Purchase Minutes Matter QuickBooks System
Purchase QuickBooks Software 2006
Free Vendor Passes to IWCE in Tampa
Copyright 2006
Minutes Matter
All Rights Reserved
Tracking a Change Order in 2006!
Last month we discussed the new look of QuickBooks 2006. This month we will highlight a fantastic new feature! In 2006 you now have the ability to track change orders on a proposal. This feature can be a life saver. Next month, we will highlight another new feature.
Here's an actual scenario: A proposal was given to a client, then client decides they want tassel fringe on the lead edge of the drapery so the proposal was revised reflecting the increase costs. However, the client decides to wait and do the job in a couple of months. The client calls three months later and is ready to move forward with the job. However, the client locates only the original proposal that does not include the cost of the trim and, of course, your proposal in QuickBooks displays the revised proposal. If you have not documented the reason for the increased cost on the proposal you could be at a loss for words. Now QuickBooks has fixed that and quickly puts any question of doubt a client had to rest.
How to Track a Change Order: QuickBooks will display a pop-up window asking if you would like to add a change order to your proposal. Click "Add" to track your changes. Open the proposal again and scroll to the bottom of the proposal and you will see the tracked changes. As you create an invoice the tracked change moves with the invoice. You can delete the tracked change at any time from either transaction by highlighting the section and pressing "CTRL Del". (Tip: if your client has not seen the proposal it is not necessary to track a change.)
The below screen shot shows the pop-up screen that is displayed as you save the proposal.
The below screen shot shows the proposal with the Tracked Change text.
For a complete list of new features in QuickBooks 2006 visit Intuit's website. This year Intuit also did away with the Basic version of QuickBooks and discontinued the $100 rebate for people that are upgrading.
Webinar (January 31st) - Would you like to learn more about using Item Codes and Grouped Item Codes? If so, join our Webinar on Tuesday night January 31st at 8:00 EST. We will be discussing how to create proposals faster using Grouped Item Codes and creating a Job Profitability report. A Job Profitability report gives you an instant snapshot of expenses vs. revenue on a particular client.
Seminar for IDS in Gary, NC - We will be conducting an all day seminar for the IDS Triangle East Chapter. The seminar will include training on QuickBooks, photography, measuring, systematizing and organization. If you are close you won't want to miss this learning opportunity. Contact Mary Larsen (919)773-0314 or email her at larsen0609@earthlink.net.
NEW PRODUCT! When you are ready to purchase the software for QuickBooks 2006 you can purchase the software right on our website. We are currently offering two versions of QuickBooks; QuickBooks Pro and QuickBooks Premier.
If you would like to learn to use QuickBooks to the fullest extent, make plans to start 2006 off right! Join us for our QuickBooks Webinars right in the comfort of your own home. Webinars are conducted by a Certified QuickBooks Pro Advisor.
1.800.343.0616