Tag Archives: QuickBooks

QuickBooks for Mac 2013 New Features Part 2

We went over some of the major changes to QuickBooks for Mac 2013 in my previous post here and while these are some of the big changes, there are a lot of little improvements as well. Today, I’m going to … Continue reading

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QuickBooks for Mac 2013 New Features

Intuit is releasing QuickBooks for Mac 2013, which will be available on September 24th. I wanted to show you some of the new features, which are designed to help users work quickly, organize records effectively, and simplify common tasks. There’s … Continue reading

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From Paper to Progressive – Duplicate Names

While working with my client who is switching to a computerized system, we came across an issue with duplicate customers in our database. These duplicates happened mostly from a lack of users understanding of best practices when entering data. After … Continue reading

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From Paper to Progressive – Why dates matter to POS

It has been a month since we have implemented the QuickBooks POS system for our client who was originally only using paper for everything. It has been a month of learning, making mistakes and corrections. Now that most everyone is … Continue reading

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From Paper to Progressive – Re-training

So far, we have been using the POS software for about a month now, and it has been mostly good. We scheduled another training this week however, to go over a few ‘minor’ details that stems from people who are … Continue reading

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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

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Customizing Templates – Borders

In my previous article, Customizing Templates – Adding and Removing Fields, we looked at how to add and remove columns and fields from a template. This article is going to discuss how to change borders to help your template stand … Continue reading

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Customizing Templates – Adding/Removing Fields

QuickBooks offers templates that allow you to customize printouts to better fit your business. QuickBooks does offer stock templates for a variety of business, but the included one can be fairly generic and plain looking. When I visit a new … Continue reading

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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

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Switching from QuickBooks Windows to Mac – Assembly Items

Mac computers are becoming more popular every day, and we get a lot of customers who want to switch from QuickBooks for Windows to QuickBooks for Mac. While the QuickBooks 2011 for Mac has a lot of the features of … Continue reading

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