QuickBooks at Tax Time (Coming Soon!)
(A Year End Resource for the Accounting Professional)

Joe Woodard is author of QuickBooks at Year End and Tax Time, a book for QuickBooks Consultants and/or tax practitioners with clients who use QuickBooks. The book provides procedures for obtaining your clients' data files (using various data transfer methods), analysis and troubleshooting procedures to correct your client's setup and entry errors, synchronizing your edited file with your client's file (using various data transfer methods), reporting on the corrected financial statements in compliance with GAAP and importing the corrected Trial Balance  into ProSeries and Lacerte tax preparation software. The heart of the book - and the bulk of the content - is the highly detailed analysis and troubleshooting procedures. The procedures focus first on the setup of the data file (QuickBooks lists), then troubleshooting changes your clients make to previous financial periods and then troubleshooting data entry errors to each critical account balance, beginning with cash and working through the Trial Balance from the Balance Sheet to the Income Statement. The book will be available for purchase through this website very soon. The procedures will be compliant with version 2008,and you can perform the procedures with almost no modification on previous versions of QuickBooks as well.

Software: QuickBooks
Level: Advanced
Audience: Consultants

Top 100 QuickBooks Tips, Tricks, Workarounds - Coming Soon

Joe Woodard is author of Top 100 QuickBooks Tips, Tricks and Workarounds. This book is intended for QuickBooks consultants, to help them track information and create reports in ways that, on the surface, seem to be unavailable in QuickBooks. These types of procedures are called Workarounds - a term that applies to all software applications. Sometimes workarounds are designed to get around a bug in the program code of an application. Other times workarounds expand the capabilities of a program in ways that even the developer may times doesn't realize is possible. All of the over 60 workarounds in this text solve for program limitations, not bugs in the program code, because compared to most other applications QuickBooks is practically bug free. In the book Joe draws a distinction between a quick and easy workaround and an involved workaround that is more complicated to setup (though not necessarily complicated to perform). In this text a simple workaround is a "trick." There are 33 tricks in the text and 34 workarounds. There are also 33 text only tips for QuickBooks consultants and power users. This book will be available for purchase through this website very soon.

Software: QuickBooks
Level: Intermediate
Audience: Consultants and Power Users

"Protect Your Business from Fraud: Keep Your  Financial Information Secure"
Free Article

More than a quarter of business owners have been victims of fraud, which can result in thousands of dollars in losses to your business and, in some cases, even bankruptcy. To fully protect your business finances, you need to have strong security controls in place in your financial management software. Do you know where your business might be most vulnerable to fraud? Your growing business has to fend off many different kinds of threats: competition, economic changes, and the rising costs of goods or human resources—the list can be long. But one large threat to your business can be a silent, looming killer—fraud. In this guide, you will learn how to identify various types of fraudulent activities and how to stop these activities before you incur significant loss of productivity or assets. You will also discover ways to keep the sensitive and confidential information in your financial management software safe from the prying eyes of people both inside and outside your business. Note: This article will be published soon in various Intuit periodicals and in printed form for numerous Intuit initiatives. Watch future issues of Intuit newsletters for the appearance of this article. However, you don't have to wait. You can click the title above to read the article right now! Note: Joe Woodard plans to expand this article for use in a one hour Webinar during the Spring of 2008.

Software: QuickBooks
Level: Basic
Audience: Consultants and Users