Question: Is it time to upgrade to QuickBooks Premier 2016? Answer: QuickBooks Premier 2016 was released in November 2015. Every year when software comes out, it takes time for the bugs to get worked out, and Premier 2016 is no exception. It’s wise to wait a few months after the initial release to upgrade. My…
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Let me apologize to you right up front—this article isn’t the typical “dream big” stuff I enjoy writing about. But the truth is, if you don’t understand these concepts, your big dreams could turn into big nightmares. Many sales-minded people are not interested in accounting and finance. My guess is that it’s a right brain/left…
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Question: How can I find out if I have to collect sales taxes on additional charges, such as screen charges and freight? Answer: Contact your CPA or the department of revenue for your state, because sales tax varies by state—and sometimes by county. It is most likely that these extra charges are subject to sales…
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Question: Is there some way in QuickBooks to run a report showing the amount of sales from a particular group of customers? Answer: Yes. QuickBooks allows you to define “Types of Customers.” When you open a customer in the Customer Center, click on “Additional Info” on the left side of the screen. There you can…
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