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Article for your newsletters
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QuickBooks training, support, and problem solving.
Strategies and information for a total small business solution
Accounting ● Tax
● Bookkeeping ●
Office procedures
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Is QuickBooks Premier the best
choice for your business?
QuickBooks Premier includes the same comprehensive set of tools as
QuickBooks Pro and adds
1. Exporting report templates
2. Creating & tracking sales orders,
3. Reports on backorder and unfilled orders)
4. Reversing journal entries
5. Building inventory assemblies (reduce and increase inventory
for products assembled and sold.)
6. Remote access quickly and easily creates a business plan to
help you obtain loans or financing.
7. Premier includes a sophisticated analysis tool that actually
measures your financial performance against averages for your
industry and make expert recommendations to help you improve it.
For a complete description of features included in QuickBooks Pro
see a product comparison article at
http://www.qbalance.com/QuickBooks_Pro_or_QuickBooks_Basic.htm.
Just leave the PC on in your office with a persistent Internet
connection and with the unattended remote access feature
you can gain working access to the company data file from a remote
PC. You will need DSL, cable or other high speed
connection on both the office and remote computers. This access is
free for the first 12 months and for a fee thereafter. Read more
about the remote access security features which keeps your company
data safe at http://www.qbalance.com/Remoteaccesssecurityfeatures.htm.
As long as QuickBooks software is installed on the targeted office
computer and you may gain access from any web browser on any
computer connected to the web (no QuickBooks installation
required).
Lets take an example of an office interested in remote access with
5 computers. The QuickBooks remote access FREE service allows one
of the five office computers to be set with remote access. The
FREE remote service allows working access to your accounting data.
How to do it: QuickBooks does not need to be open and running on
the office computer. Just set a security password on the selected
computer’s screensaver and no one walking by will have access to
the computer. An employee, owner, CPA in a remote location will
visit http://qb.webex.com and first enters the password to remote
access. Next he enters the password to access the office computer
and finally enters the QuickBooks company data file password. Now
he can begin to work and all of his transactions are saved on the
data file that resides in the office (either on the designated
computer or on the server depending on the hardware
configuration). Both computers (office and remote) must be hooked
up to high speed internet connection. The FREE service limits
remote printing. All print jobs are sent to the office networked
printers.
The premium service will allow you to use the office computer in
its entirety, accessing any software program on the office
computer (and any data file). Plus printing can now be directed to
a local computer. With premium service transfers files between the
remote and local computer- no more emailing i For security purposes you may pick and choose what
software applications the individual may be permitted access to
when using a remote computer. For example, you may provide access
to QuickBooks and Outlook but prefer to leave Word inaccessible
from remote locations.
Remote Access Platinum, has all the features of the
premium Access but designed especially for accountants with multiple
clients who need attended (client-authorized) access (unlimited
quantity of clients permitted but only one at a time) or for a
business owner who need full access to several computers remotely
(up to five computers).
You may wonder how the Remote Access knows which computer in the
office to log into . Each office computer must install a WebEx
download that will give that computer a unique identifier.
To access the office computer from the web, to http://qb.webex.com.
If QuickBooks is installed on the remote computer, you can access
remote data from the company file menu.
For other remote access products that offer different features
visit www.qbalance.com/Quickbooks_Add_Ons.htm#Remote Access.
QuickBooks® Premier: Contractor Edition
For great tips on getting the most out of your Contractors edition
visit http://www.qbalance.com/QuickBooks_Contractor_Edition_Product_Tip.htm.
The contractor edition includes the same features as Premier plus
it creates more accurate and complete estimates, with change
orders. Instantly see where you are making money and where you are
losing money. With customized set-up help, a custom contractor
menu and navigator, and customizable forms templates, QuickBooks
has made it easier to take charge of your contracting business.
The contractors version contains five New Job Cost Reports:
Expenses Not Assigned to Jobs
Unpaid Bills by Job
Unpaid Job Bills by Vendor
Job Costs by Vendor
Job Costs Detail
QuickBooks Premier: Nonprofit Edition
Includes the same features as Premier
The nonprofit edition includes a specific Chart of Accounts, IRS
990 Report, Pledge and Donation Forms and Thank You Letters - and
more. This version makes QuickBooks faster & easier for
nonprofits. Nonprofit specific setup and new chart of accounts
1. Nonprofit specific reports
2. Nonprofit specific Navigator, Menu, icon bars and terminology
3. Nonprofit specific help
Learn more about the NonProfit Edition at http://www.qbalance.com/QuickBooks_Premier_Nonprofit_edition_is_it_for_you.htm
QuickBooks® Accountants edition
Is the same product as QuickBooks Premier except for the remote
access features. Remote Access gives accounting professionals the
ability to access and work on their clients' QuickBooks (2002 or
greater) files from a remote computer with client permission. (for
a fee after 12 months). Once the fee is paid the accountant can
print locally and can access any file residing on the remote
computer (similar to PC Anywhere) Remote access requires the
client permission for each remote user session. Cable, DSL or any
other hi-speed access is required by both parties.
QuickBooks®Enterprise Solutions
. ADDED POWER
1. Capability for up to 30 users to work simultaneously
2. No waiting while others run reports or search for transactions
3. New inventory tools to help you easily track sales orders and
back orders
4. Track more critical employee information
When you need more than the 14,500 combined customer, vendor,
employee, other names OR 14,500 items in your items list (maximum
29,000).
5. Intuit's advertisement titled "how to become a business
building superhero" identifies the benefits of upgrading from Pro
or Premier. Its well done and if you would like to view it, visit
http://www.qbalance.com/QuickBooksEnterpriseIntuitSummary.pdf. The
file is a PDF file so you must have Adobe Reader installed on your
computer. To download a free copy or updated version of Adobe
reader http://www.adobe.com/products/acrobat/readstep2.html
Linda Saltz is a Certified Public Accountant, Certified QuickBooks
Pro Advisor and QuickBooks Seminar Leader. For over 20 years she
has been helping small businesses create greater efficiencies with
computers and increase profitability through proper planning and
interpreting results of operations. Visit http://www.qbalance.com
to find answers and articles to QuickBooks and business questions.
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