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QuickBooks®: News You Can Use |
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| Presented by: Scott Gregory, QuickBooks Specialist |
August 2005 |
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Question: If I own a local business that sells
traditional goods and services, what good is the
Internet to me? Click here to find out.
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Save Time at Month-End |
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Is this your typical month-end process...run a profit
and loss, print it out, run a balance sheet, print it
out, run a sales report or two, then print them out?
If you print a lot of reports at the end of a month (or
quarter), the "process multiple reports" option in
QuickBooks is sure to be of interest to you.
If you click on Reports in the menu bar,
then "Process Multiple Reports", you'll discover this
handy tool. Here, you'll see a window that
says "Select Memorized Reports from" with a drop
down box that shows the various report groups in
your QuickBooks file.
For example, if you choose the "Company" group,
you'll see several familiar reports already listed there.
You can change the date range of any report listed
by clicking directly in the "From" and "To" fields, then
check mark the ones you want to display or print.
>From there, QuickBooks takes care of the rest - all of
the reports you have chosen will either show up on
your screen or your printer.
To add or change the way your memorized reports
are set up, click on "Reports", then "Memorized
Reports", then "Memorized Reports" list. From here,
you'll be able to rearrange groups, add groups, and
put everything in good order to maximize your use of
the "Process Multiple Reports" tool.

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Client Spotlight! |
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Lake County Door has been selling and servicing
residential and commercial garage doors throughout
Northeast Ohio since 1956.
In addition, they offer complete service and support
for their entire line of doors, and those of other
companies as well. Lake County Door works very
closely with their customers to ensure a "good fit" for
every garage door they sell.
For insight into your next garage door project, give
Loretta or Greg a call. They'll take very good care of
you! Call them at (440) 354-4151 or visit them on
the Web at
www.LakeCountyDoor.com.
My services provided to Lake County Door:
- Help set up QuickBooks Online Backup service to
save time and protect critical QuickBooks data
- Evaluate and assess current business processes
to take advantage of QuickBooks estimating and
purchase order capabilities
- Assist in the setup of a wireless network in the
office to allow staff to become more productive
How can I help YOUR business?
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Fiscal Fitness for Your Bottom Line |
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As a small business owner, you'd rather be involved
in the selling, making or distribution of
your products and services, right? Accounting and
finance is probably as much fun as a visit to the
dentist.
If that describes you, take a closer look at
my "Checks and Balances" service. Designed to help
provide you the financial insight you know your
business needs without having a full-time controller
or CFO on staff.
>From job and project costing to inventory control
issues and everything in-between, "Checks and
Balances" is a great fit. Details
here.
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How Do I? |
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Question #1: How do I add my company logo to
my invoices, purchase orders, and other forms?
A: You can customize your forms (and lower
your printing bills) by having QuickBooks include your
logo as a function of the Templates tool. Click on
Lists, then Templates. Choose the template of choice
(i.e. Custom Invoice), then click the "Company" tab
in the next window that appears. Here, you will see
a "logo" section and a browse button. Browse to
locate where your logo graphics file is located and
click Save to include it in this template. Repeat the
process for other templates. NOTE: Your logo must
be in BMP (bitmap) format to work. Your logo
designer can help you get it into the right
format if it isn't already there.
Question #2: How do I add a previous year or
year to date comparison on my QuickBooks profit and
loss statement?
A: With just a couple of mouse clicks, you
can include this important data. Click on Reports,
then Company and Financial, then Profit and Loss
Standard. Run the report for the dates you like, then
click on the Modify Report button. Look for the
section on the "Display" tab that says "Add
Subcolumns for" and put a check mark in "Previous
Year" or "Year to Date" as you choose. Click on "OK",
and see how your report became even more
meaningful!

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Computing Tip! |
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Microsoft Excel, Word or Outlook acting goofy on
you?
Take advantage of the "Detect and Repair" tool
included in each of these software packages. Click
on "Help" then "Detect and Repair" (you may have to
click on the double arrows at the bottom of the list
so that you can see all the available options).
>From here, the software will try to repair itself. You
may be asked for the Office CD during this process in
case the "Detect and Repair" needs any files, so keep
it handy. This is a great tool to help with many of
the "odd" things that can sometimes happen in these
programs.
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Crazy Man Update - We Did It! |
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Know anyone who sells windshield wipers for
eyeglasses? Boy did we need them for the ride this
year! (more on that in just a moment)...
First and foremost, I'd like to thank each and every
one of you who so generously contributed to the
National Multiple Sclerosis Society Pedal to the Point
bicycling event this year! It is truly very touching to
receive cards, letters and notes of encouragement
from you. Several readers even shared stories of
someone you know that is fighting MS right now.
With your help, we blasted through my goal of
$1,500 for this year! The final tally is not quite
complete, but it looks like my pledge sheet will show
a total of over $2,200 toward this years event.
Collectively, there were about 2,000 bike riders in the
event this year, and our goal was to break $1 million
in funds raised, just like we did last year.
As for the weather, it was perfect for the ride back
on Sunday. 75 degrees, sun and a slight tailwind
made for superb riding conditions. Unfortunately, I
can't say the same for Saturday. My group hit a
pretty good thunderstorm about the 50 mile mark and
it hung around for about 10 miles or so. After that,
we were completely drenched! It did feel good
though when the sun came back out a little later in
the day.
Again, thanks to all of you for your support. Watch
for the crazy man to ride again in 2006.

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Meet Your Customers Online |
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Meet your customers online. Anytime.
Anywhere.
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About the Author... |
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The
"QuickBooks: News You Can Use"
newsletter is written and distributed monthly by
Scott Gregory. Scott is a
Certified QuickBooks Advisor, CPA and Microsoft
Certified Professional.
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.
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Legal Stuff |
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QuickBooks is a registered trademark of Intuit.
myQuickQuestion.com, Bond Technology and The
QuickBooks Cafe' are not affiliated with Intuit in any
way.
Please forward this newsletter to those friends and
associates that have an interest in QuickBooks
software.
The Internet community is constantly evolving, so
exercise diligence in your research as you would any
other purchase. Bond Technology, Ltd. is not
responsible for any third party links or the misuse of
those links. They are presented solely for
informational purposes.
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 2001-2005 Bond
Technology, Ltd. All rights reserved.
Other product and company names mentioned herein
may be trademarks and/or service marks of their
respective owners.
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