Question: In QuickBooks, I prefer to set up items as categories, such as apparel or pens, and type in the individual descriptions. Is there any reason not to do it that way? I feel like I’m going to end up with too many items otherwise. Answer: I can understand why you might want to do…
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The Ingredients of Success (Part 1 of a 10 Part Series)
Like a recipe for a great meal, successful people share certain traits that, when combined, create a life worth living. “Success” is a multifaceted word with different meanings to different folks. For some, it implies profit, prosperity or even popularity. Herein lies one of the problems for many people. They want to be successful, but…
Read MorePromotions With a Purpose
It isn’t very often that we have an opportunity to make the world a better place with our purchasing decisions, but we have found three companies that are enabling us to do just that. In the spirit of doing the right things, we are highlighting companies and products that give back to the community and…
Read MoreThe Importance of Online Feedback
Hardly a day goes by that I don’t receive a request for my feedback on a recent transaction, call, visit or inquiry. In some cases, I can’t even leave a web page until I tell them whether I want to provide feedback. It would be easy to assume that there are too many surveys, and…
Read MoreStop Trying to be Successful
We are all aiming for success. Success in our business. Success in our lives. One of the keys to accomplishing success is our commitment and the language we use. Some people have a low commitment to success, and it’s apparent in their language. For example, sometimes people will tell me that they are going to…
Read MoreDo You Have An Obsession for Customer Delight?
obsession noun 1. The state of being obsessed with someone or something: She cared for him with a devotion bordering on obsession. 2. An idea or thought that continually preoccupies or intrudes on a person’s mind: He was in the grip of an obsession he was powerless to resist. I know it sounds crazy, but…
Read MoreSetting Up Non-Inventory Items
Question: I have my non-inventory items set up in QuickBooks, but I don’t see anything in my cost of goods sold account, and my sales numbers seem very low. Why is that? Answer: Chances are you don’t have your non-inventory items set up correctly. This is a common error for our industry, and one of…
Read MoreNavigate
I was playing poker with some friends recently, and we began to discuss raising our children. (Yes, I realize that is not what you are supposed to talk about while playing poker.) We began to talk about our different parenting strategies and helping our children turn into good adults. My mother always told people who…
Read MoreCorrectly Updating QuickBooks
Question: I am using an older version of QuickBooks and want to upgrade to the current year. What should I do to prepare for this? Answer: First of all, back up your current QuickBooks file. Then, run your balance sheet, and profit and loss (income) statements on both the accrual and cash bases for the…
Read More5 Reasons You Should Be Blogging
A blog is one of the simplest and most useful ways to promote your business online. Consistent blogging can be worth far more than most comparable investments of your time to promote your business online. Here are five reasons you should be blogging, along with several ideas of what you can be blogging about. 1.…
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