Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn’t find a transaction that you knew was in your books….somewhere?

Well this video is for you! You’ll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!

Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That’s not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool.

Resources

QuickBooks Training Online

Links mentioned in the video:

QuickBooks Live Community

QuickBooks Support

QuickBook Certified ProAdvisor Database

Building steady cash flow in your business is a key component of a stable, thriving company.

This video shows you the insider, time-saving method for handling the administration of an automatic billing system with QuickBooks to keep the cash coming in while barely lifting a finger!

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Additional Resource:

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Cash Flow Mastery Course – Essential online training for busy entrepreneurs who want to maximize cash flow in the least amount of time

Sooner or later all business owners face the question of which type of business entity best suits his/her goals and priorities.

But after the choice has been made, how do you deal with the bookkeeping records?

Find out in this new  episode.

BONUS: There is also a BIG time saving tip included that you won’t want to miss for whenever you set-up a new company file (even if you’re not changing your business structure)

Resource mentioned in the video:

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Straight Talk About Business Entities – This multi-media program gives you the details every business owner needs to know about the different business structures available, in easy-to-understand language, along with helpful charts and decision tree.

This video is very timely, since today a MAJOR maintenance release for QuickBooks 2009 is available for automatic update.

In this edition, you’ll learn…

• The difference between an update and an upgrade
• How to check if your software is up to date
• The BIG change this latest update has in store
• How you know when it’s time to upgrade your software

Links to resources mentioned on the video:

What changes are included on the R8 Update

Download Link for installing the update outside of QuickBooks

Online Banking videos for 2008 and 2009

Online Banking 2009 Updates

Need to upgrade?

QuickBooks Pro 2009 – Get 1/2 off on Amazon.com right now

Finally, and EASY way to get your QuickBooks file to your accountant!

Especially with the size of QuickBooks files getting bigger with time, it can become a real challenge to transfer your financial information electronically to your accountant. And then, when adjustments need to be made, it can be even more difficult to coordinate those changes without losing data or entering transactions multiple times.

Today’s QuickTip shows you how to solve all those frustrations!

Watch it now and you’ll learn just how easy it is to work with your accountant and keep your books in tip-top condition.

Have you used the Accountant’s Copy in previous versions of QuickBooks and had problems? What other difficulties have you had in sharing your financial information with your accountant?

I’d love to hear from you! Just comment below to contribute to the discussion and get the kinks worked out.

~Gabrielle

As you might imagine, it’s sheer madness right now in the tax preparation world. So, have you filed your tax returns yet, or are you one of those pesky procrastinators? 

Whether you’ve already gotten it out of the way for this year, or you’re scrambling to pull everything together before the deadline, you’ll want to watch my latest video.

You’ll learn how to take one simple step that will save you and/or your tax preparer A LOT of time and headaches when it comes to getting your financial information out of QuickBooks and onto your tax returns.

Nobody likes paying taxes, and what we have to go through to satisfy Uncle Sam every year is really crazy when you think about it. But at least using these few simple steps consistently with QuickBooks, we can reduce some of the stress along the way.

Here’s to lower stress at tax time for you from now on!

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~Gabrielle

Did you miss me?

It’s been several weeks since the last QuickTip, and that’s because it’s year end and unlike everyone else except retailers, bookkeepers, accountants and QuickBooks consultants are crazy busy. Me too! But I’m not complaining.

This new mini-lesson has some cutting-edge info about QuickBooks 2009 that you NEED to know, especially as it relates to this week’s topic – working with Online Banking

If you’ve been using QuickBooks for a while and want to learn about this time-savings feature, you’ll want to consider using the Online Banking to save time and streamline your monthly reconciliations.

So fasten your seatbelt and play the video lesson now!

If you are already working with QuickBooks 2009, then you NEED to watch this video, straight from the makers of QuickBooks, before you start using the new (and improved…finally) Online Banking features:

As always, I’m eager to hear your questions and feedback on this topic.

Are you using Online Banking yet? Are you hitting any snags? Let’s hear about it and work out any wrinkes to improve productivity and accuracy!

Gabrielle
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P.S. If you do need to upgrade to QuickBooks 2009 (which is suggested if you are running QuickBooks 2006 or older), I just learned that Amazon is running a very limited time 50% off sale on QuickBooks Pro 2009. Can’t beat that!

Check it out now, before they stop the sale –> QuickBooks Pro 2009

P.P. S. Here’s a bit of late breaking news that I heard about after first posting this lesson.  You CAN beat the price of QuickBooks 2009 being offered by Amazon! How does FREE sound?? Yep, Intuit just announced that you can actually get QuickBooks Pro 2009 for free if you buy it on December 22, 2008 at Staples.

The regular price at Staples is $199.99. If you buy it on Monday, December 22nd, you will get a $40 “instant savings”, and then a $159.99 mail-in rebate.

This will only be available through Staples on just that one day. It’s likely that you can also get the special offer if you buy online through www.staples.com, although I haven’t been able to confirm that yet. Will let you know when I find out for sure. I’ll leave a comment to this post on Monday to confirm.

So, if you need to upgrade, Monday is the day to do it! Plus it will give you an extra tax deduction for your business for 2008! Such a deal.

This week’s lesson is all about increasing productivity and getting tasks done on time.

Master two handy features that few people know are actually built right into QuickBooks. The Reminders and To Do List are designed to help you effortlessly stay on top of your day-to-day tasks. Never forget to pay a bill, or send out an estimate late again.

You can even set up your own complete personal reminder system (non-QuickBooks tasks) to remind you automatically in QuickBooks quickly and easily, with just a few clicks. Watch the video now to learn how.

In just 10 minutes you’ll learn how to save yourself at least an hour this week!

Be sure to ask your questions on this topic in the comments below. I’d also love to hear how you are using Reminders and To Do Lists in your daily routine.

Here’s to increased productivity for everyone!

~Gabrielle

The first QB QuickTip is about one of the most common situations in EVERY small business! That’s when personal funds and business funds collide.

In this case, it is when the owner pays for a business expense out of his or her own pocket and then it needs to be captured by the business. And assuming that the owner is NOT just going to leave his personal funds in the business, today we’ll show how you can….

1. Easily track any business expenses paid out of pocket

2. How you can get the money back (if you are the owner who is shelling out the money)

Click the > button at bottom left to play the video

Want to see it in more detail? —–> Big Screen Video

I welcome your comments and suggestions.

As I experiment with the video technology, the visual quality of the videos will be refined and improved, and of course, your feedback is welcome both regarding content and delivery!

~Gabrielle