Category Archives: Current Projects
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From Paper to Progressive – Workflows
One thing I have noticed when I switch any client from a paper system to a computer system, is the reluctance to change their workflow processes. They try to keep the same system in place that they had when using … Continue reading
Posted in Current Projects, From Paper to Progressive
Tagged Paperless, QuickBooks, Workflow
The Toy Store – Installation Day
The day after I did the creation of the POS data file and the importing of all the lists, I went onsite to install the POS software & hardware, QB software and the POS data file.The first thing I had … Continue reading
Posted in Current Projects, The Toy Store
Tagged Accounting, Intuit, Inventory Center, Point of Sale, QuickBooks 2012
The Toy Store – Creation of Data File
I have been working a lead for about 3 years that I had met at the NYC Toy show. Every year the owner would reach out to me and tell me to not write him off his list – that … Continue reading
Posted in Current Projects, The Toy Store
Tagged consulting, conversion, current projects, importing, Point of Sale, QuickBooks 2012, retail pro
Current Projects – The Nursery
Right now I am working on a fairly large QuickBooks Point of Sale implementation. There have been a few hurdles so far that we were able to work out and I would like to bring you along for the ride.In … Continue reading
Posted in Current Projects, The Nursery
Tagged Point of Sale, QuickBooks 2012, QuickBooks Mistakes
From Paper to Progressive
Recently, we have been engaged by a new client to assist them to switch to a computerized system. The company is a manufacturer of fencing, and has multiple locations. They have been using paper since the business has started, but … Continue reading
Posted in Current Projects, From Paper to Progressive
Tagged Point of Sale, POS, QuickBooks
The Franchise – Meetings with Hosting companies
Things are slowly but surely moving along in the process of getting this new franchise up and running. Since we had previously suggested hosting the Franchisee’s QuickBooks data files with a company that is already authorized to host, we setup … Continue reading
Posted in Current Projects, The Franchise
Tagged Franchise, Hosting, QuickBooks
The Franchise – Ironing out the hosting details
So as I mentioned on the last post, we met with the franchisor last Monday to discuss the hosting option. It turns out that although it is possible for the franchisor to host the QB data files for each of … Continue reading
Posted in Current Projects, The Franchise
Tagged Credit Card Processing, Franchise, Hosting, QuickBooks
The Franchise – Presentation of the Proposal.
You may recall a post that I made here about a month ago talking about using QuickBooks for a franchise. The recap of that is that we have a client that is planning on starting a new franchise. They brought … Continue reading
Posted in Current Projects, The Franchise
QuickBooks and Franchises
A few weeks ago, I had an existing client call me and ask me to come in and meet with him as they are going to be starting a new franchise and they want all the franchisee’s to use QuickBooks … Continue reading
Posted in Current Projects, The Franchise
Fraud – Don’t let it happen to you
Today’s post is based off a sad but very true story. I am currently working with a client that has her own Interior Design business. She started back in 2004 on her own and hired a few office staff to … Continue reading
Posted in Current Projects
