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Supporting Clients Remotely
The following is an excerpt from The Sleeter Group’s 2010 QuickBooks Consultant’s Reference Guide. The best selling QuickBooks troubleshooting guide is packed with techniques to diagnose and fix your clients' QuickBooks files. For more information, visit http://www.sleeter.com/products/crg .
Sales & Tax by Shipping State in Excel - The Power of Pivot Tables Part 2
This is the second of two articles where we explore the ability to generate a Sales by Shipping State report in Excel. This month, we will create a complete report that will give you the following: total sales, total taxable sales, total non-taxable sales, and total sales - all by shipping state; also included in this example are filters for customer, customer taxable code, items, dates, etc.
Sales & Tax by Shipping State in Excel - The Power of Pivot Tables Part 1
This is the first of two articles where I am going to show you several ways of approaching Sales and Tax by Shipping State within Excel - one without a pivot table, and one with a pivot table. Yes, we will use the QODBC driver to import the data, but I will lead you by the hand on that portion.
The Benefits and Importance of Offering CRM as a Business Solution
If your business goals include differentiating yourself among other consultants, increasing your income, or expanding your services, offering a CRM solution could be the key to a successful 2010. Once considered a luxury reserved for large enterprises, CRM software has become a critical component for success that is accessible to all businesses.
Chuck's Reporting and Technology Corner - November 2009
This is the second and final series on the IPP (Intuit Partner Platform) offering from Intuit. Last month we reviewed the SDK offering - its weaknesses, strengths, and successes - and then delved into a quick primer on Cloud Computing. This month we will explain the IPP offering, how developers can take advantage of it , and what it means to the Sleeter Group and Intuit consulting communities.
Solving Sales Tax Problems for QuickBooks Clients
For several years, I’ve been writing about the difficulties of getting sales tax right in QuickBooks. It seems that virtually every client we look at has some type of problem with their sales tax data, caused by a combination of improper setup or inconsistent data entry. The good news is that add-on developers have developed exactly the solution I’ve been looking for.
Chuck's Reporting and Technology Corner - October 2009
In response to several member requests, we are going to take a slight detour from the reporting arena, and educate our group about the new IPP (Intuit Partner Platform) offering from Intuit - and how it resembles/differs from the SDK (Software Development Kit) that so many developers have used to write third-party add-ons for QuickBooks products. This is the first part of a two part article. This month we will look at the overall success of the SDK and its inner workings, and then provide a primer on cloud computing.
Like it or Not, Accountants Must be Technology Consultants
If you’re an accountant, you’re also a small business technology consultant. And if you don’t feel up to the task of providing technology consulting, you have two choices. A) You can develop the knowledge and resources in your firm to deliver technology consulting services, or B) your competitors will take clients from you who seek what you can’t deliver.
Tricks of the Trade of October 2009
Every day, members of The Sleeter Group Consultants Network tackle the day-to-day problems of their clients in the real world. This article is an example problem and solution that surfaced this month on our Sleeter Group Consultants Network E-Mail Group.
Cleaning Up QuickBooks Lists Using Excel
Lists are one of the most important building blocks of QuickBooks. Lists store information which is used again and again to fill out forms. For example, when you set up a customer in the customer list, the customer’s name, address, tax code, tax item, price level, etc. is used to automatically fill out an invoice, sales receipt, or customer letter. Properly maintained lists help speed up data entry and maintain accuracy and consistency in the data file.
Trading Services Between Customers and Vendors
This is an excerpt from The Sleeter Group’s QuickBooks Consultant's Reference Guide – Version 2009. This book has over 500 pages of tricks and works-arounds for difficult client situations. The QuickBooks 2009 edition is updated with extensive coverage of QuickBooks Enterprise Solutions, third party add-ons, and all the new features with the 2009 version. For more information on this resource, visit www.sleeterstore.com.
August Note from your Community Manager
Hi, everyone! We’d David Horwitzlike to take a minute to thank some local Sleeter Group and QuickBooks user groups that have invited us to come to their local meetings and chat with their members. This is a real pleasure for us, as it gives us the opportunity to meet face-to-face with folks in the accounting software consulting world.
Mid-Year Setup
This classic excerpt for The Sleeter Group’s QuickBooks Consultant Reference Guide – Version 2009 covers setting up a QuickBooks file mid-year.
Understanding Business Intelligence and Related Terminology
The purpose of this month's article by Chuck Vigeant is to create a glossary of terms and clarify the subtle - but distinct - differences among the various nomenclature used to describe data extraction and reporting.
A Note from our Community Manager - June
It would be really easy for us to tell you why you should come to The Sleeter Group’s Next Generation Accounting Solutions Conference, but it gets tiring spending days and nights coming up with positive marketing language. So instead, we’re listing for you the top five reasons not to join us in Orlando in November … but why those reasons don’t hold water! These thoughts might just give you a whole new way of looking at the investment in time and money it takes to come to a valuable event such as this! Read on…