The Value of Integrated CRM
Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.
Recent Articles
In Search of the Perfect QuickBooks Shopping Cart Integration
In my previous blog article Ecommerce, Shopping Carts and QuickBooks I talked about how to choose a shopping cart. Now let’s take a deeper dive into some of the areas that should be considered before choosing a shopping cart or a software program that integrates a shopping cart with a back end accounting system. As [...]
The QuickBooks Online Income List
It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works. Earlier this year, the QuickBooks Online team introduced the Income List. While I understand what is intended with this list, not to mention finding it to be a huge time saver and using it, I find that [...]
QuickBooks POS Inventory Adjustment Account and your QuickBooks Financials
One of the most important issues for a retailer is tracking and properly accounting for inventory. In our upcoming QuickBooks Live Webinar I will be covering how to properly receive inventory. In this article, I discuss what I see when QuickBooks Point of Sale (POS) is not properly used, and some of the issues that [...]
The Right Employee for the Job
When I ask retired business owners or entrepreneurs (I wonder in this economy, if there is such a thing) what was the one thing they didn’t miss about their business – one answer sticks out: “dealing with employees”. I can see the eyes rolling now…. Some of you will say “if they had a poor [...]
QuickBooks 2012 Inventory Notes and Item List Problems
One of the new features added to the 2012 version of QuickBooks was item notes – the ability to add a note to your item list records just as you could to many other lists in QuickBooks. Have you used that feature? Have you noticed that sometimes your notes disappear? Or, have you noticed that [...]
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
Printing Serial Numbers in Invoices with QuickBooks Advanced Inventory
Intuit added the ability to manage serial numbers in QuickBooks Enterprise V12 with the Advanced Inventory option, and I’ve had a couple of clients point out a “bug” that was frustrating them relating to editing of sales forms and this feature. Turns out it isn’t a bug, just an odd way to implement this feature. [...]
Trading Credits Between Jobs in QuickBooks
I occasionally get clients (particularly contractors) asking me if they can transfer the overpaid balance from one project to another, often from a completed project to a new project. They thought it would be easy. They thought they could create a journal entry and debit Accounts Receivable for the overpaid job and credit Accounts Receivable [...]
