Question: My QuickBooks isn’t working the way it should. Is there anything I can do to fix the problems? Answer: If you are experiencing basic operating problems in QuickBooks, there is a “Verify and Rebuild” function. To run this, back up your QuickBooks first, and go to “File” to “Utilities.” Run “Verify Data,” which will…
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Back when I was growing my original Proforma distributorship, I was teaching one of our newer sales reps how to conduct field calls. In my view, field calling is a lost skill. Sadly, in this day of email and voicemail, salespeople think they don’t need to get out and do field calls. I strongly disagree…
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Question: Can I print checks in QuickBooks? If so, do you have any tips for buying the checks? Answer: Yes, you can print checks in QuickBooks. When doing so, the transaction is recorded directly into your general ledger (into the account you designate). Also, when writing a check to pay a supplier purchase order, the…
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Building your promotional products business is a journey. How is your journey going? Are you running into unpleasant surprises and unexpected potholes? Great journeys start with a vision. You must know where you are going. This is your dream. So dream big. What do you hope to find, to create, to feel, to experience and accomplish on your journey?…
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For the last decade, we’ve been told to make obscure passwords to keep our data safe. NeverM1Nd!, the advice was bad. Researchers have now proven that a password such as “Tr0ub4dor&3” would take only three days to crack. If we used four-word phrases, such as “correct horse battery staple,” it would take 550 years to…
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About 25 years ago, we purchased a great 30,000 square foot office building on a beautiful eight-acre campus. Soon after, I met with the signage company to finalize the wording for our sign. At first it seemed like a no brainer that the sign should read “Proforma Headquarters,” but that wording didn’t align with the…
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Question: When printing a check, the wrong bank account shows up. Can I set a default checking account? Answer: Yes, you can select a default checking account for various functions. Go to: Edit > Preferences > Checking (on the left side) > My Preference tab at the top. Here you can select a bank account…
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Many of us hold the mistaken belief that the more clients we have, the more money we make. That is a myth that does not serve us well. My first great breakthrough on my quest to become a multi-million dollar producer was that, to get to the next level, I needed to fire the deadwood…
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Step 1 Recognize that if it were easy, everyone would do it. And if everyone did it, still only 10 results will show on the search result page. In other words, Step 1 is recognizing the reality of the challenge so you can focus on what you really want to accomplish. Step 2 Decide on…
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Early on in building my distributorship to $20 million (I sold that business in the early ’90s to focus on our franchise model), I realized there were only four activities that would make me wealthy. Today at Proforma we call these the 4 Pillars of Success. Earn new customers. Sell more to current customers. Hire…
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