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30May 2014
May 30, 2014

Tip of the day: The Goldilocks Problem with Goal Setting

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 […]

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29May 2014
May 29, 2014

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 […]

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27May 2014
May 27, 2014

Tip of the day: Simple, Accurate, and Embeddable Charts in Minutes

Love charts? Hate making them? I have an easy and free solution for you.
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 […]

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26May 2014
May 26, 2014

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 […]

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25May 2014
May 25, 2014

Tip of the day: Need help remembering to pay your bills?

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 […]

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24May 2014
May 24, 2014

QuickBooks tip of the day: Custom fields with lists

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 […]

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