Organizing by Class

Question: Is there a way to view my profit by type of customer? Answer: QuickBooks has a function within it to allow segmenting your business in reports. It is called “classes.” You can create a set of classes, which you enter into QuickBooks and apply to customers, vendors or other categories. For instance, you can…

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Trust Your Instincts

Question: I called Intuit/QuickBooks support and was told something that I know is not the way we do business. How can that happen? Answer: We have a complex and unique business. We do not fit typical business models, and it is confusing to many bookkeepers, CPA’s and, yes, even QuickBooks support on occasion. Recently, a…

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Come Together

I have written about changing business landscapes in this publication for more than a decade now. During this time, we have experienced a shift in technology that created an “adapt or perish” atmosphere. We also experienced a recession so deep, many didn’t expect our industry could bounce back. But, we did. Today, we face uncertainties…

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Another Year In the Books

In just more than three short weeks, we’ll be saying “so long” to 2016 and welcoming in a brand new start. As the craziness of December slows down from a boil to a simmer, and when you finally get to catch your breath, you realize the reset button gets hit, and soon you’ll be starting…

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