Depending on how you're currently using QuickBooks will determine whether you need or want to upgrade to the 2007. They haven't changed the looks from 2006, but added some new features.

Unit of Measure Conversion
This is one of the biggest improvements and important IF you use inventory. You can now Buy a Case and Sell an each. It automatically converts both the cost & sell accordingly.

Schedule Payroll Groups
Many of you pay different groups of employee's at different times. Currently, you have to scroll through the list of employee's and check the ones you want each time. With the 2007, you can create scheduled groups of employee's. Select the scheduled group and you're ready to go.

Improved Forms Customization
One of the most annoying facts of customizing your forms, is after making all the changes you want, having to exit back to the form to see if it looks like what you want. Now, you can preview the form right from the customization screen. This is a real time saver.

Scheduled Backups
For those of you who frequently "forget" to backup you can now schedule the backups to happen automatically. You may even want to look into doing online backup. You select the files you want backed up and it's done remotely.

Improved UPS & FedEx Shipping Manager
Now it works with a thermal printer and links to your existing account.

Google Desktop & Marketing Tools
You can now integrate Google Marketing Tools in QuickBooks. Create key words for businesses to find you.

NO, Unless you are currently on any version of QuickBooks 2004 and using Intuit's payroll, then you MUST upgrade to 2007. There will NOT be a 2007 tax table available for any QuickBooks version prior to 2005.

Otherwise, look over the new features and see if there is anything that would help improve how you're using QuickBooks now.

See below for a 10% discount when upgrading.

If you think you might be outgrowing QuickBooks, you need to take a look at Enterprise. It has all of the features of QuickBooks plus more. It can even handle up to 20 users!
Recently, I have converted several companies from programs like MAS90, Great Plains and others into Enterprise and it's working fine. Call me for more information.

Because more and more people are moving to Enterprise, Intuit has started a new pilot program for Pro Advisors. I have been fortunate enough to be the first QuickBooks Enterprise Solutions Provider in Oregon and SW Washington. Because of this, I will be attending several advance training sessions over the next few months.

Some of the added features of Enterprise are:

• Up to 20 Users
• Edit User abilities down to the line item
• Built in Financial Report Writer
• New Search Field from the Item List
• Have up to 100,000 Items
• Built in ODBC link to Excel & Access
• Remote Access
• and more...

Plus, with the over 300 Add-on programs available we can make QuickBooks Enterprise be just about anything you need it to be.

I realize it's only the end of October, but NOW is the time to review your financial information and see your accountant! Waiting until January is waiting until it's too late to fix or change anything.

As in year's past, I will be offering a year end review special. If you would like an appointment to look things over, please call or email. All year end appointments scheduled prior to 12/31/06 will receive a 10% discount. Make sure and clip the coupon at the end of this newsletter.

Speaking of Year End.
I QuickBooks 2005 and higher you can print your W-2's on plain paper. No need to purchase forms. As far as I know, you will still need IRS forms for 1099's. I will have a supply available. If you need less than 25 1099's, place your order now and we'll mail them the end of December. 1099 sets and envelopes are $0.60/set.

This year I will be offering two year end classes. One for Accountants and one for End-User's. In both classes, there will be a short over-view of the new features in QuickBooks 2007.

Accountant's Year End
The accountant's class will include "The Five Things the accountant needs to know about QuickBooks", and "Dealing with Client QuickBooks files at Year End."
When: Monday November 20 8:30-12:00
Cost: $79.00 per person

Year End for End User's
This class covers all the things you need to look at prior to the end of the year. You'll also receive a check list of things for your accountant.
When: Monday, November 20th 1:00- 4:30PM
Cost: $49.00 per person

Location
The classes will be held in our training room located at: 7100 SW Hampton Tigard OR 97227 It’s right off of Hwy 217 & I-5
From the South, take the Hwy 217/Kruse Way Exit off of I-5, stay in the right lane and turn right on 72nd Ave, Take the 1st right on Hampton, turn right in the 1st driveway and it’s the building on the right.
From the North, the Kruse Way Exit off of I-5 (it’s immediately past the 217 exit). stay, in the right lane and turn right on 72nd Ave, Take the 1st right on Hampton, turn right in the 1st driveway and it’s the building on the right.
From the West, take Hwy 217 South, Take the 72nd Ave Exit (the one just before you get on I- 5), Cross over the freeway, Take the 1st right on Hampton, turn right in the 1st driveway and it’s the building on the right.

Need a gift to hand out to clients at trade shows or just because? Some of you will remember my daughter Theresa, who is now working for an advertising company. She's the one who got the letter opener's for my business and this year we're doing a calendar mouse pad (it's really cool). I'm sure she can find something great for you.

Give her a call at The Kinetic Group
503-644- 4600 or
email theresa@the kineticgroup.com
She'll be able to send you a catalog of great ideas.