Many of you reading this are wondering where to get more sales. There are only four possibilities for creating more sales. In order of the easiest sale they are: Sell an existing product to an existing customer. Sell a new product to an existing customer. Sell an existing product to a new customer. Sell a…
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Ask the Accountant… Question: I Google searched for QuickBooks support. They told me that I have to upgrade to QB Premier 2020 even though I am in QuickBooks Premier 2019. Is that true? Answer: I get many calls about this. Internet searches for QB support can connect you with non-QuickBooks entities whose business it is…
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I recently read an article from TheLadders.com written by Michael Thompson, who explained a story about Steve Jobs and what he believes to be the one thing that separates the doers from the dreamers. When Jobs was 12 years old, he wanted to build a frequency counter but was missing some of the parts he needed, so he…
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Ask the Accountant… Question: I’ve heard rumors that QuickBooks Desktop is going away. Is that true? Answer: I’ve heard those rumors for years, but QB Desktop (Pro, Premier and Enterprise) is improved upon year-over-year, and appears to be here to stay. I recently attended a webinar by Joe Woodard about this very subject. He quoted…
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For many folks I have spoken with, COVID-19 has drastically changed not only their current situation but also their opportunities for the future. If you find yourself in a situation that may have a significant impact on your future, let me encourage you to spend some of your down time to research your options to…
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By now, we have heard more than enough of these words: COVID-19, coronavirus, social distancing and many more. I will tell you one more word I have heard enough of: excuses. I hear people blaming their low sales on the virus, on their customers being closed, on the fact they can’t make face-to-face sales…
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Ask the Accountant… Question: I have been trying to load customers into QB Premier from an Excel file, but I keep getting error messages about duplicates. How can I fix that? Answer: Here’s the fix: QB Premier runs on lists. Once you enter data into lists, you can use that list entry over and over…
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Let’s face it, most folks have experienced some very tough times in their business and in their life over the last couple of months. Many have come face to face with some great loss—loss of sales, loss of income and loss of strategies that worked for years, even decades. Great loss creates grief and most…
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Ask the Accountant… Question: Help! I have been using an industry software that I pay for each month to write orders. I am now switching to another system. How do I get my order history out of the old system? Answer: Does this software have the capability to export into QuickBooks? If so, your order…
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We are all learning some new vocabulary during these times. Phrases like “shelter in place,” “social distancing” and “herd immunity.” Another word I strongly recommend people learn is pivot. “Pivot” simply means to “turn.” Many people reading this need to learn to pivot or turn. To pivot to new types of companies wide open for…
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