Intuit QuickBooks Payroll has released Payroll Update 20922.
This update includes recent changes to tax tables and forms for many states.
Even if there are no updates to forms or tax tables for your state, Intuit is always making improvements to your payroll product, so it's important to keep your software updated!
If you have Automatic Updates turned on and have selected all the updates to download automatically, your QuickBooks software should download and install the update for you.
It's time to start thinking about end of year procedures. One of those for me is verifying payroll to assure that there won't be any problems when it comes time to prepare W-2 forms.
There is a great tool in QuickBooks called the Payroll Summary Report.
You can find that in the Report drop down menu at the top of the main window in QuickBooks. From there, select Employees & Payroll and then select the Payroll summary.
You can use this report to review totals by employee and for your company. Additionally, you can review payroll-related liabilities & expenses by employee and grand totals for the company by date range or for the year to date.
I generally print this report every time I create a payroll and keep that report in my Payroll Book and I always keep a final year-end copy with my payroll records and employer copies of quarterly reports & W-2's.
I hope this tip is useful. Please tune in again for another QuickBooks Gal Minute.
Got a QuickBooks Mess? Call The QuickBooks Gal!
I'm Jayne Miller, The QuickBooks Gal. Thanks for your continued interest. If you have questions or suggestions for future topics, please drop me a line at jayne@qbgal.com.
Today's topic is working with client files when they are using a Mac and you are using QuickBooks for PC.
Quite often I need to get a backup of my client's work to take to my office and then return with changes or new postings.
I generally don’t use the Accountant’s Copy because it can create significant limitations in the client’s file and they usually aren’t very happy with me; I prefer to take a backup to my office and work on their file when they can stay out of QuickBooks while I am working.
This podcast will discuss the process using QuickBooks 2006 for Mac. It’s easy to go back and forth between Mac and PC if you follow a few simple instructions. When you do, a report will be generated in a PDF format that offers simple instructions for the process and provides a list of data that won’t be converted, unsupported reports in QuickBooks for Mac, and unsupported Report Filters that won’t convert from Mac to PC when you restore the work to your PC. There are some things that won’t convert from Mac to Windows.
I recently did a lot of work in a file that needed 3 bank accounts reconciled from mid-2006 to current. I reconciled 2006 (all 3 accounts) for the client, then returned a back up so he could work in the file until my next visit. I didn’t realize the Bank Reconciliations would not “stick” as they do in the PC version. I had to go back to reconcile each month again in order to go forward. Fortunately, the data I entered remained. Additionally, the transactions I cleared the week before remained cleared.
However, I did have to begin in June 2006 and re-do the reconciliation process month by month in order to a) create a previous reconciliation history and b) recreate the chronological process inside the bank reconciliation. By this I mean, that when I opened the bank reconciliation for the payroll account for example, the beginning balance was zero and the current day was my statement date. All historical reports were gone and since I am doing a lot of work in this client’s file, it is very important to me to have that data available.
This isn’t the only conversion issue, but for me it is the biggest. I noticed that when I create a customized tool bar for the tasks I access the most, the view doesn’t convert from PC to Mac and therefore when I got a new backup the next week, my customizations weren’t there. Here’s a brief recap of the data, reports, and report filters that don’t convert from MAC to PC:
DATA
• Payroll & payroll item lists (if you use Intuit payroll – Mac uses PayCycle) • Online banking transactions that you haven’t accepted into the register • Other online services data may be affected • Some customized forms and templates • Integration with third party applications • Budgets, transactions types, assembly items may convert as non-inventory items • Most user customization – columns, ship to addresses, price levels, etc
There are other data that may not convert; the PDF document generated at the time of conversion offers a more complete list than I can remember, but this give you an idea of what you may not be able to access in the PC file once you restore a MAC backup.
REPORTS
• Pending builds • Sales tax revenue summary • Reconciliation Discrepancy • Previous Bank Reconciliations • Mileage Reports • Payroll and workers comp reports • Fixed Asset Listing • Several Sales and Job related reports • Estimates by Job
Again, there are many more that I haven’t needed or don’t remember. Refer to the PDF when you convert. You may want to review it before you elect to work in the PC file.
