Important information to know when you apply for membership at the CBA.
Once completion of the online registration is fulfilled, a confirmation will be sent via email that the registration has been received along with any payments made by credit card. Please check Junk Mail folder as spam filters may have sent the messages there.
The initial process for membership may take up to 6 weeks depending on how quickly the references get back to us and a note to students applying, we need to have received enrollment confirmation/lesson plans for the bookkeeping courses. These documents must have your name on them.
Once the references and payment have been confirmed, then the CBA will send the Logo and an invite to the CBA forum via email. Once again, please check Junk Mail Folder. Your specific information will also be listed on the website under Member Services/Membership Directory.
The CBA is currently reviewing a new membership software package that will speed up the process.
Welcome to the CBA!
WHAT IS THE BOOKKEEPING EVENT OF THE YEAR – CORRECT!!!!! IT IS THE CBA CONFERENCE.
The conference is fastly approaching and if you have not registered yet, there is still time to take advantage of a discounted price. Registration is available online. We are very excited about having your attendance at this fabulous event. This event is a very affordable, informative, learning experience and most of all FUN!!!!. Where else can you go to have everyone there UNDERSTAND completely what you are actually talking about!!!!
To put into perspective the economic value of this conference at around $395, here is the price for the CMA (Certified Management Accountants) conference in BC for TWO days only!- Early bird – $625-$695, Actual conference rates $725-$795. This includes breakfast and lunch, just like the CBA, however, their Gala Dinner is a separate cost.
Wednesday September 21, 2011 is check in day. We have a “kick-off” reception so you can put faces to names from the forum. Student and Junior members can meet an Intermediate and/or Senior Member to become a mentor. You will also have a great opportunity to meet most of the sponsors and exhibitors. This will assist you in planning your weekend workshops of which their are 17 available. Some are doubles so if you miss one you might be able to attend the second.
There are 5 keynote speakers throughout the weekend to give you the best of their experiences in business, bookkeeping/accounting/payroll education and more.
Thursday night is our awards Gala night which includes special award presentations for the membership. Some of these awards are: Best Promoter, Most Enthusiastic, and the list goes on, you will have to be there to get the rest. The members who receive these awards are voted on by you, the members, and also a fabulous dinner for all attendees and sponsors/exhibitors.
You will have great networking opportunities with sponsors/exhibitors from your home province and perhaps some from other provinces!
Make sure you make the time to further your bookkeeping experience. This event will enhance your skill sets and you will gain more knowledge to add to your already extensive knowledge base!
One last item, this conference is OPEN to all bookkeepers. Members and non-members. Come one come all and enjoy!!!
Looking forward to seeing you all in Regina!!!!
|Welcome to the Winter Edition of the CBA postings newsletter.
It’s that time of year again, most of you are busy completing the plethora of T4′s and T4 Summaries that come due at the end of the month. Don’t forget the deadline is fast approaching February 28, 2011. Spending too much time on email?? Make sure to save some time on your emails by reading the time saving tips in this newsletter.
Have questions about why there are so many “back-up” options in QuickBooks? In this edition we will answer you & share some great ways to share the files. Our on-line forum is always a great place to post a question or answer. With this fantastic on-line forum it makes so much sense to be a member of the Canadian Bookkeepers Association.
Managing Editor and Alberta Provincial Rep
Proud Member of the Canadian Bookkeepers Association
RENEW ON-LINE: Current members wishing to renew their membership can now go do so on-line. Simply visit the CBA Website link below and complete the “online form”.
Student Membership $75 (Enrolled in accredited program)
Junior Membership $100 (1 to 3 years experience)
One year membership, plus applicable GST/HST
Level of membership is based on years of Canadian Experience
RENEW TODAY IT”S NEVER BEEN EASIER!!!!
To renew online go to the Canadian Bookkeepers Associations ONLINE Registration.
|Simply Accounting Tip|
|Have you ever made a mistake on a bank reconciliation in Simply Accounting? Did you know there’s a way to “reset” the bank reconciliation? Click on the link below for the step by step solution.|
|Advise, Articles, & Information|
|Have a article, advise or great information you would like to share with our members? Something you would like to see in the next newsletter? We are always looking for great articles and welcome your ideas. Click here to submit!|
|Sending QuickBooks Files|
|Supplied by: Laura Banick RPB
On a recent post on our on-line CBA Members Only Forum, a member asked about the differences between the types of Back-ups in QuickBooks. This is a useful breakdown that you can share with you clients and accountants not only in regards to the differences, but also on how to send the files electronically.
