Why You Should Wait to Buy a QuickBooks Subscription Model

Ask the Accountant… Question: I have QuickBooks Premier 2020. I keep seeing pop-ups from QB asking if I want to upgrade to Premier 2022. Should I do that? Answer: If you purchased your QB Premier 2020 on a one-time basis (instead of a subscription), it will be updated without any additional cost through May 2023.…

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Can I Still Buy QuickBooks Premier as a One-Time Purchase? (And Why You Should Be Careful With One-Time Purchases)

January 31, 2022 was the last day that Intuit permitted one-time purchase of QuickBooks Desktop products. All future sales of QB Premier will be by subscription only. But be careful if you find something you think is a one-time purchase. I had a client who bought what he thought was one-time purchase of…

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Is This Driving You Crazy?

We are all busy. Busy with lot of activities every day. Busy with a long to-do list. Busy trying to catch up on emails. Busy with lots of activities. But are those activities driving you closer to the goals for your life? Or are they driving you crazy? The key is to look at your to-do list and your calendar and ask yourself three questions…

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How to Avoid Too Many Entries in QuickBooks

Question: I just entered a whole bunch of entries for last year. Is there a way to avoid that? Answer: Yes, it’s easy to avoid too many entries in QuickBooks. In QB Premier and Enterprise. Go to Company > Set Closing Date > Set Date/Password. You can designate a specific date as a closing date—typically at year end…

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Do Your Homework

I just hung up on a sales rep. Originally, I reached out to his firm to learn more about their services. We had to reschedule a few times over the last few weeks. Finally, we were about to connect. He starts out asking lots of questions about Proforma and the project on which I was working. I asked him what he knew about Proforma, to which he replied, “not a ton.” That’s when I hung up…

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Discard Annualized Thinking

One of the biggest barriers to high performance is annualized thinking. Annualized thinking is the unspoken belief that there is plenty of time in the year to make things happen. If we have a slow start in January, we may be disappointed, but we think, “I’ve got 11 more months to make my goal.”…

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Sometimes We Need to Hear ‘No’

Most of us sales and business development types don’t like to hear the word “no.” I get it. But sometimes, us management types need to hear “no.” Let me explain. I recently asked our administrative assistant if she would help with a new project. She replied with an emphatic but polite “no.” The truth is that she was correct…

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