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.
January 9th, 2012
1099-Wizard available for 2011 Tax Year!
The IRS issued new reporting regulations for tax year 2011 1099-MISC form. These regulations will exclude some forms of payments from the 1099-MISC form; instead, the payments will be reported on the new third party form 1099-K.
December 10th, 2011
Customer Refunds: Are You Doing Them Right?
Refunds. 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.
December 1st, 2011
Changes to IRS 1099-Misc Reporting for 2011
The IRS issued new reporting regulations for tax year 2011 1099-MISC form. These regulations will exclude some forms of payments from the 1099-MISC form; instead, the payments will be reported on the new third party form 1099-K.
If you have made payments to vendors in tax year 2011 you will only need to report certain types [...]
November 4th, 2011
My BIRTHDAY WISH
Hello, and thanks for checking out my Birthday Wish!
November 5th  is my Birthday! It is the 2nd birthday without my husband of 32 years, whom I lost to Cancer on September 23, 2010.
Today I’m taking action and posting my Birthday Wish!
For my birthday, I’m asking my friends, family, business associates and clients for a special gift: help me [...]
October 31st, 2011
Make it YOURS! – Customize QuickBooks
No 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.
October 3rd, 2011
QuickBooks unveils awesome new Inventory features!
Intuit 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 [...]
October 3rd, 2011
QuickBooks introduces Enhanced Inventory Receiving! Proceed with CAUTION!!
Intuit 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!!!!
October 3rd, 2011
Free QuickBooks “checkup”! How healthy is YOUR datafile?
Wondering whether your QuickBooks data file is healthy and working optimally? Take advantage of our Fall 2011 special offer:Â
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 [...]
September 27th, 2011
QuickBooks 2012: New Paths to Better, Faster Financial Management
As 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.
September 15th, 2011
Classes or Types? When To Use Them
QuickBooks offers two simple conventions that let you identify related data: classes and types. Classes are used in transactions. Types are assigned to individual customers, vendors, and jobs.
September 12th, 2011
QuickBooks 2012 is coming!
Small 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.
August 26th, 2011
Tracking Bills in QuickBooks, Worth the Effort
Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don’t have to use this feature – you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks.
If you’re still operating this way, though, you’re missing out on the numerous tools that QuickBooks offers to track your accounts payable!
July 4th, 2011
Add/Edit Multiple List Entries Simplifies Record Changes
Data 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.
July 1st, 2011
Mileage RATE increases July 1st!
The 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¢
June 6th, 2011
It’s official! CA Sales Tax has DECREASED this morning, July 1st 2011!
Effective 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.
May 13th, 2011
Free Document Management will be discontinued in QuickBooks 2011
Document 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.
May 5th, 2011
Are Your QuickBooks Company Files Tamper-Proof?
Every 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.
April 20th, 2011
SAGE MAS 90/200 Version Retirements
Sage 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 [...]
April 1st, 2011
Sales Orders in Quickbooks: Why? When? How?
Sales 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 [...]
March 11th, 2011
Jodi Coppens Named to Exclusive Membership Organization
Oceanside, 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 [...]
March 11th, 2011
Advanced Inventory
Advanced 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 [...]
March 2nd, 2011
QuickBooks Helps You Make a Statement
How 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 [...]
February 25th, 2011
Repetitive Transactions? Memorize â€em!
Filling 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 [...]
January 27th, 2011
Adopt Best Practices
Turn 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 [...]
January 6th, 2011
Business Mileage Rate rises only 1 cent for 2011
Business Mileage Rate has increased from 2010’s .50¢ to 2011’s .51¢ (read on for more info)
January 6th, 2011
Social Security Tax unequal in 2011!
For 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)
October 19th, 2010
Vista Business Expo
October 20, 2010    1:00 p.m. – 2:00 p.m. 990 Joshua Way ~ Vista (click for Map)
Come and Learn about All the New Features & Benefits of Microsoft Office 2010
All Attendees to this Pre-Event Seminar Will Be Entered into a Drawing to Win a Free Copy of Office 2010, a $100 Visa Gift Card, and more! [...]
July 30th, 2010
Sage MAS Intelligence!
Comming SOON! Sage MAS Intelligence is the next generation in custom reporting for your SAGE MAS 90 or 200 ERP! ETA: August 2010
July 16th, 2010
Sage MAS 90 and 200 Product Update 2 Delivers Added Value!
