Consulting 4 QuickBooks® – Done Right!

Specializing in QuickBooks® and eCommerce Training & Integration

Contact Me:

Roxanne Brown

301-582-2857
Rox@consulting4qb.com

I am totally focused on my client's needs, and I work to realize their goals as if they were my own.

Roxanne Brown
Advanced Certified QuickBooks ProAdvisor

Stay Updated!

Sign up to receive our latest QuickBooks Tips, Tricks & eCommerce News.

Enter your email address:

Delivered by FeedBurner

Outfitters (2)

 

 

 

 

Exciting news – The first ever Communiqué User Conference – CommCon 2015 will be taking place this coming October 9th thru 11th 2015.   If that’s not exciting enough, the location will be in Walt Disney World, FL!  I am thrilled to have been asked to be a Session Moderator; I can’t wait to meet everyone in person! Continue reading

th

 

 

 

 

 

 

 

On July 29th, 2015, Microsoft introduced its newest operating system, Windows 10. It is being rolled out in phases so you may or may not have received an alert that your copy is ready for download yet.   I know many of you like to be early adopters; however when it comes to a new operating system it’s typically best to wait a bit – especially when you are a business owner.

To learn more about Windows 10, see the official Microsoft Windows 10 FAQ page.

What versions of QuickBooks are supported on Windows 10?

  • QuickBooks 2015: Based on initial testing, Intuit has found no issues with running QuickBooks 2015 on Windows 10.
  • QuickBooks 2014 and earlier: If you use QuickBooks 2013 or 2014, it is recommended that you upgrade to QuickBooks 2015 if you are going to upgrade to Windows 10.  There is no guarantee that earlier versions will run on Windows 10 at all; and if the earlier versions do run you should be prepared for issues.

What’s new in Windows 10?

  • New start menu – similar to the Windows 7 start menu
  • Virtual Desktops
  • New version of .NET framework (4.6)
  • A new browser called EDGE (Internet Explorer 11 is still available)

You can find more information about the new features and details in this Microsoft article.

Intuit support has found that POS V12 has been tested on Windows 10 and worked fine.

Problems have been reported with POS V11 (2013). POS V10 and prior are no longer supported. For this reason, we recommend upgrading to the new QB POS V12 if you prefer Windows 10.

Another interesting article to read is from Sleeter’s Blog.

Of course QuickBooks is not the only consideration in upgrading to Windows 10.  You must also look at all the other programs you use to run your business to see if they have been tested for compatibility; not to mention your hardware.  Personally I test on a computer that is not one of our main production machines – this way I can become familiar with what’s new, what works and what doesn’t and what I like (or don’t).

th

Be on the lookout for an email from ‘Intuit’ telling you your credit card was declined; chances are it’s another round of spam/phising ploys! This is another incarnation of spam emails seemingly from Intuit that looks very real. Do NOT Click on any links!


Continue reading

Did you miss our webinar on Tuesday on the awesome new Inventory Monitor feature for StoneEdge users from Altaireon

Good news – we have another one Thursday May 14th at 1 p.m. EDT!  For more details and registration; go to: https://attendee.gotowebinar.com/register/1232610075659109122

This webinar will highlight Communiqué’s new Inventory Tracking feature that is now part of their Inventory Monitor, learn how it can help you track fluctuations with your inventory and QOH drift. 

With the new tracking feature, you will finally have accurate Inventory as of quantities, as of dates, and valuations for any given day.   That’s right – no more worrying about running your reports at the end of the day every month!

Communiqué features a new companion report  – the “Inventory Tracking Analyzer”  – located in the Reconciliation & Utilities -> Inventory Monitor section which provides tremendous insight into your daily inventory fluctuations and transactions affecting your QOH.

Inventory data and associated transactions are recorded nightly for each SKU so you can maintain historical data about each SKU for each day.  This new capability can help you resolve many of the challenges you face with your inventory.

I will be joining Tom Martin from Altaireon to discuss some of the accounting aspects of Inventory Tracking and how this new feature can help you resolve some common issues with your inventory. 

We’ve wanted this feature for years; and the wait is finally over!  Hope to see you there. 🙂

 

 

 

 

th

 

Attention StoneEdge Users:

Join us for an Inventory Tracking Webinar Featuring the NEW Inventory Monitor

May 12th and 14th. 2015

 

If you use Monsoon StoneEdge as your Order Manager, and also use Communiqué Pro; you are going to love this!  If you are not using Communiqué Pro yet; what are you waiting for? 🙂

This webinar will highlight Communiqué’s new Inventory Tracking feature that is now part of their Inventory Monitor, learn how it can help you track fluctuations with your inventory and QOH drift. 

With the new tracking feature, you will finally have accurate Inventory as of quantities, as of dates, and valuations for any given day.   That’s right – no more worrying about running your reports at the end of the day every month!

Communiqué features a new companion report  – the “Inventory Tracking Analyzer”  – located in the Reconciliation & Utilities -> Inventory Monitor section which provides tremendous insight into your daily inventory fluctuations and transactions affecting your QOH.

