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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Question: How do I upgrade from QuickBooks Pro to Premier? Answer: QuickBooks makes it easy to upgrade from Pro to Premier. First, download Premier; then back up your QuickBooks company file. Print out your balance sheet and income statement on the accrual basis. When you are ready to upgrade, go to “File,” “Open” or “Restore…
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The Dalai Lama has said, “Be kind whenever possible. It is always possible.” Kindness can be a guiding principle that will always provide you with the right choices. When faced with a difficult decision, ask yourself, “What would a kind person do?” A few years ago, life served up major crisis after major crisis into…
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As families begin to grasp the devastation to their homes and losses from Hurricane Harvey, one more loss is likely to be felt: Important files and photos are lost forever for many people. Backing up files is critical for home and business purposes, but is often overlooked. Backing up files used to be difficult but…
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Back in the days of building my own distributorship, I worked hard to secure an appointment with a large prospect in town. It took almost two years of diligent calling and following up, but I finally got an initial appointment. I was very excited about the opportunity. I did a great deal of work to…
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I’ll be the first to admit it—I love the fall. From pumpkin spice everything to cozy sweaters, there’s nothing better than autumn’s chilly arrival. As you know, the change in seasons also means a change in what’s trending for apparel. These days, promotional apparel trends tend to fall closely behind runway trends, and I wanted…
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Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices? Answer: Yes, QuickBooks has a feature called “Income Tracker” that does just that. Go to “Customers,” then “Income Tracker.” The dashboard shows a current accounting of various income segments. At the top, you will see totals…
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