Sage 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 !
July 1st, 2010
QuickBooks Enterprise Solutions – right for me?
More Power! Great Value!! Get QuickBooks Enterprise Solutions at 33% off the regular price! Act NOW – offer ends 7/16/2010.
July 1st, 2010
Social Networking sites at work?
Where do YOU stand on the debate? Is access to Social Networking sites positively or negatively impacting your business?
July 1st, 2010
Reporting payroll tax exemptions under the HIRE Act!
How 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.
June 28th, 2010
Top 10 Tips – Go Green with Your Sage MAS ERP System
Email 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 . . .
June 28th, 2010
SAGE PCI PA-DSSImplementation Guide for Credit Card Processing
Mandatory steps to take for your business to be compliant with new credit card compliance regulations!
June 28th, 2010
Enabling QuickBooks Customer Credit Card Protection for Greater Security
To 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.
June 16th, 2010
Will YOU be able to process credit cards on July 1st?
Your ability to process credit cards may be at risk!
If you store, process, or transmit cardholder data, you must be PCI-DSS compliant by July 1, 2010.
 WHAT in the world is PCI-DSS? The five major credit card networks established the Payment Card Industry Data Security Standards (PCI-DSS) as a set of requirements for merchants to use [...]
June 4th, 2010
EDI Advantage 4.40 Interim Release for MAS 90/200
Kissinger and Associates announced their EDI Advantage 4.40 Interim Release
April 30th, 2010
Coppens certified on MAS 90/200 newest version 4.4!
Jodi 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.
April 29th, 2010
Upcoming
Whether you are starting with the basics or enhancing your working knowledge of QuickBooks, our training Webinars will meet your needs. You can’t be expected to know everything about QuickBooks … but we can!
Your time is valuable. Having quick access to solutions for your software problems is essential to running your business effectively and to [...]
April 6th, 2010
MAS 90/200 and 64 bit OS
Sage 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
April 1st, 2010
The HIRE Act of 2010!
Find out how to save 6.2% Social Security employer paid taxes for 2010 on new hires!!
March 22nd, 2010
Intuit Adds HIRE Act Features to Payroll System
March 22, 2010 by Laura  �
Filed under News, News/Events
Intuit wants to make it easy for small businesses to take advantage of the newly passed HIRE Act. The company’s payroll service will be updated to help ensure that the more than 1 million businesses using Intuit Payroll Services get the new tax credits for which they are eligible. In addition, Intuit [...]
March 19th, 2010
Is your discipline fair? A 5-question self-exam
 The 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 [...]
March 1st, 2010
Special Analysis: Ready or Not, the Payroll NRP Is Here
The 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 [...]
February 23rd, 2010
Starting up a New Business?
Special Tax Treatment for your expenses!
Business Start-Up Costs
Start-up costs are amounts paid or incurred for: (a) creating an active trade or business; or (b) investigating the creation or acquisition of an active trade or business. Start-up costs include amounts paid or incurred in connection with an existing activity engaged in for profit; and for [...]
February 23rd, 2010
Husband and Wife Business
One of the advantages of operating your own business is hiring family members. However, the employment tax requirements for family employees may vary from those that apply to other employees. Below, we point out some issues to consider when operating a husband and wife business.
How spouses earn Social Security benefits
A spouse is considered an employee [...]
February 23rd, 2010
Closing a Partially Received PO in QuickBooks
 “Hanging PO’s” can be one of the most confusing issues to deal with in QuickBooks! As a “non-posting” document, users think that it really has no impact on anything. Then as they begin to utilize the features and reports available, they learn, to their dismay, that they have a bunch of “junk” information showing up. [...]
February 20th, 2010
Progressive Discipline: How to apply a fair and firm policy
 The Law:Â
While no federal or state law requires you to create and follow a progressive-discipline policy, courts often come down hard on employers that promise progressive discipline but fail to deliver it. In fact, many employee lawsuits stem from the employee’s perception that he or she didn’t receive a “fair” deal.
 That’s why the most [...]
February 19th, 2010
IMPORTANT NOTICE to MAS90/200 Extended Solutions Users
Sage Software has made the decision to focus on continuing to build value into the MAS90/MAS200Â base product, simplify their product portfolio, and begin phasing out Sage MAS 90 and 200 Extended Solutions. This phase-out process includes incorporating the main features and functionality of many of the top Extended Solution titles, adding market-driven features to the [...]
