Question: I wanted to know if I could have an employee off site do some entering of invoices without having full access to the other financial parts of QuickBooks. Answer: When you set up users in QuickBooks Premier, you can set up certain restrictions that limit the access of each user. This is a helpful…
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Now that I’ve fully immersed myself in the AAF life (aka finally learned the name of the Stallions’ quarterback), I feel that there’s no better time to take a look at the promotional marketing efforts behind the league…
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Question: Can I have SAGE Online integrate with QuickBooks Premier if my QuickBooks is in a cloud-based storage platform? Answer: The SAGE Online system integrates with QuickBooks well—saving time and effort; recreating orders, customers, vendors and items in QB without having to reenter the data. Unfortunately, at this writing, SAGE cannot integrate with QB when…
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In sales, one of the biggest challenges in converting a prospect to a customer, or a customer to a client is getting more “face time” to continuously explain our value proposition. This is where most sales folks fail. Most sales folks, even seasoned professionals, don’t appreciate the importance of creating “excuses” to get back in…
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When I used to be heavily invested in music, teachers would often say, “The more you put in, the more you’ll get out.” This is true with my career, in my relationships and with my health. This is equally valid with regard to digital information. For example, the more online digital information I knowingly or…
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Question: Is there a good time to convert from one accounting system to another? Answer: Actually, you can convert at any time of the year, but there is a “best time” that makes things as fast and easy as possible. If your fiscal year is Jan. 1 through Dec. 31, the best time to convert…
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This week has been a dismal one for me: The Philadelphia Eagles were eliminated from the NFL playoffs, my brother beat me several times in the Settlers of Catan, and it’s been raining nonstop in Los Angeles where I live (I know, it’s hard to feel bad for me). So, I sought to cheer myself…
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Well, it’s another January, and that means for many of us, it’s a time to reflect and build upon on the prior year. Many will be gathered together at the Mandalay Convention Center, and surrounding areas, for the PPAI Expo this week. For the thousands attending this year, it’s a place to reconnect with old…
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It’s a new year with new opportunities to make 2019 your most successful year yet, and the first step is to get rid of the “but” in your vocabulary and stop making excuses. Many times I find people give excuses without even knowing it by making statements such as, “Last year my goal was to…
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Question: I am new to the business and to QuickBooks. Do I have to enter all of the data each time with each order? Answer: QuickBooks runs on lists. The major lists are Customer, Vendor and Item lists. There are a few others, too. True to all QB lists, once you create a list entry,…
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