Unsecured business loans for startups can help businesses bridge the gap between business needs and capital resources. We’ve outlined the applicable steps on how to get an unsecured startup business loan to help prepare you—from evaluating the type of loan you need and choosing a lender, to submitting your application and accepting the loan agreement….
How To
How To Customize Invoices in QuickBooks Online
We’ll cover how to customize invoices in QuickBooks Online using the new invoicing layout. This involves navigating to the invoicing form, personalizing basic information like company name and logo, and applying advanced customization options, such as the design, payment options, and frequency. You’ll also learn how to personalize your email content before sending the invoice…
How To Read an IRS Transcript (+Example)
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 Use Shopify Payments
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…