Weekly QuickBooks Tips and Tricks Newsletter

QuickBooks Edition - Issue 10.02

February 8, 2011

It seems like the last six months have been a little crazy, in a good way. We have loved working with so many of you on exciting and challenging projects. That is what I really love to do, serve as support to step in where you need me, help you learn where you want to, and have you to support your clients going forward. That is the best of all worlds for me. I have the fun of working with you, and you have the on-going relationship with the client. This year my goal is to find ways to help you grow and prosper. I have a few ideas that you will see roll out over the next few months, but if you have any ideas, please let me know. Now off to the races we go together!


In this issue:

  • QuickBooks Tips and Tricks: Billable Expenses
  • Our QuickBooks Software Giveaway Update
  • Only until Feb. 25, 2011: Your clients can enter to win $300 to spend with you!
  • A Couple of Press Releases to Keep You in the Know
  • About Us
  • Quick Links

Tips and Tricks

QuickBooks Tips and Tricks: Billable Expenses

For the last few discussion forums, we have been discussing the concept of expenses which need to be billed back to the customer. With the 2011 line up, it is now possible to see expenditures coded to Cost of Goods Sold type accounts in the Time/Cost window when creating an invoice. This was a very welcome change. However, we have been in contact with an Intuit Product Development employee to document the bug we have found.

For the details, visit: QuickBooks Tips and Tricks: Billable Expenses

Our QuickBooks Software Giveaway Update

Our contests the end of last year were so much fun! We still have one to go which will be for a 5-user license of QuickBooks Enterprise Solutions for the attendees of a webinar to be held in March. Watch the newsletter for more details next week. To see all the winners, go to the link below. And Pamela and Chris, please contact me so I can send you your CD. We still want to encourage you to post reviews of the 2011 QuickBooks product line and the links to do that on the page below as well.

See the winners and review links: http://4luvofbiz.com/custom/quickbooks-2011.php

Only until Feb. 25, 2011: Your clients can enter to win $300 to spend with you!

Just as a quick reminder, now is the time for your clients to sign up for ProfitSee, Profitably, and XpandedReports. Every time they access one of these three apps they will be entered into a contest to win one of 10 $300 prizes to use with a Certified ProAdvisor. Don't know much about these three offerings, watch the webinar recording below to give you a jump start and go check them out for yourself!

To access the recording: http://intuit.connectpro.acrobat.com/p17818278/

To find out more about the sweepstakes: http://workplace.intuit.com/appcenter/promos/haveagreatyear/home.aspx

A Couple of Press Releases to Keep You In the Know

I know it is hard to keep up with everything that is going on in the "Intuit World" so here are a couple of links you might want to check out to help you keep up to date.

New Program Streamlines QuickBooks Certification Process: Intuit Releases ProAdvisor Online Certification Training for 2011

Intuit 2020 Report Depicts Future of the Accounting Profession: Check out the Four Key Trends for Yourself

GoPayment One of First Mobile Payment Apps Developed for Andriod 3.0: Contact us for more information on GoPayment, processing your customer credit cards through QuickBooks, QuickBooks Point of Sale, your website and even via a terminal. Find out how to save time and money today by calling 1-800-787-8744. We use it and would love to share our experience with you! Call now and receive a free card reader and no monthly service fee, application fee, or long-term contract with GoPayment.

Intuit Celebrates 10 Years of QuickBooks Online Success

About Us

McWilliams and Associates can help you keep pace with all your QuickBooks clients. Through many self-service options on our website www.accountingsoftwaresecrets.com, group settings like seminars and webinars, or one-on-one services, we help you quickly and painlessly navigate through the obstacle course of QuickBooks and related add-ons. Our clients are primarily from all over the United States with 95% of our work being done remotely with other Accountants and Pro Advisors, or with their clients if they prefer. We do not do any income tax work or financial statements so there is never a conflict of interest. Most of our QuickBooks consulting clients need 2-6 hours with us to deal with a specific issue, transition, or just for those occasional questions that come up.

In addition to QuickBooks we love working with integrated applications: Some specific examples include XpandedReports, Fishbowl Inventory, and Legrand CRM. We have experience with all these products and would love to partner with you as you help your client address needs that are beyond the scope of QuickBooks alone.

If you want more information on how we might best work together, call 800-787-8744. We would love to talk with you about your needs and any special deals we have for Bookkeepers, Accountants, and ProAdvisors.

Quick Links

Monthly Discussion Forum

XpandedReports for QuickBooks Use affiliate code of "4luvofbiz" for an additional 1 month extension on the 1 month trial for the desktop (XR 4.3) product.

Virtual Time + Expense - I have been able to negotiate the same deal as I am getting for you: FREE! Free
accounts will be provided to accounting professionals who provide accounting
services to other companies on a full-time basis by using the link below.

AuditMyBooks - Interested in learning more about detecting errors and fraud in small business accounting systems? Visit my affiliate site to download the white paper titled “Protecting Your Business from Accounting Errors & Fraud”.

We have a non-ownership business relationship with Intuit, XpandedReports, Fishbowl Inventory, AuditMyBooks, Virtual Software, BQE Software, The Sleeter Group, Alterity, MISys, RightNetworks, Insynq, Remote Accounting Solutions, CA CPA Education Foundation, and CPE Link.

Tuesday, February 8, 2011 - 14:19
Newsletter category: 
Accounting Software Secrets Tips & Tricks Newsletter