Free SCORE Workshop: Advanced QuickBooks: Desktop and Online

This workshop provides a comparison between QuickBooks Desktop and Online versions. We will set up a QuickBooks Desktop company from scratch, reviewing the setup preferences and decisions along the way. If time permits, we will also view preferences for a QuickBooks Online company to help those users understand their options as well. Attendees are asked to bring their laptops with QuickBooks loaded.  Training provided by Elizabeth Santaus, QuickBooks ProAdvisor.

quickbooks training

DATE: Thursday, April 5th, 2018

TIME:  10:00AM – 12:00PM EST

LOCATION: The Mystic & Noank Library, 40 Library Street, Mystic, CT 06355

HOW TO REGISTER: REGISTER NOW

Contact for questions/info: Anne Driscoll, anne.driscoll@scorevolunteer.org

SCORE Free Workshop: How to Use QuickBooks™ to Manage Your Business Finances (I)

If you’ve started your own business, then you have bills to pay, customer sales to track, and taxes to file, requiring paper and more paper.  If you’re using QuickBooks™ for help as a new user, and find you need help setting up the program, this workshop is for you. Feel free to bring a laptop with Quickbooks loaded to follow along with the presenter, Elizabeth Santaus.

DATE: Thursday, March 29th, 2018

TIME:  10:00AM – 11:30AM EST
LOCATION: The Mystic & Noank Library, 40 Library Street, Mystic, CT 06355

HOW TO REGISTER: REGISTER NOW

Contact for questions/info: Anne Driscoll, anne.driscoll@scorevolunteer.org

 

QuickBooks Versions and Support Options for PC and Mac: What You Need to Know

As fall of 2017 approaches, it is important to be reminded of Intuit’s software and support options.  Typically Intuit releases new versions of QuickBooks Pro, Premier, Mac and Enterprise Solutions in the fall of each year.  However last year was the first year that Intuit did not release an updated Mac version (QB for Mac 2016 is the last version available).  Intuit will no longer produce the Mac version and is banking on Mac users to use their QuickBooks Online products instead.

Here are answers to some frequently asked questions regarding software versions and support:

1)      Can I still use the Mac version I have?

Yes!  Until your operating system no longer supports the software, the Mac version is fine.  However, if you have been using the Bank Feed option to import bank and credit card activity, that feature will no longer be supported once the three-year window closes.  In other words, if you have Mac 2016 the bank activity download feature will expire in 2019.  This is also true of any other add-on features like payroll and merchant services.

QuickBooks

2)      Do I have to upgrade my QuickBooks PC version each year?

No!  Support from Intuit is available for three concurrent year versions.  Currently, Intuit will answer questions regarding PC versions 2015, 2016 and 2017.  Bank feed, payroll, and merchant service add-ons will work with all these versions.

3)      What if I don’t use Intuit tech support or add-on features?

You may continue to use your QuickBooks PC version as long as the operating system you have supports it.  If your computer crashes and your new PC has an operating system (Windows 10, etc.) that does not support your version of QuickBooks you will be forced to upgrade to a new version.

4)      Can I buy an additional user license for 2015, 2016 or 2017?  Oddly enough, Intuit will let you purchase an additional user license for 2016 and 2017 only.  They do not sell licenses for the oldest of the three concurrent versions.

5)      What is QuickBooks “Pro Plus”?  Intuit’s desire for monthly income has encompassed not only their online software but their PC products as well.  Intuit encourages their sales team to sell “Pro Plus” and “Premier Plus” versions.  These are monthly subscriptions (rental) of the software that include online backups and tech support.  The advantage is you get the latest releases as part of the deal.  The disadvantage is that you do not own the software outright so if you wished to end your monthly “rental”, you would still pay full price for the complete software download.  QuickBooks Enterprise Solutions – Intuit’s mid-range package – is now only sold as a monthly subscription.

6)      What can I do if my office has both Macs and PCs?  If you have both Macs and PCs you have two options.  You can run the PC version on the Mac using a third-party software like “Parallels”.  That way both PCs and Macs can share the same data file.  Or you can consider paying to have your software hosted.  We like Harbour Cloud, but there is also RightNetworks and many local IT solutions.  This eliminates the need to have to buy an expensive server machine to have in-house.  It allows everyone to access the software via the Internet:  the hosted site holds the software and the data.

7)      Can I share my QuickBooks data file with other users? Yes! If you want to access your computer’s entire drive remotely (or have someone else do so), gotomypc.com and logmein.com are great options.  The disadvantage is that the remote user takes over your keyboard so you are left on the sidelines while they are using your computer.  There is also a wonderful program similar to “DropBox” called “QBox” by Coral Tree that shares the QuickBooks data file ONLY leaving you free to do all other tasks on your computer.  Unlike DropBox, the data file is locked correctly when another user is making changes to the data.  When the user leaves QuickBooks, the data is synched with all shared users.  QBox only works on PCs and requires the remote user to have the same version of QuickBooks installed locally on their computer (just like if you were to share a Word or Excel document you would need to own Microsoft products).

