How Can I Use QuickBooks Premier While Out of the Office?

Question: I like QuickBooks Premier, but I would like to be able to use it when out of the office. Is there a way to do that? Answer: Yes, there are several ways to work remotely with QB Premier. One is using a remote viewer software, like LogMeIn or TeamViewer, where you can remotely log into the PC where your QB Premier…

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Discard Annualized Thinking

One of the biggest barriers to high performance is annualized thinking. Annualized thinking is the unspoken belief that there is plenty of time in the year to make things happen. If we have a slow start in January, we may be disappointed, but we think, “I’ve got 11 more months to make my goal.”…

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How to Fix Payments from Check to Credit Card in QuickBooks

Ask the Accountant… Question: I recorded bill payments as being paid by check instead of by credit card. How do I fix that? Answer: QuickBooks is very forgiving. Just go into the checking account register and delete the payments you recorded by check or electronic payment. This will put the bills back into the “Pay…

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Sometimes We Need to Hear ‘No’

Most of us sales and business development types don’t like to hear the word “no.” I get it. But sometimes, us management types need to hear “no.” Let me explain. I recently asked our administrative assistant if she would help with a new project. She replied with an emphatic but polite “no.” The truth is that she was correct…

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What Happened to My Purchase Order Emails From QuickBooks?

Question: After I emailed a purchase order to a supplier in QB Premier, I used to see a message telling me that it had been emailed. I don’t see that anymore. What happened? Answer: You are probably talking about a pop-up message that said: “QuickBooks sent the email to your email application. Your email application will send it to the recipient.”…

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Marketing Planning for the New Year

If you’re looking to grow, this is a good time to plan for the new year and change what you can control, starting with your marketing strategy. As you work on your marketing plan for the new year, you might be wondering what things you should be doing now. Based on our experience and the market changes we have seen in the past two years, here’s what we recommend…

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