QuickBooks 2012 is Now Available!

September 30, 2011 By 1 Comment

QuickBooks 2012 - Save 20%Just in case you somehow managed to avoid all of the hype and hoopla, Intuit released QuickBooks 2012 this week! I attended a webinar on Wednesday covering most of the new features and I can honestly say this is a worthy upgrade.

I usually tell people that they don’t need to upgrade because frankly, the new features each year usually aren’t all that exciting. But there are several new features in QuickBooks 2012 that make it worth a look. I’ll be releasing a series of blog posts, articles and videos covering some of these new features in the coming weeks but for now I’ll just mention a few of them.

There is a new calendar view feature that lets you see your upcoming bills, invoices and to-do lists in a calendar format. I believe that this one, single feature will make it a worth-while upgrade for a lot of small business owners. This gives them a quick and easy way to see what’s coming up without getting lost in reports.

Improved export to Excel features – you can now export a report to Microsoft Excel and it contains a “live” link back to the QuickBooks data. This allows you to go back into the exported spreadsheet and refresh or update the numbers from the QuickBooks file. This will be one of those features that’s useful for a lot of tasks like quickly getting totals of accounts or calculating ratios.  You can now also customize the formatting of your export to Excel and save those customizations as a pre-set to use in future exports. Another big time saver!

Memorized transactions have been improved. Now when you get the pop-up window telling you that there are memorized transactions to enter, you get to see what they are and manually choose which ones to enter.

There is a new Lead Center that allows you to track sales leads with some custom fields. You can convert a lead into a customer if need be.

You can batch time sheet entry if you have several employees with the same time. This could be a huge time saver for certain businesses.

The Document Center has been improved to allow local storage of the scanned documents and has a new drag and drop interface.  I can’t wait to get a look at this!

There are other improvements for accountants too. Improved condensing, the ability to “export” one single year’s worth of transactions, using one QB file to set up a new, blank company file and more.

If you’ve been holding off on upgrading QuickBooks for a few years, I really think you should check out this new version. It might just be time to pull the trigger!

Of course, if you are interested in upgrading I would appreciate it if you purchased through a link on my site. I do get a small commission on each sale and it really helps me maintain this site.

QuickBooks Organizes your Files and Makes Tax Time Easy – Save up to 20% Now + Free Shipping

This post was written by Michael Debyah.

Filed Under: Featured, QuickBooks News Tagged With: ,

Today Only: Get 50% off QuickBooks Accountant Edition

June 14, 2011 By Leave a Comment

Intuit is having a special one-day sale on QuickBooks Accountant Edition and it’s a great deal. It’s normally priced at $399.95 but for today you can get it for $199.95!
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The Accountant Edition of QuickBooks is great because it gives you several features that you don’t get in the other versions. For example, you can have 2 company files open at the same time. There’s the Client Data Review feature that makes cleaning up QuickBooks file’s a snap. You can go back and view previous month’s bank reconciliation reports (not just the last one, you can go back even farther).
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This offer expires at midnight! Save 50% on QuickBooks Accountant for your entire team. You pay only $199.95 per copy (regularly $399.95).
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Just click the link below to take advantage of this offer:
QuickBooks Accountant Edition at 50% off! (once you are on that page, go to the menu that says “Products & Services” then choose “QuickBooks Accountant”)
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P.S. – I am planning on making more QuickBooks videos, I’m just not sure when I will start up again.  I have had a lot of family activities this year and it’s hard to make time.  But they are coming!  Feel free to email me with any requests for videos – you can use the contact form.
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Thanks and good luck with your QuickBooks!

This post was written by Michael Debyah.

Filed Under: Uncategorized Tagged With: ,

Site Makeover

March 27, 2011 By 6 Comments

Hi there! If you’ve seen the site before then you will notice that it looks a lot different now.  I have changed to a new WordPress theme and have a few more tweaks to put in place, but overall I like the new look. I have some new ideas that I want to try out as far as content goes so please be on the lookout for the launch of “Full Contact Accounting 2.0″.

And yes, I think I will be relaunching the podcast as well, although it won’t be exactly the same as it was in the past. It will be focused on accounting, bookkeeping and QuickBooks but in a slightly different format.

Stay tuned!

This post was written by Michael Debyah.

Filed Under: Blog

On Hiatus

October 18, 2010 By 3 Comments

I just wanted to let everyone know that until further notice, the podcast is on hiatus. Due to several personal matters I cannot devote the time that it takes to produce these tutorials. I may start them up again at some point but for the foreseeable future there will be no new episodes.

I also am not taking on any more consultations and probably won’t respond to any questions that are sent to me.

I want to thank all of you that have participated in the discussions here on the site and those who had consultations with me.

Good-bye for now and as always, good luck with your QuickBooks!

This post was written by Michael Debyah.

Filed Under: Blog

Episode 17: Questions and Answers

August 20, 2010 By Leave a Comment

After another long hiatus, I’m back!  I got lots of questions emailed to me since my last show and I answer some of them on this new episode.  I also make 2 big announcements but you’ll just have to listen to find out what they are!

