Presentations - Consulting Tools & Best Practices
Client Collaboration Technologies
Weds, 12:45-2:00 PM - Session 101 - David Cieslak, CPA.CITP
Today's business environment requires that you get more done in your day and are able to rapidly respond to your customers needs. Traffic, distance, office hours, remote office staff and out-of-town business travel are all barriers to a productive work day and efficiently servicing your customers. This session will explore enabling communication technologies that will allow to side step these barriers and become more productive. Learn step-by-step how many of these tools can be used to remotely access your customer systems, transfer files, share data and make formal presentations. Information will be provided that will allow you to select the right tool or tools for your business.
Troubleshooting QuickBooks and Data File Analysis*
Thurs, 2:00-3:15 PM - Session 102 - Joe Woodard
In this session, we'll drill in to some of the more technical mysteries of QuickBooks and the difficult problems presented by client data entry errors. We will discuss both data file setup errors and data entry errors and we'll present methods for quickly locating both types of errors. We will discuss the most common types of errors made by QuickBooks users as well as some of the more rare and difficult to handle issues that arise from time to time. This session is designed for QuickBooks consultants as well as for tax preparers who need to salvage as much reliable data as possible from QuickBooks files for income tax preparation. *Session repeats on Friday.
QuickBooks Integration - Explore the Possibilities
Fri, 2:35-3:50 PM - Session 103 - Chuck Vigeant, M.Ed
Third party applications and custom developers use the Intuit Software Development Kit (SDK) to integrate their solutions and move data in and out of QuickBooks. However not all integrations adhere to the best practice rules. In this session we explore:
- What the SDK can and can't do
- The three keys to a proper QuickBooks Integration
- 10 common integration problems and how they can be avoided
- How to determine if a third party application adheres to best practices
- 12 things you need to know about custom integration projects for your clients - in "plain English."
Networking Best Practices - Installing and Configuring the Network for Multi User Environments
Fri, 10:45 AM-12:00 PM - Session 104 - Andrew Abrams & Mario Nowogrodzki, CPA.CITP
The most effective accounting software consultants have strong skills in the IT area. This session presents several best practices for setting up, configuring, and maintaining networks for your accounting software clients. This session will help you understand the best network environment for each of several client situations. Learn to configure the network and the QuickBooks database server to achieve the best performance on the network. Also, this session will discuss hosted application servers (ASPs), and how they can help you deploy QuickBooks and other applications across multiple locations (anytime/anywhere access), and how to effectively work with clients remotely.
Networking Best Practices - LANs, WANs, Servers and VPNs
Thurs, 2:00-3:15 PM - Session 105 - Andrew Abrams & Mario Nowogrodzki, CPA.CITP
Discover the different implementation scenarios and best practices for networking. In this session, you'll learn the differences and similarities between Microsoft Small Business Server and Windows 2003 Server. We'll clearly explain Peer-To-Peer, Client/Server, Terminal Server, and VPN technologies so you'll know when and how to use them. See live examples and understand how and when they apply to your office and to clients' businesses.
QuickBooks Data File Management - Tools to Shrink Files
Fri, 1:15-2:30 PM - Session 106 - Leslie Capachietti
In this session you'll learn how to diagnose and fix QuickBooks data file issues resulting from an incorrect set-up, data file damage or simply a large file size. You'll learn ways to work with your client's list information outside of QuickBooks (to make corrections or modifications) and what you can do to help your clients maintain the "health" of their QuickBooks data files. We'll also introduce you to a variety of time saving third party tools that will help you easily remove unwanted transactions from a large or improperly maintained QuickBooks data file or, if necessary, help you start a new data file by transferring selected list and transaction data from one QuickBooks data file to a new one. If you've got clients with large or rapidly growing data files or with chronic list and data issues, you won't want to miss this session.
Joe Woodard's QuickBooks Expert Lab
Fri, 1:15-2:30 PM - Session 107 - Joe Woodard
This interactive lab is your chance to get your specific QuickBooks questions answered by Joe Woodard. Bring your toughest questions and troubleshooting challenges and we'll work through the issues with you and the audience. Bring your hardest questions and client issues to this "lab" session where Joe will answer as many issues as time allows. Bring your laptops, sample reports, and specific questions so everyone can learn from your questions and hear the answers.