Question: I reconcile my bank account by hand. Do I need to do it in QuickBooks too? Answer: QuickBooks does have a reconcile function on all its products. It lists all the items that you posted as bank items, and then asks you to compare these to your actual bank statements. The QB Reconcile function…
Read MoreTo justify taking the easy way out and not having the harder, more educational conversations with their customers, both suppliers and distributors tell themselves all kinds of lies: “My customers aren’t asking for it,” “My competitors aren’t doing it,” “It’s too expensive” and “No one has been caught.” What they may not realize is that these lies are costing them business…
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Every day holds many opportunities for great choices and fresh starts. This spring is a great time to ask yourself, “Sow what?” What are you sowing every day to assure an awesome harvest in your business and your life? Most amazing things don’t happen overnight. They need time to germinate and grow. Does the farmer expect…
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Question: Is there a way to create both a customer acknowledgement and vendor purchase order at once in QuickBooks? I used to be able to do it in ProfitMaker, but in QuickBooks, I am having to enter information twice. Answer: Yes, there is, but you need the correct QuickBooks software and know what procedure to…
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I talk with lots of people that want to change—change their income, change their health, change their relationships. Change is hard. In fact, change is impossible. You have proven this to yourself over and over again. Most people who want change want it fast. C’mon—we have fast food, instant coffee, same-day delivery from Amazon. We want…
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Question: Have you heard about OrderMaster? Answer: I’ve been asked this question quite a bit over the last few months by distributors whom I have helped convert from OrderMaster to a QuickBooks-based solution. With their help and a fair amount of detective work, I found the owner. I learned that OrderMaster is no longer being…
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To what lengths do you go to protect your valuables? Lock your home? Lock your car? Security system and cameras on your home? Alarm system on your car? Many people I know do all the above and more. But they are leaving the door wide open for the biggest thief of all. Who is the…
Read MoreWhat do promo buyers want? Like really want? That’s the $64,000 question. Since there’s no magic potion to drink so we can hear what others are thinking (that’s only on the silver screen, thankfully), we not only have to listen to what customers are saying, but we also must interpret their often unvocalized expectations. Case…
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To me, it seems like many people choose to stay behind their desks all day because they are too proud to call prospects for appointments. That’s a real bad place to be proud. Too proud to pick up the phone and try to make an appointment, too proud to listen to suppliers that want to…
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Question: I have online stores. Do I need to collect sales tax on web sales? Answer: It used to be that you only had to collect sales tax in other states if you had some sort of presence or “nexus” in that state. Everything changed with the Supreme Court decision South Dakota v. Wayfair Inc.…
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