Question: When is the best time to buy QuickBooks Premier 2018? Answer: Premier 2018 was released in September 2017. So far, the reports are good. It works well, and bugs have been few. However, conventional QuickBooks wisdom is to wait until January to avoid as many of the inevitable early glitches, updates and fixes as…
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Expo Tip: Using Outlook With Multiple Time Zones
Expo is around the corner, and your calendar is filling up with meetings. When you arrive at Expo, your phone will automatically update your time zone, and your calendar entries need to be scheduled properly to make your life easier. For example, I live in the Eastern Time Zone, and if I schedule a meeting…
Read MoreNext Year Is Not 2018. It’s 2X18: Three Powerful Questions to Double Your Success Next Year
That’s right. At Proforma, we are not calling next year 2018. We are calling it 2X18. I invite all of you to do the same. 2X18 is your opportunity to 2X your success in the New Year. 2X your sales. 2X your income. 2X your health. 2X your relationships. I believe it’s easy to 2X…
Read MoreThis One Thing. Create.
Make this world a better place. Make this industry a better place. Make your home a better place. You can do it. Starting with you. A few years ago, I lived in downtown Chicago and joined Michigan Avenue Toastmasters. This was a diverse group of interesting people all dedicated to becoming better speakers and helping…
Read MoreFamiliarity Sells
People buy what they are comfortable with and from people they are comfortable with. Switching to a new vendor or a new product creates angst that they might make a bad decision. Therefore “top sellers” remain top sellers because of social validation. We can’t be wrong if everyone else is buying something. Despite buying what…
Read MoreWhat Are My QuickBooks Options on Mac?
Question: I have a Mac that I use for my business, but I’d like to use QuickBooks. What are my options? Answer: There is a Mac desktop version of QuickBooks, which is very different from the Windows QuickBooks and is inadequate for our business. Furthermore, it is being discontinued, and a 2017 version is not…
Read MoreGetting Ready for 2018
Wow! Did this year fly by or what? With Thanksgiving quickly upon us, you might have a minute or two to take a breath, and do some thinking before you go into the last crazy push to the end of the year. As is my custom, I have some questions that I would like for you…
Read MoreWatch Out for the Word ‘Actually’
When I hear the word “actually” in a presentation, my “BS detector” goes on high alert. While true in all presentations, the alarm bells ring very high when the word is used in a software demonstration. “You can actually pay your bill with one button click.” “You can actually see your logo with no effort.”…
Read MoreGet Real
How do you make yourself matter to your customers? How did selling today become such a “soft” touch? How did things like liking, loving, trust and your mission become more important than prospecting, qualifying, features benefits, and closing, closing, closing? The reality is that people usually buy from people they like. What is always true…
Read MoreHelp! My QuickBooks Isn’t Working Right!
Question: My QuickBooks isn’t working the way it should. Is there anything I can do to fix the problems? Answer: If you are experiencing basic operating problems in QuickBooks, there is a “Verify and Rebuild” function. To run this, back up your QuickBooks first, and go to “File” to “Utilities.” Run “Verify Data,” which will…
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