I wanted to share several special offers, free webinars and other new resources for CPAs, Accountants, Bookkeepers, QuickBooks ProAdvisors and QuickBooks users.

Special 50% off on QuickBooks Accountant 2013 until May 28

If you are an accountant, bookkeeper, tax professional or QuickBooks consultant, then you really should get QuickBooks Accountant and you can save 50% if you order before May 28.  Details here:  http://intuitaccountants.com/MichelleLong

QuickBooks Accountant 2013 has the following unique features and tools to help accounting professionals be more efficient and productive.

1. Email Journal Entries — New in 2013 email JEs for clients to import into their QuickBooks Pro/Premier 2013 file.
2. Batch Enter Transactions — copy and paste from Excel or batch enter checks, deposits or credit card charges.
3. Period Copy – This option (within Condense Data feature) preserves transactions in the condensed file only for a particular period, with entries prior to that period to be summarized and entries after that period to be removed.   Read more here. 
   
4. Multi-Instance – Work in two different QuickBooks files at the same time.
5. Accountant Center – A customizable window with accountant’s tools, memorized reports and reconciliation widgets (showing the last reconciled date and balance) and more.
6. Client Data Review – Here’s a blog post with details about Client Data Review.  Plus, join me for a free webinar to learn more about Client Data Review (details and register below).  Client Data Review allows you to find and fix problems in QuickBooks files quickly and efficiently with these tools:
   • Troubleshoot Prior Account Balances 
   • Reclassify Transactions (and assign a class)
   • Review List Changes – Chart of Accounts, Items, Fixed Asset Items and Payroll Items
   • Fix Unapplied Customer Payments and Credits
   • Clear Up Undeposited Funds account
   • Write off Invoices
   • Fix Unapplied Vendor Payments and Credits
   • Fix Incorrectly Recorded Sales Tax
   • Compare Balance Sheet and Inventory Valuation
   • Troubleshoot Inventory
   • Find Incorrectly Paid Payroll Liabilities
7. QuickBooks Statement Writer — Create financial statements and reports with a live link to the QuickBooks data file.  Customize a template once and reuse it in the future or with other QuickBooks files.  QuickBooks Statement Writer is now included  and requires Microsoft Word and Excel. Here’s a free webinar I recorded for Intuit Academy to learn how to use QuickBooks Statement Writer.
   
8. Accountant’s Copy — Work with an Accountant’s Copy from your client and export changes for them to import into their file.  This allows the client to keep working in their QuickBooks file.  There is one year of backwards compatibility with an Accountant’s Copy.
9. File Manager — Open and manage QuickBooks files quickly and easily.  Also, batch upgrade files and store passwords in the password vault.
10. Toggle – Toggle into QuickBooks Pro, Contractor, Non-Profit, Retail, Manufacturing & Wholesale, Professional Services and Premier as needed). 
11. Working Trial Balance — Tied to the QuickBooks data so changes or adjustments are updated automatically. Great at year end and includes a field to enter workpaper references. 
    
12. Fixed Asset Manager — Maintain details for fixed assets, calculate deprecation and post the entries to QuickBooks.
    
13. Adjusting Journal Entries / Reversing Journal Entries (plus totals on the journal entry window) — Using Adjusting journal entries show in the adjustments column of the working trial balance and differentiates your entries from other general journal entries.  Plus, click reverse to enter a reversing journal entry.
14. Sample Data Files for Industries — Jo Ellen Peters of Top Notch Bookkeeping states  “What I really like are all the different sample files that are available….the Accountant Edition has several: product, service based, non-profit, contractor, manufacturing, wholesale/distributing, consulting, engineering or architecture, graphic design or advertising, law firm and retail.”   QuickBooks Pro includes the sample product and service based business files only.

Save 50% on QuickBooks Accountant 2013 through May 28 here:  http://intuitaccountants.com/MichelleLong

Free webinars

Grow Your Practice by Helping Clients Achieve Better Results — learn more about how BizTools Professional Analytics™ enables accountants and advisors to deliver high value, data driven analytical services to their clients as trusted advisors to proactively help them achieve better outcomes. This enables them to differentiate their practices, attract new business and retain more clients. More information can be found at www.biztoolsanalytics.com

Webinar: Wed. May 29, 3:00 -4:30 pm (CDT)

Register here: https://www4.gotomeeting.com/register/142361887

Intro to QuickBooks Online / QBO Accountants — 
Increasing numbers of small businesses are choosing to use QuickBooks Online so accounting professionals should be familiar with it to support them. Join me for an intro and overview of QB Online and QBO Accountant. I’ll share some navigation tips and tools for accounting professionals too. You’ll see how easy it is to use QB Online and collaborate and support your clients with the data in the cloud.
Webinar: Thurs, May 30, 1:00 – 2:00 pm (CDT)

Seats are limited for the live event.  It will be recorded so you can watch it later.  If you can’t attend live, go ahead and register so you’ll get the email with the link to watch the recording (you will not prevent or take someone’s seat to attend the live webinar).

