Question: Is there a way to create both a customer acknowledgement and vendor purchase order at once in QuickBooks? I used to be able to do it in ProfitMaker, but in QuickBooks, I am having to enter information twice. Answer: Yes, there is, but you need the correct QuickBooks software and know what procedure to…
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Question: Have you heard about OrderMaster? Answer: I’ve been asked this question quite a bit over the last few months by distributors whom I have helped convert from OrderMaster to a QuickBooks-based solution. With their help and a fair amount of detective work, I found the owner. I learned that OrderMaster is no longer being…
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Question: I have QuickBooks Premier 2015. I want to upgrade to Windows 10. Will that work? Answer: I’m so glad you asked before upgrading. Technology is both a blessing and a curse, and making changes in one program can impact older programs negatively and cause them to stop working. That would be the case in…
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Question: I have online stores. Do I need to collect sales tax on web sales? Answer: It used to be that you only had to collect sales tax in other states if you had some sort of presence or “nexus” in that state. Everything changed with the Supreme Court decision South Dakota v. Wayfair Inc.…
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Question: Can I have SAGE Online integrate with QuickBooks Premier if my QuickBooks is in a cloud-based storage platform? Answer: The SAGE Online system integrates with QuickBooks well—saving time and effort; recreating orders, customers, vendors and items in QB without having to reenter the data. Unfortunately, at this writing, SAGE cannot integrate with QB when…
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Question: Is there a good time to convert from one accounting system to another? Answer: Actually, you can convert at any time of the year, but there is a “best time” that makes things as fast and easy as possible. If your fiscal year is Jan. 1 through Dec. 31, the best time to convert…
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Question: Should I put the real shipping or in-hands dates on the orders I send to suppliers? Answer: I always built in a cushion of a few days to prevent 11th hour heroics and to be prepared for client ignorance, like neglecting to tell me the event is at 8 a.m. or that they need…
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Question: How do I know how many QuickBooks Users I need to start? Answer: My advice is less. I prefer to err on the side of saving money and minimizing the number of users until knowing exactly how many users are needed. And it’s wise to have as few people as possible inside your accounting…
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Question: I have been working for a Distributor for a few years, but am thinking of leaving them and starting out on my own. What steps should I take? Answer: Starting a business from scratch has many variables to be addressed, here are four from the accountant’s perspective. 1. Be sure you are free of…
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Question: I am planning to grow my business. Should I just start out in QuickBooks Enterprise? Answer: “Big” is a relative concept. I have several ad specialty distributor clients who generate $3 million in annual sales, and QB Premier serves them perfectly well. QB Enterprise does have more features than Premier, but many are not…
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