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QuickBooks®: News You Can Use |
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| Presented by: Scott Gregory, QuickBooks Specialist |
November 2005 |
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Looking for fund-raising ideas for your school, church
or other non-profit organization? Look no further than
the Funding Factory. It's never
been easier!
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QuickBooks 2006 Is Here! |
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The wait is over! - the entire QuickBooks 2006
product line is now available for sale (save up to
20%, get free shipping, 30 days free support from
Intuit, and free learning guides from me
when
purchased through my web site).
Over the next several issues, I'll give you an
overview of the new and improved features of
QuickBooks 2006 to help in your purchase or upgrade
decisions. (REMEMBER: Support for
QuickBooks 2003
will end April 30, 2006. Support has already ended for
any version of QuickBooks 2002 or older).
Let's dig in to the goodies (all features listed below
can be found in QuickBooks Pro and above):
- Simplified Home Page
- The home
page of QuickBooks has been completely redesigned
for easier access to critical information. It can also
be customized for the type of business you have (i.e.
service vs. manufacturing). Long story short - the
new home page has been designed to provide access
to your most important and frequently used tasks in
one place.
- Customer Center Organizes Information for
Rapid Access
- see all customer information
in one place along with contact information and the
entire transaction history in one window.
- Improved Search and Filter of Customer and
Vendor Information
- this improved feature
will allow you more control and faster access to
customer information - for example, customers with
open balances. You'll be able to export this filtered
information into Excel, where you can then prepare
targeted marketing campaigns.
- More E-Mail Options
- In
QuickBooks 2006, you'll now be able to store multiple
e-mail addresses per customer and retain a
default "CC" e-mail address to simplify the handling of
your outgoing e-mails (for example - you can "CC"
yourself on each message you send!). In addition,
you will be able to enter a "Bcc" (blind carbon copy)
for each outgoing e-mail message and set a
default "Bcc" as well.
- Multiple Shipping Addresses (Finally!!)
- This long awaited feature now provides
the capability of storing UNLIMITED shipping
addresses per customer, and these addresses are
easily accessible via the use of a handy drop-down
list.
These features are just the beginning - there are
many others to discuss too. In case you want to
know all of them NOW, follow this link
to get all the
details, product comparisons, screen shots and more
for the QuickBooks 2006 product line.
Did I mention that I'm giving away free
QuickBooks consulting time for purchases
made
through my web
site?

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QuickBooks: Save 20% and Get Freebies! |
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Order QuickBooks via my web site, and reap the
following rewards:
- Savings up to 20%!
- Free shipping!
- 30 days free support directly from Intuit!
- 3 free learning guides directly from me!
- Free QuickBooks consultation time! (for Premier
and Enterprise purchases)
Not sure which version of QuickBooks is right for
your business? Eliminate the uncertainty right
now and review the product comparison
table.
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Stop Using Pencil and Paper - FREE workshop |
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Do you have friends who still track their business
finances with crude spreadsheets or even worse,
with paper and pencil? Tell them to stop the madness
and join me for:
"Is 2006 The Year to
Automate Your Bookkeeping?"
When: Tuesday, January 10, 2006.
Continental breakfast at 8am. Workshop runs from
8:30 until 10am.
Where: Radisson Hotel, Eastlake, Ohio
Cost: FREE
What's in Store: There has never been a
better time to banish paper and spreadsheet based
accounting and simplify business bookkeeping. I'll be
discussing:
- Why it's not as hard to automate as you might
think
- How you can be better prepared to provide what
your accountant needs by using accounting
software
- One click access to critical business reports
- How easy it is to track money in and out of your
business
- The ease of writing checks and tracking credit
card purchases
- Software currently used by over 100,000 small
businesses
For more information or to register, please e-mail or
call Lynda at (440) 255-4654. Register TODAY
for this workshop!

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How Do I? |
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Question #1: Does QuickBooks have sample files
where I can test things out without messing up my
real company file?
A: Yes, QuickBooks includes these sample
files at no extra charge with your purchase of the
software. The idea
behind the sample file is simply to allow you to
practice and/or experiment with different QuickBooks
features. By doing this, you eliminate the risk of
goofing up all of your hard work in your "real" file
(and getting the boss annoyed too!).
To access these built-in sample data files, click on
File, then Open Company. Depending on the version
of QuickBooks you have, you should at least
see "Sample Product-Based Business" and "Sample
Service-Based Business" files. To open one of them,
just double-click on it. Your existing company file will
close, and the sample will open. When you are done
with the sample file, click on File, then Open Previous
Company, and your "real" file should be listed there
for easy access.
Question #2: I have multiple bank accounts, but
want to set one of them as the default when writing
checks. Can I do that?
A: Absolutely! QuickBooks makes it a snap
to default the bank account in use when writing
checks, paying bills, making deposits, and paying
sales tax. Here's how to do it - click on Edit, then
Preferences, then the picture that says "Checking".
On the "My Preferences" tab, select the account
you'd like to use from the drop-down list, and then
click OK. It's that easy!

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Computing Tip! |
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Is your computer screen starting to look like a
disaster - icons all over the place, etc.? Bring order
to the chaos quickly. Here's how...
Find a blank spot anywhere on your computer
desktop, and RIGHT click your mouse. Then LEFT
click on "Arrange Icons By" and choose to arrange
them by various methods - name or type are two of
my favorites. Click on your choice, and watch your
desktop get cleaned up in a flash!
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Simplify Time Collection and Payroll! |
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Do you find the collection of time data for payroll
processing a challenge at best and a real pain in the
rear at worst? What if I told you that you could
simplify this process immensely by having your
employees track their time on a cell phone or
BlackBerry device? The cost? As little as $15 per
month - it will pay for itself
in no time flat!
It's true - if you work in a service business, for a
contracting or construction company, or professional
services firm where employees are out of the office
frequently, you'll want to investigate the power of
the WorkTrack service from Aligo.
Designed to work on either the Nextel or
Sprint networks, WorkTrack takes the hassle out of
time collection. But it does so much more too!
For your own personalized demo of WorkTrack, call Tom
Young at (415) 593-7157 or complete the on-line
form (Please be sure to type in "Scott Gregory" in the
comment box to ensure you get the quickest
attention to your inquiry!)
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Boost Your Sales/Slash Travel Expenses |
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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.
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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