Archive for Quickbooks

On Demand CRM by Commence Best for Small Business Accounting

QuickBooks Customizationon December 12th, 2009No Comments
Commence Corporation a leading provider of Customer Relationship Management software has announced that its popular CRM On-Demand solution now offers seamless integration with Intuit’s QuickBooks Accounting application. The integration allows QuickBooks customers to share Account, Contact, Payment, Purchase Order and Invoice data with Commences web-based CRM solution.

“Accounting and CRM fits hand in glove,” says Larry Caretsky, president of Commence Corporation. “Companies want to have vital customer information that traditionally resides in their Accounting system available to sales and support personnel from their CRM system. This integration makes that possible.”

Industry reports indicate that there are thousands of small businesses eager to take advantage of Customer Relationship Management systems to capture, manage and share customer information and to use this data to improve sales execution and customer service. The alternatives have traditionally been complex, expensive and do not provide integration to Accounting packages. This has significantly limited the acceptance and use of CRM in the small business community. Commence has addressed this requirement with an easy to use, affordable web-based solution that offers account and contact management, sales automation, marketing, customer service, project management, integration to QuickBooks and Microsoft Outlook.

Commence On-Demand is delivered as a service over the Internet. There are no hardware or software requirements and customers can be operation in just a few hours. The basic package starts at just $19.95 per user per month.

About Commence Corporation

Commence Corporation is a leading provider of Customer Relationship Management solutions. The company’s products are designed to provide small to mid-size businesses with flexible solutions that leverage the Web to offer an integrated platform for managing sales execution and customer service. Commence supports several thousand customers through a worldwide distribution network, with outlets in North and South America, Europe and Asia/Pacific. For further information contact Commence Sales at 1-877-COMMENCE.



By: Thomas Cutler

About the Author:

Commence Corporation
www.commence.com
Larry Caretsky
Marketing@commence.com
732-380-9100



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Latest Versions of Inventory Software for Quickbooks

QuickBooks Customizationon November 17th, 2009No Comments
One of the axioms that everyone understands about business is that it never stays the same—that like many other things in our world the demands of the market force it to constantly change and revamp it to keep up with the changes in consumer demand and technology. In a perfect situation the inventory software revolutions that we go through help small and medium business to be more competitive and efficient and that’s been the case with the computerization of warehousing and the inventory controls that entails.

That said, there has been a shift away from the traditional warehouse toward the fulfillment house where the software technology allows for the more immediate fulfillment of orders. You have been great demands placed on this technology as well.

For more details go to: www.quick-selling-software.com It must be efficient and accurate first and foremost, and of course it must store a vast amount of information and be able to integrate order processing with an accurate inventory picture in a near instantaneous way that no technology that went before it could provide.

And that’s where the latest versions of inventory software for Quickbooks take over. It’s got the ability to take several hundred thousands parts and create Bills of Materials that can both simplify and speed up the entire processing matrix so that money profit can be realized. One of the other factors that you’ll need to account for when you start with a computer business is the fact that your business will likely become, at least on some scale, international in nature and to that end QuickBooks inventory management has you covered again.

The list of applications that integrate with QuickBooks also offers a unit of measure conversion feature so you won’t be slowed down during the sales or inventory process. It works this way. As a product comes into the system and one unit is processed in, it can be converted into any one of a number of other units of measure so that you can give an accurate picture to customers in foreign lands. As well, with just a click of the mouse you can change the units from cartons to which ever others like pallets that your customers might prefer or at least want to get some kind of quote in.

There are other essential features as well and one of these is backorder tracking which scours the system and your inventory to show you exactly what needs to be shipped on any given day or hour. For help visit: www.page-brand-generator.com This feature goes a step further by actually showing you what parts are still coming in from you suppliers as well. This particular feature really helps to diffuse situations when you can give an irate customer some specific information about when their backordered product will be available to them.

