Intuit ProConnection Accounting Articles

Free Book Chapter on Client Data Review in QuickBooks® 2010

Tue, 04 Feb 2010 08:00:00 PST

Que Publishing is giving readers of Intuit® ProConnection® free access to one of the meatiest chapters in the new book by Advanced Certified QuickBooks ProAdvisor®, Laura Madeira, the QuickBooks 2010 Solutions Guide. This free download is for Chapter 17, “Detecting and Correcting with the Client Data Review Feature.”

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Add and Edit Multiple List Entries in QuickBooks® 2010

Tue, 02 Feb 2010 08:00:00 PST

QuickBooks 2010 provides the new functionality, Add and Edit Multiple List Entries. For the first time, without leaving QuickBooks, users can now edit and add entries via a spreadsheet-like interface. Technologist Robert Spencer shows how.

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Using the Import/Export Utility in QuickBooks®

Tue, 02 Feb 2010 08:00:00 PST

In QuickBooks 2009 and earlier, the primary means of handling more than one list entry at a time relied on using the Import/Export Utility. We provide a brief review of how to make the most of this feature for users not yet on QuickBooks 2010 or who are on QuickBooks 2010 but still have a situation where the utility may make sense.

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Data Connectivity — QuickBooks® Enterprise Solutions Meets ODBC

Tue, 02 Feb 2010 08:00:00 PST

QuickBooks Enterprise Solutions 9 and 10 provide access to an overlooked and high-end tool to provide greater access and use of QuickBooks data — its own ODBC driver. Technologist Bob Spencer provides an overview of how Enterprise Solutions users can use this tool for special data situations. Bonus: See Chuck Vigeant’s video presentation on ODBC and Intuit’s White Paper on all 134 existing reports in Enterprise Solutions.

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QuickBooks® Enterprise Solutions for Productivity

Thu, 21 Jan 2010 08:00:00 PST

In these recent video clips, Enterprise Certified QuickBooks ProAdvisors® tell how they delight clients with Enterprise Solutions by increasing productivity, often at a lower cost.

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Lesser Known QuickBooks Shortcuts (Part 2)

Fri, 15 Jan 2010 08:00:00 PST

Even QuickBooks experts may not know all of these lesser known QuickBooks shortcuts from Certified QuickBooks ProAdvisor Esther Friedberg Karp. Part two of a two-part series.

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Making Improvements to Inventory on Hand with Intuit® QuickBooks®

Fri, 15 Jan 2010 08:00:00 PST

Phyllis L. Panzeter, PhD and Certified QuickBooks ProAdvisor, lives in Santa Fe, New Mexico, and works with gallery owners selling unique pieces of artwork. So she's had reason to learn how to use QuickBooks to properly increase the value of an inventory item once improvements are added. She outlines the approach she uses, and notes it could be applied to other industries.

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Set up Draw as an Other Expense

Fri, 11 Dec 2009 08:00:00 PST

Advanced Certified QuickBooks ProAdvisor Leslie Shiner shares one trick she uses as an internal management view that helps her clients understand where their money went. She explains how she reformats their P&L for their own management purposes, not for GAAP purposes. She knows it's not GAAP, and reports get set back the "right" way for external financial statements and getting ready for tax time - but at least she can help clients understand why they may show record profits but no money in the bank.

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Lesser Known QuickBooks Shortcuts (Part 1)

Tue, 08 Dec 2009 08:00:00 PST

Here are some lesser known QuickBooks shortcuts from Certified QuickBooks ProAdvisor Esther Friedberg Karp, who is always happy to find little ways to save time using QuickBooks. She promises that many are unknown to even the most experienced users. These are the kind of shortcuts you will be glad you know, and which you can show your clients to demonstrate your expertise. Bonus: A PDF of standard keyboard shortcuts you can share with your clients.

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On the Radar with Jody Padar

Thu, 05 Nov 2009 08:00:00 PST

Practitioners looking for ways to transform their practices can start with Jody Padar. Here's how one Advanced Certified QuickBooks ProAdvisor transformed her family-owned firm from a well-respected, established provider of services to a totally energized growth solutions provider. How does she do it? Learn how her value pricing and monthly service arrangement demonstrates dedication to speed and urgency in meeting client needs.

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Keeping the Accounting Practice All in the Family

Thu, 05 Nov 2009 08:00:00 PST

Jody Padar joined her father's local firm, James J. Matousek, CPA, Ltd., long after proving herself elsewhere, including with the national firm, PriceWaterhouse Coopers LLC. She says working with her father is easy, and as much as she contributes, she's learned more from him.

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Handling Prepaid Expenses Once and For All

Tue, 06 Oct 2009 08:00:00 PST

Accountants, bookkeepers, and other professionals use myriad methods to keep track of prepaid expenses in Intuit QuickBooks financial software. When something is paid in advance and must be expensed over one or more months in the future, accounting professionals must properly record the expense in a timely manner. The normal method for making this monthly entry is to use a journal entry (debit expense, credit prepaid expense). Certified QuickBooks ProAdvisor Phyllis L. Panzeter shares an easier way.

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QuickBooks, Paper and Chocolate ... & QuickBooks Point of Sale

Tue, 08 Sep 2009 08:00:00 PST

CPA and former auditor Vicki Petersen had a great career, working variously as Director of Internal Audit at Connecticut General (now Cigna) and a senior manager at Deloitte & Touche in the small business department. But she embraced her inner entrepreneur to create Paper & Chocolate, a high-end specialty shop in Dallas, Texas, using her accounting skills QuickBooks Pro, and QuickBooks Point of Sale.

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Using QuickBooks to Prevent Fraud

Tue, 16 June 2009 08:00:00 PST

Your protection against fraud is only as good as your internal control and accounting procedures. Often business owners simply rely on software, yet software is only one component of the control environment. In this article, CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter shows how QuickBooks can contribute to a holistic approach to control.

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Checklist of 25 Elements of Appropriate Controls with QuickBooks®

Tue, 16 June 2009 08:00:00 PST

Helping clients protect themselves from fraud is one of the most valuable services you can provide. The security features in QuickBooks can contribute to a holistic approach to control in concert with best business practices. CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter provides a list of 25 areas or issues – both inside and outside the software –crucial to an adequate defense against fraud. Bonus: A Word version of her checklist.

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