Ask the Accountant: Can I Move Order History to QuickBooks?

Ask the Accountant… Question: I am thinking of converting from another industry software into QuickBooks Online. Can I move my order history from my old system into QuickBooks? Answer: I get this question often when discussing system conversions with distributors. Unfortunately, you cannot move order history from another order management system into QB. You can, however, move your Customer and/or Vendor List from your current system into QBO, although I strongly suggest you clean up your lists before making this move. If you are currently in QB Desktop (Pro, Premier…

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We Aren’t Selling Enough

Why aren’t we even trying to contact potential clients?

I was talking to the managing director of a publishing company recently. He was just back from 10 days holiday. One of his first jobs is to delete all the sales e-mails that he receives when he is away. However, this time it was different.

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