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janeingalls

Joined: 01 Jan 2009 Posts: 17 Location: metro Washington, DC
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Posted: Sun Aug 29, 2010 8:41 pm Post subject: Recommend a book to learn QuickBooks |
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Hi all,
I bit the bullet and bought QuickBooks for my Mac. Does anyone have a book they can recommend to help me get off my you know what with this program?
Jane _________________ JANE INGALLS
janeingalls.com • 301-728-5462
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Gp Guest
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Posted: Mon Aug 30, 2010 12:57 pm Post subject: |
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Big program for VO...but and I really have no idea but the first thing that came to mind was Quickbooks for Dummies....then I wondered if there were any tutorials out there anywhere, like youtube or something. Wish I could help you more but maybe this will get you going in the right direction. I use Home and Business. |
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bobsouer Frequent Flyer

Joined: 15 Jul 2006 Posts: 9883 Location: Pittsburgh, PA
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Posted: Mon Aug 30, 2010 1:04 pm Post subject: |
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Jane,
I've been using Quickbooks for years, though the Windows version. I can't imagine the Mac version is all that dissimilar. Call me if you like and I'll do what I can to walk you through a few things.
Oh, and I think Greg's suggestion of searching YouTube is a terrific idea. _________________ Be well,
Bob Souer (just think of lemons)
The second nicest guy in voiceover.
+1-724-613-2749
Source Connect, phone patch, pony express |
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janeingalls

Joined: 01 Jan 2009 Posts: 17 Location: metro Washington, DC
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Posted: Mon Aug 30, 2010 1:26 pm Post subject: "YouTube For Dummies" then call BOB! |
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YouTube is a great idea-I didn't think to look there- aauugh-
and when I get stuck, I will call you, Bob!
You guys are great.
Jane _________________ JANE INGALLS
janeingalls.com • 301-728-5462
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DougVox The Gates of Troy

Joined: 10 Jan 2007 Posts: 1706 Location: Miami
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Pam The Thirteenth Floor

Joined: 21 Jul 2006 Posts: 1311 Location: Chicago, Il
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Posted: Tue Aug 31, 2010 1:52 pm Post subject: |
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One of FaffCon's sponors, lynda.com has a video tutorial online. You can usually watch the first few chapters before you have to purchase a membership. That's how I learned ProTools. Their tutorials are very thorough and up to date. _________________ Pam Tierney
www.pamtierneyvo.com
imdb profile http://imdb.com/name/nm1941932/
Now what did I come in here for? |
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Lizden A Zillion

Joined: 04 Dec 2006 Posts: 8864 Location: The dark recesses of my mind
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Posted: Tue Aug 31, 2010 2:03 pm Post subject: |
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I use QB as well, Jane.
Any questions Bob can't answer....well....then again...
But if he's not available...call me  _________________ Liz de Nesnera O.A.V. ~ Livin' The VO Dream!
English/French Bilingual VO w/ ISDN
HireLiz.com / liz@hireliz.com |
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janeingalls

Joined: 01 Jan 2009 Posts: 17 Location: metro Washington, DC
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Posted: Tue Aug 31, 2010 5:40 pm Post subject: |
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Liz, generous soul! Thanks.
Doug and Pam, I will check out your suggestions-
It's time to face the (next page of accounting) music....
and it helps to know I have backup  _________________ JANE INGALLS
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bransom DC

Joined: 06 Nov 2008 Posts: 650 Location: St. Louis, MO
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Posted: Tue Aug 31, 2010 7:16 pm Post subject: |
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I'm another Quickbooks users; been using it for years. I run the Windows version on a Mac with VM Fusion though I may move to the real Mac version the next time I upgrade.
Anyhow, I'll be happy to help if I can. _________________ Bob Ransom
"I really need a pithy quote here." |
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janeingalls

Joined: 01 Jan 2009 Posts: 17 Location: metro Washington, DC
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Posted: Tue Aug 31, 2010 7:30 pm Post subject: |
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Bob, you are the first Mac-QuickBooks VO I have found-
Good to know you are out there!
I have heard talk that intuit is going to stop Mac support for Quicken. I hope it's not contagious as far as QuickBooks goes. I am looking forward to a long and stable relationship with my financial software!!! _________________ JANE INGALLS
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Bruce Boardmeister

Joined: 06 Jun 2005 Posts: 7977 Location: Portland, OR
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Posted: Wed Sep 01, 2010 5:23 am Post subject: |
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Unless you feel the need to come up with regular financial statements, you don't have to enter everything into QB. You can just use the invoicing functions:
Creating invoices and monthly statements
The Accounts Receivable form
The Payment function
The Invoice Aging Report to see how late certain clients are
One "trick" I use...if you create an invoice and then ask it to create a pdf, it does so and opens up your email program to send it, but I remember not liking the title for the pdf...no detail. What I do is click the "next" button after creating the invoice (which opens up a new invoice) and then hit the "previous" button to go back to my desired invoice. When I send that version it has a more complete title for the pdf invoice.
B
B _________________ VO-BB Member #31 Enlisted June, 2005
I'm not a Zoo, but over the years I've played one on radio/TV. . |
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bransom DC

Joined: 06 Nov 2008 Posts: 650 Location: St. Louis, MO
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Posted: Wed Sep 01, 2010 6:30 am Post subject: |
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Hi, Jane,
The Mac version used to be somewhat limited compared to the PC version so I stayed with the PC. But I'm thinking of switching over at the next upgrade.
I do something similar to Bruce's suggestion re: PDFs (which is how I send 99.99% of my invoices): From the File menu, I do a Save as F. (If this doesn't exist on the Mac side, you could use the OS's built in F capability from the Print dialog box.) I, too, didn't like QB's stock email look and so adopted this method. I send a custom email from my normal mail program (Mail) with the F attachment. This allows me, should payment on the invoice be late, to go back and forward that exact message again, complete with original attachment and email date, to the client. ("See! I invoiced you 60 days ago!" it says ... but without my really saying it.)
Bob _________________ Bob Ransom
"I really need a pithy quote here." |
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mcm Smart Kitteh

Joined: 10 Dec 2004 Posts: 2600 Location: w. MA, USA
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Posted: Wed Sep 01, 2010 7:19 am Post subject: |
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Bruce, I click Send to open up the email with pdf attachment, then save the attached pdf with the name I want and cancel the email.
I suppose I ought to make an effort to find a tutorial as well. I like the results of QB, but find it clunky - at least the way I use it. |
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janeingalls

Joined: 01 Jan 2009 Posts: 17 Location: metro Washington, DC
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Posted: Wed Sep 01, 2010 9:32 am Post subject: |
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Thanks, all, for the F ideas on invoicing!
MCM,
I don't know what you are looking for exactly, but I just picked up a book at Barnes and Noble called " QuickSteps" for QuickBooks, by Thomas E Barich. There are several good references out there now, and I am sure there is lots online. I will pass on anything I come across that looks worthwhile.
Jane
Soon to be The QuickBooks Invoicing Ninja
(I have been dying to use that emoticon!) _________________ JANE INGALLS
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