Wednesday, May 28, 2008

Updated Website Info

I have updated my website page on how to send me QB data files to include:

(1) Info on the new feature in QB 2008 that allows you to send your QBX file directly from the program to me via a free online Intuit storage service:

(Click on image for full size)

(2) A reminder that clients need to review the financial statements for the tax period before sending me the data files. Too often, clients assume everything is perfectly done just because they have a bookkeeper posting their info and then I have to spend hours of expensive billable time going over everything with them. Catching the obvious mistakes ahead of time will save a lot of time and money in regard to the tax return preparation.