TOPThe Mendelson Solutions Digest
Technology News YOU CAN USE! February 2010
In This Issue
QuickBooks Tip
Quotable Quotes
From the desk of...
A Chocolate Valentine
QuickBooks Solutions

QuickBooks Tip


Many times, clients call in for help with a mystery:  someone or something changed the numbers from a prior period.  This mystery is not a mystery at all.  Without exception, someone (not something), with good intentions, modified the figures from a prior period.  The only mystery is how to stop that from happening.
 
"Closing" the books or locking a prior period prevents access to transactions that should not be changed.  It keeps prior periods in balance and allows for accurate accounting going forward. 
 
To access this feature in QuickBooks, from  the top menu simply   click EDIT > PREFERENCES > select the ACCOUNTING tab on the left > click on the  COMPANY PREFERENCES tab and click on the SET DATE/PASSWORD button under the Closing Date section of the window.  Select a date and password and you have successfully locked the books as of the date selected.

Mystery Solved!
Quotable Quotes

The secret is to work less as individuals and more as a team. As a coach, I play not my eleven best, but my best eleven
-Knute Rockne
 
Anyone can catch your eye, but it takes someone special to catch your heart.
-Author Unknown
 
Believe you can and you're halfway there. 
-Theodore Roosevelt
 
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From the Desk of...
MARIO NOWOGRODZKI, CPA/CITP
Founder and Principal

Organize Your Life!
 
A great place to start if you want to improve productivity is to get organized.   Many New Year resolutions revolve around this.   Disorganization is usually considered a top productivity killer. and disorganization inside a computer can be as harmful as any kind.   Whether it's electronic files scattered across a network in disarray or stacks of email waiting to be read, disorganization cuts productivity rates in half, if not more.   Organization is not just about how neatly information is filed, but how easily and quickly it can be found and accessed.
 
For this, it's useful to implement a good search and retrieval system that provides instant access to information through multiple search tools for documents, content, and other data.  Files should be easily found through key word and text searches.

Any good document management system maintains electronic files organized. It also provides for quick file retrieval by having built-in search capabilities. The new QuickBooks 2010 comes with a fully integrated Document Management system (check out our own QuickBooks Enterprise Solutions webpage for a description on all that is new in QuickBooks 2010).

But what do you do if you don't have a document management system in place?  Do not be discouraged because there are some free tools available that do a superb job of helping with file search and retrieval.  Among the best is 'Google Desktop'.  It makes searching your computer as easy as searching the web with Google.  It is a desktop search utility that provides full text search of all your files, including Outlook, Word, Excel, PDF documents, and many more--even deleted items!  Google Desktop is no replacement for being organized, but it aids in putting information easily within reach and frees you from having to manually search through your files and folders.

The power of Google Desktop even extends into QuickBooks financial software.  The QuickBooks Search (powered by Google Desktop) makes searching for information within QuickBooks easier and faster by allowing to search for information without having to specify which fields to search.  For instance, you can search for an invoice by customer name, any amount on the invoice, or even a single word in the memo field or a portion of the address.  You can look for any customer or vendor or any transaction by using almost any word in that transaction.  All this with the speed and power of Google.
 
Not being able to locate something in one of your desk drawers could happen.  But with today's available tools there is no excuse for not finding something inside your computer or in your financial software--just 'Google Desktop' it!

...MARIO
Hot ChocolateA Chocolate Valentine

The cocoa tree (botanical name Theobroma) is 40-60 foot tall and has grown wild in tropical Central America since prehistoric times.  The name Theobroma means "food of the gods."  The first people known to make chocolate were the ancient cultures of Mexico and Central America which include the Maya and the Aztec.  These cultures mixed ground cacao seeds with various seasonings to make a spicy, frothy drink.
 
Later, the Spanish conquistadors brought the seeds to Europe and created new ways of processing it to create new recipes.  For many centuries cultures have consumed chocolate to gain the effects of strength, health, faith and passion.  Chocolate is still considered a magical icon for love and devotion.  Consuming chocolate remains part of many holiday traditions.
 
Valentine's Love Potion:
  • 3 tablespoons instant hot chocolate mix
  • 1 tablespoon chocolate syrup
  • 1/2 teaspoon ground cinnamon
  • 1 pinch chili powder
  • 1/4 cup milk
  • 3/4 cup boiling water
Have a happy and passionate Valentine's Day! 
 
Founded in 1992, Mendelson Consulting specializes in QuickBooks Solutions and Information Technology consulting services.  In 2008, Mendelson Consulting was recognized with two prestigious distinctions awarded by Accounting Technology magazine: 'Killer VAR', acknowledging our commitment and character as a value-added-reselling (VAR) organization, and 'Technology Pacesetter', recognizing our reputation among peers and participation on advisory boards and speaker panels at industry events.  In 2009, we were recognized as part of Bob Scott's Insights 'VAR Stars' for our accomplishments in mid-market financial software. 

We were the first charter member of the Intuit Solutions Provider Program.  Mario Nowogrodzki currently serves on the Intuit Solutions Provider Program Advisory Council--the only consultant in the nation to serve since program inception, for three consecutive terms.