New Single Incident Phone Support

QB On Call

Stuck on what should be a simple problem?

Tired of calling tech-support for hours of the "run around?"

Looking for an affordable way to simply "fix it?"

Then call us!

Our knowledgeable experts can assist you with many common QuickBooks and Peachtree "quick questions."

We speak YOUR language and can guide you through most solutions with simple, easy to understand assistance.

We are Peachtree & QuickBooks Users and Consultants....We use Peachtree & QuickBooks Everyday!

If you are tired of call centers and can't find expert help in your area, give us a call...we now offer $49 single incident, 30 minutes or less, support.

We've been doing this for many years locally and now we're going world-wide. Call us between 10 am -9 pm PST with your credit card & your issue.

We'll take an incident report, run your credit card for a flat fee of $49.00 and either call you back or, if you would like to wait while we process your credit card payment, we'll stay on the line and start your "support clock" once payment has been made.

We limit our calls to One Incident - One Topic; limited to 30 minutes. You can't call asking how to create an invoice, then move on to payroll issues. But you can call if you need operational support from real bookkeepers, users & hands-on consultants.

This is Peachtree & QuickBooks User support...architectural or software issues that require engineering support are not included. If your questions are not within our field of expertise, we'll tell you and we won't ask for your credit card.

If you are having installation issues, don't forget that you may have free installation support from your software provider, so use that first!

So, if you are looking for real support from real Peachtree & QuickBooks users Call the Pros at QB On Call!

775-348-9225 - or - 775-348-9200

jayne@qbgal

QB On Call
A Division of Custom Business Solutions
"The QuickBooks Gal"
1755 E Plumb Lane, Ste 101
Reno, NV 89502

Prior Period Locking In Peachtree

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.


If you are using QuickBooks, you can listen to QuickBooksGal podcasts at blog.quickbooksgal.com. Microsoft Office Accounting Users can find tips & information at micropodcast.custmbiz.com.

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.

If you are using QuickBooks, you can listen to QuickBooksGal podcasts at blog.quickbooksgal.com. Microsoft Office Accounting Users can find tips & information at micropodcast.custmbiz.com.

Today I want to tell you about Prior Period Locking in Peachtree.

Have you ever worked on a client’s books only to find that when they bring you the file that payroll numbers have changed? You printed all of the 941 forms from the past quarters; you have proof of what actually happened in that quarter. Then, as you are looking at your final calculations, you notice that the numbers are just not adding up. What happened?

The answer is simple. Your client may have inadvertently made a change to a prior period in their Peachtree software. For example, they gave someone a raise, and then not thinking about the ramifications, went into a prior paycheck and made a change. Once they saved the change, the “new” numbers were immediately reflected in the tax forms.

Here is an easy way to stop this problem from happening:

This year when you visit your clients, ask them to turn on prior-period locking. This feature keeps Peachtree users from making changes in their invoices, payroll, purchase orders, etc. that have already occurred.

Prior-period locking is found in the navigation bar under Tasks > User Security. Then, set up a new user with “view only” rights to “Transactions in the Prior Period.”


Thanks to the folks at Peachtree for sharing these tips in their latest newsletter. I’ll continue to bring you more tips from a variety of sources that I hope you will find useful or timesaving.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.

Don’t forget to visit my website, www.quickbooksgal.com or www.custmbiz.com to learn more about me and my services. Remember, you can read or listen to past podcasts at blog.quickbooksgal.com or peachpods.custmbiz.com.

I’m Jayne Miller, Your Peachtree Pro. Thanks for listening.


Jayne Miller is the owner of Custom Business Solutions, a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.
©2008 Custom Business Solutions .

Payroll Updates in Peachtree

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com. If you are using QuickBooks, you can listen to QuickBooksGal podcasts at blog.quickbooksgal.com. Microsoft Office Accounting Users can find tips & information at micropodcast.custmbiz.com.



Today I want to share some tips from Peachtree about IRS forms, Payroll Tax Forms in Peachtree and Peachtree Tax Service Updates. My recent Sage Software newsletter noted the following information that I would like to share with you for future reference. Many Peachtree users forget that there is a great source of information at www.peachtree.com/knowledgebase where you can find answers to many questions like the ones that follow.

• The black-and-white Internal Revenue Service (IRS) Tax Forms W-2 (Copy A) and W-3 included in the Peachtree 2006, 2007, and 2008 Print-n-Sign Tax Form Wizard are Social Security Administration (SSA) approved.

• These forms are referred to as “laser-printed” and replace the red dropout because laser-printed forms offer superior readability for processing by scanning equipment.

• The black-and-white laser-printed W-2 ad W-3 forms supplied in Peachtree fully conform to the specifications outlined in IRS publication 1411, General Rules and Specifications for Substitute Forms W-2 and W-3.

