Volume 6 Issue 2007
 
 
 
 
QuickBooks is the most widely used accounting software package for small and medium sized businesses and even individual users.   To serve all types of users, there are six versions of the software.  To learn more about QuickBooks or view a comparison chart of each version click the preceding links.

QuickBooks has just launched their 2008 version.   If you are a current user, you are probably wondering if it is worth the effort and money to upgrade from your current version.  To see what's new since the version of QuickBooks you are using click the preceding link.

We recommend upgrading to the 2008 version for all clients who are not currently using a 2007 version.   Watch a video illustrating the New Features here.

Here are three reasons to consider upgrading at this time:

One Click Secure Accountant's Copy
In one click, create, encrypt and upload your Accountant's Copy file to a secure server for us to download and review. Allow us to review historical data and make changes while you work.
  Seamlessly import changes back into your file for improved accuracy.

Outlook Integration
Easily send customers invoices, sales receipts, and other forms using Outlook and Outlook Express. Send emails directly from QuickBooks using Outlook or Outlook Express.  Quickly capture billable hours online and from your Outlook Calendar.  Get everything done without ever having to leave QuickBooks. E-mail invoices or sales receipts to customers, and reports to us as your accountant.

Easier Data Importing

Import customer, vendor and item data more easily using the new Microsoft Excel import template. You can assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.

Feel free to call us if you would like our assistance in setting up QuickBooks, upgrading from another version or software package or getting the most out of its various features. 

 

~ Should I Upgrade My QuickBooks?

If it's good for you, it's good for your business.

A look at the importance of planning and reporting.

A strong cash flow is good for business and good for you. If your company’s cash flow isn’t as healthy as you’d like it to be, here are some things to consider.  ...click here for more...

More Than One Player on the Averaging Field

A look at investing using the dollar-cost average. How to use market averages to your advantage. ...click here for more...

Traditional IRAs and RMDs

A quick overview on how to  Avoid Penalties, calculate Required Minimum Distributions, and when they have to be taken. ...click here for more...
 
 
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