As data-driven organizers, we all get why we have hard goals. Goals help us build out a plan, set expectations for what we want to achieve, hold people accountable, and ensure that everyone is working towards the same vision in a big organization.
But what do we […]
QuickBooks tip of the day: Automate the replenishing of your inventory by calculating how much you should order and when
Here’s how: Inventory Items in QuickBooks Enterprise have two fields to help automate inventory restocking: the Reorder Point (Min) and Max fields. By establishing preferred Min and Max stock levels for each item, you can use a […]Read more
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Datawrapper — an open source tool that allows you to create simple, accurate, and embeddable charts in minutes.
You can use their free hosted service or install it on your server. Then modify and extend […]
QuickBooks tip of the day: Create unique custom roles for each of your users and track what that user does
Everyone that uses your QuickBooks file should have a unique log in. This protects your company file from unwanted viewers and helps protect you against fraud or theft because you can view what each user has done in the file.
There are 14 pre-defined roles that you […]
After spending too long struggling to remember when to pay my bills, I realized there had to be an app for that. Turns out, there is. In fact, there are many. After checking out a few options, I started usingBillTracker for iPhone (here’s a similar app for […]Read more
In all QuickBooks desktop financial products you can create custom fields that are a text box. However, in QuickBooks Enterprise Solutions, you can create a custom field with a multiple choice list. A perfect example is to add a Requester field to a purchase order. Making the options […]Read more