When attempting to open Payroll Tax Forms in Peachtree, how can I resolve the following errors?

•An Internet connection failure occurred and/or there is a mandatory quarterly update available? It must be installed to continue processing. Do you wish to update now?

To resolve this issue, you will need to open and manually update the Updates.atx file. The first line of this text file should read, “ < cookie last checked=" “01-01-2008” " last updated=" “01-02-2008” " >” (without the spaces). For complete details on how to do this, visit Peachtree knowledgebase and look up article number 21980. www.peachtree.com/knowledgebase.

•After installing Peachtree Tax Service Update on my network, one or more of the computers have expired tax forms. When selecting Check for Updates I receive a message stating “There are no updates available at this time”. How can I correct this issue?

The Peachtree Payroll Tax Service Updates are automatically downloaded and installed by the Peachtree accounting software program. The payroll tax forms are installed only on the computer where the tax update was originally installed. For instructions on installing the payroll tax forms on additional computers, refer to article 21526 in the Peachtree Knowledgebase at www.peachtree.com/knowledgebase.

Thanks to the folks at Peachtree for sharing these tips in their latest newsletter. I’ll continue to bring you more tips from a variety of sources that I hope you will find useful or timesaving.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.

Don’t forget to visit my website, www.quickbooksgal.com or www.custmbiz.com to learn more about me and my services. Remember, you can read or listen to past podcasts at blog.quickbooksgal.com or peachpods.custmbiz.com.

I’m Jayne Miller, Your Peachtree Pro. Thanks for listening.

Jayne Miller is the owner of Custom Business Solutions,a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.©2008 Custom Business Solutions

New I-9 Employment Verification Form

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.


If you are using QuickBooks, check out my QuickBooksGal podcasts at blog.quickbooksgal.com and if you use Microsoft Office Accounting, our new MicroPodCasts are available at micropodcast.custmbiz.com. You can find links to these and my websites at blog.quickbooksgal.com.


Today I want to tell you about the New Form I-9, Employment Eligibility Verification Form, that employers are required to use effective December 26, 2007. There have been some significant changes, especially with regard to the acceptable identity documentation.

Employment Eligibility Verification

Purpose of Form :

All U.S. employers are responsible for completion and retention of Form I-9 for each individual they hire for employment in the United States. This includes citizens and non-citizens.

On the form, the employer must verify the employment eligibility and identity documents presented by the employee and record the document information on the Form I-9.

The list of acceptable documents has been amended in the 2007 version of the Form I-9 and can be found on page 4 of the forms.

Where to File :

Do not file Form I-9 with U.S. Immigrations and Customs Enforcement (ICE) or USCIS.

Form I-9 must be kept by the employer either for three years after the date of hire or for one year after employment is terminated, whichever is later.

The form must be available for inspection by authorized U.S. Government officials (e.g., Department of Homeland Security, Department of Labor, Office of Special Counsel).

Special Instructions :

You should have the latest version of the free Adobe Reader to download and use the 2007 version of Form I-9.

Please note the following changes to the Form I-9 process:

• Five documents have been removed from List A of the List of Acceptable Documents:
  

Certificate of U.S. Citizenship (Form N-560 or N-561)
Certificate of Naturalization (Form N-550 or N-570)
Alien Registration Receipt Card (I-151)
Unexpired Reentry Permit (Form I-327)
Unexpired Refugee Travel Document (Form I-571)

• One document was added to List A of the List of Acceptable Documents:
  

Unexpired Employment Authorization Document (I-766)

• All Employment Authorization Documents with photographs have been consolidated as one item on List A:
  

I-688, I-688A, I-688B, I-766

• Instructions regarding Section 1 of the Form I-9 now indicate that the employee is not obliged to provide his or her Social Security number in Section 1 of the Form I-9, unless he or she is employed by an employer who participates in E-Verify.
  

• Employers may now sign and retain Forms I-9 electronically. See instructions on page 2 of the Form I-9.
  

Note: The Spanish version of Form I-9, available below on this page, may be filled out by employers and employees in Puerto Rico ONLY. Spanish-speaking employers and employees in the 50 states and other U.S. territories may print this for their reference, but may only complete the form in English to meet employment eligibility verification requirements.

Follow these links to download the English or Spanish versions:

• Download I-9
  
• Download I-9 (Spanish version)
  

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.
Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our PeachPodCast series.

I’m Jayne Miller, The QuickBooksGal and Your PeachtreePro. Thanks for listening.


Jayne Miller is the owner of Custom Business Solutions, a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.

©2008 Custom Business Solutions, Reno, NV

Using the Year End Wizard in Peachtree

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.


If you are using QuickBooks, check out my QuickBooksGal podcasts at blog.quickbooksgal.com and if you use Microsoft Office Accounting, our new MicroPodCasts are available at micropodcast.custmbiz.com. You can find links to these and my websites at blog.quickbooksgal.com.


