Kim Shannon
Off-Site Business Services, Inc.
14426 John Humphrey Drive
Orland Park, IL 60462
(708) 966-4441       www.offsitebiz.com
Tuesday Tips & Tricks 
 
November 27, 2012
 

Tips For Business Productivity

In This Issue
Mail Merge for Labels
IRS Increases Stand Mileage Rate for 2013
Quickbooks 2013 - What's New?
Which Tablet is Right for You?

Mail Merge for Labels  

 

 

I hope everyone had a wonderful Thanksgiving weekend. Now that it is behind us, no doubt you are looking ahead to the next holiday season and thinking about sending out your holiday cards.

 

Mail merge in Office 2010 is a great way to create labels from an Excel database. Although the initial set up can be tricky, the end result is worth the effort. Here are some simple steps to complete the process. For Office 2007, the steps are in a slightly different order. If you need assistance, please call us.

  

First, if you don't have an Excel spreadsheet with names and contact information, you should create one. My first row  headings include First Name, Last Name, Address, City, State and Zip.

 

 

 

 

Save and close your Excel file.

 

From there, open Word.

 

From the Mailings Tab on the ribbon, select Start Mail Merge, then Step by Step Mail Merge Wizard. The Wizard pane will open at the right of your screen.

 

Step 1: If Change document layout is not selected, select it.

 

Step 2: Choose your label.

 

 

 Step 3: Select Recipients.

 

Browse for your Excel spreadsheet containing your contact information. This will ask a few questions. Generally all of your contacts are on the first tab, but if they are located on a different tab in your spreadsheet, select the tab where the data you want is contained.

 

You have an option here to add or remove any recipients from the mailing.

 

Step 4: Arrange Your Labels.

 

Select Address Block, and then the Update all labels button.

 

Step 5: Preview your labels. The screen should look like something like this: 

 

 

If you have a sheet of labels, then proceed to Step 6 to Complete the merge.

 

Step 6: Edit individual labels here and print.


 IRS Increases Standard Mileage Rate for 2013 
 
The IRS released their 2013 mileage rates last week:
  • 56.5 cents per mile for business miles driven
  • 24 cents per mile driven for medical or moving purposes
  • 14 cents per mile driven in service of charitable organizations

 

This represents a 1 cent increase for business and medical miles and driven over 2012 rates.

 

SPECIAL OFFER: 

 

Refer a new client and receive a $25 VISA gift card after $100 of paid services.

Quickbooks 2013 
ProAdvisor Certified

 Last week, Quickbooks opened up their 2013 Certification testing. Last Tuesday, I completed the certification exam for 2013.

 

When the software was sent to me over the summer, I was unimpressed with the new look in this version. But after studying for and completing the exam, I do see the benefits. Whether you are a new user to Quickbooks or upgrading, the new overlay tips makes it easy for users to familiarize yourself with new features.

 

My favorite new feature is Expand/Collapse in Reports. This is been on my "wish list" for a very long time. Many of my clients have Income Statements that are 4 or 5 pages long. With this feature, you can collapse sub-accounts in reports and just view the parent account when you don't need to see all of the details.

 

The new Save as PDF feature allows users to turn invoices, sales receipts, sales orders, purchase orders, credit memos, and estimates into PDF files. You can do it right from the transaction window instead of leaving it.

 

If you use the Enter Bills feature, you can now print a bill that has been entered. This is great for companies where bills have to be routed to others for approval prior to payment. Prior to this, users had to find the original paper document to copy, fax or scan and email to the reviewer.

 

For those who download their bank transactions into Quickbooks, there is a new feature that lets you create fixed renaming rules so that you don't get almost duplicate or funky vendor names in your file. I have not tested this one yet, and still don't recommend this for any of my clients.

 

Other new features include:

 

Option to Uncheck Billable Column by Default in your preferences.

 

New Reports Preferences for Item-Based reports.

 

Improved integration with the App Center.

 

You can now have up to 50 items in an item or sales tax group. That's up from 20 in previous versions.

 

For Enterprise users, the list limits have increase significantly over previous versions. 

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  Which Tablet is Right for You?
  
I have seen several discussions on the various tablets in today's market. Last weekend, I decided to check them out. Although I didn't buy one, I am definitely salivating.

Since I have an I-Phone, the first one I looked at was the I-Pad. It would be a perfect for my current set-up. The tablet has better hardware than its competitors and a higher screen resolution and retina display. Many of my friends and colleagues have them, and swear they can't live without them.

Since I am eligible for an upgrade on my cell phone next month, I looked at the Samsung Galaxy S3. One of the things that is appealing is the much larger screen than I have now with my I-Phone. The tablet complement to that is Galaxy Tablet 2 with a 10.1" screen. One thing I like about this combination is that there is more customization with both the phone and the tablet. Both sync with Google Docs, which is a plus.

Then I checked out the new Windows phone and Surface tablet. I was very excited to demo the Surface until it crashed on me twice. The interface was great when it was working, and according to the salesman, the Office Suite of products was included with the tablet. For other tablets on the market today, it is a $40 purchased app.

I walked away empty handed and more confused than ever. Fortunately, I still have several weeks to research prior to upgrading my phone.