K.C. Courtnier was selected as one of the Top 100 ProAdvisors of 2016 by the officials of the Insightful Accountant organization and by popular vote of ProAdvisors numbering over 130,000 worldwide. She also achieved this ranking in 2015!
Qualification required a history of excellence in serving numerous QuickBooks customers resulting in customer delight, as well as proven excellence in skills and performance. K.C. has acquired every certification offered by Intuit since 1999 for QuickBooks desktop software, QuickBooks Enterprise, QuickBase, and QuickBooks Point of Sale in order to provide her customers with the broadest possible knowledge base. She is a leader of the Woodard Groups Portland chapter, a QuickBooks centric networking organization. Her chapter won the 2014 Fastest Growing Group award and in 2015 won the Superstars award. A Intuit Premier Reseller, she has been a member of Intuit’s elite top-tier reseller group since 2008. While some of the Top 100 reached this level of accomplishment by acquiring employees to achieve success, K.C. has done it single-handedly without support staff two years in a row.
A special thanks goes out to the sponsors who make these awards possible: Canon ImageFormula Document Scanners, Expensify, Receipt Bank, the Intuit QuickBooks ProAdvisor Program, and Scaling New Heights.
If you use QuickBooks and you accept payments by credit card, you need to know this.
Accepting credit card payments has always presented a liability risk to business owners and with the introduction of EMV (Europay/Mastercard/Visa) compliancy requirements effective October 1st, 2015, the stakes are being raised. This is critical information and my friend Reni wrote an excellent article about it. I couldn’t have done as well so I urge you to click through to her website and educate yourself immediately. Call me to purchase your Intuit software and merchant services, but use Reni’s online store at AZRetail.com for your Point of Sale labeling and barcode supplies.
A special note to all QuickBooks Point of Sale users:
QuickBooks POS V12 (released in 2015) using Intuit’s “QuickBooks Payments” (merchant services) and the Ingenico IPP350 sold by Intuit, is EMV compliant and good to go as soon as Intuit gives us the thumbs-up. In the meantime, Intuit is accepting the added liability for you so no worries. Just remember to dip rather than swipe when the time comes.
If you have QuickBooks POS V12 but are using the basic card swipe that ships with the Intuit Hardware Bundle, then you need to purchase the Ingenico IPP350 from 2nd Site Business Solutions or from Intuit directly to become EMV compliant when accepting credit card payments.
If you’re using QuickBooks POS V11.0 or earlier with Intuit’s “QuickBooks Payments”, you must upgrade to POS V.12 and purchase an Ingenico IPP350 from 2nd Site Business Solutions or from Intuit directly by March 31, 2016 or contact K.C. at 2nd Site Business Solutions to learn about an alternative solution that will enable you to use POS integrated merchant services and be EMV compliant immediately without changing your POS software.
If you use QuickBooks desktop or QuickBooks Online, Intuit has not yet announced a direct EMV card swipe solution. However, Intuit has announced that their solution will work only with QuickBooks Online or QuickBooks desktop 2016. Don’t worry. Contact K.C. at 2nd Site Business Solutions to learn about an alternative solution that will enable you to use merchant services integrated with QuickBooks desktop software and be EMV compliant immediately without upgrading your software to 2016.
If you have an Intuit GoPayment account for your smart phone, which can be connected to your QuickBooks desktop file or QuickBooks Online file, you can order a $30 EMV compliant card reader for your mobile device from Intuit at:
Don’t have a GoPayment account? Contact K.C. at 2nd Site Business Solutions immediately to get an account quickly and easily. It only takes about 24 hours.
If you already have an Intuit QuickBooks Payments account, you can easily add the GoPayment function. Just ask Intuit directly to activate this.
Read more about what Intuit has to say:
And read my other blog, “Understanding EMV Compliancy and QuickBooks”.
There’s been a lot of confusion about the upcoming October 1st deadline for EMV compliancy, especially regarding which QuickBooks versions are compatible with the new national requirements if you’re using Intuit’s QuickBooks Payments service. Finally we are getting clear advice from Intuit so heads up, this is crucial information!
