Reading an IRS transcript can be very manageable if you know what to look for. You’ll first need to choose the right kind of transcript, review it for accuracy, and analyze the codes provided. You may have additional action items based on the information provided, but most likely, you’ll need to just sit tight and…
How To
How to Use Shopify Payments in 2024
Learn how to set up Shopify Payments, from signing up and configuring payments to getting paid and handling chargebacks.
Shopify Payments is Shopify’s built-in payment processing service for online, in-person, and mobile sales. Each merchant account automatically goes through a verification process and, once approved, becomes eligible to accept all major payment methods. Learn how to use Shopify Payments, from setting it up to getting paid, with our step-by-step guide. Step 1: Select a…
How To Create and Send Invoices in QuickBooks Online
This lesson covers how to create an invoice in QuickBooks Online. You’ll have to create an invoice on the spot using the new QuickBooks Online layout, check the invoice in different views before sending it, and then email it directly to your customer. We’ll also show you how to create an invoice from an existing…
How to Get Semi-truck Financing in 5 Steps
Semi-truck financing has different requirements and considerations from other small business loans. In this article, we will walk you through how to get semi-truck financing so that you can prepare accordingly and streamline the application process. We’ll go over everything from determining your needs and considering insurance coverage to choosing a lender and preparing documentation…
How To Create Quotes, Bids & Estimates in QuickBooks Online
In this tutorial, you’ll learn how to create estimates in QuickBooks Online, which you can use to provide quotes and bids to customers for proposed jobs. You’ll start by navigating to the Estimate section, then creating the estimate, and finally choosing either to save it as a draft or send it right away. We’ll also…
How to Create a Sales Process in 4 Steps (+ Free Template)
The typical sales process provides a step-by-step approach to locating clients, communicating with clients, and closing sales. Most sales process steps include prospecting, preparation for a sales presentation, lead nurturing, making an offer, overcoming objections, closing the sale, and making a follow-up. Here, we teach you how to create a sales process, provide a free…
How to Do Payroll in Mexico in 7 Steps
As in most countries, doing payroll in Mexico requires you to register your business first. Once set up, actually paying employees in the country is straightforward—but you’ll need to make sure you’re compliant with the local nuances, such as having a minimum pay period of two weeks, paying overtime past specific shift hours, and factoring…
How to Send a Press Release in 6 Steps: A Small Business Guide
Knowing how to send a press release correctly can make the difference between getting published in dozens of media outlets or getting sent straight to journalists’ spam folders. Still, press releases are one of the most established PR practices to get the word out about your business, and they’re still effective today, with the right…