REPORT FILTERS
• Name email • Posting Status • Template • Voided • Workers Comp Code • Paid Through • Sales Tax Code • More – refer to PDF
Sharing data Mac to Windows
If you can’t open the MAC file, you may have to go back to get another back up and make sure you save it as a .qbb file before you can open it on your PC.
If you get error messages when restoring the MAC file to PC, you may have to go back to the MAC and run Verify Data from the Utilities menu…the file could have some problems and need a little attention before you can proceed.
Back up Data in Mac to take to PC
1. Run Verify Data from the Utilities Menu (see previous). 2. Back up Mac data; be sure to save the file as a .qbb file
Restore Data from Mac to PC
1. Select FILE, RESTORE 2. Select the file and then RESTORE 3. You will be asked if you wish to update the file to the new version – type YES , then OK
Backing up Data in PC to take to MAC
1. In Windows, select FILE>Utilities>Copy Company File for QB Mac to save a .qbb backup file (you will notice that QuickBooks inserts “MAC” in the file name being saved 2. Save to Flash Drive, CD, Zip Disk
Restoring data to the Mac from PC
1. Insert backup media 2. IN QB MAC, select FILE> OPEN COMPANY 3. Select the .qbb file and click OPEN 4. Enter the company name and select SAVE 5. Once you have completed this task you will be shown a window where you can select OK to complete the process or you can click on the SHOW FILE IN FINDER button to see the location of the restored file
Don’t forget to visit our website, www.quickbooksgal.com to learn more about me, the services we offer and our workshops. Remember, if you wish to read or listen to past podcasts, they are available online at blog.quickbooksgal.com.
I’m Jayne Miller, The QuickBooks Gal. Thanks for listening.
Jayne Miller is the owner of Custom Business Solutions, a consulting firm in Reno-Tahoe, Nevada that specializes in providing bookkeeping and software support.
Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.
Did you know that you can change the default title of a form when you view it onscreen and when you print it?
You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location.
Here’s how:
1. Open the Customize window.
2. To change the default title, click the Header field and enter the new title in the Title field.
3. To change the way the title appears on the printed form:
a. Click the Layout Designer button.
b. In the Layout Designer, do any or all of the following:
- Move the title to a different position on the form
- Change the font for the form title
- Add borders or lines around the title
- Add a background color to the title (if you will print the form on a color printer)
4. When done, click OK to close the Layout Designer window.
5. Click OK to close the Customize window.
6. To see how the form will look when you print it, preview the form.
That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users.
I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.
Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree Microsoft Office Accounting & Microsoft Point Of Sale
Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.
If you are a retailer with one cash register in one store or you have 10 stores and need 10 cash register stations, then QuickBooks Point of Sale is a great solution.
In addition to being a great product, Certified Point of Sale ProAdvisors are local and accessible when you need assistance. Their proven experience in the Point of Sale software and hardware installation, implementation and training is an added bonus when using this product.
This is a dynamic product. Our clients like the product and they really like the fact that they can find a local expert to help them get started.
When you are ready to move up to a Point of Sale system, call us...we're QuickBooks Certified Point of Sale ProAdvisors who can answer your questions, provide installation & implementation support, and offer premium pricing in our online store.
That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users.
I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.
Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree Microsoft Office Accounting & Microsoft Point Of Sale
Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.
I’m constantly surprised by how many QuickBooks users either have NO password on their files, or who have only one “main” password for the entire office to use.
This is a terrible idea!
Everyone who uses your QuickBooks file should have their own user name and password. Let's review two very important reasons for individual, unique user names & passwords.
First:
QuickBooks has a great built in feature called an “audit trail” which will let you go back and research who did what. In newer versions, the audit trail is always on.
It will tell you that Jayne deleted check 1234 on March 5th – but only if Jayne is logged in under her own name.
If everyone uses the same user name, then you will only know that “Someone” deleted that check.
