“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.
“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants.
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.
Last year I published a podcast about W-2's and 1099's that I think is worth repeating. It's getting to be that time of year and we need to be thinking about some of the things we have to do to get ready. As a business owner with employees or subcontractors you will be required to issue W-2's to employees and 1099-Misc to non-incorporated, non-employee service providers.
Subcontractors and service providers who are not incorporated must provide a form W-9 to you in order to provide the information you need to process a 1099 form for them next January. You can download form W-9 at IRS.GOV.
I generally mail this form to all subcontractors with their first payment. If you haven't done this yet, then it would be a good idea to mail or fax a form W-9 to them now so you will be prepared to process forms in January.
I also get a head start on the W-2 process by creating a form for my employees to complete. I attach it to their paychecks and ask them to complete it and return to me no later than November 15th.
Here's a simple checklist I use each Fall to get ready:
1 -Verify current employee information -create a simple form that you can attach to the next paycheck for each employee requesting their name, current address, social security number. I also include a line for their signature and the date they complete the form. You may even want to attach a W-4 form.
2 -Download Form W-9 - you can fill out this form online, then print multiple copies for distribution to any vendors who will receive a 1099 form. Independent contractors and other non-incorporated vendors who received $600 in the current tax year require issuance of a 1009.
3 -Order forms now - order W-2's, 1099's and corresponding envelopes now. You can visit my website, www.quickbooksgal.com, for money-saving offers or contact the IRS at 800-829-FORMS. The IRS forms are free, but not computer friendly. You can also order extra W-3 and 1096 transmittal forms from the IRS. Local office supply stores will be selling W-2 and 1099 processing kits soon. These are especially great if you process your payroll manually.
4 -Make sure your tax tables are up to date - If you are using QuickBooks, be sure your subscription is up to date and that you are downloading updates when prompted. Peachtree users - make sure you order the tax tables for 2008 soon to assure that you are ready for end of year processing.
Don't forget! W-2 forms for 2007 have been redesigned
Order compliant forms soon to avoid last minute stress!
Are you backing up your data?
Get a flash drive, use a CD, or an external backup system. Once your data is gone, it's gone! Back Up!
Next time: How do I add my logo to invoices, credit memos, and statements in Peachtree 2008
I hope you find this discussion useful. If you have questions about this topic, just drop me a line at jayne@quickbooksgal.com. If you are a Peachtree user, check out peachpods.custmbiz.com. Don’t forget that we are now serving Incline Village and Lake Tahoe. We have two great consultants in the area that will be happy to assist with QuickBooks or Peachtree training & support.
Visit our website at tahoe.custmbiz.com. QuickBooks newest Point of Sale is great! If you are using POS and need assistance, call us!
Well, that’s it for now. I appreciate your time and hope you will join me again next time for another in our Quicklet series. If there are topics you would like me to cover or have questions, send your email to jayne@quickbooksgal.com.
I’m Jayne Miller, The QuickbooksGal and your Peachtree Pro. 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.
Hi, I’m Jayne Miller, The Peachtree Pro. Welcome to another in our series of “Peach Pods” – informational podcasts about Peachtree, QuickBooks, and related bookkeeping topics. You can listen to our archived podcasts at peachpods.custmbiz.com or blog.quickbooksgal.com.
Today I have a list of tips for preventing fraud that I think will come in quite handy. I have printed them on my blog at peachpods.custmbiz.com if you would like a copy for future reference.
Top Ten Tips to Help Prevent Fraud (in Order of Effectiveness)
1. Send Bank and Credit Card Statements to a Separate Address. Do not send your bank statements to your business address. Have your bank statement sent to your home, PO Box, or lockbox address. Review each check both front and back for payee, signature, and endorsement. Even if you don’t allow your employees to use your credit card, make sure those statements sent to an alternative address too. Examine each statement carefully. Review each and every line item of both payments and charges.