Inventory data and associated transactions are recorded nightly for each SKU so you can maintain historical data about each SKU for each day.  This new capability can help you resolve many of the challenges you face with your inventory.

I will be joining Tom Martin from Altaireon to discuss some of the accounting aspects of Inventory Tracking and how this new feature can help you resolve some common issues with your inventory. 

Please join us for this webinar.  We’ll be discussing and sharing information and ideas about managing your inventory.

Register for a session now by clicking on a link below:

 

Tue, May 12th, 20154 2:00 PM – 3:00 PM EDT

Registration URL: https://attendee.gotowebinar.com/register/5170269077980675842

Thu, May 14, 2014 1:00 PM – 2:00 PM EDT

Registration URL: https://attendee.gotowebinar.com/register/1232610075659109122
Once registered, you will receive an email confirming your registration with information that you need to join the Webinar.

 

System Requirements: 

PC-based attendees:

Required: Windows® 7, Vista, XP or 2003 Server

Macintosh®-based attendees

Required: Mac OS® X 10.5 or newer

Mobile attendees:

Required: iPhone®/iPad®/Android™ Smartphone or tablet

 

See you there!

Rox 🙂

 

 

emv-credit-card-transactions

EMV (Europay, MasterCard and Visa) is a global standard for credit cards that are equipped with computer chips. Because of many data breaches and increasing counterfeit card fraud, U.S. credit card issuers will be using this new technology to help protect consumers and reduce fraud.

Starting October 1st, 2015 if you (as a merchant) do not accept an EMV credit card, and a counterfeit card is being used, you will be liable for the costs. Now is the perfect time to make sure your point of sale system can handle this new technology; or start the search for a replacement system if your current system can’t be upgraded. By upgrading, you will be fighting the fraudsters, providing a greater sense of security for your customers, and avoid liability costs.

EMV cards have been used in Europe for years with success. It uses a different kind of reader (you insert the card into a terminal slot and wait for it to process) and it is much more secure because it’s almost impossible for someone to duplicate the credit card. After the UK started using EMV cards lost and stolen card fraud was reduced by 58 percent – that’s pretty impressive! Don’t wait and don’t be left behind – take a look at the detailed schedules about the upcoming shift for each of the credit card companies and make sure you are ready for this upcoming change in the industry.

BSSLogo

As most of you are aware, I’ve known Barney Stone since StoneEdge hit the market.  I’ve been supporting StoneEdge users since the very first Yahoo store owner wanted to integrate QuickBooks with StoneEdge way back in the late 90’s (Wow – how time flies 🙂 ).  With the recent migration from the 5.9 series to the new 7 series of Monsoon SEOM many of you have been frustrated with the new user interface; and in particular the order screen; so Barney developed a new view!  You know it will work; who better than Barney to develop it!

I wanted to pass on the official announcement because I know many of you will find this invaluable!

Barney Stone’s Advanced View Orders add-on is Now Available!

Advanced View Orders (AVO) is based on the old Stone Edge screen design, but with many improvements made possible by today’s larger monitors. The new screen was designed by Barney Stone, original developer of the Stone Edge Order Manager, to add convenience and flexibility while requiring the absolute minimum of re-training.

From reviews of Advanced View Orders in the Stone Edge User Forum:

“I have found AVO to be a huge improvement over the regular view orders screen and well-worth its price… I don’t have to constantly click around searching for information about an order.” Read full review. 

“That screen is invaluable! It is so much easier to see, access and act upon the data than the stock config from SE Monsoon.” Read full review. 

“This is a strong enough upgrade over our version 5.933 View Orders that we were happy to pay for it, and if you are on the newer versions of SEOM it is truly a must have over the convoluted View Orders screens in those newer versions.” Read full review.

Here are just a few of the features of Advanced View Orders:

  • Familiar look and feel for Stone Edge 5.9 users. Little or no retraining needed!
  • Takes advantage of larger screens (1600 x 900 minimum resolution required; 1920 x 1080 or larger recommended).
  • Puts more information at your fingertips.
  • Address information is always visible.
  • Use highly visible “Warnings” to notify users about problem orders.
  • Quick search by Order Number, Web Order Number, Last Name, Company, Email or Order State.
  • Tracks the last 10 orders viewed; jump to any of them quickly.
  • Quick report option calculates informative totals for the currently selected orders; copy and paste the results into Excel, Word, email messages, etc.
  • Open multiple windows (2 or 4, depending on your vertical screen resolution) to show Notes, Shipping, Drop Shipping, Custom Fields and Product Data from the View Inventory screen!
  • Use custom buttons to open Access forms or run Access functions.
  • Each user decides whether to use the regular screen or Advanced View Orders.
  • Switch back-and-forth between the two View Orders screens in about a minute.
  • Compatible with Stone Edge versions 5.9x, 7.0x and 7.1x*.

* Advanced View Orders supports the PCI-compliant payment system in Stone Edge 7.1x, but it has not been reviewed or certified for PCI compliance.

