Is your QuickBooks company file HUGE and you don’t know what to do about it?
Do you want to start a fresh new QuickBooks file, but don’t want to go through all the time-consuming setup of re-entering your customers, vendors, chart of accounts and other lists?
Do you want an extra bit of protection if the IRS ever comes calling and wants to get their hands on your QuickBooks data file? (Yes, they may now request a copy of your QuickBooks company file when auditing your tax return! YIKES!)
Watch this short video lesson and learn how to improve the situation with all of these issues.
Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn’t find a transaction that you knew was in your books….somewhere?
Well this video is for you! You’ll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!
Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That’s not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool. 🙂
Finally, and EASY way to get your QuickBooks file to your accountant!
Especially with the size of QuickBooks files getting bigger with time, it can become a real challenge to transfer your financial information electronically to your accountant. And then, when adjustments need to be made, it can be even more difficult to coordinate those changes without losing data or entering transactions multiple times.
Today’s QuickTip shows you how to solve all those frustrations! 🙂
Watch it now and you’ll learn just how easy it is to work with your accountant and keep your books in tip-top condition.
Have you used the Accountant’s Copy in previous versions of QuickBooks and had problems? What other difficulties have you had in sharing your financial information with your accountant?
I’d love to hear from you! Just comment below to contribute to the discussion and get the kinks worked out.
As you might imagine, it’s sheer madness right now in the tax preparation world. So, have you filed your tax returns yet, or are you one of those pesky procrastinators? 😉
Whether you’ve already gotten it out of the way for this year, or you’re scrambling to pull everything together before the deadline, you’ll want to watch my latest video.
You’ll learn how to take one simple step that will save you and/or your tax preparer A LOT of time and headaches when it comes to getting your financial information out of QuickBooks and onto your tax returns.
Nobody likes paying taxes, and what we have to go through to satisfy Uncle Sam every year is really crazy when you think about it. But at least using these few simple steps consistently with QuickBooks, we can reduce some of the stress along the way.
Here’s to lower stress at tax time for you from now on! 😉
It’s been several weeks since the last QuickTip, and that’s because it’s year end and unlike everyone else except retailers, bookkeepers, accountants and QuickBooks consultants are crazy busy. Me too! But I’m not complaining. 🙂
This new mini-lesson has some cutting-edge info about QuickBooks 2009 that you NEED to know, especially as it relates to this week’s topic – working with Online Banking
If you’ve been using QuickBooks for a while and want to learn about this time-savings feature, you’ll want to consider using the Online Banking to save time and streamline your monthly reconciliations.
So fasten your seatbelt and play the video lesson now!
If you are already working with QuickBooks 2009, then you NEED to watch this video, straight from the makers of QuickBooks, before you start using the new (and improved…finally) Online Banking features:
As always, I’m eager to hear your questions and feedback on this topic.
Are you using Online Banking yet? Are you hitting any snags? Let’s hear about it and work out any wrinkes to improve productivity and accuracy!
P.S. If you do need to upgrade to QuickBooks 2009 (which is suggested if you are running QuickBooks 2006 or older), I just learned that Amazon is running a very limited time 50% off sale on QuickBooks Pro 2009. Can’t beat that!
P.P. S. Here’s a bit of late breaking news that I heard about after first posting this lesson. You CAN beat the price of QuickBooks 2009 being offered by Amazon! How does FREE sound?? Yep, Intuit just announced that you can actually get QuickBooks Pro 2009 for free if you buy it on December 22, 2008 at Staples.
The regular price at Staples is $199.99. If you buy it on Monday, December 22nd, you will get a $40 “instant savings”, and then a $159.99 mail-in rebate.
This will only be available through Staples on just that one day. It’s likely that you can also get the special offer if you buy online through www.staples.com, although I haven’t been able to confirm that yet. Will let you know when I find out for sure. I’ll leave a comment to this post on Monday to confirm.
So, if you need to upgrade, Monday is the day to do it! Plus it will give you an extra tax deduction for your business for 2008! Such a deal. 😉
This week we continue with the time-tracking theme to boost your bottom line by recording ALL your billable time easily and efficiently.
In the previous lesson we mentioned the standalone timer program available for users who want to capture time without having QuickBooks open. Today we’ll see what you can do with this super little program in more detail.
The good news is, you likely already have the program, and it won’t cost you a dime to use it! But it can help you uncover additional billable hours to boost your sales! Is that a good deal, or what?
Watch the video to learn how to use it.
After you’ve given this little program a try, I’d love to hear how it has improved (or not) your current time-capturing process and if there are any enhancements you think Intuit should make to the timer.
I can think of a few ways that would make it even better. But in my book, any easy method that helps with tracking productivity and billable hours can only be a good thing.