Second, and very importantly:
It is human nature, that despite the fact that we shouldn’t, we often use the same password in QuickBooks as we do in other places such as our online banking.
If all of your employees know that ”jellybean” is the QuickBooks password you set up, one of them might just guess that it is also your password for your online banking, email, or online trading account as well.
Guard your passwords and your online security by giving everyone a unique password and user name. If you are the administrator change your password periodically and take care that you do not share it with anyone.
And never, never, never use the same password for any file or program in your office that you do for financial or personal security.
That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users.
I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.
Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree Microsoft Office Accounting & Microsoft Point Of Sale
Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal.
Until the most recent version of QuickBooks, which finally let us integrate the QuickBooks email function with Microsoft Outlook, one of the biggest frustrations of QuickBooks users who use the email function in QuickBooks has been that once something was sent it was essentially gone.
Until now, there was no way to go back to a "sent" folder and take a look at the notes that had been typed in messages to clients or vendors.
Of course, if you are like some of our clients who don't like using Outlook for email - then you still have this frustration as well. Unless, you use this great tip:
In your Preferences, go to the "send forms" section.
Click on "Company Preferences," and then add your email address to the "Bcc" field.
This will automatically send a copy of every email you send out of QuickBooks to you, blindly, so that your customers & vendors aren't even aware that you are doing this.
You may even want to set up a specific email address that you use only as your virtual "sent" box if you send a high volume of forms from QuickBooks.
That's today's QuickBooks Gal minute. Please come back for more tips and tricks for QuickBooks users.
I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.
Got a QuickBooks Mess? Call The QuickBooks Gal!
QuickBooks, Enterprise Solutions, Point of Sale, Peachtree Microsoft Office Accounting & Microsoft Point Of Sale
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Today's topic:
Creating and using Vendor Credits in QuickBooks.
One of our listeners recently wrote in a question asking about posting a credit from a vendor. She received a voucher for services and wasn't sure how to record it. Well, fortunately, this is an easy process.
1 - Post the credit just like a bill, but change the form to a credit
2 - Post your bills normally
3- When you are ready to pay the bill, select it and you will notice that the Credits & Discounts button in the lower right-hand corner of the pay bills window will activate.
4 - Press that button and then select the credit you wish to apply. If you don't use all of the credit, then select the next bill and repeat the process until you have used up all the credit.
Coming Soon!
QuickBooks Minutes - QuickBooks tips. One minute tips and suggestions from The QuickBooks Gal!
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics.
Today, I want to discuss a process that many folks have trouble with and that I rarely use myself - Using Online Banking with QuickBooks.
My advice –“Don’t!”
Quicken and MS Money do online banking really well and that has many of us spoiled. We’re accustomed to downloading our personal finances with a single click and having it work almost flawlessly.
QuickBooks is nothing like that. While you can, and several of our clients do, use online banking with QuickBooks, it is not always easy and it generally requires more work than it is worth for a variety of reasons.
Here are a few of the issues I've encountered recently.
If you think you would like to take advantage of QuickBooks Online Banking feature, the first thing you need to be aware of is “mapping.” This is the process by which when you download your data from the bank, you will match it up with your existing checks, deposits, & vendors in QuickBooks.
The frustrating issue here is a situation where, for example, your company purchases supplies at 7 different “ABC Marts”. The bank's download treats each location as a different vendor and identifies it as "ABC Mart 1770" for example, until you tell it otherwise.
If you aren’t disciplined to "map" every time you download from your bank, your Vendor list could be filled with “ABC Mart 1770” “ABC Mart 2155” “ABC Mart West Reno” etc.
Another potential problem that can occur when using QuickBooks and online banking is one I recently encountered with a client.
His books were perfect....everything was entered manually and was correctly coded; items were coded correctly, expenses and income were allocated to the proper accounts.
Then, he downloaded data from his bank and “Oh No!” EVERYTHING is coded to “other expenses! Even his PAYROLL LIABILITIES!