Remember that the technological revolution has placed the small and medium business in a position where they can process a much larger amount of business by simply jumping onboard with the technology that is available



By: sohan singh

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How to Automate Recurring Invoices in QuickBooks

QuickBooks Customizationon November 7th, 2009No Comments
There are many businesses that send invoices to their customers on a recurring basis—weekly, monthly, quarterly and/or annually. Very few, however, know how to automate recurring invoices in QuickBooks, which can save an enormous amount of time. With a little bit of upfront work and ongoing maintenance, you can send out recurring invoices with just a few clicks.

1. Create a Memorized Transaction Group

a. Go to Lists > Memorized Transaction List

b. Click on the Memorized Transaction button, and select New Group

c. Name the group, select Automatically Enter, How Often and Next Date. For instance, if you are setting up monthly invoices, name it Monthly Invoices, select Monthly, and the date the next set of monthly invoices should go out. If you are setting up annual invoices for the month of June, name it June Invoices, select Annually, and the date the next June invoices should go out

2. Memorize your recurring invoices

a. Open each invoice you want to automatically process on a recurring basis, make sure To be printed and/or To be e-mailed is checked

b. Go to Edit > Memorize Invoice, select With Transactions in Group, and select the group you created above

c. Make sure to close the invoice without recording it

3. Edit the memorized invoices for any changes that occur

a. Go to Lists > Memorized Transaction List

b. Double-click on the invoice you want to modify

c. Make your changes

d. Go to Edit > Memorize Invoice

e. Choose Replace in the popup box

f. Close the invoice without recording it

4. On or after the date the invoices are automatically entered, print out the invoices

a. Go to File > Print Forms > Invoices, click Select All and then OK

b. Go to File >Send Forms, click Select All and then Send Forms

Even better, if you use QuickBooks Merchant Services & Billing Solutions, you can completely automate your invoicing from generation to payment by selecting To be e-mailed or To be mailed through QuickBooks, and Allow online payment before memorizing the invoice.



By: Ruth Perryman

About the Author:

____________________________________________________________

Ruth Perryman is the president of The QB Specialists. She is a Certified Advanced Quickbooks ProAdvisor and an Intuit Solutions Provider, with over 19 years of industry experience including 5 years as a Chief Financial Officer. She has been working with Quickbooks since 1996, and specializes in QuickBooks Enterprise and POS installations and troubleshooting. She also provides virtual controller and CFO services.

If you need additional assistance, please call our QuickBooks technical support line at 888-351-5285. The first ten minutes are absolutely free! Plus receive additional free minutes with every purchase – visit our website for more details.



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Masterdatadirect : QUICKBOOK CHECKS AND BLANK CHECKS

QuickBooks Customizationon November 5th, 2009No Comments
The printed QuickBooks checks are one of the most popular choices in the market place. QuickBooks offers you the ability of using accounts payable, payroll on one standard general purpose check. Quickbooks offers the customer a very powerful software for a relatively low cost and can be used at almost any business. Our Quickbooks laser checks are guaranteed 100% compatible and come with 2 horizontal perforations. This gives the customer two vouchers, one is for the company’s record and other one is for the vendors or employees.

 

Masterdatadirect offers QuickBooks checks for a cost savings of up to 75% from banks, software companies and other check printing companies. Our checks come with a black ink imprint and also include various security features to the checks such as micro printing, original document backer as well as voided pantographs. Masterdatadirect also offers QuickBooks checks to the businesses with their logo at one time fee of $15. Logos and images are easily uploaded quickly in the check out process. QuickBooks checks are available in brown, blue, red, maroon and green colors. The cost for checks from Masterdatadirect  are available starting at $56 for 250 checks to $299 for 5000 checks. You will find that value and quality at Masterdatadirect is far better when compared with other companies.

