Feature Series

In Part II of this series, Roxanne talks about some traditional ways to start a new file, and the importance of having a Plan of Action based on client needs, and discusses some awesome 3rd party applications, some of which are featured in this months newsletter, that will make the transition from old file to new easier and more profitable than you probably imagined!

by Roxanne Brown, Professional Business Solutions 4 U, LLC

Featured Developer

Meet Chuck Vigeant, Certified QuickBooks ProAdvisor and Director of FLEXquarters Solutions and learn how 3 major pain points he encountered in his accounting practice when dealing with the import of data into any version of QuickBooks led to the development of the QDataImport Tool. 

Featured Advisor

Meet Lizz Cuba of Lizz Cuba Enterprises from Savannah, GA who first used the Data Transfer Utility when she needed to clean up a clients file quickly; and why she is glad that she has found this program.  Read the complete article on how Lizz feels that ProAdvisors can benefit from tools such as Data Transfer Utility.

Feature Series

Over the last few newsletters we have been discussing Email Etiquette, because let\'s face it - most of our communications are done via email and it\'s important that both sender and receiver knows who they are dealing with...and there is just way too much junk mail that we all have to deal with on a daily basis.

by Nancy Smyth, Sunburst Software Solutions, Inc.

Featured Developer

Meet Karl Irvin, CPA of Irvin Software Corporation and learn how an inability to easily transfer transactions from one QuickBooks file to QuickBooks to another QuickBooks led to the development of Data Transfer Utility.