So, now you've listened to my horror stories and you are aware of all of the difficulties you may encounter, but you've navigated around them like a pro, and you love using online banking downloads with QuickBooks.
Well, there's one more issue you might encounter.
If you should have to open a second account at your financial institution which has a separate user name or user id – you will find that QuickBooks forbids you from setting up online banking for these two separate accounts at the same bank.
We recently encountered this issue when a client changed his business structure from a Sole Proprietorship to an LLC. He didn't want to create a new, empty QuickBooks file and manually re-enter open activity and he didn't want to lose customer/vendor history, so he created a new company file.
Then he restored a back up of his Sole Prop file to it. He changed the password on the Sole Prop account so he would not use it and then made changes to the new file to reflect the newly created file with the new (LLC) entity type.
He, of course, had to close his Sole Prop bank account and open a new one under the LLC, but because his old Sole Prop bank account still existed in the QuickBooks file (albeit inactive and with a zero balance), he was being blocked from setting up online banking for the new account.
He contacted his bank...no one knew how to work around this problem, so he could not download activity from the new LLC Checking Account into his current QuickBooks file. They suggested that he might want to try creating a new QuickBooks file.
He contacted Intuit...no one knew how to retire the previous checking account and activate online banking to his new account. The best suggestion from them was to create a new QuickBooks file and enter beginning balances and do not enter the retired account.
Fortunately, we were able to help him. If this happens to you, or maybe as one of my clients recently experienced, a check order gets lost in transport, so your bank closes your account and moves your money to a new one in order to assure that anyone getting their hands on those lost checks can't write checks against your account, then here's the fix:
* In the chart of accounts, right-click on the OLD bank account and select Edit
* Click on the Online Banking tab and deactivate online banking for this account
* Save & Close
Simple – if you know what you’re doing!
I hope this is helpful and that you will tune in next time for more tips about QuickBooks and bookkeeping.
Make sure you are updating your QuickBooks software regularly! Intuit is always working to improve their software and the updates they make available for download make your life easier! You can go to the Help menu inside your program to get updates.
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics.
Did you know that there are short cut commands that you can use when processing payroll that save keystrokes and simply make payroll processing easier? There are and I'd like to share them with you today.
Dates
Next day + Previous day -
Editing Edit transaction in selected register Ctrl + E Increase check or other form number by one + Decrease check or other form number by one -
Help Display help content F+ 1
Activity Account list display Ctrl + A Copy transaction in register Ctrl + O Customer: Display job list Ctrl + J
Delete check, invoice, transaction or item from list Ctrl + D Display register Ctrl + R QuickFill and Recall (type first few letters of name) abc-tab Show list Ctrl + S Write check Ctrl + W
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Did you know that you can change the default title of a form when you view it onscreen and when you print it? You can also change the way the title looks when the form is printed. For example, you can change the font, add a line or border around the title, and move the title to a different location. Today, I’m going to address changing the default title on forms, however once you get to the step where you open the Layout Designer, you’ll find that there are a lot of customizations you can make to the forms you use in QuickBooks.
Here’s how: 1. Open the Customize window. 2. To change the default title, click the Header field and enter the new title in the Title field. 3. To change the way the title appears on the printed form: a. Click the Layout Designer button. b. In the Layout Designer, do any or all of the following: - Move the title to a different position on the form - Change the font for the form title - Add borders or lines around the title - Add a background color to the title (if you will print the form on a color printer) 4. When done, click OK to close the Layout Designer window. 5. Click OK to close the Customize window. 6. To see how the form will look when you print it, preview the form.
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions, Point of Sale and Peachtree users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in my series of “Quicklets” – informational podcasts about QuickBooks, Peachtree and related bookkeeping topics. Today I want to answer a listener email about using the Accountant's Copy in QuickBooks 2008.
I recently received an email from a listener who had purchased QuickBooks Premier 2008. He noted that the inside flap on the box under the Accountant section states, "Easily exchange & work with client's prior period accounting from all 2007 & 2008 editions." Additionally he quoted the Intuit website which advertises that the new 2008 "IMPROVED!" Accountant's Copy Allows you to exchange, open and adjust virtually all your client's prior period accounting records from all 2007 and 2008 QuickBooks editions."
