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Don't miss the next QuickBooks User Group learning session on Tuesday, June 19th at the Radisson Hotel in Eastlake. Here is the exciting slate of topics this time:

• Stop Going to the Bank to Make Deposits! - See and learn about a great new banking tool called "remote capture" and how it can simplify and streamline your daily workflow. Stop wasting time standing in line at the bank and deposit your checks electronically!
• Customers and Vendors: A to Z - Use your customer and vendor lists with complete confidence! Take advantage of features you are most likely missing! Understand how to segment your customers by type, use price levels to simplify invoicing, use custom fields, manage aliases to keep your lists manageable, use and track job information, customize the view of your lists, use notes, reminders and to-dos, and how 1099s are created in QuickBooks.
• The Care and Feeding of Your QuickBooks File - Don't be confused any longer about the critical importance of using the verify and rebuild utilities as well as the "clean up company data" (formerly known as archive) function to keep your QuickBooks file as clean and fast as it can be!
• QuickBooks Add-On Software of Interest - A review of several very useful applications that may benefit your business.
• Question and Answer Session

Our last user group meeting had some terrific questions and insights. Don't miss out on this opportunity to get critical insight into YOUR QuickBooks investment!

So you have names on your "Other Names" list that you would like to reclassify to another list in QuickBooks? There is a simple way to do just that...

QuickBooks allows you to keep track of four different types of names - customer, vendor, employee and "other". In many cases, you tell QuickBooks to classify a name as "other" when adding it to a check or bill because you don't think they are a vendor (or you are in a hurry and choose the wrong type of name).

But let's say that you really do have someone in the "Other Names" list that needs to be moved to the Vendor List. Here is how you can easily move them to another list:

• Click Lists in the menu bar, then Other Names list
• Click the name that needs to be moved to another list
• RIGHT click on the name, and then LEFT click "Change Other Names Type"

Once there, you will see a checklist with columns for customer, vendor, and employee. Simply check the type of name you want this to be, and then click OK. Be aware that once you re-classify a name from the "Other Names" list to another list, the action cannot be undone.

It has been said that a picture can be worth a thousand words. When dealing with your blizzard of accounting data, this adage holds very true.

In the QuickBooks Report Center under Company and Financial Reports, you will find one titled "Income and Expense Graph". Click that option, and you will instantly be presented with a pictorial view of your income and expenses in both bar and pie chart formats.

Note the various options across the top of this report - you can change the date range, display it by account (most recommended) or other options, and print it. In addition, you can hover over any section of the graph and double-click on it to take you one step further into the details. Keep double-clicking, and you will get all the way down to the source of the data (example: invoice, check or bill).

The Income and Expense Graph is a wonderful report to help visualize the financial results of your business.

Q: I want to use account numbers in QuickBooks. How can I do that?

A: I get this question frequently. By default, QuickBooks has the preference to use account numbers turned off. However, turning on this preference is a snap.

In the menu bar, click Edit, then Preferences, then Accounting, then Company Preferences. Put a check mark to select the "use account number" option on this screen, then click OK. Return to your chart of accounts, and you will now see a field ready and waiting to assign an account number. QuickBooks provides you up to seven spaces for this number - it can contain all numbers or a combination of numbers, letters or other characters.

Yes, I am crazy and doing it again this year...

During the weekend of August 18-19, I will be riding my bike (no, not a Harley...the kind with the pedals) 150 miles to raise funds and awareness for the battle against Multiple Sclerosis (MS).

Can I count on your support for this event?

Last year, nearly 2,000 of us rode in the rain not just 150 miles, but 168 miles (due to construction detours, etc.) to raise funds and help find a cure for this debilitating disease.

I'm hoping for more sunshine this year, just as I am hoping you will lend your support. It's simple to make a donation to help us in the fight against MS. Follow these easy steps:

1. Make your check payable to the National Multiple Sclerosis Society
2. Mail to my office at: Bond Technology, 2786 SOM Center Rd. #200, Willoughby Hills, Ohio 44094
3. Accept all of our thanks for your support!

For those that donate $50 or more, I will send you a free copy of my upcoming QuickBooks guide titled "Undeposited Funds: What the Heck is That (and Why it is Critical to Your Success in QuickBooks)" after it publishes this summer.

Of course, the answer is no.

Why do you run your business that way?

Avoid 21 common bookkeeping problems and get a copy of "Your Bookkeeping Stinks" today. It contains critical insight on problems found in many small businesses today!

Get your own copy of "Your Bookkeeping Stinks!" in PDF or print format today!

Looking for a class on QuickBooks? Join me for the summer session of QuickBooks at Lakeland Community College. These classes will run from 9-11:30am. For details, click the link below.

The "QuickBooks: News You Can Use" newsletter is written and distributed monthly by Scott Gregory. Scott is a:

• QuickBooks Specialist
• CPA
• Technology Consultant
• Charter Member of QuickBooks Enterprise Solution Provider Program
• Member, Intuit Speakers Bureau

Scott is also the president of Bond Technology, a firm that specializes in helping small businesses use QuickBooks effectively and profitably. Feel free to drop Scott an e-mail if you'd like to learn more about the services his company can provide.

QuickBooks is a registered trademark of Intuit. Bond Technology is not affiliated with Intuit in any way.

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This newsletter is issued free of charge. Please take a look at the products and services offered in the newsletter to help defray the costs of publication. This publication Copyright 2001-2007 Bond Technology, Ltd. All rights reserved.

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