Today I want to follow up on a previous podcast and tell you about the Year End Wizard that's part of Peachtree Accounting Software. As many of you know, you can only keep two years (24 accounting periods) open in Peachtree. Then you have to close the oldest year and archive that year in order to move forward into the coming year.


The Year-End wizard walks you through the process of closing out your first open fiscal year, payroll tax year, or both. At every point in the process, the wizard makes your options clear and tells you the consequences of every action you might take. Before you launch the wizard, there are a number of tasks you should perform.

These include

1 - Printing out any unprinted items such as invoices and payroll checks

2 - Clearing the Waiting on Bill from Vendor check box in the Purchases/Receive Inventory window for any outstanding vendor purchases.


If you start the wizard before performing this task, the wizard will not be able to proceed. You will have to exit the wizard and clear the check box before you can complete year-end close. You may also want to purge inactive records before you start the wizard, though this can be done at any time, including after year-end close.

Purging records is accomplished with the Peachtree Purge wizard. Also, while the wizard requires that you back up your company data during the close process, you can do so before launching the wizard if you prefer. In either case, back up of company data is highly recommended.

Year-End Wizard - Close Options

In this window the wizard asks you which open years you want to close. Depending on the available options, you can close either the displayed fiscal year, the displayed payroll tax year, or both the fiscal and the payroll tax years.

The Wizard includes three option buttons:


1 - Fiscal and Payroll Tax Years

2 - Fiscal Year: The wizard will display the appropriate beginning and closing dates for the year.

3 - Payroll Tax Year: The wizard will display the appropriate beginning and closing dates for the year.



Depending on your current accounting period and how your fiscal and payroll tax years are structured, not all of these options may be available. Peachtree will always allow you to close only the appropriate year or years based on your accounting structure, so do not be concerned if all close options are not available to you at one time.

Note: If you have been working in Peachtree for a number of years and have never closed a payroll tax year, the wizard will recommend that you close your fiscal and payroll tax years together. This will close more than one payroll tax year and bring your fiscal and payroll tax years in sync.

To select the desired close options, do the following:

Start the Peachtree Year-End wizard, and click the option button corresponding to the year or years you want to close. When finished, select the Next button to continue the year-end close process.



If you are closing an open fiscal year or years, Peachtree displays the Print Fiscal Year-End Reports window.


If you are closing an open payroll tax year or years, Peachtree displays the Unprinted Items window.


Note: When you select Next, the wizard will determine if you have any purchases still waiting on bills from vendors. If so, the Cannot Proceed window will appear, telling you that you must go to the Purchases window and clear the Waiting on Bill from Vendor check box for each of the purchases before you can continue with year-end close.

If you don't have any outstanding purchases but you do have items such as invoices and payroll checks that haven't been printed, you will see the Unprinted Items window. It will list all items that still need to be printed. At this point you can select Cancel to close the wizard and then print out these items, or you can select the Next button to continue without printing the items.

Year-End Wizard - Print Fiscal Year-End Reports


In order to assure that you have a proper audit trail for your company, it is strongly recommended that you print all fiscal year-end reports. You won't be able to print them once the year-end close process is complete. The report names and reporting periods for each are listed in the table appearing at the center of the window. All reports are preselected in the Peachtree Year-End wizard for printing.



You have two options:

1 - If there are any reports you don't want to print, in the Print column clear the check boxes corresponding to those reports. This will unselect the reports, and they will not print.



Note that you can use the Check None button to clear all the check boxes or use the Check All button to select all check boxes. When finished, select the Next button to proceed. Peachtree will display the Back Up Company Data window.

2 - If you want to print the listed reports individually instead of having the wizard do it for you, select the Cancel button. The Year-End wizard will close, and you can then print all reports. Note: When you click Next, all chosen reports will print to your default printer, so you should check paper or change printers, if desired, before proceeding.

Year End Wizard-Internal Accounting Review

This window of the Year-End Wizard (available in Premier and higher versions) allows you to run an Internal Accounting Review before you close the year. The Internal Accounting Review checks your company for common transaction mistakes and transactions or conditions that do not adhere to Generally Accepted Accounting Principles. Since you are about to close the year, this is a good time to run the Review and fix any issues that may be revealed. While it is highly recommended that you run the Internal Accounting Review now, it is not required.


Year-End Wizard - New Open Fiscal Years

In this window, the Peachtree Year-End wizard lets you review the accounting periods in your current open fiscal year and next fiscal year. If you need to restructure your company's next fiscal year for tax purposes, you can change the date range of the accounting periods in that year. However, since Peachtree automatically adjusts the dates of the accounting periods, it is generally not necessary to make changes to them yourself.



