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Knowify, the QBO App for Contractors

Knowify Residential Construction Management Software All contractors using QBO should take a look at Knowify. If you are using QuickBooks Online for a construction company, you’ve noticed that you’re limited in your project management and job costing. That’s not a flaw of QBO. It’s more that Intuit recognizes the needs of contractors is different than, […]

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Together at QBC

Together at QuickBooks Connect

It’s taken me a week to decompress from my fourth QuickBooks Connect. It’s one of my favorite conferences, not just for the accounting industry, but of all those I’ve attended throughout my career’s various endeavors. As always, the education, networking, swag, and food were top-notch. Why I Go Every year I set a goal for […]

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personal.xlsb doesn't load

When Personal.XLSB in Excel fails to load

I spent several hours today creating an extensive Excel Macro to combine two reports exported out of QuickBooks Premier. I created a Customer:Job Status report and a Job Profitability report, blending them into an Excel table that would allow my client to filter by Job Status, and use Conditional Formatting to colorize it based on profit margin […]

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Email Apps to Mix and Match

There are dozens of email apps out there. You can log into Gmail in your browser, Outlook on a PC, or Apple Mail on a Mac. But they each have their own way of managing your emails. Back in the day, when you downloaded a message, it only lived on the first device that saw it […]

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Clipboard Utilities are the Ultimate Time Saver

Remember Microsoft Office’s “Clippy”? Twenty years ago, the friendly little assistant popped up when you needed help in Microsoft Word and Excel. Much aligned, Microsoft did away with him. But if you paid careful attention, his great little tips and tricks showed you dozens of techniques you wouldn’t discover on your own. I think Clippy is responsible for […]

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travefy travel organizer

I Lava Travefy.com

Hawaii 5-0! A friend recently turned me on to a travel organizer called http://www.travefy.com. It’s a free website that gives you the tools you need to keep track of your travel info and activities. Six of my best friends from college turn 50 this year. They decided to have a 50th birthday party next month: Hawaii 5-0! Ten of us […]

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