Click on the title to register for Sessions two through five. This is a 5 part series airing every Wednesday at 11:30 am Pacific Time over the next few weeks. Session 1 aired January 11th and if you missed it, you can now purchase the recording, or wait until the end and purchase all five in the series for a discounted set price. A portion of the proceeds from the event and video sales is for IPBC.
Click here to buy the recording of Session 1
Participants asked questions during the workshop and here are their questions and the answers.
Working Papers: Mastering QuickBooks Software
Session 1 Q&A
Q: If I run the Client Data Review as the Admin, can an External Accountant run another one? Or will anything I put in be seen (notes, etc) by the EA?
A:There's only one Client Data Review tool. If the EA logs in they will see the work done by the EA.
Q: "Didn't you already manually key in an AP entry against OBE?"
A: OBE is Opening Balance Equity in case you weren't sure. No, I hadn't made any manual entries as there weren't any entries in the 'mythical' case study. If there had been, then there would have been something there. The best way to key in opening entries for vendors and customers is to use the Bill or the Invoice/Credit Memo and to create an Other Charge Item for Open Bal Equity to link to the Open Bal Equity account. Then key in each opening balance by invoice/bill so that you can pay or clear them against future deposits/Bill Payments. This requires reconciliation of each vendor/customer and is a worthwhile exercise anyway.
"Q: FYI - CGA - Canada Public Practice Manual (on CD) is available at the Vancouver Public Library looks like there is a lending copy in addition to reference copies. Useful to check before buying?
A: Thanks, didn't know that. Is someone on the Vancouver Library system able to tell me if that copy is available electronically online through their online library or only in house?
"Q: Sorry missed the info about signing up for free membership can you repeat"
A: Participants or video purchasers will find the instructions to sign in to the Resources page at the beginning and the end of the video.
"Q: Are the review sections printable?
A: The review sections don't appear to be printable. This is where having an inexpensive tool like www.techsmith.com SnagIt or knowing how to cut and paste screenshots with your Microsoft package comes in handy. If I were to make a product suggestion to Intuit it would be to make these printable and to make them exportable to Excel like other reports.
"Q: how do we get One Note
A: Microsoft OneNote is part of MS Office, but not in every version of MS Office. You may be able to purchase it separately, but I can tell you it took me quite a while to figure out how to do that when I wanted a copy on a laptop several years ago. They didn't make it easy.
"Q: Do you have to send the accountants copy to view this or any back-up copy.
A: You can view the Client Data Review Tool as long as you have the Accountant Edition. ProAdvisors get the Accountant Edition with their membership. The prizes that Intuit is offering will include this feature. This is one of the benefits of membership, having the Accountant edition.
"Q: Lots of problems with bringing back acct's copy any recommendations on reducing the number of times this fails...?
A: Call Intuit for support and if you are a ProAdvisor, those calls are free, or at least for one use licences, there is a number of free calls, I believe it's 12. See the Intuit ProAdvisor website at www.proadvisor.ca
"Q: What version of Microsoft Office has one note
A: See http://office.microsoft.com and while you're there, load a free template or find learning resources and images and you can load a free trial. It appears all three packages, including Office Home and Student come with OneNote 2010: click here
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