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September 5, 2009

Dejumble: My new best friend

Filed under: OS X, Reviews — admin @ 11:10 pm
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Since I’ve been using Snow Leopard, I’ve virtually stopped using Entourage. Granted, I had just upgrade to the web edition, allowing for tasks and notes to be synchronized… I’m very happy with the native Mac integration. The more I work in an Apple environment, the happier I am. While certain aspects of the OS are not as regimented as Windows, once you learn some keyboard shortcuts, away you go. And since it’s based on Unix, there are endless options for add-on software. Now on to my new discovery: Dejumble.

The native exchange support is very weak in it’s handling of tasks. Productivity for me is hard-wired into GTD mentality. It is very important that my contact data/schedule, etc be universally available from any device or computer I happen to be working on. It is also extremely important that the machine I use the most have a good interface for entering and handling tasks. I used Things and Omnifocus (both on the iPhone and my MacBookPro), but found their lack of exchange integration to be a deal breaker. Exchange integration is critical as my exchange mailbox is synchronized with the company ACT! database.

Dejumble is the answer to iCal’s weak access to task notes. Initially, I wasn’t sure how it would handle the exchange sync. I expected tasks to be lost in the process. I am pleased to report, that after 5 days of heavy use, I am here to say that the syncs are handled perfectly. Any change to task notes in Dejumble are instantly updated in iCal, which then updates the exchange server.

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If you want to sync your tasks to your iphone, check out TaskTask.

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August 30, 2009

First Impression: OS X 10.6 Snow Leopard Exchange support

Filed under: Reviews — admin @ 5:17 pm
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I’ve been running Snow Leopard for several hours now. I’ve setup multiple exchange accounts with the new native support built into the OS. The results are very good. If you have an exchange account hosted on a 2007 Exchange Server, this update is a must.

Aside from the simple fact that exchange is now fully supported, there are some things that you can do with the configuration that are well thought out. Similar to Outlook’s ability to open multiple exchange mailboxes, the native Mail application can open more than one exchange account simultaneously. You can also choose which components of exchange you wish to access. For example, you can sync each of the following individually: calendars & tasks, contacts, e-mail & notes. For business users that rely on exchange, but have Macs at home, this integration is very nice. Now if I can only retrain myself to use Mail instead of Entourage…

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February 18, 2009

QuickBooks Update

Filed under: Announcements, Reviews, Tips — admin @ 11:00 pm
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At first, I was pretty excited about the announcement. “They’re going to fix the shitty interface for online banking,” I thought! Then I read the release notes. So they’re going to allow access to other QuickBooks windows while the online banking window is open. I guess that’s not so bad… at least my PaperSave software won’t throw an error every time the listener checks the database for a new transaction. I was really hoping they were going to fix that business whereby QuickBooks matches transactions to vendors without prompting. It would be much easier for me to reconcile my own online banking (without having to remove the matched vendor name for each transaction), given the fact that I use the company debit card for a wide range of purchases. So here it is, straight from my inbox to you:

Latest update coming to Online Banking in QuickBooks 2009.    See Web version.     February 18, 2009

Intuit

QuickBooks ProAdvisor® Alert


Top Product FAQs       Monthly Newsletters      Archived Alerts      Feedback      More Resources

Next Release of QuickBooks® 2009 Responds to Customer Feedback on Online Banking

Issues Addressed Thanks to Your Feedback

Dear William Kirwin,

In Intuit’s continuing response to your feedback on Online Banking in QuickBooks 2009, we are making this early announcement about a new update to Online Banking in QuickBooks 2009. [Note 1]

In late March, Release 7 for QuickBooks 2009 will allow accessibility to other windows in QuickBooks while Online Banking is open so users can easily move between QuickBooks windows. [Note 2]

With the new release, once again QuickBooks users will be able to have multiple windows open, and have access to other areas of QuickBooks, when working in Online Banking.

Updates to Online Banking Available Late March

Release 7 is expected to be made available in late March 2009. We are now putting the final touches on this new release, which we expect will provide

  • Access to multiple QuickBooks windows while users work in Online Banking.
  • Faster performance for the Online Banking feature.
  • Several other minor changes relating to customer feedback.

Stay Tuned. As we get closer to deployment we will confirm release dates and provide additional release notes.

