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Ask the Accountant: Can I Move Order History to QuickBooks?

November 22, 2024November 18, 2024 Harriet Gatter

Ask the Accountant… Question: I am thinking of converting from another industry software into QuickBooks Online. Can I move my order history from my old system into QuickBooks? Answer: I get this question often when discussing system conversions with distributors. Unfortunately, you cannot move order history from another order management system into QB. You can, however, move your Customer and/or Vendor List from your current system into QBO, although I strongly suggest you clean up your lists before making this move. If you are currently in QB Desktop (Pro, Premier…

Wisdom From Simon Cowell

November 18, 2024November 18, 2024 Greg Muzzillo

Recently I heard an interview with Simon Cowell sharing some wisdom he learned from his parents. Truly this is one of the most important keys to success.

Know the Difference Between Debit and Credit on QuickBooks

November 8, 2024November 15, 2024 Harriet Gatter

While a debit card looks and is accepted as a credit card, they are very different from one another, despite the Visa or Mastercard logo on the debit card.

Never Use the F Word

November 4, 2024November 4, 2024 Greg Muzzillo

In sales we need to learn to avoid using the F word. No, not that F word.

Are You Using QuickBooks’ ‘Ask My Accountant’ Feature?

October 25, 2024October 25, 2024 Harriet Gatter

QB has a very useful feature for organizing questions called Ask My Accountant.

Practice Makes Profits

October 21, 2024October 21, 2024 Greg Muzzillo

Each of us had a past moment in this business that we did not know what to say. We just got out in the field or on the phone, and did our best at what we were told to say.

How to Guarantee an Income Stream for Months and Years to Come

October 17, 2024October 17, 2024 Bob Saunders

Why should a distributor take the time to learn the complexities of print when selling promo items is more straightforward and fun? The answer is repeatability.

Problems: Solved or Dissolved

October 7, 2024October 7, 2024 Greg Muzzillo

My lesson in life is to give my problems a lot less worry. Rather, I need to give my problems a lot more patience knowing that in time they will all dissolve.

Direct Mail: Us Versus Them

September 30, 2024 Summer Gould

So many times poorly executed direct mail campaigns come down to how clients wanted to send it versus how recipients wanted to receive it. This can and should be avoided. Just because the client went to a seminar on the latest direct mail trends and was taught all the things they need to be doing,…

Play Nice in the Sandbox – Capitalize on Market Opportunities

September 24, 2024 Mike Philie

In the fast-paced world of the printing industry, the relationship between sales and production is crucial to a company’s overall success. Despite having different goals and day-to-day operations, these two departments must work together to deliver quality products efficiently and on time. When sales and production are misaligned or in conflict, it can lead to…