Monthly Archives: May 2016

Better Business Decisions by Customizing QuickBooks’ Reports

Whether you’re a contractor, wholesaler, non-profit or some other service professional, reports are crucial to monitoring your cash flow and profitability.  When I work with clients, I often recommend changes in their setup and changes in their data entry.  While … Continue reading

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Why Your Job Description May Be Holding Your Business Back

When I ask business owners, of any size businesses, what their job description is, the most common answer I get is “That’s simple…I do everything!” So naturally, being the curious business coach that I am, I have to ask, “What … Continue reading

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Filter to Find What You Want

QuickBooks makes it easy to find information with their filters.  A filter simply limits what you see (i.e. filters out what you don’t want) so you see only what you want to see.  Both the Find Feature and reports in … Continue reading

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