Note: There are rules governing changes to the date range of accounting periods. If in doubt, consult your accountant before making any changes.

To see the date ranges of the current open fiscal year accounting periods, select the Current Fiscal Year option button. The table at the right side of the window shows the dates of each accounting period in the year. This display is read-only, meaning you can only review the dates, not change them.



To see the date ranges of the next fiscal year accounting periods, select the Next Fiscal Year option button. The table at the right side of the window shows the dates of each accounting period in the year. To change the end dates of any of the displayed accounting periods, click the accounting period whose date you want to change. In the To column, the end date appears in the form DD/MM/YY, and a Calendar button appears next to the date.

Either type in the new To date or click the Calendar button, and then select the new date from the drop-down calendar that appears. When you change the To date, the From date in the next accounting period automatically changes also. When finished, select the Next button to continue the year-end close process.

Peachtree displays the Confirm Year-End Close window.

This window of the Peachtree Year-End wizard lets you confirm the year or years that you will be closing. The first two boxes in the window display the fiscal year and payroll tax year or years that will close. The second two boxes display the two open fiscal and payroll tax years that will be open once the close is complete.

If you have chosen any year-end close options that you think inappropriate, choose the Back button to return to the wizard window where you want to make changes to chosen options. If you're satisfied that you are ready to proceed with year-end close, select the Next button. Peachtree will display the Begin Close-Year Process window.

Year-End Wizard - Begin Close-Year Process

When you see this window, you are ready to start the year-end close. In the Peachtree Year-End wizard, click the Begin Close button. The close process begins. A progress bar appears at the bottom of the window with the legend "Now Closing..." The progress bar shows in real-time the percent of the process that has been completed. When the process is complete, Peachtree displays the Congratulations! window.

Warning: Once the year-end close process starts, it is imperative that you don't cancel the Year-End Wizard. Do not turn off your computer during the close. Since the close process may take a while to complete, you may want to start the process at the end of your business day, making sure you leave the computer running.

What do you want to do next?

When you see this window, the year-end close process has been completed successfully. The window displays the fiscal and payroll tax years you have just closed your company's new open fiscal and payroll tax years your company's current accounting period. To close the Year-End wizard, click the Finish button.



I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.
Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our PeachPodCast series.
I’m Jayne Miller, The QuickBooksGal and Your PeachtreePro. Thanks for listening.


Jayne Miller, is the owner of Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.

Daylight Savings Time - Are You Ready?

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com. If you are using QuickBooks, check out the QuickBooksGal podcasts at blog.quickbooksgal.com and if you use Microsoft Office Accounting, our new MicroPodCasts are available at micropodcast.custmbiz.com. You can find links to these and my websites at blog.quickbooksgal.com.

Today I just want to remind everyone that the new Daylight Savings Time takes affect on November 4th. While most computers will not be affected, you may want to play it safe and visit the Microsoft Daylight Savings Support Center to determine if you are ready or if you need to take steps to assure that you won't have problems when you turn your computer on after the time change. You can visit them at http://support.microsoft.com/gp/cp_dst or go to peachpodcast.custmbiz.com or blog.quickbooksgal.com for a link.


I'll be back next week with another Peachtree related podcast...if you have questions or ideas for a topic, send me an email at jayne@quickbooksgal.com.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: www.custmbiz.com.

Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our PeachPodCast series.

I’m Jayne Miller, The QuickBooksGal and Your PeachtreePro. Thanks for listening.

Jayne Miller, is the owner of Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.

Adding Custom Logos in Peachtree 2008

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.

You can listen to our archived podcasts at peachpodcast.custmbiz.com. If you are using QuickBooks, check out the QuickBooksGal podcasts at blog.quickbooksgal.com and if you use Microsoft Office Accounting, our new MicroPodCasts are available at micropodcast.custmbiz.com. You can find links to these and my websites at blog.quickbooksgal.com.

Today, I want to tell you how to add custom logos to invoices, credit memos, statements and other documents in Peachtree. It’s really easy.

First, make sure you have the desired logo on your computer and that you can easily locate it.

Next, from the "Reports and Forms" menu at the top of the Peachtree window, select Forms, and then select the form type that you want to add a logo to (Invoices, Credit Memos, etc).


Then a new window will open listing all of the forms you have of that type. Select the one you want to modify by clicking on it and then clicking the "Customize" button that appears under the picture of that form on the right.


This will open that form in the design window where you can now click the "Add" button. Select "Logo or Image" and then navigate to the logo stored on your computer.


Once that is done, you can move the logo to the location you want, and resize it if needed to produce the result you want.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: www.custmbiz.com.

Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our PeachPodCast series.

I’m Jayne Miller, The QuickBooksGal and Your PeachtreePro. Thanks for listening.

Jayne Miller, is the owner of Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.