Types of QuickBooks Files
QuickBooks Data File (ending in .QBW) QuickBooks keeps all of its data in one file, making it much easier to move around. Do not attempt to send the normal working data file. These files are very large and difficult to transmit. QuickBooks has three built-in compression methods for preparing a file to be sent. It is not necessary to also run a separate zip process on these kinds of files because the additional size reduction isn’t very significant.
Portable Company File (file ends in .QBM) was introduced in the 2006 QuickBooks program and should be used instead of the QBB for sending files because it produces a much smaller size file.
Accountant’s Review (file end in .QBX) will also make a copy of the file that is about one-fifth the size of the original. The difference is that when you open it, there are some things that you can’t do, such as delete accounts or previous transactions. Your clients copy will also be so limited. After you have made your changes, you will send your client a small file that they can merge into their working file. This is a very handy feature that allows you’re client to continue to use their QuickBooks data file while you are working with the Accountants copy. As an accountant working in an Accountant’s Copy, you can work on transactions dated on or before the dividing date. Your client continues to work in the company file on transactions dated after the dividing date. To prevent your work from conflicting with your client’s work, there are limitations to what you can do in an Accountant’s Copy. Because of the restrictions the program puts on the QBX file, such as restricted payroll and bank transfers it is not an ideal version to use if you are doing the majority of the bookkeeping for your client. To learn more select help in QuickBooks and Search for Accountants copy.
Sending Data Files
When sending data files, always note which version of QuickBooks they are from and what the password is, if you are using one.
E-Mail .QBM, .QBX, .QBB Files- To send the file, you can attach it to an email
YouSendIt- This is a great service that I use often for sending larger files Check out this online file transfer service at YouSendIt.com.Once your file is uploaded, YouSendIt will automatically send an email message with a special link to download it, to both yourself & your client,
QuickBooks Feature Send to Accountant-The latest versions of QB (since 2008) have a nice built in feature that allows you to upload QBX files to a free Intuit online server, which will then send your accountant downloading instructions. This is a very easy option for your clients or bookkeeper to send data files
Simply Select – File – Accounts Copy – Send to Accountant
|Time Saving Tips for E-mail|
|By Dorothee Watson
As more people get “on line”, you will find E-mail replacing faxes as the quick communication of choice. You can send instant messages anywhere in the world and receive almost instant response. In addition, you can transfer documents and download files, which immediately surpasses faxing information that would then have to be recopied. Best of all it is cheaper than you think.
Learn the shortcuts. Learn how to access your on-line service to retrieve and send mail in the quickest way. America On Line has “flash sessions”, CompuServe has a “send/receive all mail” feature. These procedures will log on line to complete the task, then automatically disconnect when done. You can read and compose mail off line, saving both money and time.
Check for mail during off-hours. The circuits for the Internet are becoming more crowded and logging on during the busy day is harder. Make a habit of checking mail at low peak times (night, early morning).
Learn Cyber speak. Learn the acronyms commonly used in E-mail correspondence. These little, often humorous, “symbols” will save time and liven your E-mail. See the E-mail glossary below for samples to get you started.
Favorite places. Most on-line services give you access to forums and the Internet. Since the sheer number of options is overwhelming, be sure to learn how to isolate your “favorite places”. It will enable you to visit your most common destinations with easy, minimal steps.
Storage! Learn how to organize your E-mail by storing incoming and outgoing mail. Most services will provide a way for you to create a “file cabinet” and label different categories, just as you would with paper.
Edit and paste. When composing E-mail, you can use the edit and paste commands in windows just like you would in any word processing document. This is helpful when you want to repeat what the sender wrote before you answer, or when sending a similar E-mail to several people.
Hey Mister Postman. If you handle large volumes of E-mail daily, consider one of the mail sorting programs available on the market.
Just say no. Sad but true, mailing lists have invaded the world of E-mail too. If you find yourself on a mailing list that you have no interest being on, simply reply with an E-mail to the sender and write “unsubscribe” into the comment box. That should do it.