BLANK CHECK PAPER:

Masterdatadirect blank check paper can be used by any software that uses laser printer along with MICR toner. Each check is produced by premium MICR 24# paper and also they are available with high security features. Some of the security features are original document at the back side, voided pantographs etc. Blank checks are available in verities of colors from master data which includes brown, blue, red, maroon and green etc. For any clarifications regarding the blank checks, feel free to call Masterdatadirect customer service at 888-447-3282. .

The following are the available options on the blank checks in Masterdatadirect:

1)     Top Voucher – Perforation are  3 ½ & 7 from the top.

2)     Middle Voucher – Perforations are 3 ½ x 7 from the top.

3)     Bottom Voucher -Perforations are 4 & 7 ½) from the top.

 

The cost for blank check paper at Masterdatadirect start at 37$ for 250 checks to 212$ for 5000 checks.  In some cases, some companies may us our 3 up blank checks.



By: Vikram kuamr

About the Author:

Are you interested in purchasing some Blank Checks? You can find more information about QuickBook Checks by visiting Master Data Direct.



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Quickbooks Accounting – Things You Can Expect From an Outsource Accountant

QuickBooks Trainingon October 19th, 2009No Comments
The Quickbooks accounting software is becoming to be one of the most popular products in the business realm. There are a lot of reasons for this. First of all, you can easily monitor the performance of your business. You can also keep track of your expenses and especially those bills and checks that you have to pay on time. You may also use it in determining the inventory you have for your products.

 

Indeed, Quickbooks accounting program is a very powerful one. The problem nowadays is you basically don’t have that much time to work on it. This is because there are far more important things that you have to have to take care of, such as marketing your products and services. Your best option therefore is to look for a company who can take care of Quickbooks accounting.

 

Fortunately, there are already a lot of them, most you can find in the World Wide Web. What’s more, their services are not only limited in entering data into the program. As a matter of fact, here are their top 3 possible services in relation to Quickbooks accounting:

 

1. Customization and Training for Quickbooks. Do you have your own bookkeeper, and yet he still needs some orientation when it comes to Quickbooks accounting? Definitely, you don’t have time for this. You can then allow somebody else to take care of this for you. Several online bookkeeping companies will not only customize your program but even train your staff on the proper use of the software. This is especially necessary once you opt to personalize the settings of the program. You can ask for the customization of the lists and even of the accounting process. You can even create templates, so you can already print reports with accompanying heading or logo of your company.

 

The main reason why you may want to pick this kind of service is that your Quickbooks accounting should fit the business that you have. Most of all, this is so you can derive a more accurate financial information of your business.

 

2. Consultation and Education. Do you already have a Quickbooks accounting system in place but are not sure if it’s the right one? Do you think you need to update it? You can allow accounting specialists to help you out in answering these questions. They can analyze the flow of your transactions through Quickbooks and recommend possible modifications. They can also pinpoint errors in the processes, so you and your team, particularly your bookkeeper, will be able to devise the proper remedies. With consultation, there’s a huge possibility that you can reduce the time spent in Quickbooks accounting from an hour to even minutes, allowing you to save from the hourly wage you pay for your freelance bookkeeper.

 

3. Review of Transactions. This is in relation to no.2, only that you will permit the company to do the changes themselves. You also don’t have the burden of looking for your own freelance bookkeeper since they already have their own. Most of all, you can relieve yourself of the fixing and the tweaking. All you need to do is to ask for status and financial reports.



By: Amitaabh Saboo

About the Author:

Outsourcing QuickBooks Accounting improves financial operations as well as increased the level of efficiencywhile at the same time curtailing risks and costs. There are many QuickBooks Accounting Service providers that cater to small and medium businesses worldwide.



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Budget Spain Hotel: Budget Friendly

QuickBooks Budgetingon October 18th, 2009No Comments
Spain is a unique representative of unique culture, tradition, ambience, and diverse mass of inhabitants. Tourist from all around the globe further rewards it the recognition of being a fabulous destination. Myriad of accommodation at all the places in the country make it even more interesting and inhabitable place for visitors. If you are here for a temporary period of time, assortment of hotels, which include Budget Spain hotel, luxury hotel, cheap hotel and star hotel, serve your purpose of staying here for a good amount of time. Spain possesses so much of diversity in terms of regions, cultures, traditions, sports and entertainment that you really require to spend quite a number of days in the country. And budget hotels in Spain help you immensely in relishing the assets of the country.

