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QUICKBOOKS® SOLUTIONS

So how can Anderson ZurMuehlen’s QuickBooks services make your job easier? Click below to view a list of upcoming events, review our services, or browse our list of tips.

NEW! QUICKBOOKS® WEBINARS

Presented by Anderson ZurMuehlen’s QuickBooks ProAdvisors, each of the webinars are scheduled in Mountain Time and last no longer than one hour. Webinars that highlight an Intuit service or QuickBooks product are free; those that provide technical training cost $45 per connection.

UPCOMING WEBINARS:

 

PrintBoss:  Save Money – Save Time – Increase Security.  How?  By printing checks onto blank check stock. PrintBoss is an affordable, powerful solution that allows you to stop paying too much money for check stock, never change check stock in your printer again, and print checks from multiple accounts onto the same blank check stock. Listen in on this informative webinar to see how your organization can benefit from this remarkable product. 

Tuesday-  July 27, 12:30-1:00pm - Free
Click here to register for July 27.

Tuesday-  August 3, 12:30-1:00pm - Free
Click here to register for August 3.

 

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QUICKBOOKS® CLASSES

For those looking for more in-depth training, we offer classes that address specific QuickBooks functions. We currently offer classes in Billings, Helena and Missoula. Classes vary in length, time of day offered, and cost.

UPCOMING CLASSES:

BILLINGS
Beginning QuickBooks - Check back soon for upcoming dates
Intermediate QuickBooks - Check back soon for upcoming dates
QuickBooks Payroll - Check back soon for upcoming dates
Contact Carolyn Yampradit 406.245.5136 for more information.

To register, contact the Center for Business Enterprise - Montana State University Billings at 406.896.5890. Classes are $119.00 each or you may attend all three for $345.00. This price includes parking. Registration deadlines are the day before the scheduled class you are participating in.

BOZEMAN

Understanding the QuickBooks Features for Contractors - Check back soon for upcoming dates
How to Use QuickBooks to Ensure Accurate Bids and Payments - Check back soon for upcoming dates

Contact Peggy Foster at 406.556.6160 for more information.

These classes are sponsored by the Small Business Development Center (SBDC) and Montana Women's Business Center (MWBC). To register, contact Lisa Heath, MWBC, at 406.587.3113. Classes are $95.00 per person for one class or $175.00 per person for both classes.

HELENA

Beginning QuickBooks
Wednesday, September 15, 8:30am-Noon, $75
Intermediate QuickBooks
Wednesday, October 13, 8:30am-Noon, $75
Taking QuickBooks to the Next Level - Check back soon for upcoming dates
Getting the Information You Need: QuickBooks Report Writing - Check back soon for upcoming dates
Non Profit QuickBooks - Class 1
Wednesday, December 8, 8:30am-Noon, $75
QuickBooks Payroll
Wednesday, November 17, 8:30am-Noon, $75
QuickBooks for the Contractor - Class 1
Wednesday, November 10, 8:30am-Noon, $75

Contact Irene Bushnell at 406.457.7026 for more information.

To register, contact CTI/Business Resource Center at 406.443.0800. Registration deadlines are the day before the scheduled class you are participating in. All classes are $75.00 and there is a $30.00 cancellation fee if less than 48 hours notice is given.

MISSOULA

Beginning QuickBooks - Check back soon for upcoming dates
Intermediate QuickBooks - Tricky Transactions Made Easy - Check back soon for upcoming dates
Taking QuickBooks to the Next Level - Check back soon for upcoming dates
Getting the Information You Need: QuickBooks Report Writing - Check back soon for upcoming dates
Non Profit QuickBooks - Class 1 - Check back soon for upcoming dates
QuickBooks Payroll - Check back soon for upcoming dates
QuickBooks for the Contractor - Class 1 - Check back soon for upcoming dates
QuickBooks for the Small Business - Check back soon for upcoming dates

Classes are $150 per person and will be held at the University of Montana in the Gallagher Business Building, Room 206. To register, contact Heather Hudson at 406.721.7800 or click here for a registration form. Registration deadlines are the day before the scheduled class you are participating in.


