Inside this Issue
- A Message from Doug Sleeter
- Troubleshooting Slow Performance
- Remote Deposit Solutions with BankServ’s Deposit Now A/R
- Sleeter Group 2006 QuickBooks Conference Update
- Taking Your QuickBooks Clients Paperless With Cabinet NG
- 2006 QuickBooks Teaching System Released
- When to Use Portable Company Files In QuickBooks
- Tricks of the Trade
- Write for Us!
| A Message from Doug Sleeter |  |
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The big news this month is the release of all of our 2006 QuickBooks teaching systems.
The 2006 Learning QuickBooks Step-by-Step Teaching System is now available for order on our web store. Thanks to our great team of QuickBooks experts, writers, proofers, and reviewers, we have a very high-quality product that helps accountants and consultants teach seminars without having to reinvent the wheel. These books are combined with sample data files, end-of-chapter reviews and tests, and additional test banks that helps you test the students’ retention of the material. The teacher resources include PowerPoint slides, instructor manuals, solution data files, seminar planning and marketing resources, and additional testing tools.
Our 2006 QuickBooks Complete college textbook is also now shipping. This text is being used by colleges throughout the country, and it combines the content from the Step-by-Step books into one complete 830 page book covering nearly every aspect of QuickBooks. In addition, there is a comprehensive "problem" at the end of the book that can be used as the final exam, or can be used to verify QuickBooks skills during the hiring process. The problem requires the student to enter 2 months of transactions and print reports that show they did the entries correctly.
If you give seminars, teach classes, or are considering getting into the training area, you should attend our special all-day train-the-trainer seminar on using these materials to grow your practice. It will be held on "day 4" of our conference, that is November 10, in Las Vegas. Register on our web site today.
Our team on the training books this year included Amy Vetter, Pat Carson, Jyoti Chandra, Deborah Pembrook, Tommy Stephens, Carl Gill, Margie Levinson, and Denise Duplinski. Thanks to all of them for the great work!
| Troubleshooting Slow Performance | |
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If performance becomes an issue or you decide you do not want to keep detailed transactions for prior years, you can "condense" a QuickBooks data file using the Clean Up Data utility. The Clean Up Data process is pretty involved, but if you successfully condense your file, you should experience better performance from QuickBooks. However, before you do that, you should consider other causes of sluggish performance. If you find that QuickBooks is slowing down, check the following list of potential causes…
| Remote Deposit Solutions with BankServ’s Deposit Now A/R | |
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| Sleeter Group 2006 QuickBooks Conference Update | |
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The Sleeter Group’s annual QuickBooks Consultant’s Conference will be held November 7-10 in Las Vegas, NV. The main conference is a three day event (11/7-11/9) plus “Post-Conference Optional Sessions” on Friday 11/10/06.
Early Bird Discount Deadline is September 7th!
The early bird discount deadline for registering is just around the corner. Last year we sold out on the early bird deadline so don’t wait another day! We are over two thirds sold out already. Early bird registrations receive a $100 discount off the regular conference price.
New Conference Giveaways
Intuit Inc. will provide each attendee with a full version of QuickBooks Premier Accountant Edition Version 2007. (Conference attendees will also receive a copy of keynote speaker Michael Gerber’s bestselling book: The E-Myth Revisited as well as a one-year subscription to the CPA Technology Advisor magazine). More giveaways coming soon.
Contest Winner
Congratulations to Rudella Fuller-Berger of ABC Bookkeeping Techs, Inc in Aloha Oregon. Rudy won three nights hotel accommodations in our Conference “Hotel Accommodations” contest for registering before 7/30/06. This contest has ended, but you can still register for the conference and receive a $100 early bird discount if you register before 9/7/06.
Welcome New Conference Exhibitors
New Premier Exhibitors include: GHG Corporation, MBO Online, EI Printing, and D.I. Central. New Standard Exhibitors include: MagTax, ProfitCents (Sageworks), Business Data Transfer, Axcis.Net, Alterity, Inc. and UniResMan. These companies will be exhibiting some great QuickBooks Add-on solutions! Visit our conference web page and click on “Exhibitors” to check out all conference exhibitors.
To read more about the conference visit our seminars page.
| Taking Your QuickBooks Clients Paperless With Cabinet NG | |
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A hot topic among small and medium businesses is "going paperless". And that represents some great opportunities for consultants who are looking for new ways to streamline systems for clients. Cabinet NG has a great product that can bring you a whole new set of consulting opportunites. This month, John Higgins of CPA Crossings, and a frequent contributor to the CPA Technology Advisor magazine has contributed a review of the Cabinet NG product offering.
| 2006 QuickBooks Teaching System Released | |
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Announcing the 2006 Learning QuickBooks Step-by-Step Teaching System
The Sleeter Group’s 2006 “Learning QuickBooks Step-by-Step Teaching System” is now available. We have modified the format of the 2006 teaching system based on comments and suggestions our instructors have made over the past year. We have been providing the teaching system since 2000 – there is simply no better product on the market!
The Teaching System covers materials in our two workbooks: “QuickBooks Fundamentals” and "QuickBooks Intermediate” The system includes one copy of the student workbook(s), exercises, quizzes, case studies, sample data files, companion PowerPoint presentations, our Seminar Planning Guide and marketing templates to help you market your seminar.
More information: 2006 Learning QuickBooks Step-by-Step Teaching System
| When to Use Portable Company Files In QuickBooks | |
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Check out Doug Sleeter’s regular column in the CPA Technology Advisor magazine.
This month’s article is "When to Use Portable Company Files In QuickBooks"
All attendees of the 2006 QuickBooks Consultant’s Conference will receive a free one year subscription to the CPA Technology Advisor.
| Tricks of the Trade | |
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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 are some of the more general problems and solutions that surfaced this month on our “Sleeter Group’s Consultants Network Forum”.
Importing Data From Other Accounting Systems into QuickBooks Are there things I should consider first….I would love to hear from anyone who has already done this successfully.
Hi, I’ve a client who was using the Intacct accounting system and wants to convert to QuickBooks. I think I can obtain the historical data in a txt file, can I import into QB? Is it easy to accomplish?
Chuck Vigeant responds:
We have worked with importing Intacct (and other accounting software) data into QB desktop, and each time it was a bear. Additionally, the QBOnline SDK does not have the ability to every type of transaction – deposits would be one example.
In general, ANY historical import into QB is difficult at best; and in some cases it is cheaper to hire a data entry person to re-enter the data. If you have too much data to do that, then consider entering summaries of the data. I discourage clients whenever I can about importing “foreign data” into QuickBooks.
Over the years I have been involved with hundreds of accounting software conversions and after 6 months or so, they say “what old accounting system?” Having the historical comparison is certainly desirable, but doing the comparison manually for a short time is only a small inconvenience compared with the hassle and costs of importing.
I couldn’t even begin to list the problems you’ll encounter if you attempt this process – not enough room (laughter). Start fresh with beginning balances, and move on is my advice.
To find a Sleeter Certified Consultant in your area, please visit:
http://www.sleeter.com/consultants/directory/search
If you would like to learn more about The Sleeter Group’s Consultants Network, please visit:
http://www.sleeter.com/membership
| Write for Us! | |
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