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Jaime Campbell - Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts

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Jaime Campbell Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts
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Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts: summary, description and annotation

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QuickBooks Enterprise Edition 12.0 for Experts is a cookbook with specific recipes for time-saving shortcuts, valuable customized reports, and surprising ways to use this accounting software to support decision-making in your small or medium-sized business.With QuickBooks Enterprise Edition 12.0 Cookbook for Experts you can choose a topic of value and learn specific, practical techniques usable in your own QuickBooks file or in a sample file.This book is rooted in the longstanding features of QuickBooks and includes the newest tools, whether youre upgrading from Premier or from a prior version of the Enterprise Edition. Topics include customizations, time-saving methods, integration with Microsoft Excel, and special tools and setup techniques for hyper-efficient information retrieval and analysis.Whether you are an independent or industry accountant, whether you are a book-keeper, controller or CFO, QuickBooks Enterprise Edition 12.0 Cookbook for Experts will help you to expand what is possible in your business.What you will learn from this book Customize the QuickBooks environment and reports to match your working style and business operations Optimally set up Items and other tools to get the most valuable information from your accounting records Save time with relevant keyboard shortcuts, data entry shortcuts, and reporting shortcuts Successfully manage your customer and vendor relationships by using QuickBooks in surprising ways Increase supervisory efficiency and effectiveness with troubleshooting techniques and error-checking tools Expand reporting and analysis capabilities by further exploring integration with Microsoft Excel Set up QuickBooks for enterprise-level concerns including multi-user permissions, add-on services, and document storage Create reports to strengthen relationships with your key customers, vendors, investors, and other stakeholdersApproachQuickBooks Enterprise Edition 12.0 Cookbook for Experts is written in a non-sequential, modular way which enables the reader to select any relevant and valuable technique and learn it. Each recipe in the cookbook includes illustrations to make the most difficult techniques straightforward. Furthermore, the expert readers time is not wasted on any basic language and steps.Who this book is forThis book is written for CPAs, CAs, consultants, CFOs, controllers, managers, or bookkeepers with extensive experience with QuickBooks. Prior experience with the Enterprise Edition, however, is not required. You should have a thorough understanding of accounting procedures and a mastery of the basics of the QuickBooks environment.

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Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts

Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts

Copyright 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: May 2012

Production Reference: 1230412

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-84968-514-6

www.packtpub.com

Cover Image by Mark Holland (<>)

Credits

Author

Jaime Campbell (CPA, MBA, CTT, MCT)

Reviewers

Cheryl A Bergen

Susan R Banziger

Acquisition Editor

Dhwani Devater

Lead Technical Editor

Shreerang Deshpande

Technical Editors

Lubna Shaikh

Ameya Sawant

Copy Editor

Brandt D'mello

Laxmi Subhramanian

Project Coordinator

Michelle Quadros

Proofreader

Joanna McMahon

Indexer

Monica Ajmera Mehta

Graphics

Manu Joseph

Valentina D'silva

Production Coordinator

Alwin Roy

Cover Work

Alwin Roy

About the Author

Jaime Campbell , CPA, MBA, CTT, MCT

As a young musician, Jaime learned that mastery brings freedom and possibility. As she studied her piano repertoire, she ascertained that if she learned how to play the music as the composer intended, then she could invent new ways to play it.

As a music education student at Florida State University, learning to play instruments from South America, China, Bali, and Ghana as well as many different vocal styles from around the world, Jaime understood that deep expertise, as a gateway to self-expression, must be a given. In other words, there's more fun to be had when you can play the notes correctly the first time - than spend your time experimenting and creating instead of just learning the notes!

As a music teacher, Jaime created some special ensembles, one of which was rehearsing before school one day. The children knew the music very well, and Jaime had them play it by clapping... then on drums... then they went outside and played the same music with sticks upon the metal fence. Suddenly one student exclaimed:

"Oh!" he said, "I get it! The music isn't inside the instrument - it's inside of me!"

