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Latest Blog Posts

  • Working with Leads in QuickBooks QuickBooks 2013 LeadsSuppose you attend a tradeshow and return to your office with a stack of leads. If you want to turn those leads into new sales, you usually have a host of to-dos, like following up on the questions that prospects asked, sending out more info about your products and services, or simply taking the next ...
  • FAQ: Doing Opening Balances Right Opening your accounts, set your opening balances rightWhen I add an account to my company file, can I just click the Enter Opening Balance button and type the balance I want to start with in the Opening Balance field? That seems the most logical place for it. You can, but your accountant may not be too happy about it. Filling in the Opening ...
  • QuickBooks Price Changes… thought you should know. QuickBooks 2013 Price ChangesWith the cost of living increase, economic changes, etc., it is often necessary for companies to change their pricing to ward off the evils of inflation.  Intuit is VERY GOOD with their pricing structure and does not often resort to raising prices.  However, it has become necessary to do just that and so I thought ...
  • Automatic QuickBooks backups, Nothing More Important! esq-exploding-computer-072111-lgI cannot tell you how important backups are. Yes, there are many important things in the world of accounting and QuickBooks, but backing up your company file is the end-all and be-all of importance. Just think about all the time and effort (or the money you pay your accountant for their time) that you put ...
  • Merge Duplicate Customers in Point of Sale merge-customers-quickbooks-posOccasionally, you may find that a customer has been entered twice in your customer list. This might happen, for example, if an associate spells the name slightly different when looking up the customer, and believing the customer isn’t in the list, adds them again with the different spelling. Merging the customer records combines the sales ...
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