2. Do Not Let Anyone Misrepresent Themselves as You. Do not let them use your password, sign your name, or use your credit card, ever. Never let an employee sign your name, use your credit card, or misrepresent themselves to your bank or credit card company. Reimburse their expense. Don’t reveal sensitive passwords. If you allow your employee to sign your name even on credit card purchases, it could compromise your legal recourse in case of fraud or embezzlement. 3. Reconcile Bank Accounts and Review Statements. Review every statement. Make sure all bank accounts and credit cards are reconciled. Afterwards, take time to review every reconciliation report. Notice stale checks or deposits that have not cleared the bank. Check for missing deposits. An increase in the number of reconciled items may also reveal mischief.
4. Assign Administrative Rights Effectively. Use the Administrative rights in QuickBooks to protect your data. The first person to set up QuickBooks is by default assigned as Administrator. This role has unique permissions. So the administrator should be designated to either an outside party, i.e., a CPA, a QuickBooks Certified Consultant, or the savvy owner. Make sure that every user is set up separately and that passwords are used. Lock down permissions to change or delete transactions. Especially important: Use passwords for closing dates. 5. Use the Audit Trail in QuickBooks. If you don’t have the latest version of QuickBooks, make sure you turn on the Audit Trail. Go to Preferences > Accounting and click on the box Audit Trail. Caution: the Audit Trail won’t tell you if a vendor name has been changed or merged. It is wise to maintain a strict paper trail. Supporting documents need to be readily accessible in your files and then archived according to the type of document.
6. Use the Voided/Deleted Transaction Report. After you have turned on the Audit Trail, and made its review part of your routine, periodically review the Voided/Deleted Transaction Report to see which entries which have been modified.
7. Establish Accounting Controls. The principle of countervailing power is the fundamental reason to use checks and balances in accounting. Split the responsibilities between staff members or outside accounting professionals. Warning Sign: If only one person writes the checks and reconciles the account, there is no double check. Separate the duties. Consider another person to do reconciliations so it is done by a person other than the staffer generating the checks. Perhaps a Certified QuickBooks ProAdvisor® or CPA can provide these services.
8. Adhere to a Numerical Sequence. Use a numerical sequence for all transactions. Invoice, bills, and checks which are numbered fall in a logical and chronological order. The reason: To identify missing documents. Look at the bank statement for large gaps. Secure paper checks. If you keep voided paper checks, remember to tear off the signature area to keep it from being misused. If your bank sends paper checks, sort them numerically.
9. Review Receivables and Payables. Look for adjustments to Receivables or Payables. Such adjustments could indicate subverted payments or vendor checks.
10. Back up Your Data. Repeat after me – Back up, back up, back up. Think redundant backups as a contingency plan for disasters of all sorts. Make scheduled copies. Rotate the media (tape drive or portable storage). If you use CDs, better buy the read-only variety. Store your backups at another location. Such diligence can come in especially handy if there is a disaster. In some fraud cases, the bookkeeper may delete all of the QuickBooks files to avoid detection. In such cases the business has to pay a large sum for data retrieval, in hopes of capturing any shred of evidence. Be smart; back up. It only takes a few minutes.
Are you backing up your data?
I hope you find this discussion helpful. If you have questions about this topic, just drop me a line at jayne@quickbooksgal.com. If you are a QuickBooks user, check out blog.quickbooksgal.com for our podcast series about QuickBooks and other related bookkeeping topics. Don’t forget that we are now serving Incline Village and Lake Tahoe. We have two great consultants in the area that will be happy to assist with QuickBooks or Peachtree training & support. Visit our website at tahoe.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 PeachPod series. If there are topics you would like me to cover or have questions, send your email to jayne@quickbooksgal.com.Don’t forget to visit our website, www.quickbooksgal.com or www.custmbiz.com to learn more about me and our services. Remember, you can read or listen to past podcasts at blog.quickbooksgal.com or peachpods.custmbiz.com.
I’m Jayne Miller, The Peachtree Pro. 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.
Hi, I’m Jayne Miller, Peachtree Pro. Welcome to another in our series of “Peach Pods” – informational podcasts about Peachtree, QuickBooks, and related bookkeeping topics. You can listen to our archived podcasts at peachpods.custmbiz.com or blog.quickbooksgal.com.