Intuit is extending the EMV liability shift by six months for its QuickBooks Payments customers. This means that Intuit will assume liability for the fraud until March 31, 2016 if you process credit card payments using the QuickBooks Payments service.
Why? Because you have not been given sufficient notice of crucial facts about your software and QuickBooks Payments, and Intuit needs more preparation time.
Which versions of QuickBooks will be EMV compliant? Only the newest version of each QuickBooks product will work along with the new QuickBooks Payments EMV compliant card processors to provide you with a fully compliant solution. Only the following products are sufficient:
- QuickBooks Point of Sale v12
- Enterprise v16
- QuickBooks Pro 2016
- QuickBooks Premier 2016
- QuickBooks Online
No one is forcing you to upgrade your software or to be EMV compliant. It’s your choice.
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GoPayment users, read this:
If you accept payments on your hand held device using the GoPayment app, the $30 QuickBooks Mobile EMV Card Reader can be pre-ordered here.
All QuickBooks Enterprise/Premier/Pro customers read this:
To become EMV compliant by March 31, 2016 you will need to be upgrade your software to Enterprise v16, and/or QuickBooks Pro/Premier 2016 and you will also need to swipe credit cards with an EMV compliant card reader (available early 2016). 2016 software will be available for purchase very soon. Contact me if you want to be notified as soon as its available.
For the time being, continue to swipe credit cards to process transactions, so basically no change and it’s business as usual. Since Intuit is extending EMV liability through March 31st, 2016, Intuit Payments customers will not begin using the EMV card reader (when available) until instructed to by Intuit or your Intuit Premier Reseller. If you try to use an EMV card reader before you’re notified it’s time, it will not function, so please understand that this will be active early 2016.
Information on the new QuickBooks USB EMV Card Reader for use with Desktop 2016 and QuickBooks Online will be available soon.
What about keying in a credit card? If you only key in customer credit card information, or take a credit card by phone, rather than swiping the card, then you have always been liable for any fraudulent credit card use and that will not change. The EMV liability shift only affects vendors who swipe customer credit cards in person.
All QuickBooks Point of Sale customers, read this:
To become EMV compliant, by March 31, 2016 you will need to be upgrade your software to QuickBooks Point of Sale v12, and you will also need to swipe credit cards with an EMV compliant Telium pin pad, available now , and/or an EMV compliant card reader (available early 2016). Many of you already received this new pin pad from Intuit earlier this year.
For the time being, continue to swipe credit cards to process transactions, so basically no change and it’s business as usual. Since Intuit is extending EMV liability through March 31st, 2016, Intuit Payments customers will not begin using the EMV card slot in the Telium pin pad or the EMV card reader (when available) until instructed to by Intuit or your Intuit Premier Reseller. If you try to use the EMV slot on the Telium pin pad today, it will not function, so please understand that this will be active early 2016.
If you are using QuickBooks Point of Sale v11.0 (2013) or earlier, and wish to be EMV compliant, contact me now for pricing on upgrading to QB POS v12 between now and March 31, 2016. I will also give you pricing on the EMV compliant Telium pin pad which must come from Intuit in order to be QuickBooks Payments compatible.
Information on the new QuickBooks USB EMV Card Reader for use with QuickBooks Point of Sale v12 will be available soon.
Finally, if you’ like to read more, here an article from The Sleeter Group.
If you started using Qbox, only to discover your company logo is missing on your QuickBooks forms templates or you can’t find your attached documents, here’s the easy solution.
To fix the missing logo, in QuickBooks go to Lists/ Templates. Double click any customized forms template that uses your logo. Click the “Use Logo” box. Navigate to your logo file on your computer, select the logo file, then click the Open button. Click OK. You only need to do this once. The logo will be copied to the images folder in your Qbox Explorer directory and will reappear on all of your customized templates just as it did in the past.
