8/27/2019 2012 Quickbooks
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May 31, 2015 was a big date for users – at least those using the QuickBooks 2012 Desktop version (Windows and Mac). May 31 marked the discontinuation of add-on services for the version. What do we mean by add-on services? Things like payroll services, live technical support, 1099 E-File service, credit card processing, bill pay, online banking, etc. Which versions of QuickBooks are affected? All versions of QuickBooks 2012, including:. QuickBooks Pro 2012.
2012 Quickbooks Pro
QuickBooks Premier 2012 (General Business, Contractor, Manufacturing & Wholesale, Nonprofit, Professional Services, and Retail). QuickBooks for Mac 2012. QuickBooks Enterprise Solutions 12. QuickBooks Premier Accountant Edition 2012.
QuickBooks Cash Register Plus 2010 So what do you do now? If you use QuickBooks 2012 and subscribe to any of those add-on services, it’s time for an upgrade. Upgrade to what, you ask? Well, that all depends.
I’ll share a few of my recommendations, but I’d also encourage you to reach out to a to help you determine the best fit for you. (If you’re in the Houston area, MRZ has QuickBooks Pro Advisors and we’d be happy to help.) QuickBooks Upgrade Considerations The upgrade to QuickBooks 2015 (regardless of your version) is pretty seamless, but this is a good time to evaluate a few things concerning the actual accounting program and its use in your company. Hosted versus Desktop. I'm a fan of the hosted solution, as it allows you to access your account from anywhere, not just work. This also means that when you encounter issues, your accountant can jump right in to evaluate possible problem sources and identify solutions.
Find more pros and cons for the two platform options. QuickBooks Licenses. Now is a good time to reevaluate how many licenses you need.
If you think you'll need more in the near future, it might be worth it to purchase them now and take advantage of bulk discounts. The Accountant Version of QuickBooks. Though more expensive than your basic version, it comes with some time-saving features that make it an attractive option. There are three features that jump to top of mind. High volume entries.
If you have high volume entries, you can batch enter checks, deposits, etc., straight from Excel. Just copy and paste. Batch reclassifying. You can make corrections easily by selecting multiple entries and making one change.
For example, if you needed to move several items from fuel expense to meals & entertainment due to misclassifications, you could simply select those items in one window and choose to move them. Other versions of QB would require journal entries.
Toggle between editions. The accountant version of QuickBooks allows you to toggle between the various versions of QuickBooks (excepting Enterprise), such as contractor, manufacturing, nonprofit, professional services, etc.
Many won't need this; but if you have multiple companies, it might be worth exploring. QuickBooks Implementation On the implementation side, here are a few areas you'll want to think about before upgrading:.
System requirements - Does your current system meet the requirements to support the new QuickBooks version?. Upgrade process and assistance - QuickBooks will offer you limited time with an expert to help in the set-up process. It's a good idea to have a Pro Advisor's number at-the-ready for any questions and issues you encounter. Time required - Luckily, it is usually fairly quick to update your company file once you install QuickBooks 2015. It often takes less than an hour, but you will be prompted to register if you want to access add-on services. Company file conversion - You'll have to convert your company file so it will work with the your new QuickBooks, but you'll be prompted to back them up before the upgrade process begins.
You can find more information on the update on. Discounts and Savings With all the change going on, I reached out to QuickBooks to find out how users could save some change. Here's what I was told:.
The best discounts to the public for 2015 Pro and Premier (not including the accountant version) will be available until June 14th, so it would be a good idea to upgrade in the next two weeks if you're looking to save. QuickBooks will match lower prices if offered by an Intuit authorized reseller.
It might be worth checking whether you could find a lower price somewhere else. You can access QuickBooks retailers at the end of. If you want to upgrade after the 14th, you can. If you're interested in the accountant edition, Pro Advisors can also secure a 30% discount. Feel free to to secure the discount (we'll help you out regardless of whether or not you're a client).
Note: The Enterprise edition of QuickBooks recently moved to an annual subscription model, meaning you'll have to pay a yearly fee for use. You can find more information about. Next Steps Have questions, need a Pro Advisor's opinion, or just want that 30% discount? Click below to contact our Accounting & Advisory group.
2012 Quickbooks
If more than one person will be using QuickBooks 2012, you want to set up additional passwords. To do this in QuickBooks 2012 Enterprise Solutions, follow these steps:. Choose the Company→Users→Set Up Users and Roles command. QuickBooks 2012 displays the User List dialog box, as shown in the illustration below.
The Users and Roles dialog box identifies any users for whom QuickBooks access has been set up and the roles QuickBooks can fill when using QuickBooks. The Users list, which shows on the User List tab of the dialog box, also identifies who is currently logged on to the system. Tell QuickBooks 2012 that you want to add a user by clicking the New button. When you click this button, QuickBooks displays the New User dialog box, as shown.
2012 Quickbooks Download
Identify the user and supply a password. You need to give each user for whom you are setting up a password a username. You do this by entering a short name — perhaps the user’s first name — into the User Name box. After you identify the user, you enter the user’s password into both the Password text box and the Confirm Password text box.
Identify the user’s role(s). Use the Available Roles list box to select the roles (or duties) the user fills. Then add the selected role to the user’s list of assigned roles by clicking the Add button. The following figure shows user Susan with Accountant listed as an assigned role. To remove a role from a user, select the role from the Assigned Roles list box and then click Remove. (Optional) Modify roles as necessary. You can fine-tune the roles that you, with QuickBooks’ help, assign.
To do so, select the Roles tab on the Users and Roles dialog box and then click the role you want to change and the Edit button. When QuickBooks displays the Edit Role dialog box (see illustration below), select an accounting activity or area from the Area and Activities list and then use the Area Access Level buttons to specify what a user with the selected role can do. You can indicate that the user should have no access by selecting the None, Full or Partial access via the appropriate radio button. If the user should have partial access, you select the Partial button and then check or uncheck as appropriate the Create, Modify, Delete, Print, and View Balance boxes.
Click OK to save any changes to the roles and return to the Users and Roles dialog box. As a general rule, when it comes to accounting controls, you want to provide the minimal amount of access. If someone doesn’t need access to the QuickBooks data file for day-to-day duties, you should select the None button. The more ability you give to noodle around in your accounting system, the greater the risk that someone can introduce errors into the system and the easier you make it for someone to steal from you. (Optional) Review your user permissions. After you set up a user, you should (just to be careful) review the permissions you’ve given the user. To do this, click the User List tab of the Users and Roles dialog box, select the user, and then click the View Permissions button.
When QuickBooks displays the View Permissions dialog box, select the user and then click the Display button. The following illustration shows the View Permissions window, which displays a very detailed list of what the user can and can’t do.
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