Author: Joanne

QuickBooks Customer Entry Short Cut

Here is an easy way to speed up the process of added into your customer center your new customers. Go to the customer center; choose new customer/job; and then new customer start entering the customer name down in the tab section for “address info” doing this will prefill the top input box for company name and also added the name in the “bill to” address box also… So you are now saving yourself entering the customer name into 3 separate spots.. Also please try to fill out as much information as you can in adding new customers, especially the contact name and email address; in my next blog i will be showing you an easy way to call up all of your customer email addresses with out going crazy with syncing the quickbooks contacts with your outlook, or if you don’t use outlook this is an easy way to get all you emails for a mass...

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5 Tips To Help You Clean Out Your InBox

OK lets be honest. When was the last time you have cleaned out your entire Inbox to EMPTY!!! nothing!!!!.. For me it has been a while. I am always thinking i will get to it “someday” Well I have decided that Today was the day….. I challenge you to do the same. Have you ever thought how much time you spend checking responding and sorting emails costs you on a daily basis??? If you keep your inbox clear, you will know exactly what has come in, which emails require action, and which just need to be filed. Here is a few tips I have picked up along the way: 1. Use your Junk mail options in your email software. Outlook has this amazing option called “block send” one click of that button and the next email from this spammer, will go to your junk mail folder. Such a  neat trick. 2. If you need to think about reading an email ( from stores, jokes, ads) just delete them. 3. If you have already read and responded to an email; either file it, or delete it; remember a copy is still in your sent folder. 4. Create folders to file the emails you need to retain. 5. Be careful of the “unsubscribe or opt out features” on many spam emails. Click on these links may actually add you to more...

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