quickbooks users

How to Date/Work With a QuickBooks 3rd Party Developer

Published May 30, 2012 | By Nancy Smyth

How to "date" a QuickBooks 3rd party developer may seem to be a silly topic for a blog post; but as I reflect on the last 12 years of being one of those "developers" the more I think that the title is appropriate - because in reality dating is a fair way to describe the relationships between Developers, ProAdvisors and QuickBooks users.

In reality, dating is a fair way to compare this relationship. Let's start with mutual respect. Respect for each other, respect for the client, respect for our various corners. The customer isn't "your" client, just as the customer isn't "their" client - the customer becomes "our" customer and each party has a responsibility to them.

Continue reading →

Penny Wise & Dollar Foolish Over QuickBooks 3rd Party Apps

Published May 8, 2012 | By Nancy Smyth

Are you being penny wise and dollar foolish over QuickBooks 3rd party apps and their price? Don't be ashamed, it happens to a lot of people. Many times a QuickBooks user will look at the cost of a 3rd party application and think - why should I spend the money on a third party application when I can just as easily do this task using Excel or some other way! This is insane, I've already spent a lot of money just to purchase QuickBooks. Ya, I get it - money is tight and we are all looking for ways to trim unnecessary dollars from our budgets - but are we sometimes being penny wise and dollar foolish? Many times I think that answer is "Yes". Here is a real situation that I was involved in just last week, I was talking with this gal who works for a contractor and she told that she had just spent a total of 7 1/2 hours RE-DOING and RECALCULATING 28 (twenty-eight) AIA billing in Excel for a project that they were working on because of a number of changes that had taking place along the way.

Continue reading →

QuickBooks 2012 – Frequently Asked Questions About Upgrading

Published September 9, 2011 | By Nancy Smyth

QuickBooks 2012 Frequently Asked Questions About Upgrading - including Should I/Do I NEED to upgrade? Will my 3rd party add-ons be compatible? Do I need new computers? How does upgrading affect the size of my current file?

Continue reading →

QuickBooks 2012 Announced

Published September 7, 2011 | By Nancy Smyth

QuickBooks 2012 release announced by Intuit. Learn about new features and functionality. Last year we published a 142 page eBook on the features found in QuickBooks 2011; see what we have in store for the 2012 version.

Continue reading →

Preventing Embezzlement-General QuickBooks Controls & Procedures

Published February 9, 2011 | By Nancy Smyth

General internal procedures that many business owners who use QuickBooks can implement quite easily.

Continue reading →

Lesson 1-Getting Started; FREE QuickBooks for Contractors Training eBook

Published January 7, 2011 | By Nancy Smyth

This eBook is an introduction on how to use QuickBooks in the commercial/government construction industry. Its main objective is to introduce you to the basic features in QuickBooks. You’ll learn about the types of information you need to track in your business, and you’ll see how to enter that information and track it in QuickBooks

Continue reading →

QuickBooks Tip-What Account Should I Use?

Published January 6, 2011 | By Nancy Smyth

Frequently you will run across a transaction that you just aren’t sure which account you should be posting it too. Often times you end up “just picking one”, and tell yourself that you’ll remember to ask your accountant about it

Continue reading →

QuickBooks Tip: User Permissions & Third Party Applications

Published December 16, 2010 | By Nancy Smyth

User permissions issues can occur especially when dealing with third party QuickBooks integrated applications and the Enterprise edition where user permissions can be highly customized.

Continue reading →

QuickBooks Tip-Turning Off Pop-up Ads, Live Community & more

Published November 1, 2010 | By Nancy Smyth

Every year when Intuit puts out a new version of QuickBooks, we are overwhelmed by new ads for Intuit services that seem to pop-up at the most inappropriate times. Many QuickBooks users (myself included) find this to be very annoying.

Continue reading →

QuickBooks 2011-Estimates & More Excluded from Closing Date

Published October 13, 2010 | By Nancy Smyth

If you are a QuickBooks user be sure to tell your accountant about the ability to exclude Estimate from the Closing Date - if you are an accounting professional who sets a closing date on your clients file - ask them if they need access to these transactions BEFORE you set the closing date, they'll love you for it!

Continue reading →

QuickBooks 2011 – New Balance Sheet by Class Report – Part 1

Published September 20, 2010 | By Nancy Smyth

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. A Balance Sheet by Class Report has been requested by many QuickBooks users and the accounting professionals, it is not without limitations and drawbacks, making this a report that will be able to be used by some companies and in some instances but not all.

Continue reading →

QuickBooks Tip – Handling Retainage

Published July 9, 2010 | By Nancy Smyth

Retention or retainage is usually a specific percentage, for example 10%, of the total contract that is held back by the project owner in reserve to protect the owners interest. QuickBooks users must initiate work-arounds and make QuickBooks track retainage that is held on each progress invoice.

Continue reading →