Twas the night before Christmas, when all through Intuit
Not a creature was stirring, not even a Pro Advisor - it.
The Orders were hung by the chimney with care,
In hopes that QB Bob soon would be there.
Our QB users were nestled all snug in their beds,
While visions of QuickBooks danced in their heads.
And mamma in her 'kerchief, and I in my cap,
Had just settled our brains for a long winter's nap.
When out on the Web there arose such a clatter,
I sprang from my Chair to see what was the matter.
Away to Windows I flew like a flash,
Tore open the Website and typed in a hash.
The Items on the homepage of the new-version show
How the Chart of Accounts appear in objects below.
When, what to my wondering eyes should appear,
But a miniature Intuit Service Provider with two tiny ears.
With a few little clicks, so lively and quick, I knew in a moment, Payroll Services was slick.
More rapid than Assisted, Advanced is the way, Time for whistling, and wishing, and more time to play!
"Now Download! now, Journal! now, Payment and Credit! On, Pro! On, Premier! and Enterprise and Debit!
To the top of the porch! to the top of the wall! Now Reconcile! Reconcile! Reconcile all!"
Set up, support, and training services we provide, And sometimes we meet an obstacle on the side.
Cloud services like GoPayment are somewhat new, With a sleigh full of add-ons for QuickBooks too.
His eyes-how they twinkled! his dimples how merry! His cheeks were like roses, his nose like a cherry!
His droll little mouth was drawn up like a bow, And the skin on his head was starting to show.
He arrived in flurry with his phone in his hand, And playing the Tuba that he once played in band.
Smoke encircled his fingers like a wreath as he typed, I knew that QB Bob was faster than light!
He spoke not a word, but went straight to QuickBooks, A systematic and thorough review of his work.
Fixing data errors, issues and process problems, Corrections and adjustments, never a doldrum!
With the Health Check complete, to his team gave a whistle, Off he went, flying faster than a missile.
I heard him exclaim, 'ere he drove out of sight, "Happy Christmas to all, and to all a QB-night!"
We want to take this opportunity to thank you for letting us serve your company in 2012. We certainly appreciate your business, and we're happy to do what we can to help your business prosper.
Reminders: 1. Schedule your QB Health Check and end of year reviews now by calling 256-337-5200.
Don't forget to check out our website at www.qbbob.com monthly for tips, tricks, and specials. There just might be something there that you'd like to put on your "Office Wish List" that will increase your company's producivity.
2. Listen each Thursday at 6:45am to "QB Bob" on the radio (WTKI 1450AM 92.9FM) for QuickBooks tricks & tips. Tune in on Wednesday, 12-19-12, for Bob's Monthly One-Hour Power Show from 8-9am. You can listen LIVE on the web by clicking here on WTKI Radio . Past podcasts are also available on our website under the QB Bob Community header.
"QB Bob" Crook
Owner, Small Business Solutions LLC
Intuit Premier Reseller (IPR)
Certified - Advanced, Enterprise, & Point of Sale
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Say Good-Bye to 2012 and Ready QuickBooks for 2013
We hope you'll be ringing out a successful financial year at month's end. In any case, here's what you should know about preparing for 2013.
End of the year. QuickBooks has been hard at work for the past 11+ months, recording and tracking and storing all of that financial data that you've entered so faithfully.
But when you turn the calendar page and make a new start January 1, your accounting software could use some closure on the year that's just passed. Here are some actions you can take to ring out the old and ring in the new. There's more you can do (we can help you with the advanced activities) but we'll just hit the highlights here.
- Reconcile, reconcile, reconcile. Yes, we know it's not one of your favorite chores, but we really like to see all bank and credit card accounts reconciled by the end of the year if at all possible. Void all checks necessary and enter missing transactions.
Figure 1: You can make yourself crazy looking for a nickel when you're reconciling, but it's a critical function.
- Make accrual adjustments. This is complicated, and it only applies if you accrue payroll and liabilities or prepay expenses that are then carried as assets. We'll need to create journal entries for you.
- Close your books. This is totally optional. It depends on whether you want to lock 2012 data to everyone except those who have the password and permissions. If you don't close them, you'll have easier access to last year's transaction details. Regardless of what you chose, QuickBooks will automatically make some year-end adjustments.
- Do a physical inventory. Then compare this with what QuickBooks says. Reports | Inventory | Physical Inventory Worksheet.
Figure 2: It's good to match up your physical inventory count with QuickBooks occasionally, and the end of the year is as good a time as any.
- Run income tax reports. As you know, QuickBooks lets you assign tax lines to tax-related transactions. Use the Income Tax Preparation Report and the Income Tax Summary Report. Let us know about any errors or omissions.
- Check W-2 and 1099 data. You can't create these forms, of course, until after your final 2012 payroll, but you can get a head start. Ask employees to verify their names, addresses and Social Security numbers for accuracy. Also, make sure that your EIN and SEIN are correct, as well as company address.
- Clean up, back up. We can monitor the health of your QuickBooks data file anytime. But year-end is a good time to scrutinize your software's performance. Has it slowed down, started crashing or returning error messages? We can troubleshoot to find the problem and clean it up. We're sure you've been backing up your file faithfully, but archive all of 2012 and store it in a very safe offsite location -- or use Intuit Data Protect for online storage.
Figure 3: Frequent backups are critical, but you should be sure to have a copy of your entire 2012 data file stored somewhere safe.
- Double-check tax liabilities. If you're handling your own payroll, look back to see whether all of your payments and filings have been completed.
Thanks for another year.
Again, these are suggestions. QuickBooks does not require you to do any of them. There's more you can do, and you will need assistance with some of these. So let's set up a December or early January meeting to get you started right in 2013.
Here's a cool little keyboard shortcut. On the Homepage of QB, Hit F3 to open up a search menu to quickly search for an estimate, invoice, item, transaction, or an amount. It's my new favorite key!Want more tips? Like our Facebook page https://www.facebook.com/QBBob