Tag Archives: Enterprise

QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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2017 YEAR –END REVIEW AND PLANNING

By now you probably have a good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 … Continue reading

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Save Time with Mobile Barcode Scanning and Enhanced Sales Order Workflow

Platinum Enterprise now has 2 new features that should be a great help for those of you using inventory in a big way – mobile barcode scanning and a greatly improved sales order workflow with real-time updates! Both features need … Continue reading

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QuickBooks Setup For Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

Posted in Business Finance, Features, Job Costing, QuickBooks | Tagged , , , , , , , , , , , , , , | Leave a comment

Is it Time for a Change?

Is it time to make a change with your bookkeeping and accounting products?  As you get near the end of 2016, it’s a good time to evaluate whether or not you need to make some changes.  Here are some questions … Continue reading

Posted in Business Finance, Credit Card Processing, Merchant Services, Payroll, QuickBooks, Year End | Tagged , , , , , , , , , | Leave a comment

5 Areas to Review to Plan for a Successful 2017

While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what … Continue reading

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Common QuickBooks Issues and Their Solutions

Having just returned from the Green Industry Expo where I got the chance to talk with lots of contractors, I heard many of the same issues: I don’t have confidence in my reports It’s hard to discern profitability of jobs … Continue reading

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Are You Guilty of Any of These Mistakes?

When I talk with contractors, I hear many of the same issues. I don’t have confidence in my reports It’s hard to discern profitability of jobs and/or divisions (or departments or ….) I can’t get good job cost reports It … Continue reading

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QuickBooks Tools to Help You Manage Different Rates for Customers

Do some of your customers get different rates? I’ve been talking with several landscapers this spring and have noticed many similar issues. One was how they handled the different rates their various customers got. Continue reading

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News for You

While much of what I learned and saw at the Intuit conference I’m not able to share yet due to my NDA (Non-disclosure Agreement) with Intuit, there is still plenty I can share. Continue reading

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