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Join Michelle Long for What’s New in QuickBooks 2013 for You and Your Clients

October 17, 2012 · Posted in Events, News or Announcements, QuickBooks Consulting · 2 Comments 

Please join me for a free webinar on What’s New for QuickBooks 2013.  I will be presenting a 2 hour webinar on the following dates: 

  • Intuit Virtual Conference, Oct. 18, 10:30 AM – 12:30 CST
  • Live Online Training – Webinar, Nov. 7, 1:30 – 3:30 CST
  • Live Online Training – Webinar, Nov. 28, 1:30 – 3:30 CST

You can register for them (or other sessions) here:  http://www.intuitacademy.com

Plus, I will be presenting several live webinars over the next few months about QuickBooks, Statement Writer, Social Media, Starting an Accounting Practice and more — full details will be posted soon.  Spaces will be limited for these sessions

FREE QuickBooks 2012 Contest — Will You Win?

As I announced a few days ago, I am excited that Intuit has generously donated nearly $8,300 worth of FREE QuickBooks 2012 products and services for me to give away! There will be 12 lucky winners of QuickBooks 2012 products or services in this contest / giveaway.   Wow, how exciting is that? Take a look at what you could win: Read more

Learn What’s New in QuickBooks 2012

September 13, 2011 · Posted in Events, News or Announcements, QuickBooks Consulting, Webinars · 3 Comments 

Welcome QuickBooks 2012 — there are some really great new features this year for QuickBooks users and accounting professionals! I am honored and excited to be one of the trainers again this year for Intuit Academy to help you Learn What’s New in 2012.  I hope you will join us to learn what’s new and see the new time saving features for you and your clients. Read more

FREE QuickBooks 2012 Give-away / Contest – You Could Win!

September 10, 2011 · Posted in News or Announcements, ProAdvisor, Tools & Resources · 13 Comments 

I am excited to announce that Intuit has generously donated nearly $8,300 worth of FREE QuickBooks 2012 products and services for me to give away! There will be 12 lucky winners of QuickBooks 2012 products or services in this contest / giveaway.   Wow, how exciting is that? Take a look at what you could win: Read more

QuickBooks Accountant 2012 – Create a Period Copy

Do you need a QuickBooks file with just a certain year of data?  Did the IRS request your QuickBooks file for an audit? Do you need a specific period copy of the QuickBooks file for legal or other purposes? Is the file too large or approaching list limits in QuickBooks Pro or Premier? Previously these situations required using third party programs or paying someone to create a new QuickBooks file.  Now, QuickBooks Accountant 2012 and QuickBooks Enterprise Accountant 12.0 allow you to create a Period Copy for a specific date range. Read more

QuickBooks 2012 Shortens the Work Week for Small Businesses

September 7, 2011 · Posted in News or Announcements, QuickBooks Consulting · 4 Comments 
New Version Provides New Insights, Improves Organization, Saves Steps on Accounting Tasks

MOUNTAIN VIEW, Calif. – Sep. 07, 2011 – Small businesses can get more done in less time while managing their finances with best-selling QuickBooks® financial software from Intuit Inc.  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. Please subscribe to this blog for more details about the new features of QuickBooks 2012 and more. Read more

NEW Intuit Practice Excellence Program helps Accounting Professionals Grow Their Business

Recently there was a great discussion in my Linkedin Group, Successful QuickBooks Consultants titled “What is the biggest frustration you have with growing your bookkeeping practice?” The discussion had a large amount of activity and comments from group members.  Many accounting professionals, QuickBooks consultants, ProAdvisors, bookkeepers, tax professionals and more  struggle with the same issues – Streamlining work to avoid the ups and downs of revenue during the year, marketing our practice, hiring and retaining the right staff, deciding which new technology to learn and promote to our clients, figuring out how to get control of our business instead of it running us, etc etc!  Your clients request guidance from you on how to survive and to properly plan for the future. While you do a great job helping your clients with this, how many of you have reviewed your own practice, how you service your clients and how to grow revenue and profitability ?  Read more

Intuit does it again! Intuit Statement Writer 2011

February 1, 2011 · Posted in QuickBooks Consulting · 13 Comments 

Intuit® does it again. Intuit Statement Writer (ISW) was already a great tool for accounting professionals and was named an Awesome Add–On last fall by The Sleeter Group. Now, with suggestions, requests and feedback from accounting professionals, Intuit makes ISW 2011 even better. Read more

Intuit’s New Concept – QuickBooks SharedBooks

As I mentioned in my last post, I was thrilled to be invited to attend the Intuit ProLine Productivity Expo and Accountant 2020 Think Tank.   Intuit shared with us some products and services that are in the concept stage, beta testing or commercially available already for QuickBooks Accounting, Payroll, Payments, Tax, Practice Management and Practice Growth. Read more

Batch Invoicing – New in QuickBooks 2011

December 9, 2010 · Posted in QuickBooks Consulting · 15 Comments 

Sometimes you may have an invoice that you need to send to multiple customers. Perhaps it is monthly bookkeeping or payroll clients. Perhaps you need to invoice hundreds of home owners for their dues, students for a dance class each month, or customers for weekly lawn service. There are numerous examples of when you may need to send an invoice to multiple customers. In the past, you could memorize the invoice, but you still had to enter, save and then memorize the invoice. That could be very time consuming when there are lots of invoices.  Read more

Notes from the QuickBooks 2011 What’s New Seminars

November 23, 2010 · Posted in ProAdvisor, QuickBooks Consulting · 2 Comments 

The QuickBooks 2011 live seminars — “Giving You the Power to Get More Done” are now finished.  I was thrilled to be one of the live speakers again this year.  Read more

QuickBooks 2011 – Billable COGS on Expenses Tab

October 24, 2010 · Posted in QuickBooks Consulting, Tips & Tricks · 11 Comments 

There is a new feature in QuickBooks 2011 that many people have overlooked so far.  In QuickBooks 2010 and prior years, if you wanted to post something to Cost of Goods Sold and mark it as billable to the customer or client, you had to use a two-sided item.

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New Multi-Instance in QuickBooks 2011

October 23, 2010 · Posted in QuickBooks Consulting, Tips & Tricks · 15 Comments 

The Multi-Instance feature will save you time and improve your efficiency by allowing you to have two instances of QuickBooks open at the same time. This means you can have two different company files open at once! Now when you are working in a QuickBooks file and need to open another file to check on something for a client, you can open the second file without closing the first. Perhaps you are working with two related companies; now you can actually copy and paste information from one file into the other since they are both open. Maybe the client data file is too large so you create a new data file. Now you can work in the new file but have the old file open to refer to as needed.

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