Newsletter Blogs

Should I Settle for QuickBooks Pro Over Premier?
June 14, 2019 at 1:50 pm

Question: My accountant says that I should switch to QuickBooks for my accounting system. She said that QuickBooks Pro should work just fine for my business. Is that what I should use? Answer: I agree with the "QuickBooks" half of her answer, but suggest "Premier" be the other half. Using QuickBooks, because it is the…

Let Your Breath Take You Away
June 3, 2019 at 11:05 am

Business and life can be stressful. Most folks I know work hard to achieve great things in the future. And live with great regrets about past failures. Few of us know how to just enjoy the present, which is all we really have. The past is gone. The future isn’t here yet. The present is…

Rationalizing Your Way Out of Responsible Promo Sourcing
May 30, 2019 at 2:03 pm

To justify taking the easy way out and not having the harder, more educational conversations with their customers, both suppliers and distributors tell themselves all kinds of lies: “My customers aren’t asking for it,” “My competitors aren’t doing it,” “It’s too expensive” and “No one has been caught.” What they may not realize is that these lies are costing them business...

How to Reconcile Accounts on QuickBooks
May 31, 2019 at 1:46 pm

Question: I reconcile my bank account by hand. Do I need to do it in QuickBooks too? Answer: QuickBooks does have a reconcile function on all its products. It lists all the items that you posted as bank items, and then asks you to compare these to your actual bank statements. The QB Reconcile function…

Sow What?
May 20, 2019 at 10:53 am

Every day holds many opportunities for great choices and fresh starts. This spring is a great time to ask yourself, “Sow what?” What are you sowing every day to assure an awesome harvest in your business and your life? Most amazing things don’t happen overnight. They need time to germinate and grow. Does the farmer expect…

How Promo Is Changing: Client Expectations, External Challenges and Shifting Distributor Dynamics
May 17, 2019 at 11:34 am

When I started in this industry 20 years ago, I was simply known as “the T-shirt guy.” People on campus didn’t know my name, but they knew what I did. At the start, we weren’t even proofing artwork digitally. That concept is unfathomable today, but it's just one area that shows how much things have changed. Now, it's about more than just selling products...

Can I Create Customer Acknowledgements and Purchase Orders at Once?
May 17, 2019 at 2:16 pm

Question: Is there a way to create both a customer acknowledgement and vendor purchase order at once in QuickBooks? I used to be able to do it in ProfitMaker, but in QuickBooks, I am having to enter information twice. Answer: Yes, there is, but you need the correct QuickBooks software and know what procedure to…

Improving By 'I'm Proving'
May 6, 2019 at 11:36 am

I talk with lots of people that want to change—change their income, change their health, change their relationships. Change is hard. In fact, change is impossible. You have proven this to yourself over and over again. Most people who want change want it fast. C’mon—we have fast food, instant coffee, same-day delivery from Amazon. We want…