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| New QuickBooks & Peachtree Manuals |
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I am proud to announce that the latest editions of
the QuickBooks 2005 and Peachtree for Windows 2005
manuals are finally finished.
These manuals lead you step-by-step through setting
up and using each program. I know how some
manuals are hard
to understand and can put you right to sleep
detailing every possible use for the program.
Instead, these manuals offer easy-to-read-and-follow
instructions on how to get things done, complete
with pictures of each screen.
Featured in this edition are many of the questions
you've
asked over the years. Thanks to you, these manuals
truly are a step above the rest.
To order, call our office at 503-238-4747.
As always, our manuals come with a 30-day
guarantee. If you're not completely satisfied, you
may
return it within 30 days for a full refund.
- QuickBooks 2005
$39.99
- Peachtree for Windows 2005 $29.99
- Shipping & Handling $
5.00
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| Upgrading QuickBooks® |
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I have been receiving a lot of calls lately about
whether you need to upgrade your QuickBooks®. If
you are using any of Intuit's payroll services and are
on verison 2003 you will need to upgrade before Jan.
2006. (You're probably starting to receive mail from
Intuit that your QuickBooks® won't work anymore.)
Most software companies only support the last 3
versions with payroll tax updates. My
recommendation is that you WAIT until Oct-Nov to
upgrade. My reasoning is this; Intuit will be
introducing their next version this fall. If you
upgrade now to QuickBooks® 2005 you'll be able to
do payroll for 2005, 2006 & 2007. If you wait until
this fall and upgrade to QuickBooks® 2006, you'll be
able to do payroll for 2005 (you're already doing it),
2006, 2007 & 2008. In other words, you get an
extra year for the same price.
If you're not using payroll, the only reason you would
need to upgrade is that the newer version offers
some feature you really want.
If you have any questions, please feel free to call me
and discuss them.
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| Verifying Your Income |
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Quite frequently I get calls that a Profit & Loss report
isn't reflecting the correct income. It just doesn't
look right.
As a test, Print your Profit & Loss - Standard for the
year-to-date. Then print a Sales By Customer
Summary for year-to-date. The income totals on
these reports should be very close to the same.
(Any miscellaneous income that you don't invoice for
should account for the difference).
If there are large differences, double-click on a
income account from the Profit & Loss report. You
should NOT see any Bills, Credit Card Charges, Item
Receipts or Bill-Credits. If you do, it means that the
items you are using on Bills, Credit Card Charges,
Item Receipts or Bill-Credits are setup incorrectly.
This is usually caused by Non-Inventory Items being
posted to a single account.
- Double-click on any Non-Inventory item
- do you see one GL account or two?
- Directly beneath the item name/number is a line
that reads "This item is purchased for a specific
customer" (or something close to that).
- Make sure you check the box.
This will open up the screen giving you cost fields on
the left (where you want the expense posted when
you purchase it) and income fields on the right
(where you want the income posted when you sell
it). When you edit the item, QuickBooks will ask you
if you want to correct the past, probably YES. When
you're done editing your items, compare the two
reports again. They should be much closer.
Another check is to create an Item Price List
(Reports - Lists - Item Price List).
- Customize the report to include the Account,
Asset Account & Cost of Goods Account
- Verify that each item is getting posted where it
should be.
If you're not sure, send the report to either your
accountant for verification or you can fax it to me at
503-238-4713 for review. (Make sure you eliminate
any unnecessary fields so that it all fits on one page).
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| Peachtree Support |
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As many of you know, over the years Peachtree
Windows has not been one of my favorite programs.
Fortunately, Peachtree has greatly improved the
software. Because of that, I have decided to
continue offering support on all Peachtree Windows
programs and have resigned up on their Accountants
Network. This means that I will continue giving
support. Who knows, I may even start liking the
program!
Their new premier programs do a good job on detailed
inventory and their reports, which have always been
a major concern for me, have improved.
So, for those of you using Peachtree, I promise I
won't be going away anytime soon
8. Once you get the report looking exactly the way
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| Speaking Engagements Wanted |
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As a professional member of the Oregon Chapter of
the
National Speakers Association, I can reach, entertain
and educate your collegues.
If you belong to any business association that
features guest speakers, I am available to address
your members about QuickBooks and how this program
can help your particular type of business.
I have a variety of entertaining speaking formats
available for breakfast, lunch or dinner meetings.
For more in-depth information, I am also now taking
reservations for half-day, full-day, or break-out
training sessions.
Each presentation is customized to address the
specific individual needs of the professionals I'm
presenting to.
To date, I've addressed the Oregon Association of
Independent Accountants, the Oregon Trucking
Association and the Oregon Landscaper's Association.
For booking or more information, call 503-238-4747.
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| New Rates |
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I have hated doing this, but with gas rates and
everything else going up I'm going to have to
increase my rates. Starting August 1, 2005 the new
rates will be:
- On-Site consulting
$100.00/hr
- Phone Support $
40.00/call
- E-Mail Response $
30.00/email
- Travel (oustside the metro area) $100.00/hr
one-way
As something new, I'm creating some support
packages for those of you who would like to prepay
for support and know that it's there. All packages
will be valid for 12 months from date of purchase.
These are better than a 10% savings.
- Package 1 - Includes 2 hours of on-site and 5
support phone calls $350.00
- Package 2 - Includes 5 support phone calls
$175.00
- Package 3 - Unlimited phone calls
$300.00
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| Computers For Sale |
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We have recently replaced all of the computers in
our training room, which means we have the old ones
for sale!
We're selling them as a package consisting of:
- Pentium II processor
- 4-10 meg Hard Drives (they vary)
- 17" Dell Monitor (NEW - in the box)
- HP720 Color Printer (NEW - in the box)
- Speakers
- Microsoft Office 2000 installed
- Ethernet 10/100 connections
They all work fine and are available now. The entire
package is only $250.00
Hurry
They're going fast. There's only 5 left!
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About Us |
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We believe your accounting software should work the
way you do. You shouldn't need an accounting
degree
to get the information you want about how your
business is doing.
Find out more....
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