Now a Certified Public Accountant with a Master of Business Administration degree from Rutgers Business School, Jaime still believes that mastery brings freedom and possibility. Her foray into business computing started with the F1 key (Help) and she soon mastered the software essential to her trade, becoming a Certified QuickBooks Professional Advisor and a Certified Microsoft Master.

Propelled by a desire to help other businesspeople to transform their experience of software from one of drudgery to one of opportunity, she attained additional designations of Certified Technical Trainer and Microsoft Certified Trainer. Jaime now delivers seminars, webinars and workshops, and provides technology consulting services.

Jaime wrote this book as an expression of her sense of discovery and play, of moving quickly through mundane tasks and into the complex, value-added areas to help businesses gain significant, actionable insights.

Jaime is a member of the American Institute for Certified Public Accountants ( AICPA ) and the New Jersey Society of Certified Public Accountants ( NJSCPA ). She is also a member of the NJSCPA Technology Interest Group and Financial Literacy Interest Group, serves as an Officer on the NJSCPA Mercer County Chapter Board of Directors, is a member of the New Jersey Association for Women Business Owners ( NJAWBO ), and volunteers as a Spanish-language business consultant with the New Jersey Small Business Development Center.

After all these years of teaching and working personally with business owners and their teams, this book was a great deal of fun to write. The writing process felt just like giving a workshop for a sold-out house!

Jaime wishes each reader freedom and possibility with QuickBooks.

Jaime welcomes connections on social media to discuss matters of accounting, business, and technology:

www.linkedin.com/in/jcampbellcpa

www.facebook.com/jcampbellcpa

www.twitter.com/#!/jcampbellcpa

Acknowledgment

Thank you, David Campbell, for being my partner in inventing new realms of possibility. www.tieroneservices.net

Thank you, Trisha Scudder, for helping me to see an abundance of opportunity and miracles, and for teaching me to be the cause of more of both. www.executivecoachgroup.com

Thank you, Bob Lissau, for providing my first experience with QuickBooks, and for helping me to become a fun-loving, puzzle-solving CPA.

Thank you, Loni Kalver, for your love, talent, and kvelling.

Thank you, Karen Hodges Miller, for igniting the spark of the idea to be an author. www.opendoorpublications.com

Thank you, Cheryl Bergen, for being a fellow QuickBooks geek and proud of it. www.bergenbookkeeping.com

Thank you, Susan Banzinger, for being a stand for high-quality processes and results. www.yourbottomlinellc.com

Thank you, Dr. Robyn Odegaard, for your powerful words and coaching, your fun friendship, and for sharing the experience of being an author. www.StopTheDramaNow.com, www.champperformance.com

Gracias, Ernesto y Dora Lyd Robayo, por su apoyo, su amistad, su amor, su risa, y su inspiracin.

Thank you, Jackie Lawrence, for telling me in that NYC coffee shop that I would one day publish a book, and you asked me to promise to mention you on this page!

Thank you, Packt team, for your expertise, professionalism, and integrity at every stage in the publishing process.

About the Reviewers

Cheryl A Bergen is an Intuit Certified QuickBooks ProAdvisor, and has been using Intuit products since the 1980s. She has written and developed computer programs from concept to ongoing operation, written user manuals, and trained people in a multitude of programs.

Cheryl specializes in full-charge bookkeeping services for small businesses. She is extremely qualified with the QuickBooks accounting software. She assists clients in effectively utilizing it in their own businesses, and by providing bookkeeping, sales tax, and payroll services for them. She also helps businesses with a wide range of QuickBooks-related services including installation, configuration, training, and advanced uses of the software.

Susan R Banziger received a Bachelor of Science degree from Rutgers University in 1985. She has over 25 years of accounting experience in corporate and small business. She has worked in the service and manufacturing industries, in general and cost accounting. Her last position before opening her own company was as a Divisional Controller for a large specialty printing company, which included traveling with an investment team setting up scratch-off lottery programs in Europe.

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