Category Archives : Business Consulting

Managing your customers deposits in QuickBooks

Process Documentation-Managing Customer Deposit as Negative Liability-Sales Cycle   Sales order-Create your sales order and save it in pdf format.  Create the deposit email below. Then send both together.   Create a separate invoice for the needed deposit. Do not create the invoice from the sales order.  In the item column, use an item called […]


clean office


  from the Inside Out by Business Logic Solutions Do you feel your business is totally out of control?  Are you at a loss of where to start getting organized? Well you are not alone.  Thousands of business owners struggle with too little time and too much paperwork. Just yesterday I asked a business owner […]

Make QuickBooks Yours in 2014: Customize

QuickBooks can be used as is (with some exceptions), but you can customize many elements to improve your workflow, your form output and your business insight. While many of the things you purchase and use in your daily work and professional lives don’t come with options, many do. Think about the last time you bought […]

QuickBooks ProAdvisor

uniPoint Quality Software

From the Inside Out-Take Control and Protect Your Business

There are many ideas for improvement and today I am going to start this series of my blog by giving an overview of the area which is first on my list to help you improve your bottom line. Let’s talk about protecting your business while placing some easy controls. How many areas in your business […]