Author Archives: admin

How to Create a Progress Invoice from an Estimate

Not using progress invoices? Maybe you should be.   The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on … Continue reading

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10 Tips to Perfect Check-Printing in QuickBooks

But be sure that you’ve established all the right settings and understand the process.   If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed … Continue reading

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Preparing Purchase Orders Precisely

Modifying the default template makes tracking easier, more accurate.  Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide … Continue reading

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Is Your Data Backed Up? Seven Often-Overlooked Places

Hopefully, you’re already making backups of the data on your business server on a regular basis.  It’s simple to set up data backups automatically and then forget about them until you need them.  But have you ever looked around to … Continue reading

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Five Ways to Protect your Cash

As entrepreneurs, we work hard for our money, and the last thing we need is to have it disappear due to fraud, hackers, or identity theft.  Some people have called 2013 the year of the hacker, which is worrisome.  But … Continue reading

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Does This Icon Make Me Look Fat?

Spring is a good time to clean up and slim down QuickBooks and its data. Depending on your location, you’re probably starting to see early signs of spring. The nicer the weather and signs of new life seem to make … Continue reading

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Five Email Productivity Tips

Is email taking up too much time in your workday?    If you’re looking to spend less time on email, here are five quick items to test your existing knowledge and fine-tune your organizational skills.  We’ll talk specifically about Outlook®, but … Continue reading

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Five Places Where Spending More Pays Off

It’s generally a good idea to keep overhead costs low so that your business profits will be higher.  This is especially true with items that are easily commoditized and fairly standardized, such as utilities and rent.  But there are times … Continue reading

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Use QuickBooks’ Tools and Common Sense Procedures To Prevent Financial Fraud

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily.   You trust your employees or you wouldn’t have hired them. That’s what everyone says as they watch a valued staff member being hauled off … Continue reading

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Five Places to Find More Profits

It’s always a good idea to be on the lookout for ways to increase your profits, and luckily, there are many ways to do that.  One way is to focus on cost-cutting, and here are five places that are good … Continue reading

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