What’s the Exit Strategy for Your Business?
Have you thought about an exit plan for your business? If not, don’t overlook this critical process! Ideally, the planning process for your exit should begin at least 3-5 years (if not [...]
Sales Metrics and Customer Insights from Your QuickBooks Data
Looking for more customer insights and analytics than QuickBooks can provide? Maybe you’d like to see a breakdown of new customers (and sales $) vs. existing customers (and their sales $)? [...]
Dear @Intuit – Would You Make This Tweak to QuickBooks?
Dear @Intuit: I’m writing to you today on behalf of countless ProAdvisors, accountants, and small businesses. The reason for writing? To request that you make a quick tweak to QuickBooks [...]
QuickBooks Inventory Valuation Report and Balance Sheet Do Not Match?
A question for you… Does your month-end closing process include the step where you check that the total of your inventory on the valuation report matches your balance sheet in QuickBooks? [...]
A Better Inventory Forecasting/Automated Purchase Order System for QuickBooks – The Inventory Planner Solution
Do you use QuickBooks to manage your inventory? If so, how many times do you wish it could provide you with these features: Lead time tracking The ability to directly sync with your e-commerce [...]
The Profit and Loss by Customer Type Report in QuickBooks Pro/Premier/Enterprise
Has your business ever tried to determine profitably by the type of customers you track? If so, you’ve likely found that this option is not on the core QuickBooks report menu. Good news! [...]
The Profit and Loss Report – Are You Getting Your Monthly Financial Scorecard?
Let’s check out the odds… 3 out of 10? 4 out of 10? Based on my (very) unscientific research over the last twenty years, I’m finding about 3 to 4 out of every 10 small [...]
Tracking Product Margins and Markups in QuickBooks Enterprise
The Enterprise version of QuickBooks allows you to track both product margins and markups, a feature many inventory based businesses are looking for! As a quick refresher: Margin: the amount the [...]
Tracking Inventory Forecasts and Product Demand with this QuickBooks Custom Report
Does your business use QuickBooks to track inventory? If so, you likely know about the Inventory Stock Status report (sample screen shot below): This report gives you a very good review of the [...]
The Sales by Item Summary Report in QuickBooks
What products and services are selling rapidly for your business? Which ones aren’t moving so fast? The sales by item summary report found in QuickBooks Pro, Premier, and Enterprise will [...]
