Delisi & Associates, P.C.

Since 1985
 Home    contact@delisiassociates.com
· Welcome
· Our Firm
· Links
· Services
· Software Services
Peachtree
QuickBooks
Timeslips
PT Support/Train
QB Support/Train
Timeslips Training
Crystal Training
Checks & Forms
· Our Staff
· Contact Us
· Planning Tools
· Calculators
· Newsletter
· IRS Links
· Client Resources
· Calendar

QuickBooks

Delisi & Associates, P.C. 

 
Christine Hoke, ProAdvisor Christineh@delisiassociates.com    
 
We offer complimentary demonstrations for all “Flavors” of QuickBooks.  Call Toll Free 1.800.264.5131 or Email: ChristineH@DelisiAssociates.com for details About Any Product.
 


 
QuickBooks Pro makes accounting easy with tools to empower your clients to organize their finances all in one place.
QuickBooks Premier takes it one step further, offering clients industry-specific tools to take their businesses to the next level.
NEW! Client Data Review
Save hours of time with new clean-up tools. Check for a wide variety of errors and make corrections easily within your clients' QuickBooks files.
  • From a single screen review and fix client errors in:
    • General ledger accountant balances
    • QuickBooks lists, such as chart of accounts and payroll items
    • Open items in A/P and A/R
  • Unlock "Client Data Review" in your clients' 2009 QuickBooks when working at your clients' office or accessing their QuickBooks files with Remote Access
  • A new log-in gives you the ability to track the changes you make versus the current client/administrator  
IMPROVED! Multiple-User Enhancements
  • One user can create an invoice while another user is running a report
  • QuickBooks Messenger allows for instant communication between users
  • Back-up data in multi-user mode
 NEW! Company Snapshot
Your clients will get a high level overview of their business and keep a pulse on what lies ahead with a new dashboard.
  • On one screen, they can see an income and expense graph, customer balances, and reminders
  • Train clients to use it to better manage their businesses
 
IMPROVED! On-line Banking
Save hours of data entry and reduce errors by securely downloading banking, credit card, and credit union transactions directly into QuickBooks. Automatic transaction mapping to appropriate QuickBooks accounts
  • Mapping defaults are easily customized
  • Now, more than 3,000 participating financial institutions
  • New wizard simplifies set-up  
NEW! QuickBooks Live Community
If your clients have questions that are specific to their business, they can ask thousands of accountants and other QuickBooks users for help and get answers fast.
 Live Community is built right into QuickBooks 2009, so clients can ask questions while they work in QuickBooks
  • Displays questions and answers from the community that are relevant to what clients are doing in the product
NEW! Multi-Currency
QuickBooks 2009 now supports all global currencies, making it easier for your clients to conduct business with their international customers and vendors.
  • Track sales and expenses abroad just as you do for U.S. customers and vendors
  • QuickBooks automatically converts foreign transaction into the home currency designated by the user
  • Use reports, like "Realized and Unrealized Gains & Losses," to analyze the effect of currency fluctuations on your clients' businesses  
Additional Improvements
Intuit QuickBooks Time Tracker - Now has the ability to track both billable and non-billable time. Managing List Items made Easier- Now you can:
  • Duplicate a transaction or list item
  • Right-click to delete list items
Managing List Items made Easier - Now you can:
  • Duplicate a transaction or list item
  • Right-click to delete list items
Historical Payroll Data Entry - Easier for you or clients to enter year-to-date payroll information for payroll users who start mid-year
Adobe® Form Templates and Adobe Acrobat Pro - Save time and reduce data entry errors by downloading invoices, sales orders and estimates created by their employees or sales reps in Adobe PDF Form Templates. The data in these forms is then brought into QuickBooks.
Competitive Conversion Tool Updates - Easily convert client files from the latest versions of Peachtree and Microsoft Office Accounting. Microsoft Vista Logo Certified - The 2009 product has undergone Microsoft compatibility tests for ease-of-use, better performance and enhanced security. Certified for Windows Vista software and devices, QuickBooks 2009 has the highest level of Vista certification available.
Upgraded Security on Master Company File Password - The administrative password and challenge response are stored using a 2048-bit encryption key, double the previous 1024-bit encryption. This key is used to encrypt and store the Administrative password and challenge response.
Support for Large Numbers - Supports numbers up to 11 figures from 8 figures.
Intuit QuickBooks Merchant
On boarding set-up is easier - Includes running a test transaction to confirm set up
  • Simplified reconciliation - Easier for you or clients to review credit card deposits and fees and automatically match them to QuickBooks accounts
  • Time-saving new check processing solutions - Accept check payments with a check reader, or accept checks via an on-line tool for download to QuickBooks