QuickBooks Negative Inventory is BAD
You can use the inventory feature in QuickBooks to keep track of the “quantity on hand” (QOH) of inventory parts and assemblies, but this can add a dimension of complexity that can create problems for...
View ArticleQuickBooks 2014 Enterprise Inventory Changes
Intuit continues to add higher level inventory features to Intuit QuickBooks Enterprise, adding to the level of sophistication of the product and making it more useful to inventory related businesses....
View ArticleQuickBooks 2014 Advanced Pricing
QuickBooks 2014 Advanced Pricing is a new subscription-based option that Intuit is introducing this year – it is a VERY interesting feature that offers many additional options for creating rules that...
View ArticleQuickBooks 2014 Job Costing Improvements
QuickBooks 2014 Job Costing offers a number of new features that people should like. Many of them are found in all versions of QuickBooks, a few are limited to Enterprise. I’m going to run through this...
View ArticleLanded Cost with QuickBooks and Fishbowl Inventory
As QuickBooks Enterprise penetrates the mid-market sector of small business, one of the barriers hit is the handling of Landed Cost. QuickBooks coupled with Fishbowl Inventory, however, can go beyond...
View ArticleTools for Transferring QuickBooks Inventory Data
The concept of moving data seems so simple – I want to move my data from one software program to another. But the reality is a lot more complicated. When transferring QuickBooks inventory data (either...
View ArticleXero Purchase Orders
Xero has introduced Purchase Orders (PO’s) into their online accounting software. This was functionality that a vocal part of Xero’s community had been asking about for quite a bit of time. The basics...
View ArticleThe Inventory Cycle in QuickBooks
While the QuickBooks Home page directs the user to follow a workflow process for simple purchasing and sales transactions, there isn’t a workflow guide to follow for the inventory cycle. For example,...
View ArticleSelecting the Best Payment Processor
Accountants and trusted advisors should take an active role in helping their clients select the right payment processor for their business. This is especially important for ecommerce businesses, where...
View ArticleIntegrate QuickBooks and Ecommerce: Recipe for Success
Most everyone would agree that in order to be relevant, competitive, and highly successful, your products should be accessible both physically in stores and virtually online. Customers want the option...
View ArticleHow to Build a Successful Ecommerce Business
I get many calls every week from people who started an ecommerce business only to find themselves in the position of having to manage the mess they’ve created. My purpose in writing this article is to...
View ArticleWhy Business Coaches Should Implement KPIs
Author Alex Noble wrote in Sunshine through Shadows, “Success is not a place at which one arrives, but rather the spirit with which one undertakes and continues the journey.” Most people enjoy a...
View ArticleBecoming the Most Trusted Advisor – Part 1: The Paradigm Shift
During the past few years, the paradigm has shifted for accounting firms. In the new paradigm, public practitioners must build dramatically different business models that are much broader in scope...
View ArticleXero Add-on Manilla: A Step Toward Zero Data Entry
I’m on a mission – a mission to attain zero data entry in our virtual bookkeeping practice. One of the most time-consuming processes is collecting statements and entering bills. The integration between...
View ArticleQuickBooks Business Analytics with BizTools
QuickBooks is a good product for capturing business data, but if you want to be successful and grow a business, you need to take your business data and analyze it – not just “print reports.” You have...
View ArticleBecoming the Most Trusted Advisor – Part 2: Making It Happen
In Part 1 of the “Becoming the Most Trusted Advisor” series, I discussed the paradigm shift – the move toward giving your clients what they want as opposed to just what they need. Now that you can...
View ArticleImproving Cash Flow with Fundbox
Cash flow can be a problem for a small business. You can have plenty of cash in receivables, but if you don’t have a reserve in the bank, you can find yourself in trouble when you have to pay your...
View ArticleMeet Client Needs with Accounting Technology Solutions
It was a pleasure to see the responses and direct email conversations generated by my last post on The Sleeter Group QuickBooks and Beyond blog. As you give me feedback about what’s important to you,...
View ArticleCustomer Support Technology Tools I Can’t Live Without
Over the years, I’ve become completely dependent on a few software tools – some of which are free – that I use to effectively to support my clients. Without these tools, I’d be lost keeping track of...
View ArticleNew Reconciliation Feature in Wave Accounting Software
Wave Accounting has introduced a new Reconciliation feature. This is big news for me, since I’ve been on Wave’s case for close to two years about giving users a way to do a reconciliation....
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