QuickBooksGal

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, I’m going to talk about Converting One Write Plus and Peachtree to QuickBooks ®. I received a call a couple of weeks ago from a client who wanted to convert from an older accounting system of ledger sheets to QuickBooks. I obtained some information and determined that it would be best to have her come to our office where we could supervise her data entry from the ledgers into her new QuickBooks file that we would help her to create. She had an old 60 MHz computer and had not been exposed to any Windows® programs, so her learning curve could be large. Later, I spoke with her son who informed me that she was using One Write Plus. She had a lot of data and her customer/vendor lists were pretty big…in other words, there would be a lot of data entry. It occurred to me that we could convert her data from OW...

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, I’m going to talk about Reconciling Bank Accounts in QuickBooks® . Nothing is so important and so overlooked in the bookkeeping process as performing monthly bank reconciliations. QuickBooks makes this process as easy as it could possibly be. Everyone should be in the habit of reconciling each checking, savings, credit card, or other financial accounts when they get a statement from the bank or issuing institution that holds these accounts. Monthly reconciliations allow you make sure your that books are accurate, on-track, and gives you the opportunity to head off problems at the pass… before they become HUGE problems. To do your bank reconciliation, just grab your statement, open your QuickBooks file, go to the “Banking” menu and select “Reconcile.” Now you should be able to enter the date of your s...

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’s topic is Hiring a QuickBooks® ProAdvisor Today, I’m going to talk about the QuickBooks ProAdvisor program. Certified QuickBooks experts known as ProAdvisors are typically CPAs, accountants, small business advisors or consultants who have been tested and certified on QuickBooks. Are you a new customer setting up QuickBooks for the first time or an experienced user planning to start a new data file? If the answer is YES, then you may want to learn more about the QuickBooks ProAdvisor program. I have been a Certified QuickBooks ProAdvisor since 1999. Additionally, I am certified in QuickBooks Point of Sale. About QuickBooks Certified ProAdvisors Intuit defines Certified ProAdvisors as those who have completed rigorous and comprehensive QuickBooks curriculum developed by Intuit in order to obtain the Certified Pr...