While cleaning up my parents' house I found a three foot stack of phone books. These phone books dated back to the 1980's and my parents kept them because that is what they knew. This is how you find someone. We kept one for my mom to take with her (to the new retirement home) but the … Continue reading I can’t find you
Click on Reports menu Choose Customers & Receivables Choose Customer Phone list 4. Click on Customize Report button 5. From Display Tab, select columns you want to include – ie. Main Email 6. Click on OK 7. Click on Excel Button at Top 8. Choose to create a New Worksheet.
Today we did a seminar on Internet Security & Passwords. The title did not do the seminar justice. It is astonishing to find out how much one really needs to do to protect themselves. This is not just for business, this is for anyone using a smart phone or on the internet (on Wifi). Because of … Continue reading Is your Smart Phone being Hacked?
When you can't save it, print it or select it or still have another choice... screen capture. For my lessons on computers I use a screen capture utility a lot. But I use it for more than just capturing instructions on how to do something on the computer. Capture a picture you like & text … Continue reading How can I capture it? When I can’t save it, print it or select it?
I love saying that... "Airdrop it to me" Then they say ... "what?" The iPhone has been around for awhile now and in iOS update 7.0 the AirDrop feature was introduced, wow! How it works... rather than Email or Message something to someone, you can Airdrop it to them if they are close by. Select … Continue reading AirDrop it to me… what?
The reason someone would want to add another tax code to QuickBooks is because they want to claim 50% of the sales tax on a meal expense. Therefore they need a Sales tax code for 2.5%. Another example may be for sales or expenses they incur in another province (eg. BC as shown below). There … Continue reading Creating a Sales Tax Code in QuickBooks
In QuickBooks you will need to add items for anything you sell so that you can list these items on your Invoices. Adding a Service Item If you do not sell products but sell services use this item type on your invoices. Click on the Item button on the top Toolbar. This will bring up … Continue reading Adding an Item into QuickBooks
In the spirit of Halloween 'Trick or Treat' I am sharing a Screen Trick. I think of this because it just happened to me by accident a week ago! If you have a single screen you can easily turn it Upside down or Sideways by using the following Keyboard short-cuts: CTRL - ALT & arrow … Continue reading “Trick or Treat” – Move screen Upside Down or Sideways
I just think this was kinda funny so I am writing about it... Recently while I was teaching a course for a group of 12 people, the catering department of this company brought in the usual morning snacks of muffins and fruits along with the coffee & juice. The food and drink was all setup … Continue reading Use it at your own risk
Maximizer lists View a shorter list on Maximizer CRM, this the request I hear often. I don't want to see everything" I only want to see 'clients', 'leads', my own list. I agree. Hide the other stuff. The best way to achieve this is not with Favorite lists but with Catalog Searches. 1 . GoTo … Continue reading A shorter list please!