Please Help Your Clients Get Ready

Check to Make Sure Clients Are Ready for the Update. Efficiencies in Online Banking for your clients should translate into fewer data entry errors and less time spent fixing errors. To make sure you and your clients will benefit from this update, you may need to make sure their QuickBooks settings allow Automatic Updates.

You or clients can turn on Automatic Updates by going to the Help menu in QuickBooks and selecting Update QuickBooks. Then, go to the Options tab and select Yes for Automatic Update. The QuickBooks user will then be prompted in QuickBooks when the update becomes available in late March.

Manual Update May Be Ready Sooner. When we confirm release dates, it’s possible we will be able to identify an early download (requiring a manual update) of the Release for you to test and preview. Again, stay tuned.

Public Announcements: Online Banking Information Center

How We’re Sharing This Information. Over the next few weeks we will reach out to other QuickBooks users by a variety of means, and typically those messages will include a link to the Online Banking 2009 Updates page at

http://intuitcommunity.com/onlinebanking2009

This page — which will be updated soon to reference Release 7 — serves as a central location for QuickBooks users to find our most updated information on Online Banking.

Note: The site also repeats instructions on obtaining the release by automatic or manual update. Feel free to share this link with any clients also concerned about Online Banking access.

Ongoing Feedback on Online Banking Is WELCOME

We’re Listening. Please continue to email us at OnlineBanking_QB2009@intuit.com with your thoughts. We appreciate your suggestions to help us better meet the needs of both our existing and new QuickBooks users.

Previous Improvements from Your Feedback

Thanks to your feedback so far, in earlier QuickBooks 2009 releases we were able to provide many of the most-requested online banking features. These included

  • Quick Fill. The ability to start typing entry information, such as payee and account names, and QuickBooks will recognize what you are typing and complete the information for you.
  • Add New. The ability to quickly add new names, accounts, and classes within Online Banking by selecting Add New from the dropdown list.
  • Manual Match. The ability to view and select QuickBooks register entries to manually match the downloaded transaction.
  • Review and Add Multiple Bank Transactions at Once. The ability to easily review, edit, and save downloaded transactions in a batch.

Thanks for Your Help

Getting It Right. At Intuit we are committed to making the new Online Banking feature as good as in previous versions, and we hope better. As QuickBooks ProAdvisors, your feedback is especially valuable to us in this effort.

Because of your help, we can continue to develop the best way to address your needs as accounting professionals, while still finding ways to encourage use of Online Banking by other QuickBooks users.

Sincerely,

Your QuickBooks ProAdvisor Team

Notes

  1. This alert relates to Windows versions of QuickBooks 2009 in its Pro and Premier editions, as well as to QuickBooks Enterprise Solutions 9.0.
  2. Pre-announcement of Release 7 is based on best available estimates. We will update ProAdvisors as we get closer to the actual release date.


QuickBooks ProAdvisor Alerts

Editor: Bill Teague

Publisher: QuickBooks ProAdvisor Team

We welcome your suggestions and feedback on the content or design of your newsletter at pap-editor@intuit.com. For feedback or questions about your ProAdvisor benefits or log-in, please contact proadvisors@intuit.com.


© 2009 Intuit Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProConnection, EasyACCT, Lacerte, ProSeries, QuickBooks, QuickBooks ProAdvisor, Quicken, and TurboTax, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners and should be treated as such.

Program terms and conditions, pricing, features and service options are subject to change without notice.

This Alert is provided as a convenience for our customers and is not intended to supplement, modify, or extend the Intuit software license agreement between Intuit and the customer for any Intuit product or service. Terms and conditions subject to change without notice.

Please Note: Intuit respects the personal nature of email communication. Every effort is made to offer only information or products that may be of value to you. If you do not wish to receive this QuickBooks ProAdvisors Newsletter, please click here to UNSUBSCRIBE and we’ll take you off the list as quickly as possible. Unsubscribing will remove your address from receiving the QuickBooks ProAdvisor Newsletter and noncritical product alerts. You will still receive critical product alerts on Intuit products which are registered to your name. If you desire to halt ALL communications from Intuit please send an email to proadvisors@intuit.com.

TRUST-E

MOST TRUSTED. In January 2008, TRUSTe, the leading Internet privacy seal-of-approval, in conjunction with the Ponemon Institute, announced that Intuit Inc. has been honored as one of the Top 3 Most Trusted Companies for Privacy for 2007. The award is designed to celebrate the companies who take active measures to protect and inform their consumers and to encourage a safer online ecosystem. To view the full report, please visit http://www.truste.org/about/most_trusted_company.php. To learn more about TRUSTe, go to: www.truste.org.