Topics discussed include QuickBooks purchase orders, the accountant’s copy (which continues to be a very popular topic), using classes to segment your reporting and using MICR software with QuickBooks.

Lots of new things are happening here and if you’re not already on the email list now would be a great time to sign up!  Don’t miss out on the latest developments as the show continues to evolve and big changes are made.  You can sign up right on the home page. [Read more...]

This post was written by Michael Debyah.

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Nice Video From Intuit

August 18, 2010 By 3 Comments

QuickBooks Accounting VideoI recently came across a video that was created by someone at QuickBooks that I think is really well done.  It’s a good basic summary of how accounting works in a typical small business.  If you liked my “Accounting Primer” then I think you’ll like this video too.  It explains all of the important accounting concepts such as the P+L, Balance Sheet, Cash Flow, Chart of Accounts and more.

I can’t figure out where this video came from or what group at Intuit created it but it is very well done and I wish I could embed it here on my site, but that isn’t an option.  So, if you want to watch it just click the screenshot and it will link you right to it.  The video runs just about 10 minutes.

If you watch it, please leave a comment to let me know what you think!

P.S. – I you aren’t already on my email list, now would be a great time to sign up for it…there are going to be some big announcements coming over the next couple of weeks and you won’t want to miss out!  Just head on over to the home page to sign up.

This post was written by Michael Debyah.

Filed Under: Blog Tagged With: ,

Episode 16: Making Deposits

May 6, 2010 By 5 Comments

One of the most misunderstand areas of QuickBooks is the mysterious “Undeposited Funds” account.  This really confuses a lot of people and in this episode I try to explain how it works and why it is useful.  In order to understand it, you have to think about the process of events that take place throughout the sales cycle.  First you create an invoice, then you receive payment from your customer, then you make a deposit into the bank account.  Once you analyze what happens in each of these steps, you should have a better understanding of how the Undeposited Funds account works in QuickBooks.

Was this lesson helpful to you? Please let me know in the comments section down below!

Sign up for my email list to get QuickBooks news and other info delivered to your inbox.

This post was written by Michael Debyah.

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Episode 15: Receiving Customer Payments

March 29, 2010 By 13 Comments

After the last 2 episodes you should have a good idea of how to create invoices to your customers.  The next step is to get paid!  The “Receive Payments” procedure in QuickBooks is pretty straightforward but there are several different possibilities to think about.  The customer can either pay the exact amount that they owe, they can give you an overpayment or an underpayment.  I briefly demonstrate each of these scenarios so you can see what happens with each one.  As always, please leave any questions about this episode in the comments section below.

I also mention my new email newsletter signup that is available on the home page.  As a “thank you” for signing up you will get an e-book that I put together called the “Accounting Primer:  All the Accounting You Need To Know”.

This post was written by Michael Debyah.

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Episode 14: Invoices and Items (continued)

March 14, 2010 By 2 Comments

I continue the discussion about using QuickBooks items on invoices, bills and checks.  I use a brand new company file with no other transactions to demonstrate the accounting that goes on behind the scenes when using different items.  The discussion veers into inventory territory for a while, but that is all related to items anyway.

Do you have a specific item related question?  Let me know in the comments section for this episode!

This post was written by Michael Debyah.

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30 QuickBooks Tips In 30 Days: Day 9

February 24, 2010 By 4 Comments

Yesterday I mentioned how by default, QuickBooks has way too many icons on the home page.  Well, I also think that there are too many icons on the icon bar by default.  The icon bar is the toolbar at the top of the window that has icons for things like the Home Page, Customer Center, Vendor Center, etc.

Tip #9 of 30:  Customize the icon bar

The nice thing about the icon bar is that you can totally customize it and make it your own.  Just go to the “View” menu and click on “Customize Icon Bar”.  You will see the list of icons currently included on the bar.  You can delete any that you don’t want and you can drag them up and down to reposition them.  You can add new icons here too, but I think there’s a better way to do it.

Close the Customize Icon Bar window and return to your QuickBooks desktop.  Open the screen that you want to add to the icon bar.  For example, if you want to add an icon that open up the “Transfer Funds” screen you first open up that screen.  Now that it is open in front of you, go up to the “View” menu and select “Add Transfer Funds Between Accounts to Icon Bar…”.  You will get to choose an icon graphic, a label and a description.  Bam!  You just added your own shortcut icon to the icon bar!  By default it goes all the way over on the right so you may need to go into the “Customize Icon Bar” screen to move it to the position that you want it.

This technique works for just about any window, including reports.  So you can put icons on your icon bar for easy, one click access to the reports that you use most often.  It is a huge time saver!  And your report gets saved along with any filters or custom columns that you have set up, making it even more useful.

Did you find this tip useful?  If so, I would love for you to leave a comment below.  I would also love to hear some of your favorite QuickBooks tips!

This post was written by Michael Debyah.

Filed Under: Blog, QuickBooks Tips Tagged With: , , , , ,
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