Newsletter Blogs

Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices? Answer: Yes, QuickBooks has a feature called "Income Tracker" that does just that. Go to "Customers," then "Income Tracker." The dashboard shows a current accounting of various income segments. At the top, you will see totals…

Learn to ask the right questions to the right people at the right time. One of the worst things we can do is to ask ourselves the wrong questions. Instead of asking yourself, "Why can’t I lose weight?" Ask yourself, "What can I do today to live a more healthy life?" Instead of asking yourself, "Why…

Video is more than an opportunity to go viral. In fact, video is almost always better used to support existing efforts, as going viral is akin to winning the lottery. One of my favorite industry “fun” videos remains the Gap Stick video created by the very talented Jeff Anderton, who is now with SnugZ USA. Jeff…

When we first started franchising Proforma in the late 1980s, most people in our industry scoffed at our business model. So, we reached out to people outside our industry to start building our franchise concept. In the late 1980s, there was no internet! So we relied on advertising in business publications and attending “own your…

Question: Are there any reports in QuickBooks that are designed specifically for the ad specialty industry? Answer: Unfortunately, there are no ad-specialty-specific reports, but all of the reports on QuickBooks can be customized. And some have been put to good use by distributors. If you have loaded QuickBooks Premier specifying the Manufacturing and Wholesale Edition,…

Stand out, be different, be fearless, innovate! The four things above are just one of my 10 secrets of successful people. That’s right. They stand out because they are not afraid to be different and are willing to innovate. Particularly in a business where we sell the same stuff from the same suppliers to the…

This weekend, I was going outdoors, and knew it was going to be hot. I decided to take a large amount of water with me, so I went into my cabinet to grab the biggest drink container I could find. What I found impressed me. I found my 32 oz. sports bottle from Doylestown Rock…

I started Proforma in 1978, just one year after graduating from college, in my Cleveland apartment with a $200 investment in a phone answering machine, stationery and a used file cabinet. We grew nicely in those early years. By 1984, we had grown to about $4 million in the Cleveland area. I decided it was…

Question: We have some recurring errors in our QuickBooks. No one will take ownership of the errors, but I need to find out who made them. Is there a way to do that? Answer: QuickBooks Premier and Enterprise have a report that should give you that information. It’s called an "Audit Trail." This will list…

In my last blog article, I recalled a story from the early days of Proforma, and how a client’s request for 12 spiral rings led to earning a million-dollar customer with 50 percent gross profit. Here’s a story of another million dollar win. Back in those early years building Proforma, my practice was to get…