Monthly Archives: October 2011

Five Tips to Manage Overwhelm

Does it seem like you need to accomplish more in less time than ever before? Just about every small business owner I know is overwhelmed with everything they need to do. Many factors are contributing to this feeling: new technologies, increased government regulation, a need to market harder, and less access to capital are just a few examples. Continue reading

Posted in Productivity Tips | Tagged , , , | Leave a comment

New For Premier And Above

With QuickBooks Premier, you get all the new features from QuickBooks Pro PLUS a couple more features. Continue reading

Posted in Business Finance, QuickBooks | Tagged , , , , , | Leave a comment

What’s new in 2012 for QuickBooks Pro and above

I have to start with this first feature because it’s been on my wish list for several years. If you do payroll in-house and have crews at job/customer sites, then this one feature alone should pay for the upgrade and save you money! Continue reading

Posted in QuickBooks | Tagged , , , , , , , | Leave a comment

Changes Are Coming in 2012

I just returned from the annual Intuit Solution Provider conference in Orlando. The rain left after my first day there, so I did get outside to enjoy sunny weather, but only on breaks between sessions. Much of the conference focused on what is new for 2012. While I have had 2012 installed and been working with it for the last month, it was helpful to take a closer look at it with other Intuit professionals to see the good and issues still to be resolved – we even had the opportunity to have input on the wish list for 2013! Continue reading

Posted in QuickBooks | Tagged , | Leave a comment

How to Save Precious Time Onboarding New Clients

You might have routines and systems to help a new employee settle in, such as payroll forms and training manuals. You might also have some procedures set up for when you start doing business with new vendors, such as asking them for their tax ID paperwork and having them submit invoices to your standards. But what about onboarding new clients? Most entrepreneurs don’t think about systematizing that process. Continue reading

Posted in QuickBooks | Tagged , , , , | Leave a comment

Faster Data Entry in QuickBooks

Most of my clients, as they are doing work, would love to find an easier or faster way to get their work done so they can focus on other aspects of their business. I’ve worked with a few clients who all had a similar need – they wanted to get information from either an outside program into QuickBooks or from one QuickBooks file to another. They had been manually entering transactions into QuickBooks. Here are examples of the types of transactions they were using: Continue reading

Posted in Business Finance, QuickBooks | Tagged , , | Leave a comment