If you make one resolution about improving your accounting procedures in 2012, it should be this: Make extensive use of the tools that QuickBooks offers for report modification. Comprehensive, meticulously-shaped reports that flow out of your carefully-constructed records and transactions are your reward for pounding on the keys every day, conscientiously recording income and expenses.
Customer Refunds: Are You Doing Them Right?
December 10th, 2011Refunds. You probably wince at the word. Some – like customer refunds for returns – are fairly uncomplicated, thanks to QuickBooks’ tools. Others, not so much. You may find yourself unable to balance your accounts receivable.
Make it YOURS! – Customize QuickBooks
October 31st, 2011No matter which version of QuickBooks you’re using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If you jumped into QuickBooks without a thorough introduction, consider these tips.
QuickBooks unveils awesome new Inventory features!
October 3rd, 2011Intuit has released it’s 2012 family of software and we are very excited about some of the new features for businesses with extensive inventory needs!
Available in Premier and above:
the new Inventory Center!
all the important information right in front of you for each item!
Only in QuickBooks Enterprise Solutions 2012
Add images to the new Inventory Center!
The images live oputside the [...]
QuickBooks introduces Enhanced Inventory Receiving! Proceed with CAUTION!!
October 3rd, 2011Intuit is making some bold changes for the benefit of users with strong Inventory usage requirements! This year they introduce us to Enhanced Inventory Receiving! They have now introduced a functionality that has been in the mid-market products for many years and we applaud their efforts!!
That said . . . end user . . . . . PROCEED WITH CAUTION!!!!
Free QuickBooks “checkup”! How healthy is YOUR datafile?
October 3rd, 2011Wondering whether your QuickBooks data file is healthy and working optimally? Take advantage of our Fall 2011 special offer:�
Free – 15 minute – Remote “QuickBooks Wellness” checkup appointment!
Ask yourself: Are your reports returning the information you’re expecting? Do you have issues with the way the software is working? Have you checked your QuickBooks data integrity [...]
QuickBooks 2012: New Paths to Better, Faster Financial Management
September 27th, 2011As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights.
QuickBooks 2012 is coming!
September 12th, 2011Small businesses can get more done in less time while managing their finances with best-selling QuickBooks® financial software from Intuit Inc. (Nasdaq: INTU). New and improved features in QuickBooks Pro and Premier 2012 help small businesses uncover new business insights, get organized and save steps on mundane accounting tasks. The software goes on sale Sept. 26.
Add/Edit Multiple List Entries Simplifies Record Changes
July 4th, 2011Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory parts, and non-inventory parts. It also makes changing one or several of them quick and easy.
Mileage RATE increases July 1st!
July 1st, 2011The IRS has evidently changed it’s mind about increasing the standard business mileage rate in light of the increased costs of gasoline etc. Effective July 1st through the end of December 2011 the new standard business mileage rate is 55.5¢
It’s official! CA Sales Tax has DECREASED this morning, July 1st 2011!
June 6th, 2011Effective July 1, 2011, the one percent sales and use tax rate increase that was approved with the state budget and effective April 1, 2009, will expire lowering the statewide base tax rate from 8.25 percent to 7.25 percent.
Free Document Management will be discontinued in QuickBooks 2011
May 13th, 2011Document Management is free in QuickBooks 2010, and it will stay that way until 2013, but, after May 15, it will no longer be free in QuickBooks 2011.
Are Your QuickBooks Company Files Tamper-Proof?
May 5th, 2011Every month, we provide information on how to better use QuickBooks. By implementing the best methods for managing your accounting data, you can actually improve your financial bottom line.
But . . . are you guarding all of that precious data? QuickBooks provides ways to help you. Some are automatic, but you have to initiate others.
SAGE MAS 90/200 Version Retirements
April 20th, 2011Sage ERP MAS 90 versions 4.0, 4.05, and 4.10, and Sage ERP MAS 200 SQL versions 3.72, 3.73, and 3.74, will be retired as of September 30, 2011. After retirement, product updates (including year end) and telephone support will no longer be provided by Sage. However, customers who stay with a maintenance plan will continue [...]
Sales Orders in Quickbooks: Why? When? How?
April 1st, 2011Sales Orders in QuickBooks: Why? When? How?
There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices and purchase orders frequently, and may fill out the occasional sales receipt or credit memo or estimate.
But what about sales orders? You may find [...]
Jodi Coppens Named to Exclusive Membership Organization
March 11th, 2011Oceanside, California, November 15, 2010. Jodi Coppens, President of AdvantEdge Accounting Solutions Inc., has been recognized by Cambridge Who’s Who for demonstrating dedication, leadership and excellence in accounting.
Jodi Coppens, AdvantEdge Accounting Solutions’ President, is a dynamic accounting software consultant and trainer. Her extensive background in analysis and financials, including experience as the CFO of a [...]
Advanced Inventory
March 11th, 2011Advanced Inventory
Solve your business’s complex inventory needs with the Advanced Inventory add-on for QuickBooks Enterprise Solutions 11.0. It works right in QuickBooks with the same user interface and no need for separate software or data integration.
