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Category: Management

How To Link Banks & Credit Cards to QuickBooks Online

May 30, 2025May 30, 2025 Harriet Gatter

Want to link your credit card or bank account to QuickBooks Online? This is a nice idea, but not as automatic as it sounds.

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Homepage News, ManagementAccounting, harriet gatter, quickbooks online

Want To Shift Directions? Influence Works Better Than Control

May 28, 2025May 28, 2025 Bill Prettyman

As business leaders, we can control our teams through fear, threats and constant criticism. However, this will only work for so long. Plus, you may win your team’s compliance, but not their hearts. To win their hearts, you must use influence instead.

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Homepage News, ManagementInfluence, wise business forms

Beware Scammers Posing as QuickBooks Support

May 16, 2025May 16, 2025 Harriet Gatter

There’s a new scam targeting QB Desktop users — scammers harvest multi-company license keys (especially those tied to payroll), then resell them for a tidy profit.

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ManagementQuickbooks

From Strangers to Customers: The Friendship Principle in Sales

May 7, 2025May 7, 2025 Bob Saunders

Too often, salespeople approach prospects like transactions instead of relationships. But people buy from people, especially those they trust, and trust doesn’t start with a quote. It starts with connection.

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Managementbob saunders, Management

The One Guiding Question for Your Important Decisions

May 5, 2025May 5, 2025 Greg Muzzillo

Here is one guiding question to put all those struggles behind you forever: “What would you do if you knew you could not fail?”

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Homepage News, ManagementManagement, Motivation

Numbering Customer & Supplier Forms

May 2, 2025May 2, 2025 Harriet Gatter

Question: Is there a good way to number customer and supplier forms in QuickBooks?

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Management, Marketing and SalesAccounting, Quickbooks, Sales

Overcome Your Fears, Slay Your Dragons

April 30, 2025April 30, 2025 Bill Prettyman

Here are five ideas to help you overcome your fear, slay your dragons, and reach your potential.

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Homepage News, Management

Key Tactics To Keep Projects on Schedule & Budget

April 23, 2025April 23, 2025 Bob Saunders

Things happen over which we have no control. Here are three ways to keep your print projects on schedule, on budget, and minimize surprises.

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Homepage News, Management, PrintingDelivery, Management, Print, Quotes, Sales, Shipping, Variables

How To Enter Credit Card Charges on QuickBooks Online

April 18, 2025April 18, 2025 Harriet Gatter

Having trouble finding where to enter credit card charges? QuickBooks Online does make this hard to find.

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Homepage News, ManagementAccounting, Quickbooks

Powerful Questions for Powerful Results

April 7, 2025April 7, 2025 Greg Muzzillo

By asking thoughtful, open-ended questions, you can guide the conversation to understand the buyer’s needs and create more powerful sales conversations.

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Homepage News, Managementgreg muzzillo, Management, problem solving, Sales

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