Integrated Applications category

  • Ask the Expert: Splitting Files

    Q: I was wondering if you have any recommendations for a file that someone decided to put multiple entities and checking accounts all in one QuickBooks under different “classes”.  O...
    Sep 14, 2013 No Comments

  • Ask the Expert: Stock Status Report

    Note: This was originally included in the September 18, 2012 newsletter. Question: I found the following: In the Report tab: Inventory > Inventory stock status by item. And on that report, there is...
    Sep 23, 2012 1 Comment

  • Featured Client: BEAR Data Solutions Inc.

    Overview With 14 locations in California, Nevada, Virginia, and Australia, our client BEAR Data Solutions ( is a global provider of technology products and solutions ...
    Aug 26, 2012 No Comments

  • Working Remotely with SmartVault

    Last week we highlighted how we have been using Legrand CRM as an important aspect of how we work remotely for years. This week we are going to look at SmartVault and how this is also a critical compo...
    Aug 05, 2012 No Comments

  • Working Remotely with Legrand CRM

    Over the past 9 months we have changed how we do everything from a technology perspective. The only two exceptions are Legrand CRM ( and QuickBooks Enterprise Solutions, which h...
    Jul 15, 2012 4 Comments

  • Client Updates: Prather Ranch Meat Company

    Overview We are thrilled that one of our clients, Prather Ranch Meat Company (PRMC) was been showcased in many different places lately. We have been working with them on expanding...
    Jun 27, 2012 No Comments

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