You’ll need to locate and move the “Attach” folder which contains the documents you’ve attached to QuickBooks transactions, customers, or vendors. Look in the directory location where you formerly kept your QuickBooks company data file before you started using Qbox. Typically that’s the default location that QuickBooks uses but sometimes people place their company file somewhere unique. The default location is C:\Users\Public\Documents\Intuit\QuickBooks\Company Files.
The folder is named “Attach”. Just copy and paste the entire folder from its current location to your Qbox Explorer. Here’s what mine looks like after I moved the folder
I wish more CPA firms would use Qbox. As a QuickBooks ProAdvisor I recently helped a client who was having difficulty creating an Accountant’s copy. The feature was failing repeatedly due to their IT company installing QuickBooks on the network incorrectly and also because their company file name contained an ampersand, a character with which QuickBooks doesn’t play well. So although the problems were fixable, the fact that many accounting firms still rely on the Accountant’s Copy feature, frustrates me when there’s a better solution. The creation of an Accountant’s copy is certainly better than the old method of exchanging file backups, but it limits the client’s use of QuickBooks until they receive the updated Accountant’s Copy back and import the new entries. Qbox is a better solution for two reasons. First, it allows the CPA to view the client’s current data file at any time, all of the time, to monitor the client’s progress. Second, it allows the CPA to enter corrections and update the client’s file without exchanging files at all. The one limitation is that those changes need to be entered when the client isn’t using the file, and that easily can be coordinated to occur at an agreed upon time, or after the client’s normal business hours. I know some CPA firms who review the files and notate necessary changes during business hours, then actually enter those transactions very quickly between 6:00 PM and 7:00 PM once a week. It takes very little time outside normal operating hours. Overall it streamlines the entire process of keeping the client files up-to-date with minimal effort. I encourage all accounting and bookkeeping firms who have QuickBooks (for Windows desktop) clients to take a look at Qbox.
Watch this real life success story by Johanson and Yau Accountancy Corporation, a California based firm founded in 1979, which performs services in auditing and accounting, tax planning and compliance, and consulting on accounting systems and internal controls.
Use this link to investigate Qbox for yourself. http://bit.ly/TryQBox
If so, you may do just fine with Qbox Plus anyway, it’s so easy to use. Let me give you an example. The other day I was helping a client when he mentioned he was going to be doing a lot more traveling and wondered how he was going to be able to keep up with his desk work. I suggested that he take a look at Qbox. He agreed it was a fantastic solution for doing his regular work on a laptop while traveling, on his desktop while in town, and not worry about hosting or moving files back and forth. Within a couple of hours he signed up, figured it out and set it up. Later he called me with a Qbox question so I suggested he refer to the manual. He replied he hadn’t read the manual yet. We had a good laugh but you see my point.
The longer I used Qbox the more I wanted to know, and sure enough, I finally started reading through the menus and discovered features I didn’t know about. Wow. I smacked myself on the forehead and read through the FAQs and User Manual. I’d been missing some great tips for getting the most out of Qbox Plus. So if you’re a recent convert, I suggest going back to the Settings, Preferences, and Help menus to review everything, including the FAQs and User Manual. It won’t take long and you’ll get a bigger bang for your buck.
Yes, with a caveat: the file version on the Qbox cloud is only as recent as your last sync. So if you intend to use Qbox as your document backup, make sure that you are syncing your changes often, at least once a day. And this next point is crucial. If you are using QuickBooks, it’s imperative that you use the QuickBooks backup feature to back up your company file, (your *.QBW file), because a copy of the file is not enough. Use the internal backup feature frequently with full verification activated to ensure that any corruption or broken links in the company file are detected and corrected promptly. At the same time, the internal backup process will refresh the QuickBooks transaction log file (the *.TLG file) so it doesn’t become too large. That can be disastrous.
So for non-QuickBooks files, using Qbox is a functional backup solution, but for QuickBooks, you need to use the built-in backup feature as well.
