Site Makeover

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.

On Hiatus

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.

Nice Video From Intuit

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.

30 QuickBooks Tips In 30 Days: Day 9

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.

30 QuickBooks Tips In 30 Days: Day 8

All right, so it’s going to take a bit longer than 30 days to get through this since I keep skipping days!  I just have too much going on right now with tax season at work and teaching at night so my blog always takes a back seat to my “real life”.  But I’m here today with a good tip to help you work more productively in QuickBooks.

Tip #8 of 30: Remove unwanted icons from your home page

You know how when you first install QuickBooks you get a bazillion icons on the QuickBooks Home page?  It looks chaotic and is very overwhelming.  You can easily remove the icons that you don’t need or want though.

Just go to the “Edit” menu, then choose “Preferences”.  Click on the “Desktop View” section, then switch to the “Company Preferences” tab.  There are some checkboxes there and links that you can click to toggle different features on and off.  Don’t worry if you remove something that you need later, you can always go back and turn it back on at any time.

If you aren’t using the QuickBooks payroll features you can get rid of those icons as well by going into the “Payroll & Employees” section of the Preferences.  On the Company Preferences tab select “No payroll” and most of the Employee icons will be removed.

Once you pare down the number of icons on your home page, it looks much less cluttered and can help you focus on getting things done!

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.