Best practice, no matter what version you are using, is to set up usernames and passwords for each user accessing your data file.  This way the audit trail becomes a helpful tool in determining who did what when.  It also allows you to limited access for the different users, keeping sensitive financial information private.

For Quicken or bookkeeping assistance or services, please visit www.dresslersantaus.com or call (203) 951-6214.

SCORE Free Workshop: Improving Your Use of QuickBooks™ to Manage Your Business Finances II

quickbooks training

Elizabeth Santaus will present a free SCORE workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II” on Thursday, June 8th, 2017.

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, offers a free workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II.”

In the first workshop on QuickBooks™, you learned the importance of regularly entering your data into an accounting system and utilizing chart of accounts specific to your business. In this follow-up session, you will compare features of QuickBooks for PC/Mac versus QuickBooks Online.

What to expect: This workshop includes an overview of the accounting and reporting features in QuickBooks Pro/Premier for PC, QuickBooks for Mac, and QuickBooks Online’s three subscription levels.  Information on apps and third-party software that interface with these QuickBooks products will also be discussed.  Participants are encouraged to bring questions about their specific industry accounting needs as there will be plenty of time for Q&A with the presenter. Laptops are welcome but not necessary.

Register today! 

 

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. She has worked for a variety of software companies and is a certified trainer in many advanced software programs.  Since 2006, when Elizabeth founded Dressler Santaus, LLC, she has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks™ trainer for the Community Economic Development Fund’s Bridgeport location.

Workshop Sponsor Guilford Savings Bank (GSB) has been serving the financial needs of individuals, families and businesses on the Connecticut shoreline community for over 140 years.  Founded in 1875 by 17 local business owners, it has proudly stood as a trusted institution in the communities it serves.  Starting with a $17,000 investment and one branch on the picturesque Guilford Town Green, GSB has grown to a seven-office, $620 million bank. For more information visit www.gsb-yourbank.com.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s nine counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, Mystic, Norwich, and New London. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

Would You Like To Become A Score Volunteer? Your business knowledge and experience can help others start or grow a small business. Learn more about becoming a SCORE volunteer at: www.score.org/volunteer.

Dressler Santaus and Colman Bookkeeping Join Forces

As of January 1, 2017, Colman Bookkeeping Services LLC of New Haven and Dressler Santaus LLC of Milford will begin their unified operations as Dressler Santaus Colman. The combined firm will be located at 155 North Broad Street on the Green in Milford and will include three principals and five employees.

“The marriage of our firms is very exciting,” says principal, Elizabeth Santaus. “Together we offer in-depth experience in a range of industries which can be a great advantage for our clients. We look forward to continue serving small businesses in New Haven and Fairfield counties.”

For over thirty-five years Colman Bookkeeping Services, led by Linda Colman, has provided bookkeeping services for all types of small businesses. Linda specializes in working with non-profit and community organizations, providing customized statements that include fund accounting capability and budget comparisons.

Dressler Santaus LLC, led by Elizabeth and Darryl Santaus, provides full-charge bookkeeping services and financial software services including transition planning, integration and project management.  Darryl Santaus works with clients to strengthen their accounting procedures and optimize their financial software. The firm also provides live and video Quickbooks training seminars provided by Certified ProAdvisor Elizabeth Santaus who is skilled in all of Intuit’s product offerings and how to best utilize them for each client’s needs.

“Joining forces allows us to combine our resources and knowledge base in order to provide the best service possible to our clients,” says principal, Linda Colman.

This new partnership will be a seamless integration from a client standpoint with no change in account management or services.

SCORE To Host Free Workshop: ‘Improving Your Use of QuickBooks™ to Manage Your Business Finances II’

DATE: Monday, May 16th, 2016 

TIME: 10:00AM – 12:00PM

LOCATION: Waterford Public Library, 49 Rope Ferry Road, Waterford, CT 06385

TO REGISTER NOW: Click here to register for this event

 

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, offers a free workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II.”

In the first workshop on QuickBooks™, you learned the importance of regularly entering your data into an accounting system and the importance of utilizing chart of accounts specific to your business. In this second QuickBooks™ workshop, you will learn about choices to be made in setting up your particular business.

This seminar includes a step-by-step demonstration in setting up a company within QuickBooks™. Options screens that appear during the company setup will be explained, as well as company-wide vs user preferences, and basic software navigation. You’ll leave prepared to start using QuickBooks™ right away! Participants are welcome to bring a laptop with the software loaded so they can follow along with the presenter.

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. She has worked for a variety of software companies and is a certified trainer in many advanced software programs.  Since 2006, when Elizabeth founded Dressler Santaus, LLC, she has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks™ trainer for the Community Economic Development Fund’s Bridgeport location.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s nine counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, Mystic, Norwich, and New London. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

Master your Business Finances with QuickBooks

Dressler Santaus will be conducting a series of QuickBooks seminars each Wednesday in March. Whether you’re a new user seeking to understand the basics of QuickBooks or an experienced bookkeeper who needs to learn new tips or solve a problem, this seminar series can help.