NEW! Know the Value and Quantity of Inventory in Multiple Locations
For each location, you can see how many items are [...]
QuickBooks Helps You Make a Statement
March 2nd, 2011How do you let customers know they owe you money? Probably by sending invoices. And how’s that working for you? If your customers are all conscientious and pay on time, maybe that’s all you need to do.
But perhaps you need to consider doing at least part of your billing by dispatching statements. These forms have [...]
Repetitive Transactions? Memorize ‘em!
February 25th, 2011Filling out invoices the first time can be a pain, especially if they’re lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.
QuickBooks can memorize a variety of transaction types, including invoices, purchase orders, and bills. After you’ve memorized them, you can edit, reschedule, and delete them, as well as [...]
Adopt Best Practices
January 27th, 2011Turn Over a New Cliché: Adopt Best Practices
Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar clichés, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.
There are [...]
Business Mileage Rate rises only 1 cent for 2011
January 6th, 2011Business Mileage Rate has increased from 2010’s .50¢ to 2011’s .51¢ (read on for more info)
Social Security Tax unequal in 2011!
January 6th, 2011For the first time in the history of Social Security (at least in my lifetime) the employee’s portion of the Social Security tax is NOT equal to the employer’s portion!! The employers are now paying a full 2% more into Social Security than the employees are contributing. (read on for details)
Sage MAS Intelligence!
July 30th, 2010Comming SOON! Sage MAS Intelligence is the next generation in custom reporting for your SAGE MAS 90 or 200 ERP! ETA: August 2010
Sage MAS 90 and 200 Product Update 2 Delivers Added Value!
July 16th, 2010Sage Software follows thru on their committment to deliver Added Value to their MAS 90 and 200 ERP Users with the newest release of Product Update 2 !
QuickBooks Enterprise Solutions – right for me?
July 1st, 2010More Power! Great Value!! Get QuickBooks Enterprise Solutions at 33% off the regular price! Act NOW – offer ends 7/16/2010.
Social Networking sites at work?
July 1st, 2010Where do YOU stand on the debate? Is access to Social Networking sites positively or negatively impacting your business?
Reporting payroll tax exemptions under the HIRE Act!
July 1st, 2010How to save 6.2% in employer paid Social Security Taxes and reap a $1000 tax credit on eligible employees! Read more about The HIRE Act of 2010.
Top 10 Tips – Go Green with Your Sage MAS ERP System
June 28th, 2010Email communications to your team, customers and vendors all from within MAS! Eliminate the mountains of paper journals and registers (especially at month end)! Attach electronic documents to MAS transactions! and more . . .
SAGE PCI PA-DSSImplementation Guide for Credit Card Processing
June 28th, 2010Mandatory steps to take for your business to be compliant with new credit card compliance regulations!
Enabling QuickBooks Customer Credit Card Protection for Greater Security
June 28th, 2010To comply with password protection requirements going into effect July 1, 2010, anyone using Merchant Service-enabled QuickBooks files must download the June 2010 update. Without this update, you will not be able to open any company files that do NOT have “Customer Credit Card Protection” enabled.
EDI Advantage 4.40 Interim Release for MAS 90/200
June 4th, 2010Kissinger and Associates announced their EDI Advantage 4.40 Interim Release
Coppens certified on MAS 90/200 newest version 4.4!
April 30th, 2010Jodi Coppens, President of AdvantEdge Accounting Solutions in Oceanside, has obtained SAGE Software’s Certification for, the soon to be released, Version 4.4 of their award winning MAS 90 and MAS 200 accounting software products.
MAS 90/200 and 64 bit OS
April 6th, 2010Sage Software issues MAS 90/200 hot fixes for 64 bit operating systems and Paperless office.
Users of MAS 90 and MAS 200 can download hot fixes to enable use of Paperless Office under 64 bit environments like Windows 7 and Windows Server 2008.
Links:
Sage MAS 90 & MAS 200 v4.3
http://support.sagesoftwareonline.com/mas/query/index.cfm?action=tipdetail&tip_id=1846
Sage MAS 90 & MAS 200 v4.4
http://support.sagesoftwareonline.com/mas/query/index.cfm?action=tipdetail&tip_id=1847
The HIRE Act of 2010!
April 1st, 2010Find out how to save 6.2% Social Security employer paid taxes for 2010 on new hires!!
Is your discipline fair? A 5-question self-exam
March 19th, 2010The perception that management is “against” the workers, once established, is hard to shake. That’s why it’s vital to ensure that you treat employees fairly during disciplinary investigations. To make sure supervisors (or you) play fairly, ask these five questions before handing down discipline:
Does the punishment fit the crime (or is the employee being singled [...]
Special Analysis: Ready or Not, the Payroll NRP Is Here
March 1st, 2010The IRS’s National Research Program (NRP) isn’t as benign as it sounds. NRP’s are intensive, line-by-line audits, which are intended to give the IRS basement compliance data for future enforcement efforts. The Payroll NRP, which will be conducted by the IRS’s Small Business/Self-Employed Division, was scheduled to start last November, but actually will begin this [...]