Spain deserves high acclamation for preserving ancient culture and tradition for thousands of years. Bull-fight, Flamenco music and dance, and wonderful beaches would never let you think of anything else. Whether you are in Madrid or Barcelona or Gibraltar, the same ancient pattern of narrow streets are present everywhere. And they open into a wide open area featuring stunning architectures some of which are elegant hotels of Spain cities. Budget hotels in Spain do offer you the amenities at economical rates. And it hardly puts any stress on your pocket.

Old monuments and other fabulous entertainment centers characterize cities, which themselves are subject of great interest because of their geographic, climatic and personal diversity. QuickBooker.com is right there to assist you in choosing the best suitable accommodation for you. Our website features an extensive list of hotels with all their amenities and rates to make you familiar with the hotel even before you start for the destination.



By: peter eben

About the Author:

Peter Eben is an associate editor of http://www.stayresspain.com/. The website offers exclusive information of Spain and hotels in Spain. We also provide online hotel reservation of budget hotels in Spain. We appreciate your feedback and queries at info@stayresspain.com.



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Bookkeeping with QuickBooks

QuickBooks Reportingon October 18th, 2009No Comments
Designed for small businesses, QuickBooks is a powerful and most commonly used small business accounting and management software in the US. It is used to track expenses, prepare and send invoices, prepare financial statements, track inventory levels, and many other tasks. It is available in customized versions for different industries.

Here some step to think about when using Quickbooks:

Many small businesses work on the cash basis accounting. What this means is you record your expenses when you write the check or charge your credit card, and you record your trade or profits when you take the money to the bank and deposit it into your account. This is the effortless way to account for your transactions.

On the accrual basis accounting, you record income at the time of sale, not at the time you accept payment. You also enter expenses when you receive the bill, not when you pay it. The choice is yours on which accounting method you want use. Quickbooks work on both accounting method.

An online banking service is available with Quickbooks, which enables you to pay your bills automatically and resolve your bank accounts monthly. This is required to make sure you capture all business deduction to minimize your end of year tax responsibility.

Quickbooks other useful thing that allow modifying forms like statement, invoices and purchase orders which, you want to send to your customers. It will allow creating mailing labels and emailing messages to your existing customers that are setup in Quickbooks.

Quickbooks helps to develop reports; you can create many reports for daily management of your business. The most widely used reports are the Balance Sheet, Profit & Loss statement. The Profit and Loss statement is simply your sales minus your expenses over a period of time. When you select to display a report such as the Profit and Loss statement, you are able to drill down from each account to get the source of the amount in the report.

Thus, QuickBooks is a simple to use bookkeeping & accounting software program that agree to business owners to manage their business more usefully.



By: James Lee

About the Author:

This article has been provided courtesy of http://www.hitechbookkeepingservices.com – specialized in quickbooks bookkeeping. Hire virtual quickbooks bookkeeper for your small business.



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Hosted QuickBooks :a new tool for CPA’s

QuickBooks Reportingon October 17th, 2009No Comments
The importance of using QuickBooks for small business is beyond doubt. The usability of this software lies in making the financial reporting of the firms’ business not only more easy but also more important for analyzing trends and performance of the organization. But for small business the options are either to hire a part time CPA for this or invest in  an in house personnel for this.

                 Then problems of always on access, multiple user access and time saving in interaction between clients and the accounting firm was sought to be addressed by QuickBooks online version .Though this version allows for remote accessibility of clients database by the CPAs and also provides multi user features as well as   in house  printing of reports, there is a new alternative in the forms of Hosted QuickBooks made available through an Application Service Provider.

