October 11, 2017

QuickBooks is designed to help small businesses manage their finances, but because there are so many different types of business (service-based, professional, retail, small manufacturers, etc.), a single version meeting everyone’s needs would be difficult to produce. A...

June 23, 2017

                Now that you’ve created your backup plan, both local and offsite, it’s time to decide what should be included.  Should you back up everything, or just certain files?


June 12, 2017


              Recently a client was a victim of ransomware – hacking malware that encrypted everything on their computers, and demanding payment of a ransom to obtain the unlocking key.  They were saved from having to pay because th...

June 7, 2017

                A big part of your backup plan should include local backup.  A local backup is one that is in the same building as the original data.  This does NOT mean on the same hard drive.  After all, if your hard drive fails the backup wouldn’t be accessible.  So...

June 4, 2017

               Ever carry an umbrella around, but the predicted rain never happens?  Preparing for the worst case is never a bad idea, but it can be inconvenient.  Backing up your data is another “umbrella” you should be carrying....

April 8, 2017

                Once you’ve made the decision to get some training, your next big question is what type of training to seek out.  Before you dive in, consider the ways adults learn.


February 27, 2017

                The biggest fallacy out there is that the software on your computer is a snap to master.  QuickBooks, Sage 50, Word, Excel – just sit down and type, right?  Well, that might get you by in the beginning.  But to truly master an application, you have to k...

January 10, 2017

There is no antivirus that will protect you from your own behavior.  As the software we count on to protect us has become sophisticated, the bad guys have become creative.  Here are some of the scams to be aware of:


From FedEx, UPS, or USPS:  "We were unable...

September 16, 2016

Viewing Open Windows

If you are like most Windows users, you typically have more than one application open at a time.  Even as I write this, I have Word, Adobe Reader, Internet Explorer and QuickBooks open, sitting on the taskbar waiting their turn for attention.  If, h...

September 10, 2016

Customizing Reports – Choosing Columns

QuickBooks provides many standard reports, but if you want to tweak them you can do so with relative ease. For this tip we’ll change the columns that appear in the Transaction List by Customer report (found in the Customers & Recei...

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