Product Update: FRx Reporting Software Beyond Version 6.7
January 30th, 2010Microsoft will discontinue support for it’s custom report writer; FRx December 31, 2012. What does that mean for the MAS 90/200 users?
MOVING AN APPLIED CREDIT MEMO TO A DIFFERENT INVOICE
January 29th, 2010You have applied a credit to the wrong invoice and are having a hard time figuring out how fix the error.
You can change the invoice to which a credit was applied. This task requires several steps, but if you follow the instructions a step at a time, it’s not as complicated as it seems.
1. Open [...]
Month End and Year End Checklists
January 14th, 2010Part One: Closing Your Books at Month-End
If you ordinarily perform month-end closing activities you may have already completed the following tasks. Otherwise, please review this list before moving on to “Part Two: Closing Your Books at Year-End.”
Adjustments
_ Automatic payments (bank drafts and adjustments)
_ Transactions not yet entered: invoices, bills, sales commissions and royalties
_ Transactions entered or [...]
Sage MAS 90 and 200 version 4.4 ETA early February 2010
December 13th, 2009Sage MAS 90 and 200 version 4.4 is on target to begin shipping early February 2010, and will deliver on many customer-requested enhancements. These enhancements will provide something for everyone — customers will work even more efficiently the way they want to, with new features and enhancements focused on workflow and business processes, especially in [...]
MAS 90/200 Year End Tips
December 13th, 2009Closing Sage MAS 90 and 200 Modules in the Appropriate Order: The processing order insures that an application that writes to another application is processed first. Perform a full company backup before closing because year end processing can be reversed only by restoring a backup file. Modules are to be closed in the following order: Bill of Materials, [...]
UPS, FedEx and USPS rate and service updates
December 10th, 2009MAS 90/200 and StarShip 9.9.82
UPS, FedEx and USPS have announced their rate and service updates. StarShip version 9.9.82 will include the UPS, FedEx and USPS rate & service changes effective January 4, 2010. Other changes include:
UPS Standard service is now available to Mexico
New UPS Pak packaging, New UPS Pak rate available for UPS Worldwide Express, [...]
Oceanside Chamber Member Spotlight
November 17th, 2009OCC Blog: http://oceansidechamberblog.com/?p=455
Would you like to:
Improve profitability?
Speed up cash flow?
Make informed business management decisions?
Manage your business more effectively?
We can help! AdvantEdge Accounting Solutions, an accounting software consulting firm, has been helping small businesses experiencing challenges with QuickBooks software for 10 years.
We’ve learned that you must be supported and trained to get the most out of [...]
If the Banks aren’t lending – where to turn??
November 10th, 2009P2P lending sites and Nonprofits are stepping in!
Interesting reading in the Sunday North County Times! With the credit crunch showing no signs of easing, “Only grade ‘A’ clients with collateral are getting funding” according to a director at the Entrepreneurial Management Center at San Diego State University, small businesses are turning to unique sources for [...]
Windows 7
November 5th, 2009Clients and business associates need to exercise caution when evaluating whether to purchase new hardware with Windows 7 operating system, or upgrade their current hardware from XP or Vista to Windows 7. For more information on problems with upgrades check out this article: http://tinyurl.com/ydrrtyz.
Intuit has published their official position on Windows 7, that ONLY QuickBooks [...]
Speeding up collections.
October 20th, 2009When cash is limited, customers prioritize payments based on their needs, personal relationship with your firm and on your form’s attitude toward credit and collections. You can’t influence customer needs or, at this point, your personal relationship with them, so focus on changing your attitude toward credit and collections.
Key Points: continually remind customers that payment [...]
California Personal Income Tax Withholding Schedules Replaced
October 15th, 2009Just an FYI – Effective November 1, 2009, California Personal Income Tax (PIT) Withholding Schedules Replaced
Watch for computer updates to your software!! If you are not using MAS or QuickBooks payroll, the modified schedules can be downloaded from EDD’s web site at http://www.edd.ca.gov/Payroll_Taxes/Rates_and_Withholding.htm#2009PITWithholdingSchedules
New Advanced Purchasing Tool For Sage MAS 90/200!
October 5th, 2009Minneapolis, MN – Synergistic Software Solutions, the publishers of JobOps, today announced the availability of a new advanced purchasing tool for users of Sage MAS 90 and MAS 200 ERP. Purchase Agent incorporates intelligent processing tools that help businesses better manage their purchasing process, avoid material shortages, and have the right mix of products on [...]
No records? It’s not a business.
September 19th, 2009F had a full-time job and ran a small store on the side that had a loss its first full year. F deducted the loss on Sched. C. Because he had no proof of any business transactions, the IRS deleted the F’s return both revenues and expenses. F appealed to the Tax Court, this time [...]
Budgeting in a volatile economy
September 19th, 2009Hard to plan a year ahead in this economy? Here are techniques that can help your company quickly and efficiently allocate or withhold resources in an unstable environment:
What-if scenarios. Create several scenarios for your company and for the economy and how each may affect your customers, your company and your competitors. What developments might trigger [...]
