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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Top 5 Reasons You Need a CRM System

If you’re looking to grow, you need to add new clients on a regular basis, so you must always be prospecting for new business. A CRM will help you stay on top of all the touches needed to convert a lead to a prospect and eventually to a client. Here are five ways a CRM can help you be more effective in your sales process and business growth…

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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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