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Showing posts from February, 2007

QuickBooks & Peachtree Shortcuts

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Hi, I’m Jayne Miller, the QuickBooks Gal. Welcome to another in our series of “Quicklets” –informational podcasts about QuickBooks and related bookkeeping topics.

Today, we are going to talk about using shortcuts in QuickBooks.

As much as I love to work in QuickBooks, I appreciate anything that speeds up my work and lets me get done faster. With that in mind, I created a QuickBooks and a Peachtree shortcut guide several years ago. Recently, though I’ve discovered a few more tips that I hadn’t been using that can really speed things up.

The first one, I absolutely love. For people like me who live in Nevada, it can be a real pain filling in the “state” portion of addresses in QuickBooks drop-downs, as well as those on various web forms. Typing “N” brings up NE for Nebraska, while typing “NV” gives you Nebraska, then Virginia. What I learned only recently is that I can type N several times to cycle through all of the states that start with N. The same is true for T …

Passwords & Security

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Hi, I’m Jayne Miller, the QuickBooks Gal. Welcome to another in our series of “Quicklets” –informational podcasts about QuickBooks and related bookkeeping topics.

In my last Quicklet, I left you with a question:

How are Passwords and Bubble Gum alike?

• They are strongest when fresh
• They should be used by an individual, not a group
• If left laying around, they will create a sticky mess.
www.nativeintelligence.com

Thanks to the folks at nativeintelligence.com for that one. If you’re not using passwords, you should. If you are using QuickBooks and have multiple users, whether on a network or a single workstation and you have not assigned passwords to each user, you should.

One more consideration…if you are a business owner or an accounting supervisor, you especially need to assign passwords. It is extremely important that you are the Administrator for your file. Your user profile will be the only one who has total access to all areas of QuickBooks. I am always …

February Update Quicklet

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Hi, I’m Jayne Miller, the QuickBooks Gal. Welcome to another in our series of “Quicklets” –informational podcasts about QuickBooks and related bookkeeping topics. As a side note, I originally intended to name these little podcasts Podlets; however I recently learned that in Russian, PODLETS (Подлец) means SCOUNDREL. So, Quicklets it is!

I know it’s been a while since I’ve recorded a new Quicklet. Our office has been very busy with End of Year, W-2, and 1099 processing tasks. I hope some of my previous tips have been useful. In the coming months, I will address the changes in QuickBooks 2006 and 2007 and we’re going to talk more about QuickBooks Point of Sale 2007 (v 6).

Just recently, The QuickBooks Gal was mentioned on www.thetechgap.com.
I want to say thanks to those folks at that website, and to all of you who have visited my website & listened to my podcasts. I also teleconferenced with the folks at Intuit and am pleased to let you know that they will b…

1099 Printing Guide - QuickBooks

I've received several calls in the last few days from folks who still haven’t done their 1099s. With that in mind, I am posting an instruction sheet that I email to many clients. I hope you find it helpful.

1. Bring up a Quick Report for all vendors who are eligible for a 1099 and double check how you coded their checks. You will need to write down all the codes you used so you can “map” accounts later.
2. Make sure all vendors who are eligible for a 1099 are marked as Independent Contractors in their profiles and that you have their soc sec numbers or EIN listed in their profile.
3. Map accounts
a. EDIT
b. PREFERENCES
c. 1099
d. Select NON EMPLOYEE COMPENSATION – BOX 7 to bring up the drop-down option
e. Scroll up to the top and select SELECTED ACCOUNTS
f. A new window will appear; place a check mark next to all the accounts you want to map (see #1).
g. Once you have finished, save & exit.

4. Go to REPORTS, 1099 SUMMARY and check the report to be sure that everyone appears and in the…

Quick-Pod Backing Up Data

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Hi, I’m Jayne Miller, the QuickBooks Gal. Today’s Quick-Pod is devoted to preserving your data. Too often, I get calls from clients or potential clients who have just suffered a computer crash and discover at this unfortunate that they don’t have a back up.

Many people are either intimidated by technology and the data backup process; others forget, are lazy, or just don’t understand the value of regular back ups. Here are some tips to prevent a catastrophe in your future.

1. Create a back up schedule – this should be a daily routine. If you process multiple client accounts, you should backup every time you access the client’s file.
2. Purchase a flash drive or CD’s so you can create a data backup on an external medium…. be sure to remove it from the computer at the end of the day…. if your computer crashes, you don’t want the disk to be corrupted or damaged in the process.
3. Purchase an external hard drive. I have one that uses a USB connection and is equivalent to m…

Quick-Pod – Three Quickies

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Hi, I’m Jayne Miller, the QuickBooks Gal and your host for another in our weekly series of QuickBooks and Bookkeeping Podcasts.

My company, Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support. In addition, we now have an onsite classroom where we provide classes and hands-on training. Please visit our website, www.quickbooksgal.com, for information and schedules.

I hope you are enjoying my weekly Podcasts and finding useful information in every visit. I find that sometimes there are tips, referrals, and tidbits of information that come up during the week that I want to pass on to you, but they are not relevant to the Podcast’s topic. In an effort to avoid “rambling”, I am going to start a series of Quick-Pods this week….mini-podcasts devoted to these random tips, tricks, info blurbs, and referrals. I hope you like them…. let me know if you do, and especially if you don’t!

Today, I have 3 “quickies”:

W-2, 1099, and Quarterly Reporting – Last Minute Tips

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Hi, I’m Jayne Miller, the QuickBooks Gal and your host for another in our weekly series of QuickBooks and Bookkeeping Podcasts.

My company, Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support. In addition, we now have an onsite classroom where we provide classes and hands-on training. Please visit our website, www.quickbooksgal.com, for information and schedules.

Today I would like to talk one more time about W-2’s; 1099’s, Quarterly and Annual reports. All of these should be processed and mailed by now, but just in case you still have questions, I’d like to recap these processes and deadlines:


January 31st Deadlines

• State Unemployment Taxes & Forms should be completed, filed and liabilities paid by Jan 31st.
• Local returns and liabilities are usually due on the last day of January; check your local regulations.
• 941 4th Quarter 2006 report is due and should be postmarked by Jan 31, 2007.
• 940 An…