Ask the Accountant… Question: I have several sales orders for one client, but my client wants just one invoice. Can I do that in QB Premier? Answer: Yes, you can. When you are ready to create one invoice for multiple sales orders already created in Premier, go to “Create Invoices” on the Home Page and…
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In Italian, there is a saying that, loosely translated, states, “Don’t spit.” What it means is that when you are in a room, “don’t spit” on the ceiling because you never know when you will need to go back in that room. Think about it. How many times have we lost our temper or been…
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We’ve all heard about FOMO, “Fear of Missing Out.” But FONO is a different fear. FONO is “Fear of No.” FONO is the No. 1 reason most people never get wealthy in this business. It’s the No. 1 reason why some people fail in this business. The “fear of no” creates call reluctance…
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Ask the Accountant… Question: Can I save changes to field widths that I have made to screens in QuickBooks Premier? Answer: Yes! Make the changes to the field widths on your screen. Leave the screen open, and go to: Edit > Preferences > Desktop View > click “Save Current Desktop” That should save your field…
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We have all heard prospects and customers tell us “I will call you.” Let me tell you the definition of “I will call you.” “I will call you” equals “I will never call you.” In 1978 when I started Proforma, all I had was some business cards and an answering machine. My answering machine was…
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Imagine quitting your job and risking it all to raise money, build a business plan on the fly, and create a company you believe can make a difference in people’s lives. Sound crazy? Well, that’s exactly what the bold entrepreneur Calloway Cook did when he founded Illuminate Labs. The founder and active president of this…
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Ask the Accountant… Question: I want to keep notes in QuickBooks Premier. How do I do that? Answer: For Customers, you can go to Customers > Customer Center. Highlight a customer, and you will see the transactions related to that customer – estimate, sales order, invoice. Click on one of these, and there will be…
Read MoreAs a content-focused digital marketing agency, we’re always interested in tools that can help us produce better work more efficiently. So, when ChatGPT came out last November, we started experimenting with the app right away. AI writing tools have been around for a while. We find they can be useful in writing short-form content for…
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Ask the Accountant… Question: I have been a distributor for over 25 years, and would like my daughter to take over my business in the next five years. She is concerned that being a distributor is not a long-term business. What do you think? Answer: Being an ad specialty distributor is definitely a long-term, lifetime…
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Opportunities for sales are everywhere every day. Most of us just don’t pay enough attention. Introducing the 6 foot rule. This is not a COVID thing. This is a great rule for sales professionals. Simply stated, the 6 foot rule, when it comes to sales prospecting, means that anyone who comes within 6 feet of…
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