Running a successful client meeting is one of the most important skills a salesperson can learn. Understanding your meeting purpose, building rapport, and engaging in productive conversations can be the difference between a meeting that gets you closer to closing the deal and a waste of valuable time. These steps will help you prepare and…
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How To Print Payroll Checks Online for Free
Finding ways to print payroll checks online for free is a good option if you have employees who prefer checks over direct deposits; however, free services are generally limited—some only allow one check per day. All you need is a printer, check stock, and magnetic ink, and you can usually print within minutes. If you…
How to Integrate Constant Contact With CRMs
Constant Contact is powerful email marketing software small businesses use for new and existing customer outreach and communication. Integrating Constant Contact with customer relationship management (CRM) software works by ensuring the most up-to-date contact information is synchronized between platforms. It also ensures your email campaigns use the most current email address on file, reducing bounce…
How to Set Up the Chart of Accounts in QuickBooks Online
In this tutorial, you’ll learn how to add, delete, and modify accounts in the QuickBooks Online Chart of accounts list. We’ll also teach you how to import a chart of accounts from an Excel spreadsheet or comma-separated values (CSV) file. We are happy you’ve taken the time to complete this free tutorial for QuickBooks Online,…
How to Import Credit Card Transactions Into QuickBooks Online
In this tutorial, you’ll learn to connect your credit card to QuickBooks Online and import the credit card transactions. We’ll also explain when and how to import credit card transactions into QuickBooks Online using a QuickBooks Online (QBO) file or Excel and a comma-separated values (CSV) file. If you’ve completed the prior tutorial, How to…
How to Become a Real Estate Appraiser
A real estate appraiser estimates the market value of commercial or residential property. The requirements for becoming an appraiser differ by state, but national requirements dictate that candidates must have college-level education, complete prelicensing courses, acquire industry experience, and pass the appraiser exam. Visit your state’s licensing board to confirm state-specific requirements. Becoming a real…
QuickBooks Online Multiple Users Setup
In this tutorial, you’ll learn how to add standard users, company admins, reports-only users, and time-tracking-only users. You’ll also learn how to invite your accountant to your QuickBooks account so that they have constant access to your data. We hope you enjoy this free tutorial for QuickBooks Online, our best overall pick for small business…
How to Set a Sales Quota in 6 Steps (+ Examples)
Sales quotas are targets set for individual salespeople and teams to measure performance, incentivize salespeople, and increase company revenue. Sales quotas are typically tied to sales volume, costs, profit, or specific sales activities like appointments or calls, and effective quotas are ones for which an average of 80% of your team or more should be…
How To Do Payroll With OnPay Plus Setup Instructions
OnPay is a full-service payroll solution that lets you manage payroll including tax filings for wage-earning employees and contractors. It also has some HR features and costs $36 monthly plus $4 per employee per month. It has a clear interface with large, colorful tabs, making it an easy-to-use solution for processing payroll. In this article,…
How Much Does WordPress Cost: How Much You’ll Really Pay
WordPress is the world’s largest open-source CMS with over 455 million websites worldwide. While it’s free, that doesn’t mean you’ll be able to build a WordPress site without any costs. You’ll at least need a domain name (~$12/year) and a web hosting plan (~$3 to $20/month), but you may also opt for a premium theme…
How to Customize Expense Settings in QuickBooks Online
This tutorial presents how to customize the expense settings in QuickBooks Online to match your company’s needs. Among other options, we’ll show you how to mark up expenses automatically and designate them as billable so they can be charged to customers. We’re pleased to provide you this tutorial for QuickBooks Online, our best overall pick…
How to Import Bank Transactions Into QuickBooks: Excel & More
In this tutorial, we’re going to cover how to connect your bank accounts to QuickBooks Online. We’ll explain how to link your bank account to QuickBooks automatically as well as how to import banking transactions manually using a QuickBooks Online or comma-separated values (CSV) file. If you cannot locate your bank in QuickBooks Online or…