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Read MoreHow Does QuickBooks Online Automatically Calculate Sales Tax?
Ask the Accountant… Question: I’ve heard that QuickBooks Online automatically calculates sales tax. How does that work? Answer: Sales tax is calculated automatically in QBO, which is a big advantage and saves a great deal of time and effort to keep your sales tax rates current as you must do in QuickBooks Desktop. The sales…
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How a Picture Changed My Life
Last summer our son got married, and as a gift for his parents he gave us an awesome picture book of the wedding. As I flipped through that book, I came upon a picture of me. I was horrified. Did I really look like the person in that picture?! In that moment, I decided I…
Read MoreMeasurement: The First Step Toward Improvement
In a modern production organization, measurement matters. Successful companies have spent a great deal of time determining which activities they will monitor and measure on a regular basis. These real time data can help leaders keep track of the rate, pace, and flow of work through the enterprise and enables them to act should an…
Read MoreCan I See Open Sales Order Lists in QuickBooks?
Ask the Accountant: Question: Is there a way to see what a sales order is for in an open sales order list in QuickBooks? Answer: It can be frustrating to look at a list of open sales orders by Customer and not know which order is for which product. There is a workaround for that.…
Read MoreDirect Mail: A New Perspective
The key to effective direct mail is perspective. Perspective is a particular attitude toward or way of regarding something; a point of view. Why is this so important in direct mail marketing? Knowing your audience and how they will perceive your message can make or break your results. Many marketers spend all their time focused…
Read MoreLeveraging Digital Label Presses for Seasonal and Regional Marketing
If you sell into any type of food or beverage market, you know how important seasonal marketing can be. Whether it’s cookies with box labels themed around the holidays, craft brews with limited edition labels themed around popular sports events like the Super Bowl or March Madness, or limited editions of wine and spirits designed…
Read More3 Keys to Being in Control of the Sales Process: Even When You Feel Out of Control
Sales can seem difficult and out of control unless you know the keys to making the sales process easy. Always be in control. Here are the 3 keys: 1. On every sales call, before the call is over, you must agree on next steps. You can never assume your prospect will follow up. You must discuss…
Read MoreHow to Avoid Security Risks With 1099 Tax Numbers
Ask the Accountant… Question: How can you suggest not keeping 1099 tax id numbers in QuickBooks? If I have security risks with this information, don’t I have security risks with all of my company information in QuickBooks?? Answer: The security risks to your QuickBooks can come from external and internal sources. Of course, you must…
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