Being organized means putting things in a place where you can easily locate them. Today, in addition to organizing physical things, one has to organize non-physical things, such as files on your computer. Organize Similar Things Together So how do you organize things so that you can … [Read more...]
5 Benefits of Being Organized
1) You are prepared to file your taxes in January When you keep track of your income and expenses during the year using a bookkeeping software program such as QuickBooks, Quicken, Mint, or one of the many other good bookkeeping programs, when the year is over, you will have all of your … [Read more...]
“Top 10 Tips for Using Gmail Effectively” seminar
I will be presenting the FREE seminar "Top 10 Tips for Using Gmail Effectively" on Wednesday, September 18th at the Cottonwood Business Assistance Center, 821 N. Main Street, Cottonwood. During this one hour presentation from Noon to 1:00 PM , I will display Gmail on a large screen, and … [Read more...]
Basic QuickBooks Setup Seminar
If you want to know how to properly set up QuickBooks Pro or Premier, or if you know someone who might be interested, here are the details about the seminar I will be presenting in early February. I am offering a free seminar, “Basic QuickBooks Setup”, on Tuesday, February … [Read more...]
Introduction to QuickBooks Seminar
If you want to know what QuickBooks looks like and how it works, or if you know someone who might be interested, here are the details about the seminar I will be presenting next Tuesday afternoon and next Thursday evening. I am offering a free seminar, “Introduction to QuickBooks”, on … [Read more...]
Setting up Bank Accounts in the QuickBooks Chart of Accounts
When setting up Bank Accounts in QuickBooks Pro, Premier or Enterprise, or in any of the QuickBooks Online versions, you will need to add all of your business checking and savings accounts. Once you have done that, you should set up bank downloads for each of these accounts, so that all … [Read more...]
Filing System for Managing Followups
I learned this follow-up system from my uncle over 40 years ago and I have been using it ever since. I worked with my uncle in a fast-paced, multi-million dollar business, where good follow-up was essential. Now as I work for myself as a QuickBooks and Quicken trainer, teaching … [Read more...]
Certified QuickBooks ProAdvisor
Certified QuickBooks ProAdvisorI recently got certified for QuickBooks 2019. I have been a Certified QuickBooks ProAdvisor for the past six years. I am certified for the QuickBooks Desktop and Online versions. To get certified, one must pass a difficult QuickBooks exam. I spent many … [Read more...]
Consignment Sales in QuickBooks
One of my clients has started selling some of her products to retail stores on consignment. We tried to come up with a good way to handle these sales in QuickBooks Pro. First we opened the Estimate template by clicking on Lists, Templates. We picked an Estimate template, made a copy, … [Read more...]
Setting up Items in QuickBooks
I recently worked with the organization "More Than Self", a non-profit that provides funding for school materials so that poor children in Guatemala have the supplies they need in order to attend school. More Than Self also supports Guatemalans in obtaining healthy food and safe … [Read more...]
