-
Problems Opening Quickbooks
Sometimes things go wrong with QuickBooks – the application, not the company file, at least not in this case. The installation itself can get corrupted, and a big clean up needs to happen. This is especially true when installing new versions. If you’re having a problem opening your company file, and the File Doctor isn’t…
-
Business Applications We Can’t Live Without
Datisfy’s tagline, Do What Counts, is such a powerful statement for businesses. Why? Because at work, we often get stuck doing things that don’t count. Things that are unimportant and, quite honestly, a waste of valuable time. This tagline was chosen because it holds a variety of significant meanings and nuances in the world of…
-
Emergency Inventory Report For Quickbooks™
While some businesses have shuttered or slowed down, two of my customers are going berserk with new orders. One sells disinfectant wipes products, and the other sells take out containers for the food service industry. You can just imagine what’s happening there. They use QuickBooks™ to manage inventory, and they just don’t have comprehensive reports…
-
The Truth About Quickbooks Desktop Files – Part 1!
Want to prevent QuickBooks company files from getting corrupted? The problem ISN’T large file size!
-
How To Do QB File Maintenance with QQube
There are four reasons you may need to perform a reload of QQube: There is a discrepancy between the data in QuickBooks and your custom report You have merged two accounts in the QuickBooks Chart of Accounts You have performed a Rebuild in QuickBooks You have upgraded QuickBooks to a new year’s version (e.g. 2019…
-
6 Reasons Dashboards Don’t Work – And What To Do About It
So You Think You Want A Dashboard? I truly hope not. That is, I truly hope not if you think it won’t require significant effort on your part. In case you’ve missed this concept over the past decade, a business intelligence dashboard is a data visualization tool that displays the current status of metrics and…
-
How Specialization Saved (and Made) my Career
The passage of time is mighty sneaky. I realized November 2016 was the 20th anniversary of my first career job. Desperate to work at a software company, especially after reading Microserfs by Douglas Coupland, and having just received a diploma in Computer Systems Management, I was hired as a tech support rep at Seagate Software…
-
SOLVED: CUSTOM INVOICING FOR MULTIPLE ROLE RATES
CLIENT OVERVIEW Matarozzi Pelsinger (MatPel), a high-end custom home builder in the San Francisco Bay Area, employs more than 50 employees and hundreds of subcontractors to build five to eight homes each year for the most exacting of customers. HERE’S ONE EXAMPLE OF THEIR GENIUS THE PERILOUS TRANSITION TO QUICKBOOKS MatPel recently transitioned from Viewpoint,…
-
The Long (Summarized) Journey To Custom Reports For Quickbooks
For some, there’s a love-hate relationship with QuickBooks. People love QuickBooks because it’s relatively simple, and lots of people are familiar with it. People hate QuickBooks when they need to see their financial data in a custom format. The truth is, as many soon learn, businesses can’t always function efficiently with the standard layout. With…
-
Consolidated Financials
Client Overview Cochner Garvey Capital Partners, Inc. (CGCPI) is a Wichita-based private equity firm with an investment history of over 50 years, focusing its investment on middle market companies. CGCPI holds nine separate entities, each with its own QuickBooks company file. QUICKBOOKS LIMITATIONS CGCPI recently moved to QuickBooks Enterprise from Sage and FRX Reports and…
