You are in the middle of working hard and accomplishing important work. You are in the groove and the juices are flowing, allowing you to operate at peak productivity with really impactful ideas. You are in the zone and you are unaware time is passing. You feel great. You are about to … You were…
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Question: I have customers that pay me by credit card, but the credit card company takes out fees. I am receiving less than the total amount on the invoice. How do I handle that in QuickBooks Premier? Answer: I am seeing this situation more often, where the credit card company takes out the fees and…
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Sometimes in sales we need to sort out those who are truly interested and qualified from those who are just wasting our time. They aren’t necessarily bad people. Perhaps they just don’t know how to say “no” or how to be fully candid. After 40 years in sales, I have developed a method of sorting…
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Upon release of a new feature or invention, I hear people say, “I wish I had thought of that.” Depending on the topic, I occasionally hear people say, “I thought of that, I could be a millionaire!” Just last week, I opened my Kindle reader on my iPad and tried the “continuous scroll” feature. I…
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Question: I send my bank and credit card statements to my accountant at year end to do my taxes. What benefits are there to using something like QuickBooks instead? Answer: There are lots of reasons. First, in QuickBooks, you are able to write and submit orders to customers and suppliers. From there, you can track…
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It never ceases to amaze me that airplanes can fly. These big, heavy metal bodies loaded down with lots of people and baggage are able to take off and fly through the sky. Airplanes are able to fly because they are propelled to move forward, and their fast, forward motion, combined with air coming off…
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Question: I am creating an item in QuickBooks Premier, and it makes me select it as “Tax” or “Non for Sales Taxes.” Sometimes it is taxable and sometimes not, depending on the customer. What do I do? Answer: If an item is ever subject to sales tax in your state, create it as a tax item.…
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Last week, I attended the 5th annual PPAI Technology Summit with more than 100 industry colleagues to network and be inspired. The conference is geared toward technology leaders in the industry, but there were many topics covered useful to each of you. Security It’s no surprise security was a big topic here, especially with all…
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Next week, Aug. 26 through Aug. 31, is Be Kind to Humankind Week. Most of my blogs are about creating success, creating wealth. But, success and wealth are about much more than money. The website for Be Kind to Humankind Week states that it is an annual celebration of kindness that is recognized globally during…
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Question: Can I just switch from cash to accrual basis in my company? There is a button to do that in QuickBooks. Answer: Generally, you cannot switch your basis from cash to accrual or accrual to cash without a significant and legitimate business reason, and a government sanction, too. That being said, QuickBooks does have…
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