Overview With 14 locations in California, Nevada, Virginia, and Australia, our client BEAR Data Solutions (http://www.beardatasolutions.com/) is a global provider of technology products and solutions committed to providing their customer base with a competitive advantage with innovative, secure, and efficient solutions. We have been working with...
The time of the year is going to be quickly upon us when Intuit traditionally releases a new version of the software, and clients begin asking questions not only about upgrading but also about new files. While we take the approach that each situation is...
Last week we highlighted how we have been using Legrand CRM as an important aspect of how we work remotely for years. This week we are going to look at SmartVault and how this is also a critical component of how we work effectively and...
Over the past 9 months we have changed how we do everything from a technology perspective. The only two exceptions are Legrand CRM (http://legrandcrm.com/) and QuickBooks Enterprise Solutions, which have remained constant. However, we did upgrade to Legrand CRM 6.0, primarily for the Constant Contact...
Question - I receive down payments from my customers based on invoices. I am looking for an easy way to see which customers still have a down payment in the liability account. Do you have any suggestions? Answer – It depends on how you are recording...
After getting started with QuickBooks courses traveling with Doug Sleeter and Jim McCraigh and teaching at Diablo Valley College in the mid-1990s, I was given the opportunity to create and present the QuickBooks courses for the California CPA Education Foundation (CCEF) in 1997. Now, more...
Overview We are thrilled that one of our clients, Prather Ranch Meat Company (PRMC) http://prmeatco.com/ was been showcased in many different places lately. We have been working with them on expanding the integration and automation of their varied lines of business with QuickBooks as the hub...
Did you ever think, if I was in charge of QuickBooks, this is the first thing I would change? While we don't have that power, this is a forum for you to share what your most important (or maybe your top 10 list?) feature enhancement...
