-10/24) with optional activities on Sunday evening, 10/21 and a day trip to Catalina Island on Thursday, 10/25. The event will be held at the Anaheim Marriott hotel which is located within walking distance of Disneyland and Disney’s California Adventure. See Who has Registered to Exhibit at the Conference: We have more than 30 Exhibiting firms registered: View current Exhibitors here. Official Conference Registration will open next week!
The Sleeter Group’s 2012 Small Business Technology Road Show These one day seminars are designed for accounting professionals and small business technology users.
Sleeter Group Team News:
Last Chance Book Sale! | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
really the safest, smartest way to share information?
| Featured Webinars |  |
|
We have become the "graduate school" for QuickBooks and small business accounting technology because of our educational programs, including our fantastic Webinars. Our Webinar presenters are among the country’s leading experts in accounting software.
Featured Webina
r:
3 Ways to Boost Your Bottom Line in Your QuickBooks Consulting Practice
by Sandi Smith Leyva
May 16, 2012, 11:00 – 1:00 PM Pacific
Are you a master at the technical aspects of QuickBooks, but need to get more clients? Are you ‘winging it’ when it comes to closing sales or marketing? Have you been stuck at the same income level for a few years now? This course will provide you with several tactical tips and a new way of looking at marketing your QuickBooks services so you can grow your business and still have time left to serve all those new customers.
Other Upcoming Webinars:
Customer & Vendor Tricky QuickBooks Transactions by MB Raimondi
Apr. 30, 2012, 9:00 – 11:00 AM Pacific
Troubleshooting Payroll in QuickBooks by MB Raimondi
May 15, 2012, 12:00 – 2:00 PM Pacific
QuickBooks POS Best Practices by William English
May 22, 2012, 11:00 – 01:00 PM Pacific
Tracking Labor Costs and Setting Billing Rates Using QuickBooks by Leslie Shiner
Jun. 6, 2012 11:00 – 01:00 PM Pacific
For a complete schedule, including self-study and on-demand titles, visit www.sleeter.com/webinar.
| What Are We Blogging About? | |
|
Register for our Blog, QuickBooks and Beyond. Here’s a sample of some recent blog articles:
- What the Heck is EDI and Why Should I Care?
- QuickBooks 2011 R10 Released
- Creatures of Habit
- QQube Update
The blog is updated a few times a week – so be sure to register to receive an e-mail notification when new articles are posted.
| Sleeter Group Consultants Network - Tricks of the Trade | |
|
Every day, members of the Sleeter Group Consultants Network tackle the day-to-day problems of their clients in the real world. The following is an example problem-and-solution that surfaced this month on our Sleeter Consultants’ Experts Forum.
Question: What is the best way to enter multiple inventory part items when the only thing differentiating them is the color? A new client has the same stock items in each of 8 woods. The add/edit multiple list function doesn’t handle inventory part items. Is this a job for an add-on utility?
Christine Steele responded: If you’ve got the information in Excel, you can import it into QuickBooks.
Barbara Sonin responded: POS has the capability to handle this as it’s a common store issue (e.g., T-shirt is available in 6 colors and 5 sizes).
Joan Brackman answered: The add/edit multiple list function does handle inventory part numbers. But you have to be sure inventory is turned on. Go to Preferences, Items & Inventory, Company Preferences and make sure that "inventory and purchase orders are active" box is checked. Then you will have inventory parts as an option in the Add/Edit multiple list function. I would use Excel, but match the columns in the add/edit list function with the order in your Excel spreadsheet. Then cut from Excel a column at a time and paste it into QuickBooks. I think this is the easiest way. You can import from Excel file, but then you have to map headings and it is a bit more complicated. Before you begin any import, you may want to consider whether you want to set up each cabinet as a parent item and the colors below as sub items.
The 
Sleeter Group Consultants Network is the nation’s premier accounting software consultants’ network. Sleeter Consultants provide expert financial accounting software consulting, add-on integration services, business process workflow consulting, outsourced bookkeeping services, and financial statement preparation. To locate one of our Certified Consultants, visit our Find a Consultant page. To learn more about becoming a Consultant, visit our Become a Consultant page or phone our office at 888-484-5484.
5776 Stoneridge Mall Rd. #120
Pleasanton, CA 94588
888-484-5484