Thursday, September 4, 2008

QuickBooks Custom Reports

Well, I have been so busy the past few months working on the most complex reports I have ever worked on that I have put off doing my ProAdvisor Advanced Certification (since Intuit has fixed the exam). What a lot of clients do not realize when they search the Intuit database for a local ProAdvisor is that a lot of the "Advanced Certified" consultants listed were able to get this certification by taking actual classes last year. I was not eligible for that class, since at the time I was still employed by Intuit. Therefore, those of us that have to take the exam were faced with a difficult challenge, initially presented with an exam with several flaws about which many of us complained and could not pass no matter what. However, now it is fixed and I shall have that completed soon so that I show up higher in the list. Also, it will truly show my expertise in QuickBooks.

Consulting with businesses on QuickBooks is very enjoyable and rewarding for me, but half of my business is focused on custom reporting using QuickBooks data. I primarily use Microsoft Access, but I have used Crystal Reports before with no problems. I prefer Access because usually my clients already have it and I would not like to require them to purchase Crystal Reports since they are already investing in a report from me. I also use Microsoft Excel to create simple list reports and EDI (Electronic Document Interchange) exports. I have learned quite a bit since heading the ODBC/Reporting team at Intuit and would now consider myself an expert. Now, I would like to share my expertise by conducting online webinars or on site classes or seminars on creating custom reports using QuickBooks data. As we approach the Sleeter Conference in November for QuickBooks consultants, I have considered doing a workshop the two days following the event. In lieu of or addition to that, I will provide online webinars for beginner to advanced level participants.  Your responses are confidential and will allow me to provide the best offerings.

Thank you,
Brett Barry (Geekoid)

Tuesday, April 29, 2008

QuickBooks Trick: Year-To-Date Payroll

Since QuickBooks will not let you jump to Step 5 (Payroll History) when in the Payroll Setup, this little trick will allow you to enter historical payroll information for employees. This is particularly useful when starting to use payroll in QuickBooks (after having done it manually or by using an outside payroll service) and you need to enter mid-year totals. This will work for QuickBooks 2006 and higher in all versions:

  1. In QuickBooks, click on the Help menu at the top.
  2. Click on the last item in the drop down menu that begins with "About QuickBooks..."
  3. A splash-screen will pop up with the QuickBooks version and license information.
  4. Enter CTL + ALT + Y on the keyboard.
  5. A wizard titled, "Set Up YTD Amounts," will be displayed.
  6. Click Next and follow the instructions.
  7. Be mindful of the From and To dates and adjust as necessary if the year to date totals fall within a quarter.
  8. Also, pay attention to the importance of the Accounts Affected... button and choose appropriately.