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Tag: Account

Delete Your Old Company Files in QuickBooks

May 24, 2018May 8, 2024 Harriet Gatter

Question: I have a few company files set up in QuickBooks Premier from businesses I started but no longer run. How do I delete them from the list of companies to open? Answer: These companies can be hidden but technically not deleted. Select “File,” “Open Previous Company” to see the list of all the companies…

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ManagementAccount, Business, Quickbooks

When I Try to Enter a Payment From a Customer, it Ends Up in Undeposited Funds—How Do I Fix That?

September 18, 2015May 8, 2024 Harriet Gatter

Question: When I try to enter a payment from a customer, it ends up in “undeposited funds” and not my checking account in QuickBooks. How do I fix that?


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UncategorizedAccount, Accounting needs, Accounting questions, Check, Checking, Checking account, Checking account register, Deposit, Deposit amount, Promotional products business, Undeposited funds

Is There a Stock Chart of Accounts That I Can Use When I Set Up My Business?

September 4, 2015May 8, 2024 Harriet Gatter

Your chart of accounts (COA) is important groundwork for your business to organize your financial transactions. The specificity of your COA will determine how clearly you can view your financial statements. You want enough detail to delineate categories of cash inflow and outflow that are important to your business, but not so much detail that your financial statements are a jumbled mess of detail.

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UncategorizedAccount, Account numbers, Accounting needs, Accounting questions, Business, Chart, Coa, Financial statements, Financial transactions, Information, Multiple income accounts, Promotional products business, Stock chart

The Smart Way to Grow Your Business

October 23, 2014May 8, 2024 Paul Kiewiet

How do you step up and begin moving your business to better results? Well, first of all, you need to make some changes. Growth requires change. 

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UncategorizedAccount, Audacious dream, Audacious dream accounts, Business, Dream account list, Growth, List, Profitable, Profitable accounts, Stop-doing list

Ricko’s Patent-pending Bullseye Accounts Method for Success, Part 2: Targeting

July 31, 2013May 8, 2024 Rick Greene

This is the second half of an article that covers my Bullseye method of pursing and landing large accounts as PART of your account prospecting effort. If you are just coming to the party, go back into Blog Historyville and read up on Part One before continuing here. Otherwise, you’ll just be half-effective—and Bold, Different and Memorable-type Peeps don’t do things by halfsies.

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UncategorizedAccount, Account development, Account prospecting effort, Accounts Method, Build anticipation, Bullseye, Comic fantasy novels, Competition, Consciousness penetration, Effort, Final part ships, Marketing, Marketing effort, Multi-million dollar producer, Multi-part mailing, Prospecting, Regional vice president, Research, Sample, Secret, Spa basket, SPECIALTY SALESPERSON, Touch

Ricko’s Patent-Pending Bullseye Accounts Method for Success

July 17, 2013May 8, 2024 Rick Greene

I’ve made reference in previous installments of this Blog to Bullseye Account prospecting and several of you have asked for more information about this unique and effective way of targeting and LANDING large accounts.

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Distributor NewsAccount, Accounts Method, Branded merchandise consultant, Bulletin board, Bullseye, Company, Industry, Information, Intestines burble, List, Lower profile gems, Ongoing prospecting efforts, Preferred branded merchandise, Target person, Targeting

Prospecting… Are You Hunting or Fishing?

February 15, 2013May 8, 2024 Dale Limes

How would you like to add a few BIG fish to your account list? Wouldn’t it be great to find two or three or 50? Well you can do exactly that if you learn how to go Fishing for new accounts instead of Hunting for new accounts!

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Distributor NewsAccount, Account list, Bait, Complete merchandising program, Dale Limes, Fish, Fishing, People hunt, Right bait, Right places, Tastiest bait

Useful, Human and Touching: 3 Things You Need To Be To Improve Your Twitter Account

September 24, 2012May 8, 2024 Michael Cornnell

Dale Denham wrote a great post for us last week, “Promotional Products Suppliers Stink at Twitter,” that I wanted to follow up on. I thought it might be helpful to build off some of Dale’s ideas and show some examples of excellent Twitter feeds and talk about what we can learn from them.

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UncategorizedAccount, Blurbs way easier/less, Cute cat pictures, Feed, Followers, Human, Marketers outside, Product blurbs way, Sample tweets, Seasonal coffee flavors, Service offers, Starbucks, Sweet ass thing, Twitter, Twitter Account, Uncooked dough ready, Valuable information

20-20 Hindsight Sales

May 22, 2012May 8, 2024 Bill Farquharson

The account was history. That much he was sure of. It took two years to build credibility and a year to win the business. That was followed by two more years that he milked the cash cow he had created.

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Distributor NewsAccount, Account attention, Business, Cash cow, Coulda, Hindsight Sales, History, In-house champions drop, Printers promise, Sales, Sales Challenge program, Service standpoint, Shoulda

Lost a Big Promo Products Account? 7 Tips to Win More Sales

August 9, 2011May 8, 2024 Rosalie Marcus

As a business coach for the promotional products industry I hear lots of challenges that promotional sales professionals are facing. Here’s a recent dilemma that a new coaching client came to me with. Perhaps you can relate.

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UncategorizedAccount, Business, Business coach, Coaching client, Customer, Industry, Products, Products Account, Promotional, Promotional products, Promotional products buyer, Promotional products industry, Promotional products sales, Promotional sales professionals, Sale, Sales professionals, Sales training classes, Top sales professionals

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