Category Archives: Productivity Tips

Cool Tech Tools: Cloud Storage

Cool Tech Tools: Cloud Storage Have you ever wished you didn’t have to buy yet another server? Do you have to delete old files on your hard drive to make room for new ones? If disk space is an issue … Continue reading

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How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, … Continue reading

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QuickBooks Reminders Prevent Problems

Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for … Continue reading

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Cool Tech Tools: Customer Portals

If you have a business where you have to send documents of any kind to your customers, then you may benefit from a portal.  You can save time on customer service and possibly postage and labor.  You will also look … Continue reading

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Billing For Time in QuickBooks: An Overview

If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers for them. If your small business sells products, you know how precisely you must track your starting stock numbers, ongoing … Continue reading

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Oops: Do You Owe Sales Tax and Not Realize You Do?

One of the side effects of our last economic slowdown was in state government budgets; states searched hard for new income, and many of them found a great source by cracking down on sales tax collections.  Their new hot buzzword:  … Continue reading

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Is It Time for Spring Cleaning Your Business Files?

Is It Time for Spring Cleaning Your Business Files?  How much time do you spend each day looking for information about orders, customers, vendors, or employees?  If it’s a lot, a little spring cleaning might pay off.  Here are five … Continue reading

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What to Do When Calling the Help Line Doesn’t Help

Have you ever called a help line and at the end of the call had a bigger problem than before you called?  Unfortunately, it’s not uncommon.   Navigating the help line process can be a challenge for anyone’s patience.   Here are … Continue reading

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Five Tips to Get Ready for a Pain-Free Tax Time

With the holiday season just around the corner, it’s a perfect time to get your financial records in order.  Tax moves you make now can mean finding more “green” to spend on family gifts and festivities.  Here are five quick … Continue reading

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Need an A/R Makeover? A Quick, 5-Item Best Practice Checklist

Technology has allowed businesses to make substantial improvements in their customer invoicing processes.  The good news is that when you implement these technologies, you will almost always get paid much faster.   If it’s been a few years since the … Continue reading

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The Fine Art of Prioritization

Running a business usually means putting in over 40 hours a week. In fact, if you’re the typical entrepreneur, you have more ideas you want to implement than you have time for! That’s when proactive, strategically executed prioritization can make … Continue reading

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Have You Been Hacked? How to Minimize Your Risk

Have You Been Hacked?  How to Minimize Your Risk Just about every day, we read in the news that another company has been hacked.  You might have already been directly affected by the password thefts at LinkedIn last year or … Continue reading

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Does This Icon Make Me Look Fat?

Does This Icon Make Me Look Fat? Spring is a good time to clean up and slim down QuickBooks and its data.

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What is Cloud Accounting?

  One of the most exciting changes in the accounting industry is cloud accounting.  The concept is easy to grasp:  cloud accounting simply puts your accounting system in a private space online so that it is fully accessible to you … Continue reading

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Is Your Data Backed Up?

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 Things You Can Do to Make Tax Season Easier

We know we’ll never make tax season your favorite time of year, but perhaps we can make it easier. Here are five things you can do now to smooth out the time required to pull your records together for your … Continue reading

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QuickBooks 2013 Gives You a Reason To Upgrade

Tired of QuickBooks’ cramped, claustrophobic screens and uneven interface? You’ll be pleased to see the 2013 version.    You chose QuickBooks for a variety of reasons,   a major one being its simplicity and usability.

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Six Quick Productivity Tricks So You Can Go Home Early

  If you have an endless to-do list, you’re not alone these days. Most of us are constantly looking for ways to work smarter and get more done. Here are six quick tips to help your productivity so you can … Continue reading

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