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October 2007
 A Message from Doug Sleeter  

I’m excited to announce that The Sleeter Group and The CPA Technology Advisor are offering a new podcast called SmallBusinessConsulting2Go. This series will feature Greg LaFollette and I discussing how consultants can succeed in the small business accounting marketplace. We address products, consulting strategies, and business development ideas for consultants.

You can listen to our premier podcast where we discuss The Sleeter Group Consultant’s Network, its history and development, and the opportunities for accountants in the QuickBooks consulting and small business accounting marketplace.

Last minute registration is still available for our annual Account Software Consulting Conference, held on October 24-26 in Las Vegas. At this event, you’ll get a one-stop-shopping experience for what’s new in the accounting software technology world, in addition to a great networking opportunity with all of the top consulting professionals in the US, Canada, and the U.K. There is still space available, so please register as soon as possible.

 Consultant's Reference Guide 2008 Available Now  

2008 Consultant's Reference GuideThe 2008 Consultant’s Reference Guide is available now for download through our Store. You can also pre-order the print or CD editions which will begin shipping in early November.

The Consultant’s Reference Guide is designed for anyone who sets up, troubleshoots, and supports clients who use QuickBooks software. The 2008 edition of this 600+ page book includes detailed information about the new features in QuickBooks 2008, such as

  • Accountant’s Copy Enhancements,
  • New Customer Credit Card Protection Features,
  • Outlook Integration,
  • Invoice List for Time and Expenses and
  • Merchant Services Enhancements.

For more information about our Consultant’s Reference Guide, please view a PDF of the Table of Contents and visit our product page.

 New Features of QuickBooks 2008  

This article covers the new and enhanced features of the recently released QuickBooks 2008. Some of these new features are:

  • Improved Program Launch Speed
  • New Customer Credit Card Protection Feature
  • Next Generation Help and Coach Tips
  • Remote Access via Webex Enhancements
  • Outlook Integration
  • Excel List Import Improvements
  • Invoice List for Time and Expenses
  • Merchant Services Enhancements
 QuickBooks for Restaurants  

Restaurants can use QuickBooks very effectively for their back office work and for purchasing, bill paying, and payroll. We have reposted one of our classic articles that presents efficient ways of handling the needs of a typical restaurant.

This article covers setting up the Chart of Accounts and Item list, Payroll, Daily Sales, Handling Tips, and Reports. It includes useful tips such as using Customer Custom Fields to track different servers’ daily count of guests, daily count of to go orders, and average ticket for the day.

Written in 2003, you may notice some older screenshots, but the methods are still relevant in the newer versions of QuickBooks.

 Tricks of the Trade  

Every day, members of The Sleeter Group’s 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’s Consultants Network E-Mail Group.

Question: Is it OK to delete uncollectible invoices for a company whose taxes are prepared on a cash basis as long as there is a backup file for historical reference? I am creating a new data file since the client only wants to carry about 2 out of 9 years of data. I’m looking at the Deletion Tool or the Transfer tool.

Wayne Higdon replies: I don’t see why you couldn’t delete them but it would leave a better record trail if you ‘void’ them instead of deleting, or you could create and apply credit memos to leave a complete record.

Nancy Gomez adds: I suggest entering credit memos. This keeps your invoice audit trail intact and is cleaner in the long run as well as more correct accounting-wise.

Jeanne Tarazevits suggest: The Beginning Balance Transfer tool by Karl Irwin would be perfect for your project. It brings over the Beginning Balances as well as each open invoice. Really cool.

Joe Woodard says: One major drawback of the deletion tool is the Audit Trail. Each and every deletion will track in the Audit Trail, causing your file size to remain very high. The transfer tool provides a smaller file size, but there is much massaging of the data required after the import, especially if there is inventory involved.

Result: Thanks to everyone for all of the help! Sounds like I need to use the transfer tool since the client has only been using QuickBooks to track Accounts Receivable. I’m looking forward to meeting all of you in Vegas!

 The Sleeter Group's Consultants Network  

The Sleeter Group’s Consultants Network is the nation’s premier accounting software consultant’s network. With over 500 members located throughout the US and Canada, our members serve over 30,000 small businesses. We provide expert QuickBooks consulting, add-on integration services, business process workflow consulting, outsourced bookkeeping services, and financial statement preparation.
In addition to client consulting, many of our consultants provide consulting services to software developers who seek advice on the best practices for integrating their applications with QuickBooks and other accounting software products. To located 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. Members of the network receive a substantial discount on products and our annual conference.

 Office Closed October 22 - 26  

Our main office will be closed from October 22 through October 26, 2007 during the Account Software Consulting Conference in Las Vegas. Our offices will reopen October 29, 2007.