Category Archives: how to

Click Install Updates Now for 2015 QuickBooks….Really!

    Written by Christine Galli, M.Ed One of my Little Caesars franchisees was struggling with entering her Daily Sales Summary on a memorized Sales Receipt. Our franchisees record their sales (Pizza, Breadsticks, Wings, etc) as well as the types of payments, pay outs, gift card sales and gift card reimbursements on a memorized DailyContinue Reading

Closing the Books – QuickBooks

Watch the Video “DID YOU OR DID YOU NOT CLOSE THE BOOKS?” Its a simple process and yet the act of closing your books carries a great responsibility for an owner, an accountant and the bookkeeper. Why, when and how are all important. Most people who use a software to automate their accounting may knowContinue Reading

SmartVault for Smart Storage

SmartVault for Smart Storage

We are still on the path of developing the SmartVault environment. I believe the best way to learn software is to do some dedicated hands on learning and then get professional training. Smart Vault provides one hour sessions to set up your computer settings, your SmartVault drive and advice on a variety of topics. OnceContinue Reading

Goal Setting: To Dream Or Not To Dream

Goal Setting: To Dream Or Not To Dream

Consider this message an addendum to my thoughts on self reflections. Much like resolutions, goals needs to be defined and framed. How do you pick what is the goal that you are able to achieve, that defines you as a company, as a family member, as a person? What goal drives lifelong benefits to theContinue Reading

Bring on the Data!

Bring on the Data!

This final article of our three part series explores third party apps used to import transactions into QuickBooks. There is also a small blurb on the new functionality in QuickBooks Accountant 2013 that provides a screen to cut and paste transaction information from Excel to produce Checks, Deposits and Credit Card Charges/Credits. For some contemplatingContinue Reading

Education to Enhance Your Business