In addition to the 30% savings, Enterprise users with a Full Service Plan (1 year included with initial purchase) receive:

• Enterprise 12.0 (2012) product upgrade
• QuickBooks Attached Documents – unlimited number of documents (each document must be less that 100 megs in size).
• QuickBooks Connect – 3 users
• Intuit Data Protect – 100 gigs of space
• Intuit Commissions Manager – 25 users
• QuickBooks Time and Billing Manager – 5 users

Intuit offers a 60 day money back guarantee!

Effective 06/13/11 through 06/30/11, customers upgrading from QuickBooks Pro or Premier will receive 30% off the QuickBooks list price of $3,000. Customers that are new to QuickBooks financial software will receive 10% off the QuickBooks Enterprise list price  for 5 and 10 users and 30% off for the “up to 30 users” option.

In addition to the 30% savings, Enterprise users with a Full Service Plan (1 year included with initial purchase) receive:

• Enterprise 12.0 (2012) product upgrade
• QuickBooks Attached Documents – unlimited number of documents (each document must be less that 100 megs in size).
• QuickBooks Connect – 3 users
• Intuit Data Protect – 100 gigs of space
• Intuit Commissions Manager – 25 users
• QuickBooks Time and Billing Manager – 5 users

Intuit offers a 60 day money back guarantee!

Contact Marti at 616-575-3482 or  martid@ehtc.com for pricing information or to learn more about the Enterprise software.

Go to the Company Menu and select Company Information. The following window will open:

Edit the company contact information with the new address and click OK.

Your company forms are now updated with the new contact information. If you have a "ship to" address that has changed, make sure to click on the Ship To Address button to edit it.

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!

Assuming you only need to export non-transaction information, the easiest way to export the customer information is to go to the Customer Center, and on the tool bar above the Customer/Jobs and Transactions tab, select the Excel icon and choose Export Customer List.

 You can also go to the report menu and select List and open the Customer Contact List.

Select the columns you want to export (under the Modify Report button in the top left corner of the report). Once that is complete, click the Export button at the top and select Excel.

If you are exporting the list to make some edits and then plan on importing it back into QuickBooks, contact me and I’ll walk you through that process.

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!

Beginning February 25, 2011, EHTC will be teaching a hands-on intermediate level QuickBooks class. Over the past year, we've been teaching a monthly beginner class and I believe this new class will be a nice fit for those that took the beginner class as well as individuals that have been using QuickBooks but feel the need to enhance their current skill set. The class with be taught by Certified QuickBooks ProAdvisors - me (Marti DenUyl) and Karen Rosenberger.

EHTC’s Intermediate Class covers these topics:

• Inventory

  • Setting up an inventory item

  • How to complete a purchase order for inventory items

  • How to track the receipt of inventory in QuickBooks

  • Inventory adjustments

  • Inventory groups

  • Inventory assemblies (QuickBooks Premier/Enterprise)

  • Units of measure (QuickBooks Premier/Enterprise)

• Estimates & Progress Invoicing

  • How to create job estimates

  • How to invoice from an estimate

  • How to update a job status

  • How to make an estimate inactive

  • Project reports for job estimates

• Tracking Time

  • How to track time worked on a project

  • How to process an invoice for time worked on a project

  • Time-tracking reports

• Customizing Reports

  • Filters

  • Column displays

  • Memorizing reports

  • Memorized report groups

  • How to process batch reports

  • How to filter reports in Excel

  • How to create graph reports within QuickBooks

To ensure maximum hands-on exposure to the QuickBooks application, we’re limiting the class size to the first eight students who register and submit payment. Attendees will receive a QuickBooks training workbook to use during the class and to take back to their office.

For more information, please contact me at 616-575-3482 or martid@ehtc.com

I’ll break your question down to two main steps: transferring the funds from your business line of credit to a company checking account and then disbursing the funds to the owner.

Step 1: Transfer funds from business line of credit to checking account

Go to the bank menu and select Transfer Funds.