Advanced View Orders is available now from Monsoon Commerce.

The price is $1,000, which covers all of the Stone Edge users and computers at your company and includes a year of support and updates provided by Barney Stone Software. Monsoon requires an active maintenance agreement to purchase Advanced View Orders.

For more information, go to Barney Stone Software

To purchase Advanced View Orders, email stoneedgeam@monsooncommerce.com

th (1)Dydacomp recently announced a new release to their Multichannel Order Manager (M.O.M) that includes several new features customers have been asking for.  Version 9 of M.O.M. includes several requested enhancements to inventory management; such as lot tracking, wireless picking, advanced product forecasting, and a totally redesigned import/export facility.  They also increased  the number of 3rd party eCommerce platforms that are supported ; which  improves ease of use, scalability and performance.  They have a number of optional modules to add even more functionality to the program overall.

For those of you looking for a cloud based product they now offer Freestyle Commerce which is tightly integrated with Magento® – however it is a relatively new product so it doesn’t have the same functionality as their desktop program at this time.

Check out their recent press release for more information.

Rox 🙂

th (3)

News from Intuit 

Every year when a new version of QuickBooks is released Intuit also reviews their various other services and offerings and announce changes, updates, or items that will be discontinued.  There are several articles available that cover what’s new in the QuickBooks 2015 version; however we wanted to highlight a few of the ‘biggies’ that everyone should be aware of outside of any new features or UI changes. 

Intuit Discontinuing Intuit Sync Manager

Add-on software developers have been notified that Intuit Sync Manager will be discontinued on March 1, 2016. This includes the services that support Sync Manager.

If you are a QuickBooks user, and you’re using one of the apps that use Sync Manager, you will not be able to use that app starting in March 2016. For the list of apps affected go to: https://bit.ly/1BFgdwi

A couple of popular examples are: ReceiptMatch with QuickBooks and the QuickBooks Client Collaborator.  It’s still unclear what will happen with the Client Collaborator (which was new in 2013); hopefully they will build a new connector instead of discontinuing it.

 Employee Organizer

The Employee Organizer is specific to QuickBooks Enterprise; or I should say ‘was’ specific to earlier versions of Enterprise.  If you use this free add-in now you won’t want to upgrade to Enterprise 2015 until you find a replacement product. 

Salesforce for QuickBooks 

On September 4th Intuit announced that they were discontinuing Salesforce for QuickBooks effective December 3, 2014.  Salesforce was a CRM subscription that integrated with QuickBooks via the QuickBooks-Salesforce Integration App.  You can switch your subscription from Intuit to Salesforce directly and use Salesforce as a stand-alone CRM, but you will not have the ability to ‘share’ data between Intuit’s QuickBooks and your Salesforce CRM.

You can migrate your Salesforce data to other CRM products if needed.

As reported on Charlie Russell’s Sleeter Group Blog there are some  3rd party utilities that may offer a way to ‘exchange data’ between QuickBooks and Salesforce. But of course, that will cost you more in time and money.

Intuit is giving users three months to complete the conversion. For more information, see the Salesforce FAQ page.

Windows XP

One more important thing to keep in mind: QuickBooks 2015 does not support Windows XP. If you’re still using Windows XP you must update your operating system to Windows 7 or 8 before you upgrade your QuickBooks to the 2015 version. Even if you’re not planning on upgrading to QuickBooks 2015, you should still be concerned about using Windows XP on a computer that is connected to the Internet since it is no longer supported by Microsoft. Microsoft retired the popular operating system on April 8, 2014; so no further security updates will be released for XP; which could put your data at risk.

Intuit PaymentNetwork 

This has to be one of the worst decisions Intuit has ever made!  Many of us bill through our QuickBooks file, it’s a daily necessity and it’s always been very easy to do this within QuickBooks.  I had always used their Merchant Services; however last year it stopped working in my 2013 file one day with no warning.  I upgraded to 2014 thinking that would fix it; unfortunately that wasn’t the case – they basically said it was no longer available and I had to use IPN (Intuit PaymentNetwork).  I switched to that and have been using it for just over a year now.  

It seems that IPN is not actually going away (yet), we can still manually add a payment link to the emailed invoices – but how is that very helpful?  So the bottom line is the nice in-product integration is no longer available in QuickBooks 2015 and there is not a replacement product.  If last year is any indication, we may even have problems in our 2013 and 2014 files.  Personally I’ve not experienced any problems; however 2015 became available to end-users yesterday – so it feels like a ticking time bomb.  I have seen a few forum posts of others having issues already – so this one change can wreck a lot of havoc on a user!

As always, if you use ANY 3rd party programs or add-ins it’s very important that you check with the developer, or company, before you update to the newest QuickBooks version.  There is no guarantee that whatever program that you have successfully working with QuickBooks now will work with a new version.

Use your feedback icon in QuickBooks to send your feedback to Intuit – that’s how they track improvements and make changes.  Hopefully if enough people complain and provide enough feedback some USEFUL changes will come about; we can always hope.