Inside this Issue
This is our 100th Desktop Accountant Newsletter! Thank you for subscribing and being a part of The Sleeter Group. Our goal is to provide you with expert tips, tricks, and timely topics that help you as an accountant, bookkeeper, or small business owner.
Over the years, we’ve gathered an impressive group of highly skilled experts who focus on helping small businesses with accounting technology solutions including QuickBooks, add-ons, and hundreds of business process "chunks," that fit together into complete systems.
I’d like to recognize many of you who’ve invested your time to write articles, chapters in our books, and blog posts. These writers, bloggers, and webinar presenters make The Sleeter Group what it is, and I truly appreciate them for their friendship, association, and the value they add to the small business community. Here are a few of these special people:
Lisa Bloch, Scott Bonacker, Mary Brettman, Peter Budreski, Leslie Capachietti, Pat Carson, Jyoti Chandra, David Cieslak, William English, Esther Friedberg Karp, Carl Gill, Steve Green, Cameron Hendrick, Andrew Holmes, Richard Kane, Stacy Kildal, Robert Lauzon, Michelle Long, Laura Madeira, Christine Manor, Bob Michlin, William Murphy, Bonnie Nagayama, Mario Nowogrodzki, Deborah Pembrook, MB Raimondi, Shelly Robbins, Charlie Russell, Jim Savage, Caren Schwartz, Leslie Shiner, Karen Siewert, Sandra Smith Levya, Nancy Smyth, Jeanne Tarazevits, Selwyn Van Rooyen, Amy Vetter, Chuck Vigeant, Joe Woodard, and Kathy Yakal.
Chuck Vigeant’s regular column, Business Performance and Technology Corner, is part of our "QuickBooks and Beyond" blog. Chuck is the Managing Partner of CLEARIFY, LP and is known as the "grandfather" of Crystal Reports and Business Intelligence for QuickBooks.
The Ultimate Tool for Business Analytics
Let’s take the simple word ‘chair’. For some this conjures up a wooden four legged stool, for others, it could be a recliner, a rocking chair, or even bar stool; and the chair could be constructed of metal, mahogany, maple – or even plastic.
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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.
Other Upcoming Webinars:
For a complete schedule, including self-study and on-demand titles, visit www.sleeter.com/webinar.
Register for our Blog, QuickBooks and Beyond. Here’s a sample of some recent blog articles:
We’d Love Your Feedback! We started QuickBooks and Beyond a year ago, and it is time for us to get some feedback from our readers. We hope that you can find a couple of moments to take a short survey.
The blog is updated a few times a week – so be sure to register so you will receive an e-mail notification when new articles are posted.
Doug is currently in Dallas, Texas for the second annual CPA Practice Advisor Thought Leader Symposium.
The annual symposium unites the most influential practitioners, consultants, and experts who cover the tax and accounting profession with the top technology vendors to explore trends and events affecting the profession, as well as help shape the future of technologies that professionals use.
Doug has been recognized as a Top 25 Thought Leader for 2012; he has made this prestigious list two years in a row.
The Ninth Annual Accounting Solutions Conference
Sleeter Group Consultant Network Monthly Meeting: Our next Members-Only Webinar will be held March 13, 2012 at 12:00 pm pacific time. Log onto www.sleeter.com and select "My SGCN Membership" to view the agenda and to register. If you are interested in joining our Consultants Network and attending these monthly webinars for free, call Nathan Fochler at 888-484-5484.
Paradigm Shifts in Accounting Technology article featured in Intuit ProLine News Central: Check out an article Doug authored for Intuit ProLine News Central about the Paradigm Shifts in Accounting.
|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: Just met with a client today who is using QuickBooks to do recurring credit card payments through Intuit. I’m not familiar at all with this process but his question was how does it clear the individual customer accounts. He said the only thing it does is post the batch payment to his bank account but his QuickBooks is not affected at all. Is there a way to do this?
Ruth Perryman responded: Recurring payments are invoice payments. He still needs to create the invoices the payments need to be applied to. I recommend creating memorized invoices set to automatically post the day of the recurring payment.
Laura Dion responded: Then, make sure that your preferences in QuickBooks are set to "automatically apply payments". If this is not set, you will have to go into each customer and apply the payment to the invoice.
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.
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