I had been working with a prospective client on a QuickBooks data project for a few weeks…figuring out the specs, analyzing a preliminary copy of their data, quoting the work, emailing lots of questions and answers back and forth.

And there was a growing feeling that it just wasn’t right.

The prospective client was pleasant enough and earnest in her desire to get a business information problem solved. But the project just wasn’t working.

We scheduled the work for a particular weekend, but she didn’t ‘show up’ with her data. As it turns out, when I talked to her the next week, there were yet more questions and more assurances needed. The questions had already been answered, and the assurances had already been given. But they weren’t taking hold somehow.

I know it is hard to trust someone with whom you’ve never done business. That is a big part of my job — to help people get to know us and feel comfortable in using our services. We’ve been in business since 1986, have a strong guarantee, and have had scores of clients give us their recommendation for QuickBooks data repair, QuickBooks downgrades and data supercondenses.

But I can’t force trust. It must be given freely, not demanded. And trust is a two way street.

So when we seemed to get into a question churn mode that wasn’t progressing, I told her that for both parties’ sake we were withdrawing our bid. I tried to communicate to her that she needed to find someone that she trusted. I gave her some names. She asked me to reconsider, but I told her that I just didn’t feel comfortable proceeding with the job.

I’ve only turned away clients a few times in the 24 years and thousands of software consulting/support jobs I’ve managed. I hate to do it.

But one thing worse than turning away a client is taking one on and then later having to figure out how to disengage. Maybe a good way to avoid ‘firing a client’ is to not ‘hire’ them in the first place. At least that’s what my gut and experience is telling me.

What do you think about turning away prospective clients? I’d be interested in your thoughts.

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Joyce Beck, a contributor on the QuickBooks Forums since 2003, just rolled over her 3,000th post. That’s a lot of great advice from one lady!

Joyce is a QuickBooks Pro Advisor in the UK, but is quick to help folks in the US and elsewhere as well. She goes by RobJoy on the forums.

According to her forum profile, she also enjoys music and gardening. I think those hobbies imply some measure of thoughtfulness — and that’s what she consistently demonstrates on the forums.

Thanks, Joyce!

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We did a survey in our June eNewsletter and asked our subscribers what online resources they used for business info and connections.

The results:

QuickbooksUsers.com Forums – 44%
Intuit Community – 34%
LinkedIn – 19%
Facebook – 15%
Twitter – 7%
None of the above – 36%

I was a little surprised that Twitter was so low. A little dismayed, too — I like Twitter!

Other online resources mentioned several times were Google, the IRS website, state CPA org websites, and the Wall Street Journal.

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I remember the day I put on my then-favorite suit — a charcoal pinstripe — and doggone it, it didn’t fit anymore! Oh man! The clothing that used to serve me so well didn’t serve me anymore.

If you are using an edition of QuickBooks that doesn’t seem to fit, don’t worry…there are options.

Moving from desktop editions to QuickBooks Online or hosted

If you find yourself wanting to access your books from different locations on a regular basis, QuickBooks Online Edition may be for you. Likewise if you need to have other people in other locations access them.

Your physical location then doesn’t matter. Your employees, your accountant, and you can access your data from just about anywhere over the internet. There are also certified 3rd party companies that host QB desktop editions on their server, and you can access your data remotely through them.

If you need help setting up or moving your data over, give us a call at 1-800-999-9209.

Moving from Pro/Premier to Enterprise

If you have a rapidly growing business, you may find that you are starting to outgrow Pro/Premier:

* Sluggish performance or instability of QuickBooks on your network
* Rapidly growing data file size
* Explosive growth in numbers of customers or inventory items
* Adding more and more data entry users

Some of these issues can be managed through supercondensing services, but sometimes your business is just growing too rapidly for Pro/Premier to keep up. Lucky you! Enterprise can upgrade your data simply by opening the company (Make sure you backup your data first.)

Moving from Enterprise to Pro/Premier

On the other hand, people sometimes find that Enterprise is really more than they need. The support contracts cost much more for Enterprise than for Pro/Premier, so there is a long-term dollars and cents difference.

Pro/Premier cannot by itself open or convert an Enterprise file. To get your Enterprise data into Pro/Premier, you can export/import your lists and use 3rd party software to bring over many of the transactions.

Or QuickbooksUsers.com can convert your file for you from Enterprise to Pro or Premier and bring over 100% of your accounts and transactions – even payroll transactions.

Moving to Specialty Editions

Did you know that there are industry editions of Premier that are specifically tailored for various types of businesses? Currently there are varieties for Construction, Wholesale/Manufacturing, Nonprofit, Professional Services, Retail, and Accountants.

Data can move between Pro and Premier specialty editions simply by opening the company in the edition you want to use. The only limitation is that you have to use at least as current of a version as you had been using. For example, if you had been using QuickBooks Pro 2009, you could open your data in QuickBooks Premier Contractor 2009 or 2010, but not 2008.

Need to see current prices on current and older (but still supported) editions of QuickBooks? Find them here.

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