Converting Accounting Software to Quickbooks

Question: What is involved in converting from my current accounting software to QuickBooks? Answer: Converting from other ad specialty systems, such as ASI ProfitMaker, OrderMaster, AIA or Proforma, involves planning and attention to detail, and it is a routine procedure. QuickBooks is user-friendly, which has something to do with it being the No. 1 accounting…

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A Very Powerful Question

As I returned my Alamo rental car in Newark, N.J., recently, an employee asked if I had any issues with the car and how my trip was. I said, “Fine,” and was prepared to get my receipt and walk to the terminal. Instead, I was legitimately surprised by a simple question: “Could we have done…

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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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11 Keys to Great Success in Life and Business: Key 10: Grow Your Sales Skills

Most of us will never win the big lottery, so we have to go out and earn our successes. And earning success equals selling. In Key No. 8, I talked about the four pillars of success, the only four things a business owner can do to create wealth: Earn new customers. Sell more to your…

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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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The New

January is the embodiment of the new. People celebrate the new year, discuss their New Year’s resolutions, outline their plans and, in general, treat the month like it’s a fresh start on life. January is treated as a new beginning every year because it’s the beginning of our calendar year and … that’s it. There…

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