Unfortunately, when he tried to work on his client's 2007 Accountant's copy, it forced him to update the data to 2008. His concern was that if he proceeded, his client would not be able to upload the file. After several unsuccessful calls to customer service and technical support, he sent me an email. After asking a few pertinent and logical questions, I turned to our technology wizard who found the answer:
You can open Accountant's Copy files created from QuickBooks 2007 or earlier. If you work in a QuickBooks 2007 Accountant's Copy, the file is upgraded to QuickBooks 2008 when you open it, but your client can still import your changes into his or her QuickBooks 2007 company file. Be aware that what you can and cannot do in an Accountant's Copy from QuickBooks 2007 is restricted to the way the features worked in that version of QuickBooks.
Thanks, Lance for the great question! It was a pleasure to be of assistance!
I hope this is helpful to our listeners. If you have a question or a suggestion for a future podcast topic, drop me a line at jayne@quickbooksgal.com.
TIP OF THE MONTH:
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“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.
I've received several calls in the last few days from folks who still haven’t done their 1099s. With that in mind, I am posting an instruction sheet that I email to many clients. I hope you find it helpful.
1. Bring up a Quick Report for all vendors who are eligible for a 1099 and double check how you coded their checks. You will need to write down all the codes you used so you can “map” accounts later.
2. Make sure all vendors who are eligible for a 1099 are marked as Independent Contractors in their profiles and that you have their soc sec numbers or EIN listed in their profile.
3. Map accounts a. EDIT b. PREFERENCES c. 1099 d. Select NON EMPLOYEE COMPENSATION – BOX 7 to bring up the drop-down option e. Scroll up to the top and select SELECTED ACCOUNTS f. A new window will appear; place a check mark next to all the accounts you want to map (see #1). g. Once you have finished, save & exit.
4. Go to REPORTS, 1099 SUMMARY and check the report to be sure that everyone appears and in the proper amounts under the heading Box 7, Non Employee Compensation.
5. If there are any balances under the uncategorized column, you have not captured all distribution accounts in the mapping process. Go back to #1.
6. If all is correct, then I always run the 1099’s on blank paper first.
7. If this works, then print Copy B for vendors; Copy C for your files, Copies 1&2 for State Agencies, and Copy A for IRS, however I never print that copy until after Feb 15th because if you have to print more because someone calls and says they should have gotten one or that they have a new address, then you have wasted the forms and if mailed already, you have to submit a revised report to FEDS.
8. Keep in mind that if you run all 1099’s and don’t run the 1096 immediately, then run an individual 1099 later, you should re-run the entire list of 1099s before you attempt to print the 1096. QuickBooks remembers the last run’s total and will print a 1096 for the last run….maybe only the total of the one you ran since you process the batch.
9. Run the 1096 on plain paper before you print the Federal copy…again you are double checking the accuracy before you use the transmittal.
10. Mail the 1096 transmittal and copy A of the 1099’s to IRS no later than 2.28.08. You can find the correct address on the 1096 transmittal. Do not fold, staple or otherwise mangle these forms…use a 9x12 envelope and put plenty of stamps….you want this to get there on time!
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Shipping with FedEx and with UPS just got a whole lot faster and easier. Today, I want to tell you abut the Shipping Manager that is built right int your QuickBooks software.
With QuickBooks Shipping Manager, you can process shipments and print FedEx and UPS labels from within QuickBooks.
In Point of Sale version 7.02, you can now ship directly with UPS and you can print the shipping and address labels from that software as well.
The best thing about this feature is that it is FREE to use. You will only pay for the FedEx or UPS charges when you ship.
Shipping Manager pre-fills the shipping labels with the customer address information from your QuickBooks Invoice or Sales Receipt forms. No more writing labels by hand. And no need to enter data twice.
