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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
jane@janeingalls.com |
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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: 9882 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
ISDN, Source Connect, phone patch |
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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: 1705 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: 8856 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: 7925 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 PDF. (If this doesn't exist on the Mac side, you could use the OS's built in PDF 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 PDF 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 PDF 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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