Prior to reconciliation, it’s essential to classify imported expense transactions in FreshBooks—which involves navigating to the Expense page, locating the transaction, and reviewing and properly classifying that transaction. You’ll then need to match the imported transactions with the entries in your FreshBooks; and when you’re ready to reconcile, head to the Accounting page, set your…
How To
How to Sell on Amazon Without Inventory: 5 Different Methods
Amazon remains the biggest online marketplace in the US, and independent sellers can tap into its wide market reach, new features, and lines of revenue even without physical inventory. Some ways to sell products on Amazon without holding inventory yourself include dropshipping, print on demand, affiliate marketing, Kindle Digital Publishing, and offering digital products. We…
How to Hire a Social Media Manager in 7 Steps
A social media manager is a key stakeholder that creates and manages all social media functions within your company by increasing a company’s overall social media presence. They provide a voice for your brand by posting content and videos to social media channels like Facebook, X, Instagram, and TikTok. Your social media manager is expected…
How to Manage Customers & Send Invoices in FreshBooks
We’ll discuss how to add and manage customers in FreshBooks by accessing the Clients page, creating a new client profile, and managing client information (e.g., editing and deleting them). Also, we’ll cover how to create and send a new invoice by navigating to the invoicing screen and providing the necessary invoice information. Furthermore, we’ll look…
How to Sell on TikTok in 7 Simple Steps
It’s easy to learn how to sell on TikTok. You can connect an existing online store or sign up to be a TikTok seller to have your own TikTok Shop. This guide shows you how to use TikTok for business and sell on the platform. Choose the right products, create a Business or Pro account,…
How to Become a Certified Bookkeeper in 4 Steps
Clients often look at certifications to verify a level of experience and expertise when selecting a bookkeeper, so we’ll walk you through how to become a certified bookkeeper. From assessing your current level of education to choosing a certification program, our guide will help you. The two top professional bookkeeper organizations—the American Institute of Professional…
How to Choose a Virtual Bookkeeper for Your Business
We’ll walk you through how to choose an online bookkeeper. You have to understand which accounting tasks you want to outsource now and which services you might need when your business scales. Most importantly, you have to shop around and evaluate your options based on different factors, such as the bookkeeper’s fees, the accounting software…
How to Get an SBA Startup Loan in 6 Steps
Getting SBA startup business loans can be challenging as lenders know there’s a high failure rate for newer companies. However, it can be done, and we’ll walk you through how to get an SBA startup loan. You’ll need to have a business plan, know the details of how you’ll use the funds, understand the best…