![]() ![]() ![]() Why?īecause David’s company had never set aside the time (and Marcia didn’t know how) to design a “smart” QuickBooks Chart of Accounts. In this situation, what David didn’t realize was that his request was far more difficult than it sounded. (Sigh.) Consultant’s Corner – About Your QuickBooks Chart of Accounts… ![]() “Tomorrow?” David asked incredulously, with extra emphasis-his reaction when he was frustrated and implying that Marcia was not capable of doing her job. I’m hoping that “by tomorrow” is even possible, given what’s already on my plate for today…” It will probably be tomorrow before I can get that information put together.” Although she responded calmly, she was frantically thinking, “Finding that info is going to be a real hassle! I’m going to have to look through a whole boatload of this year’s data entries and then convert that information into a report that will give him what he’s looking for. “I’ll see what I can do, but it’s going to take some time. She groaned inside because she knew that she was going to have to disappoint him (again!), but did her best to maintain a composed exterior. He’s calling this afternoon, so can you pull that together for me while I’m at lunch?”ĭavid’s company was a fairly small business, and Marcia was the multi-tasking Office Manager and sole bookkeeper. I’d like to know how much we’ve already spent on marketing this year. The guy who was running it is offering a special, limited-time program – so I need to make a decision right away. “I just got back from that conference in Vegas, right? Well, while I was there, I went to a very cool marketing class. Before he even spoke, Marcia thought, “Now what?”Īs usual, he was in a hurry. Marcia was in the middle of sorting the day’s incoming mail when David, her boss (the company owner), popped into her office. What unfortunate events can occur when your QuickBooks Chart of Accounts, the foundation for your critical company reports, isn’t set up in the best possible way? ![]()
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