Qbox Plus supports file locking and coherent updates for Intuit QuickBooks, Microsoft Access, Word, Excel, and Power Point files. Share and collaborate with any number of users. Qbox locks the file to protect your changes so there is no conflicted file copies or data corruption, which makes it better than DropBox (which I love) for collaboration. Create and share tax returns, expense reports, payroll reports, bank statements and other documents. Sharing of PDF, JPG, GIF, TIFF, and PNG file formats are supported without the lock.
Just think of the possibilities this adds to your tool kit. Take your files with you to work offline while you travel. Qbox syncs them back to the office when you get back online. Or share with others inside or outside of the office.
Qbox is now called Qbox Plus because it’s better than ever. Team members on a local area network (LAN) can set up a single Qbox group folder on a network drive to conserve disc space and conserve internet bandwidth used for file syncs. Also, use the group folder for multi-user QuickBooks files.
My Memorial Day dilemma: Work in my office or go outside and relax? Thanks to Qbox I chose to go outside, relax, and work at the same time.
With Qbox I was able to abandon my office desktop computer. Instead, I sat under the backyard grape arbor, a glass of wine within reach, and did my QuickBooks invoicing on my laptop. My company data file is on both computers. Qbox keeps the two separate file copies synchronized in perfect harmony, so no matter which one I work on, and no matter where I am, the other is updated as soon as I finish my work. When I’m out of town I no longer need to leave my desktop PC turned on, waiting for me to remote in. I can work on my laptop instead and Qbox just sends all of the new information back to my office and updates that copy of QuickBooks for me. It’s so slick you’ll wonder how you ever lived without it. Just $9 per month for for multiple files, no matter how many users. Why not give it a try?
Question: How can your QuickBooks company data file safely be in two places at the same time?
Answer: Qbox! It’s practically a miracle worker, an extraordinarily simple and effective solution to an age-old problem.
The problem is how can I work on my office QuickBooks file when I’m somewhere else? I don’t want to leave my computer running to enable remote access while I’m out of town. I don’t want to pay to host my QuickBooks. I don’t want to work on the Internet at all. I don’t want to create and restore backup copies between computers. Qbox is the solution. Here are several scenarios where Qbox is the best solution for making QuickBooks readily accessible anyplace you need it.
- I have QuickBooks installed on both my office desktop computer and on my laptop which I take with me on business trips. I have a copy of my company data file on both computers, and I’ve identified those computers to Qbox using unique email addresses. When I work on my desktop computer and open that specific company file which I’ve told Qbox to monitor, Qbox sees me and locks me out of that same file on the laptop. As soon as I’m finished working, Qbox copies all of my new transactions, then unlocks the file to make it accessible on my laptop. When I start the laptop, Qbox updates the QuickBooks file with the new transactions so it becomes an exact replica of the desktop data file. It also locks me out of the file on the desktop as long as I have it open on the laptop. By allowing access to the data file in only one place at a time, Qbox ensures that it will keep all copies of that file in sync.
- I have a client who owns a small retail shop with QuickBooks Point of Sale software on the front counter computer. Her QuickBooks desktop financial software is also on that computer so at the end of the day POS can send the daily sales into the financial file. The bookkeeper works offsite. Since the POS computer must be available to ring up sales during store hours, the bookkeeper used to remote into the POS computer at night, after 9:00 PM, to do the bookkeeping. It was very inconvenient, plus it meant the store had to leave the POS computer running all night. Then along came Qbox. Now the bookkeeper has a copy of the QuickBooks file on her own computer and works during the day. Qbox sends her work over to the POS computer to keep it up to date. While she works, POS is locked out of the QuickBooks file which is fine since POS only needs to access the QuickBooks file at the end of each day when the store closes.
- A CPA I know now requires that all of his clients have a Qbox account so he can look at their data file on his own computer at his convenience instead of requesting a backup each time he needs to check something. He can access their QuickBooks data during office hours in view only mode, even if they’re working in QuickBooks. His copy will be updated each time they close their company file. The CPA can then open the file and make corrections or adjustments. No need to send an accountant’s copy back and forth. The time it saves everyone far outweighs the very small cost of the Qbox account. Learn more about Qbox here.