              The basic point is to render the bookkeeping exercise more easy, less time consuming and more secure for Small and medium business. The  benefits of hosted bookkeeping are obvious. First, it makes possible the organization to focus on their core business and not waste time and resources on those aspects which do not have a direct relevance to the company’s operation. Then there is the problem of time management .The essential thing is that using the hosted facility allows the client and their CPA to be constantly in touch and provides the ability to modify the reports in real time. Thus multiple users of the same software can see the changes being made at various terminals even as they are on the move . For CPAs it means more time at their disposal and hence more clients and for the Small business it translates into more easy and hassle proof bookkeeping.

Then comes data security. Many a times, small firms lose their data on bookkeeping as the data is not saved in real time. Hosted Bookkeeping allows for multiple backups and hence more security for the business.

Now QuickBooks Online provides many of the facilities comparable to that of Hosted QuickBooks .So why go for the Hosted facility. First of all, time is  a big factor. While online QuickBooks definitely involves a certain amount of time spent in browsing, the Hosted QuickBooks just works like a desktop application and hence a lot of savings in terms of time. Then there is issue of kind of support being provided by the ASPs. With round the clock trouble shooting being provided by the Hosting facility it scores over the QuickBooks online as it takes any time from one day to many days for the queries to be  reported back.

              Also the hosted facility’s multiple real time backups definitely score over other online facilities available. Now something about different versions of QuickBooks. It comes in a number of versions licenced to on individual users and if     a company wants to upgrade it has to buy a new version. Hosted facilities provide the benefits of online facilities even with a older version of QuickBooks and thus saves a lot of pressures on the CPAs to upgrade to its online version. Besides the Hosted facilities are available by providers such as Real Time Data Services come with a number of Add- ons for all versions of QuickBooks which are not available with other versions or are available on selected versions



By: Susanne Parker

About the Author:

Susanne Parker is a CPA associated with Real Time Data Services and specializes in cosulting regarding hosting solutions for QuickBooks and other tax softwares.



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Top 3 Reports Every Business Owner and Investor Must Have

QuickBooks Reportingon October 17th, 2009No Comments
A question I commonly hear is what reports should I use for my businesses and investments? I have several customized reports I use, but today, I’m going to share the 3 standard reports I use – these are reports that can be pulled from my accounting software. I use QuickBooks but these reports are standard in all accounting software packages.

- Report #1: Statement of Cash Flows -

Where does my cash go?

Does this question sound familiar? Many business owners and investors are constantly trying to answer this question as they scramble to make payroll or mortgage payments.

Whether it’s your business, your rental properties or your option trading, the Statement of Cash Flows report tells you exactly where your cash goes.

I like this report because it gives me a ton of information in one shot. It tells:

- My cash balance as of the start date of the report

- My cash balance as of the end date of the report

- My net income or loss for the period of time being reported

- How much cash went in and out from my normal operations

- How much cash went in and out from my investing activities

- How much cash went in and out from my financing activities

Here is an example of how the Statement of Cash Flows report helps me analyze my rental property investments.

When I pull a Profit & Loss report (also called an Income Statement) for my rental property investments, I see a net loss of $10,000. This loss information is helpful in my tax planning but not when I’m trying to assess how my properties are performing.

The net loss is due to large depreciation deductions, which are non-cash deductions, claimed on my rental properties. So, I have to pick apart the Profit & Loss report to figure out if my net cash flow from the property is positive or negative. While I want the information, I don’t want to spend a lot of time digging for it. This is why I l love the Statement of Cash Flows report – it does the work for me!

The Statement of Cash Flows starts with the net loss from the Profit & Loss report and makes all the non-cash adjustments for me. For example, it adds back depreciation. It factors in cash spent buying a new property (which isn’t on the Profit & Loss report because it’s an asset that gets reported on the Balance Sheet). And it shows the cash I spent to pay down the principal on my mortgages. (Remember that if your mortgage payment includes principal and interest, then the interest portion is included in the Profit & Loss report but the principal portion is not).