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QUICKBOOKS® CONSULTING

We have QuickBooks ProAdvisors in each of our offices: Billings, Bozeman, Butte, Helena, Missoula and Seattle. Our ProAdvisors have completed Intuit’s rigorous certification program and have consulted with a wide variety of organizations, giving them the knowledge and experience required for successful one-on-one consulting.

Individualized consulting gives our ProAdvisors the opportunity to tailor QuickBooks’ unique capabilities to your organization’s specific needs. Customizations from our expert advisors, together with QuickBooks’ already powerful functions and features, will enable your organization to become more effective and efficient.

Internet technology allows us to do individualized consulting remotely. You remain in your office and a ProAdvisor connects directly to your computer using a secure, remote sharing application. Together with your advisor, you can view either person’s screen, enter data, and learn how QuickBooks operates. And because no one has to travel, costs are significantly reduced.

Anderson ZurMuehlen’s QuickBooks ProAdvisors are ready to work one-on-one with you and your organization. Your needs are unique; you know that, and so do we. We will tailor our services to meet your specific requirements.

Here’s what one client had to say about the quality of our QuickBooks services and support:

“When we started out as a new business two years ago, we started from scratch. Our accountant suggested we try QuickBooks. QuickBooks has provided us with all the information we need to know our business. Attending Anderson ZurMuehlen’s QuickBooks classes and webinars has opened our eyes and kept us informed. It has helped our business tremendously!”

Denette Munro, Vice President
Dayspring Plumbing, Inc.

QUICKBOOKS® PROADVISOR CONTACT INFORMATION:

Billings - Linda Hinkle 406. 245.5136

Bozeman - Peg Foster 406.556.6160

Butte - Teri McGee 406.782.0451

Helena - Irene Bushnell 406.442.1040

Missoula - Heather Hudson 406.721.7800

Seattle - Sochie Martinez 206.382.9100

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QUICKBOOKS® LUNCH & LEARN

Attend an informative two hour presentation designed to help you get the most out of your QuickBooks program. Presentations are interactive and open to anyone using QuickBooks.

UPCOMING LUNCH & LEARN OPPORTUNITIES:

BILLINGS

Lunch & Learn, TBA, 11:30 am - 1:30 pm, $20.00 (includes lunch).
Register online.

1601 Lewis Avenue, Suite 105, Billings

Topic details coming soon!

Please feel free to email topics to: Kendra Freeck.
If you have questions, please call Kendra Freeck at 406.245.5136.

BOZEMAN

Lunch & Learn, Wednesday, September 29, 2010, 11:30 am - 1:30 pm, $20.00 (includes lunch).
Register online.

2880 Technology Blvd, West, Bozeman

Join us to discover how you can become more efficient in entering data by using to dos, reminders, journal entries, memorized transactions, customizing templates, customer letters, and trading accounts receivable and accounts payable. We'll also explore reports that will help you make better decisions and more effectively manage your organization! Below is a list of topics to be covered:

  • To Dos
  • Notes
  • Reminders
  • Memorized Transactions
  • Journal Entries
  • Customizing Templates
  • Customer Letters
  • Trading AR and AP

Please feel free to email topics to: Peggy Foster.
If you have questions, please call Peggy Foster at 406.556.6160.

BUTTE

Lunch & Learn, Tuesday, September 28, 2010, 11:30 am - 1:30 pm, $20.00 (includes lunch).
Register online.

129 West Park, Suite 201, Butte

Join us to learn some important but easily neglected accounting tasks! We’ll spend two hours reviewing the topics listed below helping you gain a better understanding of how you can utilize these powerful features in QuickBooks.

  • Budgeting
  • Accounting for loans
  • Recording, reimbursing and tracking vehicle mileage
  • Adding custom fields to reports and templates
  • Numerous QuickBooks hints and tips

Please feel free to email topics to: Teri McGee.
If you have questions, please call Teri McGee at 406.782.0451.

HELENA

Lunch & Learn, Thursday, September 16, 2010, 11:30 am - 1:30 pm, $20.00 (includes lunch).
Register online.

