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| Telephone Problems |
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If you have tried calling the office 503-238-4747 you
may have listened to endless ringing. I made the
decision to change my phone service from Qwest
local and long distance to MCI.
In the process, I lost my voice messaging. As most
of you know, I am rarely in the office, so without
voice messaging, it's been fun.
MCI has asured me they will have it back up and
running soon. (Whenever that is).
In the meantime, I AM still in business and you can
reach me on my cell phone 503-484-7400.
Thanks for your patience.
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| Upgrading QuickBooks® |
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This is a repeat message from my last newsletter but
I feel it's important. If you are using any of Intuit's
payroll services and are on QuickBooks 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.)
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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| FALL CLASSES |
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The Fall Class schedule is now available online. If
you are interested in taking a class, check out the
schedule and give us a call.
One of our most popular classes has been Microsoft
Power Point. Learn how to give powerful
presentations. It's easier than you think.
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| Q & A |
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I would like to add a new section to the newsletter
called Q&A. In order for it to work, I need
QUESTIONS from you. In the next issue, I will
respond with an answer.
Email me at sbaservices@comcast.net and I'll include
your question & answer in the next newsletter. I will
also email you directly with the answer so you won't
have to wait.
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| Creating Reports |
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Most people are pretty good at entering information
into QuickBooks. The problem seems to be getting
the information out in a useable format.
I thought in this issue, I would provide you with Step-
By-Steps instructions on how to create a simple
Invoice or Check Register.
If you want a Check or Invoice Register that only
lists the date, transaction number, Vendor/Customer
and amount with a total.
- From the Menu Reports click on 'Custom
Transaction
Detail'
- Click on the Filter button and select Account
- From the list of Accounts, select either your Bank
Account (for the Check Register) or Accounts
Receivable (for the Invoice Reg.)
- On the Include Splits say No
- From the filters, choose ‘Transaction Type” and
choose ‘Selected Types”
- For the Check Register choose Checks, Bill
Payments and Paychecks
- For the Invoice Register choose Invoices, Credit
Memo’s and Cash Sales
- Click on the ‘Customize’ button and take the
checkmark
off of the fields, Account, Clr, Split and Balance
- Click on the ‘Header/Footer’
button and change the report title to “Monthly Check
Register” or “Monthly Invoice Register”
- Click on the ‘Memorize’ button to memorize the
report.
Starting with the 'Custom Transaction Detail Report'
you can create a report for just about anything, and
it's one of the few reports that will Total your
information. Try it!
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| W-2's & 1099's |
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I know, it's not the end of the year yet, but it's not
to soon to start thinking about it.
If you are using Quickbooks Payroll, you will be able
to print your W-2's for 2005 on plain paper. These
forms are accepted by the IRS. No fuss, no
alingement problems, just print.
The 1099's (as of 8/31/05) will still need to have a
form to print on. I will be ordering them by the end
of September. As in years past, if you need just a
few 1099's or W-2 form give us a call. I order them
in bulk and will send you the number of forms you
need for $0.60/form.
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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.
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