Dear ;
Check out my new revised website.
www.sbaservices.comWell it's that time of year when the new versions are being released. See the new features below. The end of the year is approaching, now is the time to review your financials while there's still time to react. We're offering our own version of a recession break, schedule a year end review before Dec 1st and get 10% off the bill. |
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QuickBooks 2010 - Should You Upgrade? |
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Every year Intuit comes out with a new version of QuickBooks and every year I get asked whether people should upgrade or not. Here's a quick highlight of the new features. If you want to take advantage of a new feature you need to upgrade, if there's nothing new that excites you, you can stay on your current version. If you're on Enterprise and have a current Full Service Plan, you will receive your copy of 2010 automatically in the next few weeks.
If you are currently on 2007 and use Online Banking and/or QuickBooks Payroll you will need to upgrade by the end of the year. Payroll and Online banking will no longer support any 2007 version after March 2010.
What's New?
Improved Report Center - Easily search & find the report you want. You can now save reports in 'Favorites' and get to the reports you want fast.
Document Manager - Scan documents from within QuickBooks and attach them directly to the transaction in QuickBooks. Toss the paper!
Customize Templates - This one is slick! With one click you can add customization to all your templates. There are many free designs to pick from or you can create your own. The customization has always been easy but this adds a real professional look to your templates.
Edit Multiple Entries in Lists - Have you ever wanted to make mass changes to any of your lists in QuickBooks but didn't want to have to edit each and ever item? Now you can edit multiple entries as easy as working in a spreadsheet.
eCheck Deposit - Tired of having to take customer checks to the bank? Now you can scan those checks and directly deposit them without leaving your desk. (additional fee's apply). [$19.95/mo or $9.95/mo if you already have an Intuit Merchant Account, plus $0.23/transaction]
Improved Custom Fields (QBES only) - You can set the format such as date, phone number, amount and even create a drop down list of choices for you custom fields. You can also have 12 custom fields instead of 7.
Customize Your Company Snapshot - Choose what you see at-a-glance reports.
Enhanced Inventory Assembly Builds - Finally, a template to print when building an assembly to let the warehouse know what what quantities they need for each component.
To Learn More
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| Check it Out
Last Chance to Register
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Plan to attend  this exciting event to learn and share QuickBooks tips and
tricks, as well as finding out what's new for QuickBooks in 2010. Check out the
complete schedule at http://www.qbisp.com
under the "Schedules" tab. You won't find this much content, valuable business
information, product demonstrations and training packed into a one day event
anywhere! Information you can use immediately to help your business grow and
increase your knowledge and efficiency. We're almost full and we're expecting
a record turn-out for this event. Space is limited, so register
today!
Registration is only $195.00/person and includes all conference
materials on flash drives, conference bags, sponsor handouts, breakfast, lunch,
snacks, and an evening Wine and Cheese Reception! Group discounts and CPE apply!
Meet Intuit Executives, find great software solutions for your business, learn
and have fun! Register NOW to reserve your seat!
Hope to see you there.
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Save 10%
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Need a Year End Review? Use this coupon on and Year End Review scheduled before Dec 1st, 2009. Keep this coupon and send it in with your payment for 10% off.
Call 503-238-4747 or email sbaservices@comcast.net to schedule your Year End review appointment now.
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Offer Expires: 11/30/09
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Added Reports
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Are there reports that you need that you just can't get out of QuickBooks?
I have partnered with another ISP who has created the following reports using the ODBC drivers. These reports are available in Access or Crystal Reports. These reports are available for $149.00 each.
Average Days to
Pay
This report
shows the average days that it takes for customers to completely pay an invoice.
It takes into account partial payments applied to the same invoice. It includes
payments received prior to the invoice date
Customer Price Level List
Creates a list
of all customers and their assigned' price levels
Inventory Items on Back Order
Sorted by
customer, shows SO# and date, Qty ordered and backordered for each Inventory
item
Invoice
Payments
Sorted by customer, shows all
payments against invoices. Includes dates and amounts
Invoice Ship to Address
Shows only
invoices with 'Ship To' information on invoice
Items Customer have
Purchased
Shows Inventory,
Non-Inventory and Assemblies purchased with Qty and dates of invoice with
customer contact information provided (From customer setup, not from invoice)
Negative Inventory
Items
Inventory Items
with Qty <=0, shows Parent and Sub Items with Purchase
Description
Open Purchase
Orders
Shows Qty
ordered; how many received for partial receipts and expected date.
Sales by Customer Summary
w/Billing information
Sales by Customer Summary with
Customer billing address (From customer setup, not
from invoice)
Sales by Customer Summary
w/Shipping information
Sales by Customer Summary with
Customer shipping address (From customer setup, not
from invoice
All Dates, Active
Only
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| Looking for an old Issue? |
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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!
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