Many of you have asked for more training.  And we're delivering - we'll be conducting Web Training using GoToMeeting.  To take the classes, you stay in your own office and attend using the Internet.  Each session will be an hour long and are limited to the first 15 people.  

To register send an email request with the Class name in the subject line.  You'll receive an invoice and once we've processed your payment, we'll send you an email invitation to attend.

 

We've scheduled the following classes to start and will be adding more throughout the year.  If there are particular topics you'd like to see, please send an email to sbaservices@comcast.net

 

The cost of each class will be $49.00, payable before the class.  All classes are scheduled for 9:00-10:00 AM PDT.

   Need to prepare those quarterly payroll reports?  Not sure, just how to do it?  This class will give you guidelines and answer questions on what reports need to be done and when.

Understanding Items in QuickBooks             Thur 4/2/09
For some reason the items you're using in QuickBooks just don't seem to be working right.  Why?  There are different types of items and they all work just a little differently.  Find out which type of item you should be using and why.

Job Costing                                               Wed 4/8/09
   Are you jobs/projects profitable?  Do you know what your actual expenses are on each job/project?  Learn how to track the details without extra work.  Compare what you thought you'd spend to what you actually spend.

    You know how to run the standard reports from the Reports Menu.  Learn how to Customize and Filter those reports to give you the answers you really want.  You'll be amazed at how easy it is.

 

    Want to track employee's time on jobs/projects?  Or just need to track employee's time for payroll?  Learn how easy it is to enter time and review the detailed information it gives you.

 

Customizing Templates                                Mon 4/13/09
   Are you happy with the look on your forms?  What do they say about your business?  Learn how to customize your templates to give them that professional look.

I have had many people ask for a "Cheat Sheet" for payroll - What needs to be done when.
I have attempted to create such a help.  Because no two businesses are the same, you will need to know whether you're a Monthly, Semi-Weekly or Next Day filer.

 
If you would like a "Free" copy of this Payroll Check List, just send an email to sbaservices@comcast.net with Payroll Check List in the Subject and we'll send it to you.

Do you sometimes get frustrated that you can't create the exact reports that you want in QuickBooks? 

I have found this wonderful 3rd party program Xpanded Reports that links seamlessly with your data and gives you that extra help in creating reports.  It will even let you convert the custom fields from a text field to a date or numeric field and remember that.  It allows you to add calculation fields.  You can download a trial version to play with for 30-days.  Take a look.

 XPanded Reports

Please refer to Affiliate ID 511

More and more companies are wanting to go paperless.  I've found a great add-on that works great!  (Yes, I'm using it).  It's call SmartVault.

With this tool you'll be able to scan vendor bills, reports, anything you want and attach it to the document in QuickBooks!  Just image, never having to go to the filing cabinet again to see a vendor bill.

Take a look - you'll love it!
SmartVault  

Thanks to the new Federal Payroll stimulus package most people should see an increase to their take home pay.

How do you get it?

If you're using any of Intuit's Payroll Subscriptions, make sure and do a Payroll Update.  You should be on Release 20908.  This will automatically adjust the tax calculations and most employee's should see a decrease in the amount of Federal and State Withholding.  (Go to Employee's on the top menu and select Get Payroll Updates).

Frequently, people call and ask me to resend an older issue of the SBA Services Newsletter so here's a link to the last 5 years issues.  Enjoy!

Archived Newsletters