1. Select the Date of the transfer.
2. From the Transfer Funds From drop down select Line of Credit.
3. From the Transfer Funds To drop down select Company Checking account.
4. Select which Class from the drop down (if applicable).
5. On the Transfer Amount $ line, type the amount of the funds to transfer.
6. In the Memo field, type a description of the transaction (optional).
7. Click Save & Close.

This procedure transfer the funds out of the line of credit and places the funds into the checking account.  Please note, these steps only transfers the funds within QuickBooks.  To physically move the funds out of the line of credit into the checking account contact your bank for directions.

Step 2:  Disbursing the funds to the owner

Go to the bank menu and select Write Checks.

1. From the Bank Account drop down, select the checking account you used in Step 1 above.
2. Select the Date you are issuing the check.
3. From the Pay to the Order of drop down, select the owner.
4. On the amount line, type the amount of the funds you are disbursing to the owner.
5. In the Memo field, type a description of the transaction (optional).
6. Make sure the Expense tab is selected.
7. From the Account column drop down, select either an owner receivable or an owner draw. (How your company is legally setup under IRS guidelines determines if the account is an owner receivable or an owner draw. If you need help determining this, contact your accountant or EHTC for assistance.)
8. The Amount field should auto fill; if it doesn’t, type in the amount of the check.
9. In the Memo field, type a description of the transaction (optional).
10. Select which Job and Class from the drop downs (if applicable).
11. Click Save & Close.
12. Print the check.

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!

We want to help you start the new year off on the right foot – so we’re having an End of Year Sale on QuickBooks Enterprise Solutions. For a limited time, you can get the most advanced QuickBooks for up to 30% less.* 

Plus, if you make your purchase prior to December 31, 2010 you may be able to increase your tax savings!  That’s right, the Small Business Jobs and Credit Act of 2010 allows you to deduct software and hardware from your tax return.**

So, now you probably have questions about QuickBooks Enterprise Solutions. Don’t worry; I can help with some answers. Just call me at 616-575-3482, Mon-Fri, 8:30-4:30.

Let me help save you time and money on everything you need for a complete financial management solution… But hurry, the 30% off and tax savings are only available until the end of this year!

To Your Success,
Marti DenUyl
QuickBooks Practice Leader

*Offer expires December 31, 2010 and is valid for QuickBooks Enterprise Solutions customers upgrading from QuickBooks Pro, Premier or prior versions of Enterprise Solutions. The 30% discount applies to Enterprise Solutions 5-user and 10-user; a 18.75% discount applies to Enterprise Solutions 30-user. New customers can save up to 10% off the regular price. Terms, conditions, pricing, features, service and support are subject to change without notice. 

**Certain conditions and restrictions apply to tax savings. Consult your tax professional regarding eligibility.

Yes, you are still able to view reports and transactions up to the closing date. The purpose of the closing date is to prevent users from editing, voiding, or deleting transactions in periods prior to the closing date. Remember you will need to set a password for the closing date and only give the password to users you give permission to edit transactions. If you elect not to use a password and only set the closing date, users will get a warning box like this:

If the users clicks yes, the modifications will go into effect.

If you would like more information about how to set up the closing date read my blog article on Lack of Control to Prevent Users from Posting Transactions to Prior Periods in the Misconceptions About QuickBooks Debunked series.

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!

If you are certain you haven’t downloaded any transactions into QuickBooks, the process to unlink the bank account is painless. (If you did download transactions please contact me prior to performing the steps below as you might have other issues we need to address first, such as duplicate entries) 

Go to the List menu and click on Chart of Accounts.  Highlight the bank account that you linked in error.  At the bottom left, click on the Account tab.

Select Edit Account.  The following window will open:

The account should now be deactivated. If any messages pop up after you deactivate the account, make sure to write it down and forward it to me.

If you found this information helpful, please consider leaving feedback via my QuickBooks ProAdvisor Site. Thanks!