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 Unpack Your Sales Potential for 2022

Considering how 2021 went, most of us won’t have a solid comparative sales history to work from in 2022. But you can still determine the most important part of setting sales goals: potential. The key to sales growth planning, whether coming out of a bullish economy or a collapsing economy, is granularity…

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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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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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