828 Great Northern Blvd, 2nd Floor, Helena

Understanding how data is stored is the first step in helping you determine how you can get meaningful information from the transactions you enter into QuickBooks. This lunch & learn will focus on a little more technical side of QuickBooks.  We’ll cover the following:

  • Basic data structure information
  • Importing data into QuickBooks
  • Analyzing data outside of QuickBooks using Microsoft Excel and Microsoft Access
  • Troubleshooting Accounts Receivable and Accounts Payable balances
  • Documenting good accounting procedures
  • Numerous QuickBooks hints and tips

Please feel free to email topics to: Irene Bushnell.
If you have questions, please call Irene Bushnell at 406.442.1040.

MISSOULA

Lunch & Learn, Thursday, September 9, 2010, 11:30 am - 1:30 pm, $20.00 (includes lunch).
Register online.

1821 South Avenue West, 5th Floor, Missoula

Understanding how data is stored is the first step in helping you determine how you can get meaningful information from the transactions you enter into QuickBooks. This lunch & learn will focus on a little more technical side of QuickBooks.  We’ll cover the following:

  • Basic data structure information
  • Importing data into QuickBooks
  • Analyzing data outside of QuickBooks using Microsoft Excel and Microsoft Access
  • Troubleshooting Accounts Receivable and Accounts Payable balances
  • Documenting good accounting procedures
  • Numerous QuickBooks hints and tips

Please feel to email topics to: Heather Hudson.
If you have questions, please call Heather Hudson at 406.721.7800.

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QUICKBOOKS® TIPS

Merging List Names

No matter how careful you are with your QuickBooks data file, duplicate listings in your customer or vendor lists are inevitable.  There are many reasons this happens.  Perhaps a company’s name has changed and another QuickBooks user set up a new name in the list rather than updating the existing one.  Or maybe the data file has been in use for many years, and prior users created a new name every time they made a typo J.  Duplicate names seem to be especially prevalent if you are a heavy user of online banking in QuickBooks and download your transactions.

The more duplicates you have in your lists, the more you have to sort through when scrolling to find the desired name for a transaction.  Every extra scroll adds up over the course of a year—and more scrolling equals less vacation time for you!  A little housekeeping can tidy up your lists and make them more user-friendly, and it’s really quite easy.

  • The first choice would be to try to delete the unwanted name directly from the list.  If there’s no activity associated with the account, QuickBooks will quickly and easily let you delete the duplicate entry.  No harm done in that case.
  • But what if you can't delete the entry?  You might consider making the customer or vendor inactive.  Simply choose the targeted listing, right click on it, and select “Make Inactive.”  However, keep in mind that even inactive names count toward your list limits in QuickBooks.
  • The best solution is to merge the duplicate entries.  Assuming the duplicate names are really the same entity, QuickBooks has the ability to merge the names together.

Click here to read the full article with steps on merging list names.

"We wanted a secure point of sale and online merchant processing for our customers’ convenience.  We sought the advice of our accountants at Anderson ZurMuehlen.  They were able to help us establish a merchant account and online payment processing, both of which integrate well with QuickBooks.  The process is simple, easy to use and affordable and provides secure transaction processing."

Robert Allen, Executive Director
Montana Nurses Association

The demands on your time are intense: job, family, household duties, and community commitments, to name just a few.  If you’re like most people, you’re constantly on the lookout for ways to get more done in a day.  You learned a long time ago that a simplified work life can help you find the time and energy to enjoy the other important things in life.

Unfortunately, most of us are creatures of habit.

It’s 7:30am.  As we leave for the office, we grab our lunch, check for car keys, and race through the family room to the garage.  The only problem is that last night we left the car on the street.  Smiling, we retrace our steps through the house, lock the front door behind us, and head off to work.

Oftentimes, it’s the same at work.  We’ve become accustomed to using great software like QuickBooks in a particular way.  An update arrives, offering exciting new capabilities, or a friend tells us about a quicker, more efficient way to perform an important task in QuickBooks.  Change doesn’t come easily, though.  All too often, old habits prevail and we continue doing things the same as before.  Sound familiar?

Anderson ZurMuehlen can help you tap into the power of QuickBooks.  We can help you fully utilize the capabilities of this under-used software to more efficiently manage vital business processes, perform key functions, and handle difficult transactions.  We can save you time and frustration, help you use less paper, and assist you in re-designing costly, inefficient processes.  We can help you exchange great old habits for great new ones.

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