You can sign up for Shipping Manager through your QuickBooks software and start using it right away. When you sign up through QuickBooks, you'll find that registered QuickBooks users may qualify to save up to 16% on FedEx Express® and 12% on FedEx Ground® services.
Here's how you can access the Shipping Manager:
Click on the File menu and select Shipping.
You can also access the Shipping Manager from the Invoicing screen by clicking the Ship icon.
When accessed from here, any customer contact information will automatically be pre-filled in the shipping form.
If you are using QuickBooks 2006 or later, you will find an identical Ship icon in the Sales Receipt screen.
How do you set up the Shipping Manager?
FedEx - When you first open the QuickBooks Shipping Manager and select FedEx, you will be prompted to set up the service. A setup wizard will walk you through the following steps:
First you will read and accept the end user license agreement (EULA). Then you will be prompted to enter your "shipping from" info. QuickBooks will save this info, so you won't have to do this again.
Next you will enter your FedEx Account Number.If you don't have one, you can call If 1-888-411-5174.
Select Printer.Finally, you will be asked to select a default printer where your shipping labels will be printed.
Once setup is complete, the Shipping Manager will be launched allowing you to create a shipment.FedEx Express is used in this example.Here's how it works:
Step 1: Select a FedEx Service.The Shipping Manager allows you to select the FedEx Express or FedEx Ground service you need.
Step 2: Enter Shipment Details.Enter the information requested.
Step 3: Check the Rate.Click on the "Estimate Cost" link to request a rate quote before creating the label.
Step 4: Print Your Label.The label is created and sent to your laser printer or thermal printer (support for thermal printers in QuickBooks 2007 and higher).
For more information about Shipping Manager, follow the link on my blog. This is a great feature in QuickBooks that I hope you will explore and use.
That's it for now. I will be away for a couple of weeks for the holidays. I want to thank all of my listeners and clients who have made the QuickBooks Gal such a success in 2007 and hope you will all return (and tell your friends) next year. Have a safe and wonderful Holiday Season.
I'm Jayne Miller, The QuickBooks Gal. Thanks for listening.
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. Today I want to take a few minutes to talk about Simple Start.It’s available for free here
It’s for first time users – can’t import from Quicken, QuickBooks, or Peachtree.. However, you can grow with it and upgrade Simple Start to other versions of QuickBooks if needed.
As you complete everyday transactions, you'll be automatically tracking tax-related income and expenses, making tax time a snap.Track the money flowing in and out of your business. Know who it comes from and where it goes. Simple Start keeps sales, expense, and customer information in one place, so it's easy to find what you need when you need it.
Look more professional with easily–customized estimates and invoices.
Get totals automatically, without writing formulas or doing math.
This is not a trial version– there's no expiration date. Simple Start is free software that lets you track thousands of customers or vendors. Use it as long as you'd like. Upgrade whenever you're ready and transfer the data you've already entered.
Get started quickly. Step-by-step tutorials show you how to create invoices, record expenses, and more. Plus, data you've tracked in Excel spreadsheets can be easily imported into Simple Start.
Simple Start is part of a family of small business products and services designed to help you do everything from process credit card transactions to track inventory. As your business grows and your needs change, QuickBooks can grow with you.
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Look for more QuickBooks Topic-Focused podcasts in the future. I hope you will continue to find my podcasts informational and helpful. If you have questions or comments, send me an email at jayne@quickbooksgal.com. If you’ve "Got A QuickBooks Mess? Call The QuickBooks Gal!"
Well, that’s it for now. I hope you’ll join me next time when I will be answering listener questions. We’re kicking off a new series of subscriber-requested Q&A that I hope you will find helpful. If you have questions that you would like answered on-air, drop me a line a jayne@quickbooksgal.com. Don’t forget that we are now serving Reno, Lake Tahoe, The Carson Valley and Truckee California.
I’m Jayne Miller, The QuickBooksGal. Thanks for listening.
Jayne Miller is the owner of Custom Business Solutions a firm in Reno Nevada that specializes in bookkeeping, payroll and small business accounting software support.
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