Fundamentals 101: Chart of Accounts, Company Set up and Navigation

March 2, 2016

Fundamentals 102: Working with Lists

March 9, 2016  

Fundamentals 103: Using QuickBooks Simply

March 16, 2016

Fundamentals 104: Accounts Receivable

March 23, 2016  

Fundamentals 105: Accounts Payable

March 30, 2016

All seminars are taught at Dressler Santaus offices on the Milford Green (155 N. Broad) from 10am to noon. Cost is $30 per person per seminar. For seminar details, visit http://www.dresslersantaus.com/live-seminars.html.  To register, email seminars@dresslersantaus.com or call (203) 951-6214.

SCORE To Host Free Workshop: How to Use QuickBooks™ to Manage Your Business Finances (I)

DATE: Wednesday, January 20, 2016 

TIME: 9:30am – 11:00am

LOCATION: Old Saybrook Town Hall, 302 Main Street, Old Saybrook, CT 06475

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, will present a free Small Business Workshop with Elizabeth Santaus on “How to use QuickBooks™ to Manage Your Business Finances (I),”  on Wednesday, January 20th, 2016 at the Old Saybrook Town Hall.

You have started your own business. Now what?  You have bills to pay, customer sales to track, and taxes to file which requires paper, paper, and more paper. If you have turned to QuickBooks™ for help, and now you find you would like help using the program, this SCORE Workshop is for you, and it is free!

This workshop will provide practical, easy to use guidance and tips to help ensure that your Chart of Accounts gets you to the right financial information, and that it aligns with your use of QuickBooks.  Participants are welcome to bring a laptop with QuickBooks™ loaded so they can follow along with the presenter.

Register Now.

Year End Planning for 2015

Here are some helpful reminders as you wrap up your books for 2015:

year end accounting1)  Make sure you have printed out all your bank statements and credit card statements for 2015.  You never know when your bank or your credit card company will stop hosting prior period statements.  You may also need to change accounts due to fraud or security issues, and then the old accounts are not available online.

2)  Print out all of your quarterly and annual payroll filings from online payroll portals.  If you have ADP, Paychex, or QuickBooks Assisted Payroll, you must print out the quarterly and annual returns filed on your behalf.  Again, as with banks and credit card companies, payroll processing companies will drop tax filing history from your portal after a few years.  Any future audit regarding payroll will require that you produce copies of your company’s filings so print them and keep them accessible.

3)  Prepare for 2015 1099s by reviewing the 1099 Summary Reports (Reports/Vendors and Payables/1099 Summary).  Remember to check for vendor address changes.  Verify you have vendor EINs or SSNs in QuickBooks so you are ready for printing the forms in January.

4)  As with years past, Connecticut is once again a Federal Unemployment Tax “Credit Reduction” state (one of three states this year).  That means that employers will be expected to pay additional federal unemployment taxes by January 31, 2016.  The amount this year is better than last year, however, at about 2% for every employee’s initial $7000 in wages.  So allocate about $140 per employee.

 

QuickBooks Fundamentals 101 – Videos Will Be Available for Purchase On Our Website!

Ten years ago I became a QuickBooks ProAdvisor.  Three years ago I started teaching QuickBooks “Fundamentals” seminars at my office on the Milford Green.  Dozens of clients have cycled through these five two-hour seminar series.  Many more clients have wanted to attend the training but the time of day and/or distance has been an obstacle.

In an effort to try to offer my QuickBooks knowledge to more of you, I enlisted a videographer to record my seminars last summer.   I did not want to produce a training video that mimicked what is already available from QuickBooks itself:  QuickBooks software screen shot, trainer voice in the background, canned script.   But with recording a live seminar come challenges:  for instance, lighting the conference room and recording both me and my projected computer screen while also meeting the specific expectations of the seminar participants.  I wanted to make sure I covered as much material as I could to meet the needs of future seminar viewers.  My videographer and I also learned a few things along the way – for instance, how to share my screen with a second camera.  This helped quite a bit as the lighting in the room tended to wash out the projected screen image behind me.  And there is a lot more technology we can incorporate in future recordings.

elizabeth.seminar

Once the seminars were recorded, and while they were being edited, I pursued the legal side of promoting these videos.  I wanted to make sure I was not violating my Intuit ProAdvisor Agreement.  I also wanted to add a disclaimer to the videos to let people know they were not to be re-purposed without my authorization (and, most importantly, that I was not responsible if they messed up their books because they misinterpreted my instructions!).

Another challenge was how to package a 2-hour seminar as a video:  should each seminar be one video or multiple videos?  What we decided was to breakdown each video into small topical segments to make it easier to watch specifically what a someone wanted without having to fast-forward through two hours of recording.  When I was leading my seminar, topical breaks were in the back of my mind, but in order to parse the video content, I had to watch all ten hours of myself and mark by the minute/second when one topic transitioned to the next.

In the end, I hope this first pass is a helpful tool to my clients.  Clients who have attended the seminars but did not catch it all the first time.  Clients who wanted to come but could not make one or more of the sessions.  I am looking forward to seeing if this becomes a valuable tool for our clients, and a venue where we can provide even more topical training seminars.  I’ll be sure to notify you when the videos are available on my website.