The Statement of Cash Flows answers the nagging question – where does my cash go!

- Report #2: Accounts Receivable Report -

As a business owner, I want to know who owes me money! I use this report to not only make collection calls, but to study my customers’ habits. Who pays me quickly? Who is very slow to pay me? I use this information to help focus my efforts on customers who pay me without any hassle and better manage those who don’t.

- Report #3: Accounts Payable Report -

I always want to pay my vendors on time. My accounts payable reports enable me to do this. Plus, these reports help me identify opportunities to negotiate discounts with my vendors, such as discounts for early payment. Those savings go right to my bottom line!

These are 3 reports you can access right now from your accounting software!



By: Tom Wheelwright

About the Author:

Tom Wheelwright is the founder, CEO and creative force behind ProVision Wealth Strategists, a full-service CPA and wealth strategy firm headquartered in Tempe, Arizona. ProVision coaches investors and business owners all over the world to financial freedom, creating vast amounts of wealth and business success for its clients. For more information, please visit http://www.ProVisionWealth.com .



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Choose a Career by Software Specialty

QuickBooks Trainingon October 16th, 2009No Comments
I was recently asked for career advice by an unemployed design engineer. It actually caught me off guard because I always thought of engineers as among the most employable people out there. They usually are degreed individuals with great problem solving skills. I know engineers can major in different disciplines and often get specific degrees in chemical, electrical, mechanical and also many other areas. Most that I have met seem to have the two traits I believe are desirable in any employee: organizational skills and problem solving abilities.

Here is where it gets a little tricky though. My client had 8 years using one particular simulation software. It was one of two or three most often used in his industry, so when he interviewed with a company using a different software application, he needed to sell himself as able to quickly become proficient in that program. Not an impossible task, but he was competing against others who could claim to “hit the ground running”. My first reaction was why not learn all the top software? As he pointed out, because it can take hundreds and sometimes thousands of hours of training and actually using a powerful software to become proficient at it.

This issue prompted me to start thinking about the best way for people to prepare themselves for employment in an area where they might be using software to perform a large part of their job. would it be best to try and learn the basics of two or three of the most widely used programs, or better to become as proficient as possible in one? First, let’s take a quick look at some of the larger employment sectors and see if we can’t list a few of the competing software companies in each sector.

Engineering/Design. One type of program used is CAD, an acronym for computer aided design. Three of the larger ones in use are Catia, SolidWorks, and Unigraphics. Business/Enterprise. These are softwares used to run large companies or enterprises or even just certain aspects of enterprise. SAP, and Oracle are good examples. Accounting/Small business. Peachtree and Quickbooks come to mind.

I am going to go out on a limb here. Based on experience in recruiting and SAP training, I believe it is best to become an expert in one software program or even in one specialized area of a software. The old adage of “jack of all trades and master of none” is unlikely to land you a prime position in a competitive employment landscape. Your expertise in a given area may even carry over into associated areas in the eyes of a company.

Of course their are dozens of employment areas and dozens times dozens of softwares to go with them. I’ll assume that you already have an idea of what type of work you want to be doing. Let’s just say you are working in or looking for a job in small business accounting or bookkeeping. Do you intend to stay in your current geographic area? If the answer is yes, then do your research and try to find out what program is used most in your area. Learn that program if you want to increase your chances of finding a job. If you are looking to relocate, then your research should focus on discovering the most widely used in the whole nation or area where you hope to relocate to. You can also use other criteria when making a decision on what software program. Does one pay more than the other? Has one been around longer and is the company that makes it secure?

Is it only used by one mega company and no others?

For my engineering friend my advise to him was to take more training in the program he had used for so long. His value was in knowing that software and additional training only strengthened his value.



By: Bryan Glasson

About the Author:

Bryan Glasson is a marketing associate, career coach and software trainer. Find out more about how SAP Training can help advance your career.



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