Free QuickBooks Tomorrow At Staples

I found out this morning that Staples has a special offer this Monday, December 22 from QuickBooks. I spoke to the Store Manager at the Monkey Junction location and he said he has only 15 ...

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IIF Chart of Accounts

Continuing along the theme of the Chart of Accounts, I’m often asked, “What is the best manner to convert my COA to the one used by QuickTrainer?” Along these same lines, I&rs...

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Establishing Your Opening Bank Balance

I’m often asked, “how do you establish the ‘QuickBooks opening bank or credit card balance’ when the balance is something other that $0?

This situation occurs...

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QuickBooks 2009

I have been using the 2009 version of QuickBooks for about one month to keep my personal records and also for a few clients who have already upgraded to that version.  I purposely waited t...

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Where Our Clients Come From—Test and Measure

I love analyzing our business in various ways to see how we are doing and what areas we can improve upon. I recently conducted an analysis to determine where our clients come from. This is...

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Backup Your QuickBooks Data…Right NOW!

Please, please, please…heed this advice. I’ve seen it too many times in my QuickBooks Consulting career. A client is cruising along day-to-day using his or her QuickBooks data: invoicing, ...

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Increase Customers, Increase Cash Flow, Increase Profits!

QuickTrainer’s Jim Merritt along with ActionCOACH Reggie Shropshire and guest host SunTrust Bank Manager Jackie Reynolds presented an informative workshop: Increase Customers, Increase Ca...

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