The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially if it's Excel or Word documents.  What worked in the past is no longer working. The crisis is making them finally look into more automated or improved processes.

We are resuming our Tip of the Week posts. Several emails came in saying people loved our tips so we're bringing them back. You ask, we deliver. This week, it's all about Quickbooks.  We use this program like a bunch of small businesses do as well. I depend on it and when it does not work, I get grumpy. Just ask my staff. Solving two problems in one week made me decide to have this be our tip of the week. Hopefully you might find them helpful as well. By the way, these tips are for

Recently, when talking with Pat Egen (our business owner) about our own QuickBooks company file, I mentioned that QuickBooks (Pro/Premier) has a limitation of 17,000 entries in its “lists” feature.*  She was unaware of this limitation and wondered how close PEC was to this limit. For small companies that have been using QuickBooks for a long time, this limitation sometimes creates a problem when new items (inventory) are entered or a batch of new customers/venders are created. So, I