Ask the Accountant… Question: How can I see what the total amount of sales I have made to a customer last year? Answer: QuickBooks has a great deal of information available to you in report form if you just know where to look. In QB Premier, go to: “Reports” (at top) > “Sales” > “Sales…
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We’ve all heard folks say, “Thank goodness it’s Friday” (TGIF). We can all relate. We’ve all have had rough weeks when we really need the rest of the weekend to recover and recharge. Let me ask, how many times do you say or think, “Thank goodness it’s Monday” (TGIM)? Do you love your career enough…
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Ask the Accountant… Question: When I am in QuickBooks, I have to change dates every time I try to run reports. Our year is July 1 to June 30. How do I change that so that our fiscal year is automatic? Answer: In QuickBooks Desktop (Pro, Premier or Enterprise), go to “Company” > “My Company”…
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Some days, when we are in the thick of the battle of growing our business, we just want to get to a brighter future. I understand. For the first several years of starting and growing Proforma, I had more than my fair share of worries. After 45 years of growing a business, here are a…
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Most psychology experts agree that there are only two primary emotions: love and fear. All positive emotions are derived from love. All negative emotions are derived from fear. For business owners and sales professionals, success starts with making the right choice. Choice 1. Love When we love what we do, everything brings us joy, excitement,…
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Ask the Accountant… Question: I have set a closing date in my QuickBooks, but my employees keep making entries in the previous year anyway which messes up my books for last year. Is there a way to stop that? Answer: The best way to avoid that problem is to set a password when you set…
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Momentum in business is the force that enables increasingly stronger and faster success. The key to creating momentum in your business is contained in the word itself: moment-um. How we spend our moments in our business is the key to creating momentum in our business. Your to-do list and your calendar are how we plan…
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Do you want to double your sales? Double your income? Double your success? Here’s a simple, powerful solution. I call it “the 1% solution.” Here’s how it works. 222: The approximate number of workdays in a year (assuming you take off weekends and holidays). 1%: Commit every day to doing something that will drive a…
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Ask the Accountant… Question: In QB Premier, I am having trouble running the report of vendors that require a 1099. It’s not showing any data. How do I get that report? Answer: There are two steps. The first is to identify a vendor as 1099 eligible. For each vendor that is 1099 eligible, in QB…
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Success is a journey. The key to massive success is to have a massive goal. A massive destination. Truth is that no matter what the journey, we can rarely see the final destination. When you are driving a car, you may have a destination that’s a few hundred miles away. Even though you can only…
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