• QuickBooks Consultant's Reference Guide 2010

    • Featured Quickbook

  • The Sleeter Group's best selling QuickBooks troubleshooting guide is packed with techniques to diagnose and fix your clients' QuickBooks files.

  • Sleeter Group Conference

  • View a free session from the 2009 Accounting Solutions Conference.

  • Sleeter Group Consultants Network (SGCN)
  • SGCN is a community of experts in accounting software. Members work with their clients to provide the best solutions in training, implementation, and support, and are backed by each other and the resources of The Sleeter Group.
  • The Sleeter Group breaks product development barriers by providing ISVs the information they need to improve their offerings through product positioning guidance, feature enhancement ideas, application integration improvements, platform and delivery option considerations, and distribution strategy development and implementation.
  • Sleeter Group Podcasts
  • The Sleeter Group has partnered with The CPA Technology Advisor to offer insights and advice.
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Newsletter

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November 2009
 Message from Doug  

We Doug Sleeterjust completed our annual Conference, and I want to thank our exhibitors, speakers, staff, and especially the hundreds of attendees. We wouldn’t be able to offer the quality networking and professional resources at our Conference without the vibrant community of consultants who attend and participate.

This year, we had 31 speakers who delivered the best content ever, and 50 exhibitors who give the Conference its cutting edge content. You all did a wonderful job.

And I have to thank our team here at The Sleeter Group, especially Sherrill Sleeter, who is the powerhouse and driving force behind the Conference. Casey, David, Deborah, Bonnie, Elizabeth, Erin, and Sheetal worked tirelessly to make sure our Conference ran smoothly. And Nathan held down the fort in Pleasanton while the rest of us were in Orlando.

If you missed the Conference this year, I have good news for you. You can purchase the recorded version! We’ve partnered with Digitell to provide recordings of most of the Conference sessions through an Online Conference Library. If you haven’t checked out this technology, you should take a look. We selected Leslie Shiner’s keynote as a sample session for you to view (see below). Digitell captured the presentations and computer demonstrations so that you have the full video experience of the sessions. You can read more about it below.

The entire team at The Sleeter Group wishes you a happy holiday season!

 Recorded Sleeter Conference Content Available  

Missed The Sleeter Group’s 2009 Next Generation Accounting Solutions Conference? Watch the Recording!

We ProLibrariesrecorded most of the sessions from the 2009 Sleeter Group Conference in Orlando. These in-depth presentations were given by leading experts in accounting software, services, and practice management, including Randy Johnston, Darren Root, Leslie Shiner, and Doug Sleeter. The presenter’s audio is synchronized with the presentation slides and computer demonstrations, for an easy-to-watch educational experience.

FREE sample session available! View Leslie Shiner’s Conference keynote: Don’t Just Thrive, Survive and Come Alive in Your Business.

You may purchase a library component in the following formats:

  • Main Conference ($399)
    Includes all of the keynote sessions and the majority of the breakout sessions

  • Pre-Conference ($149 each)
    Taking Your Practice Online
    Train the QuickBooks Trainer

  • Full Conference ($499)
    The Main Conference and both Pre-Conference sessions

Availability is expected in early December. You can pre-order now—visit ProLibraries for more information. Members of The Sleeter Group Consultants Network receive a 20% discount on the Online Library.

 Chuck Vigeant's Reporting and Technology Corner  

What is the IPP and how does it compare to the SDK?   And what is cloud computing anyway?

In this month’s column, Chuck Vigeant offers the second and final part on the IPP (Intuit Partner Platform) offering from Intuit. Last month, he reviewed the SDK offering – its weaknesses, strengths, and successes – and then delved into a quick primer on Cloud Computing. This month he explains the IPP offering, how developers can take advantage of it, and what it means to the Sleeter Group and Intuit consulting communities.

 A message from one of our 2009 Conference Gold Exhibitors - Wasp Barcode Technologies  

Wasp Barcode Technologies

 Upcoming Webinar Schedule  

Our Webinars have become the "Graduate School" for QuickBooks and small business accounting technology. Our Webinar presenters are among the country’s leading experts in accounting software. All two hour Webinars are $69 and offer 2 CPE credits. Member of the Sleeter Group Consultants Network receive a 20% discount (to receive the discount, members must log in to our site before registering).

Featured Webinars:

Managing Inventory with QuickBooks with Amy VetterAmy Vetter
Dec 17, 2009 8:00 – 10:00 AM Pacific
Inventory is critical to any business that buys and resells products. Inventory adds complexity to accounting procedures and has a direct impact on the cash flow, profitability, and long term health of the business. You need to carefully consider several factors to determine if the inventory features in QuickBooks should be used or not. This Webcast will cover the three most important factors in making that decision.

Other Upcoming Webinars:

Working With Your Clients Online with Amy Vetter
Nov 23, 2009 11:00 AM – 1:00 PM Pacific
QuickBooks Troubleshooting and Data File Analysis with Bonnie Nagayama
Dec 11, 2009 10:00 AM – 12:00 PM Pacific
QuickBooks Multicurrency: Beyond Processing Transactions
with Esther Friedberg Karp and Peter Budreski
Jan 11, 2010 9:00 – 11:00 AM Pacific
Construction Accounting using QuickBooks with Leslie Shiner
Jan 26, 2010 12:00 – 2:00 PM Pacific
QuickBooks at Year-End with Amy Vetter
Jan 27, 2010 8:00 – 10:00 AM Pacific
Profitable Business Growth for You and Your Clients with Leslie Shiner
Jan 27, 2010 12:00 – 2:00 PM Pacific

For a complete schedule, including self-study titles, visit www.sleeter.com/webinar.

 A message from one of our 2009 Platinum Conference Exhibitors - The CPA Technology Advisor  

The CPA Technology Advisor

 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 Group Consultants Network E-Mail Group.

Question: Does anybody know how to filter a QuickBooks report for a range of Transaction Numbers? I want to isolate a sequentially entered series of Journal Entries into a single report. Thanks for any suggestions.

Stuart McClain replied: It would be nice if you could filter on all the fields – but QuickBooks just doesn’t include it – yet.

Steve Green responded: The best I can offer is to run a Transaction Detail by Account Report in the date range where you want. Then, add the Transaction Number column and filter for the Transaction Type Journal. Back at the report, you will be able to sort by Transaction Number – and I probably would just leave the Total by set to Total Only. Then you can export to Excel using the Advanced Tab option to turn on AutoFilter and you can filter on the transaction number in Excel. Hope that helps.

Ruth Perryman answered: How about filtering for Journal Entries only and then sorting by date?

Caren Schwartz added: Try a Missing Checks Report. Change the filter to All Accounts and Transaction Type to Journal. I think the number filter will then work.

The Sleeter Group Consultants Network is the nation’s premier accounting software consultant’s network. Sleeter Group Consultants NetworkWe provide expert QuickBooks 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 call our office at 888-484-5484 or +1-925-416-6300. Members of the Network receive a discount on our resource products as well as our annual Accounting Solutions Conference. Membership also includes a copy of our Consultant’s Reference Guide.