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
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 Set Up a Marketing Budget in 5 Steps (+ Free Template)
You have your marketing strategy down, including both organic and paid channels. You’ve mapped out your content plan and goals for each quarter. The only missing piece is your budget. For any small business, figuring out the right budget for your marketing campaigns is crucial. How much goes into your digital strategies vs offline marketing?…
How to Start an Ecommerce Business on Amazon
Amazon remains an excellent opportunity for ecommerce sellers. It is the most-visited marketplace in the US with more than 310 million active accounts globally. That’s a lot of chances to reach new customers. But, selling on Amazon isn’t as simple as taking photos, writing a description, and posting your listing—it requires strategy. You need to…
How to Do Payroll in Canada in 7 Steps
With mirrored time zones, proximity, shared language, and similar talent pools and business practices, Canada can be a natural extension for a US company’s workforce. However, hiring employees in the country means learning how to do payroll in Canada. While it’s an easier process than in some other countries, you’ll still need to register your…