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Statements

Most of us shy away from issuing statments. A statement usually does not give the necessary details and seems like just an extra step. Well, with QuickBooks 2010, it is possible to print out the detail associated with each invoice on the statement. This is a great future for any customer with multiple locations. Now it is possible to summarize all activity with the customer by location in one simple statment. To add the invoice detail to the statement, simply click on "show invoice item detail" under additional options in the statement creation tab.

Don't forget about using PayPal in QuickBooks!

Don't forget about PayPal in QuickBooks. Whether you're using QuickBooks Pro, QuickBooks Premier, or QuickBooks Enterprise, you can use PayPal for bills--not just on EBay, but for business as well. To learn more about a PayPal account, visit their website at http://www.PayPal.com.

Gold Coast, A Start-Up General Contractor

The Problem:

In late 2007 a local CPA referred Mobile-CFO to a start-up cell-tower General Contractor. They had been in business for 6 months, but had lost their bookkeeper after only 2 months of operation. Nothing had been done to the QuickBooks Premier company file in those 4 months. They didn’t understand their chart of accounts and accompanying financial statements. The reports didn’t make sense. The owners were trying to get new business, review ongoing jobs, and be their own accountant and bookkeeper. Too much!

The Solution:

viewmypaychecks.com - watch the 25% discount

I know that everyone is hard at work proofing the books to get ready for tax time. One nice feature is the ability to publish paychecks and W2s on www.viewmypaychecks.com. 

It is an Intuit cloud application which allows payroll admins to safely publish information to employees. I've seen it in action and I like it alot. It is one more way that Intuit is bringing great value to the marketplace. However, when you publish W2s, Intuit gives you a link to a "25%" discount off of Turbo Tax. I'm a Turbo Tax user, so I eagerly clicked on the link. It is 25% off of Turbo Tax WITHOUT a state.

So if you happen to live in an area without state income tax, it is a great deal. BUT if you have to download a state file for Turbo Tax deluxe, it is $36.95, making the total $59.99. That is the retail price of Turbo Tax deluxe.

Happy New Year-What Rev version are you using for QB 2009?

The QB 2009 saga continues... as you are getting ready to report and remit sales tax (I'm doing it today), PLEASE make sure that you are on Rev version 10. All you have to do is press F2 on the keyboard and the QB stats page will come up. In the middle of the page, you will see "versions used in file". Mine reads R10 12/24/09.

If your version is 9 or lower, click on this link to get detailed information on how to update your file.

http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/...

Remember that this only affects QB 2009. So those of you who have already upgraded can relax.

and oh by the way, HAPPY NEW YEAR!

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