Register here: https://www3.gotomeeting.com/register/263903006 

Using QuickBooks Client Data Review – Save Time Cleaning up Files

Learn how to use QuickBook’s Client Data Review (CDR) to save time cleaning up QuickBooks files.  See how CDR can help you manage and document the clean up work and provide a checklist of tasks to perform.  Learn more about the CDR tools like:
—Troubleshoot prior account balances
—Reclassify Transactions
—Clean up unapplied payments & credits for A/R and A/P
—Clean up undeposited funds
—Write off invoices
—Find & Fix incorrectly paid sales tax payments
—Find incorrectly paid payroll taxes
—Troubleshoot inventory
—More!

This free webinar will save you hours of time and help improve your profitability!

Prerequisites:  Familiarity with QuickBooks

Seats are limited for the live event.  It will be recorded so you can watch it later.  If you can’t attend live, go ahead and register so you’ll get the email with the link to watch the recording (you will not prevent or take someone’s seat to attend the live webinar).

Webinar: Thurs, May 30, 11:00 am – 12:00 pm (CDT)

Register here: https://www3.gotomeeting.com/register/135641638 

Valuable Resources

NEW from Long for Success:  QuickBooks Practice Set — (available on Amazon and elsewhere by May 30) 

Get more experience and confidence using QuickBooks with this realistic practice set. You will set up a new company and enter transactions for three months of activity.

Transactions entered include: invoices, sales receipts, receive payments, deposits, enter and pay bills, checks, credit card charges, sales tax payments, purchase orders, inventory adjustments and credit memos. You will reconcile the bank and credit card accounts and create reports to check your progress.

If you want a realistic company to practice ad get more experience using QuickBooks, then this practice set is perfect for you. Written by Andrew Long (my son who will graduate with a Masters in Accounting in December) and myself. You will need QuickBooks (sold separately). Subscribe to my blog to be notified when it is available to order. https://longforsuccess.com/blog

Order from the eStore soon:  https://www.createspace.com/3351750

NEW from The Sleeter Group: Restaurant Accounting with QuickBooks Toolkit & E-book

A complete system for setting up and managing the daily back-office accounting tasks in restaurants!. The e-book & tool kit system provide detailed instructions for entering daily sales totals for each server into QuickBooks at the end of each shift. With just a single QuickBooks entry for each server each day, this system helps you track everything you need for most of your restaurant accounting. Details & order here: http://www.sleeter.com/products/restaurants.html

Super Sleeter Deal: Consultant’s Reference Guide Bundle for $49 – Expires May 31, 2013

The QuickBooks Consultant’s Reference Guide is packed with techniques to diagnose and fix your clients’ QuickBooks files. Its in-depth material helps you through some of the most difficult issues you will confront as a consultant. It includes easy-to-understand steps and screenshots to guide you through the trickiest problems. This is a two volume edition which includes the 2012 Consultant’s Reference Guide and a 66 page supplement on Version 2013. The 2013 supplement includes an extensive section on the new features for 2013 as well as other updated material. View the Table of Contents here.  More Details:  http://www.sleeter.com/product/deal.html

Quick Video Tips

QuickBooks Tips: 

• How to Fix a Common Mistake with Undeposited Funds — http://youtu.be/IEqr-EnNDVk
• How to Edit and Correct a Payment that is Already Deposited — http://youtu.be/AN8Dki984C8
• How to Record Fees from Credit Cards, PayPal, Merchant Services, Square and more — http://youtu.be/zg8D8TRjZx4
• How to Find Expenses not Assigned to a Customer:Job — http://youtu.be/QbKcogjXJic
• How to Tie out Profit & Loss by Job to the P&L — http://youtu.be/J6Bv9PLFRIo

Xero Tips:

• Using Rules to Automate Data Entry and Save Lots of Time — http://youtu.be/gsPSB0WaRNU
• Xero 101 – Intro to Xero, Demo & Q&A with Jamie Sutherland, US President — https://www3.gotomeeting.com/register/166039974

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To Your Success!