Intuit Inc., Customer Communications, 2800 E. Commerce Center Place, Tucson, AZ 85706

PDFCreator

Filed under: Tips, Windows — admin @ 12:15 am
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One of the requests that I seem to have run into a few times lately is in assisting clients produce pdf files from word documents and excel spreadsheets. For many years, Adobe has set the standard for pdf document creation with their Acrobat product. More recently, there are more and more options available for users that don’t require an advanced feature set.

I have used Adobe Acrobat and sometimes Scansoft PaperPort for pdf creation. Since I now work about 50% of the time on my MacBook Pro, I find myself creating less pdf files in Windows. I am now less willing to spend money on third party software to gain access to capability that is a native component of OS X.

PDFCreator to the rescue! Another great project from SOURCEFORGE.NET!  

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PDFCreator is a light weight, full featured pdf creation utility (print driver), that includes browser integration, integration with the Windows shell, and excellent MAPI support for your default e-mail client (Outlook). I use this software in conjunction with the free Adobe Acrobat Reader on my Windows system. My favorite feature is the interface that prompts for a file name and has the option to e-mail the file as an attachment. I like this interface both for it’s utility and ease of use.

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Check it out!

BK

February 5, 2009

Apple Technical Support

Filed under: OS X, Reviews — admin @ 10:06 pm
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When making a new computer purchase one of the components that I think most consumers, and certainly a large percentage of small business owners overlook is the level of warranty support they purchase with the system. Like most other things, Apple likes to keep their warranty options simple. With computers you get 1 year of coverage and the option to purchase “AppleCare” support for years two and three.

Note: I figure the average PC has about a three year productive lifespan based on the ultimate cost per unit. Most OEMs will balance warranty support offerings around a three year period. Computers purchased during a promotion, like most consumer electronics, come with a much shorter warranty (sometimes as short as 90 days); while computers purchased through the business channel often have a standard warranty period of three years or more. Recently, the option to select warranty coverage up to five years is available at time of purchase from online vendors such as Dell. When you consider the cost of new equipment and the potential for increased productivity (thanks to faster responding systems) versus the availability and price of a warranty extension for years four and five, you might decide to:

  1. replace some systems (possibly incurring additional expense if you outsource your IT)
  2. extend warranty coverage for critical or expensive systems such as servers, laptops, or proprietary systems
  3. do nothing
  4. throw away your PC and get a Mac

Personally, I went through several generations of Dell Latitude laptops prior to purchasing the black MacBook (Once Intel processors became standard on Apple computers, I could run my business applications and enjoy the sheer simplicity of OS X on a single computer). After awhile, I replaced that with a 15″ MacBook Pro, and I’m finding that this machine does everything I should ever need it to do for the foreseeable future. Because this laptop gets so much use, the battery has seen a lot of action in the past nine months. Still, I was a little disappointed that the battery in my MBP now only lasted a little over an hour on a full charge. Hell! It takes longer to charge the battery than it does to discharge it… sort of like fusion power, I guess.

After weeks of procrastination, I finally decided to see if I could get a battery replacement, given the fact that the laptop was less than a year old. When I looked through Apple’s online knowledge base, user forums and blogs, I found some out that a battery should still be at 80% capacity after 300 load cycles. My battery was at 46% after only 265 cycles. Ah ha! I might be entitled to a replacement.

Since it was very late when I decided to seek a warranty replacement, I went to Apple’s website and followed along to the support section. Here I was able to log in and retrieve a list of all my apple products that are currently under warranty. I filled out a form that had common issues in a multiple choice format until I selected “battery does not last as long as it should” (or something to that effect). I filled out the comments field to include information on the current capacity, discharge time, and load cycles of my battery. Since Apple tech support was closed, I was able to click a button to request a call back the next day. I selected the time I wanted my call back, and went to bed.

This morning around 10:15 am, I received a call from a number I did not recognize. When I answered it, a computer played a message prompting me to press one if I still required support. Within seconds, I had a live technician on the phone. This technician was in Texas (not Bangalore), and within two minutes had begun processing my RMA request for a new battery. He thanked me for the information provided and stated it was clearly a defective battery.

How about that? Dell’s technical support is good (if you purchase the right one), while Apple’s technical support is simply superb. Moral of the story: you get what you pay for with Apple.



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