I’d like to talk about What’s New In Peachtree 2008. The new Peachtree 2008 is out and on store shelves. I have been using it for some time and I have to say that I am very happy with the changes. Before you install it, up may want to listen to my podcast about installation issues as they pertain to your firewall or visit http://www.peachtree.com/support/firewall_install_tips.cfm to make sure you are aware of any issues that could arise when you install the software.
• Effectively see more information • Enhanced drill-down function • Select more fields to include; expanded filtering options • New! Filter date ranges by dates within the 2-year period without accounting period parameters.
For example: May 21 – Jul 4. This enhancement is long overdue and just wonderful.
Forms Design Improvements
• Enhanced customization of invoices, sales orders, and quotes • Add colors, logos, and more! • Simplified process
Flexible Unit and Quantity Decimal Settings
• Multiple decimal settings for units & quantities • Up to 5 decimal places
Add Attachments
• Associate information files (customers, vendors, employees, inventory items) • Works with Microsoft® Excel® spreadsheets or Word files • Photos or scanned documents • Include nearly any info in Peachtree
Hide Navigation Centers
• Permanently hide or show Business Status Center or other Navigation screens • Reduce the amount of information that you or employees can view • Faster start up when you use these new features
Saving Records and Transaction Performance
• Saving transactions is faster • Saving while using open reports is faster • Speedy “saves” when multi-tasking - open reports/transactions at the same time
Our office is a power user of the new Peachtree. We are very pleased with the improvements this year. If you want more information, visit http://www.peachtree.com/ to compare versions, download a free trial version, or to review new features. Don't forget to double check your computer(s) specs to assure that your processor and ram meet the system requirements of the new Peachtree 2008.
Are you backing up your data?
I hope you find this discussion helpful. If you have questions about this topic, just drop me a line at jayne@quickbooksgal.com. If you are a QuickBooks user, check out blog.quickbooksgal.com for our podcast series about QuickBooks and other related bookkeeping topics. Don’t forget that we are now serving Incline Village and Lake Tahoe. We have two great consultants in the area that will be happy to assist with QuickBooks or Peachtree training & support. Visit our website at tahoe.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 PeachPod series. If there are topics you would like me to cover or have questions, send your email to jayne@quickbooksgal.com.
I’m Jayne Miller, Peachtree Pro. 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.
Hi, I’m Jayne Miller, the Peachtree Pro. Welcome to another in our series of “Peach Pods” –informational podcasts about Peachtree, QuickBooks, and related bookkeeping topics. You can listen to our archived podcasts at blog.quickbooksgal.com.
Today I’d like to talk about Firewall issues you may encounter when installing the new Peachtree 2008 software. Peachtree 2008 and its Pervasive database can be mistakenly identified as an intrusion threat by many firewall and anti-virus programs.
If you have not already installed Peachtree, it is critical that you do the following:
1. Turn your firewall software on. 2. Turn on firewall alerts. 3. If you get a warning message about Allow or Unblock any of the following files, Allow or Unblock them:
Some firewalls, like ZoneAlarm, may prompt you to allow additional files. You will need to allow the additional files indicated by the program in order to proceed successfully.
If you have already installed Peachtree
If you have already installed Peachtree and are unable to open a company, you need to set your firewall to allow Peachtree and its Pervasive database to run.
Setting your firewall to work with Peachtree
You can visit http://www.peachtree.com/support/firewall_install_tips.cfm and click on the links for instructions for the following firewall programs or to find more information on this topic. You will also find a great guide to determining which firewall program you are using.
If your firewall program is not listed, you may select any of the firewall programs to obtain general guidelines for setting up your firewall, but you should refer to help for your firewall program to get specific assistance.
I hope you find this discussion helpful. If you have questions about this topic, just drop me a line at jayne@quickbooksgal.com. If you are a QuickBooks user, check out blog.quickbooksgal.com for our podcast series about QuickBooks and other related bookkeeping topics. Don’t forget that we are now serving Incline Village and Lake Tahoe. We have two great consultants in the area that will be happy to assist with QuickBooks or Peachtree training & support. Visit our website at tahoe.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 PeachPod series. If there are topics you would like me to cover or have questions, send your email to jayne@quickbooksgal.com.
I’m Jayne Miller, Peachtree Pro. 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.
“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.
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