Should You Upgrade to QuickBooks 2016?

Question: Is it time to upgrade to QuickBooks Premier 2016? Answer: QuickBooks Premier 2016 was released in November 2015. Every year when software comes out, it takes time for the bugs to get worked out, and Premier 2016 is no exception. It’s wise to wait a few months after the initial release to upgrade. My…

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6 Things Clients Are Buying

Clients and prospects still are buying. Your customers still need you and still want to buy from you. What your customers want to buy is a more efficient, more profitable, more exciting company. They want to buy a better brand. They want to buy the ability to be the first choice among shoppers looking for the services…

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5 Ways to Improve Your Use of Microsoft Outlook

For many of us, we use Microsoft Outlook more than any other software. yet we rarely take the time to brush up on our Outlook skills. Bad habits are ingrained, and our knowledge of Outlook largely is based on when we first started using Outlook. Most of us never took a class and probably haven’t…

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What’s Their Story?

If you want to become a business partner who matters, you need to get to know your customers. Go deep. Study their companies every way and every where you can. Start on your computer. Google the companies. Read articles about them. Set up Google Alerts to get trending articles about them. Study their industries. Read…

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Looking Forward

Unbelievably, we have entered a new year. 2015 went by so fast that I am still in awe that it is already over. It was such a busy year for the Promo Marketing Media Group. We were not only busy producing our award-winning publications, events, newsletters, online solutions and all the unique custom services we…

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Puppies and People: 5 Management Insights

People are much smarter than puppies, but raising a puppy can teach you a lot about how to manage people. I know this because with Tiffany, my family’s first puppy 25-plus years ago, I did everything wrong. Tiffany was never potty trained, constantly barked at nothing and, essentially,…

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A Better Way to Access Orders

Question: I have been using the order numbers that QuickBooks auto-assigns for sales orders (SO), purchase orders (PO) and invoices numbers. Is there a better way? Answer: Yes. When I was a distributor, I quickly learned how often I had to access different orders during the course of a day. And thus, being able to…

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