To track customer invoices and payments using Excel, you must first create an invoice tracker. Start by creating a spreadsheet with columns for relevant data, including invoice number, customer name, due date, and invoice amount. You can then use Excel’s features, such as data validation, formulas, and conditional formatting, to track invoices and payments effectively….
How To
How to Use Twitter (X) for Customer Service in 5 Ways
Twitter can be used for customer service to directly interact and engage with potential and existing customers via tweets or posts. Over the years, Twitter (now known as “X”) has emerged as one of the most sought-after social media platforms that businesses utilize for customer support, from addressing positive and negative tweets to monitoring customer…
How To Use a HELOC for Business
Small businesses with limited resources can use a home equity line of credit (HELOC) to help financially support their business. A HELOC is a revolving credit facility that provides quick access to funds and can be used to cover short-term expenses. Funds can be drawn on the line and repaid over a period of time….
How to Create a Brand Style Guide (+ Free Template)
When you decide to start a small business, you’ll most likely think at least a little about where you’ll advertise your new venture. What you might not consider is how you’ll convey to graphic designers, advertising copywriters, and website designers how to talk about your brand, the colors you want to use, and the dimensions…
Ways To Customize the QuickBooks Online Dashboard
We’ll walk you through how to customize the QuickBooks Online dashboard and why it’s important to do so. The ways to customize your dashboard include selecting what items to add to the left navigation menu, hiding your financial information, and adding bookmarks for easy access to specific features you often use. If needed, you can…
How To Use the QuickBooks Online Undeposited Funds Account
When you receive cash and check payments from customers, you first place them into the Undeposited Funds account instead of directly depositing them in your actual bank account. When all checks and cash payments are entered and you’re ready to deposit them, you can take them out of the Undeposited Funds account and make a…
How to Start a Small Business at Home
Thinking about starting a small business from home? You’re in good company. Half of all small businesses begin in the home. Some of the most notable are Microsoft and Amazon, but hundreds of thousands of small-business owners are able to make a living working from their own house. They do it to be their own…
How to Overcome Retail Recruiting Challenges: Recruit for Retail in 5 Steps
The past few years have been challenging for the retail job market, with retail employers struggling to find and retain employees. According to a recent survey from Capterra, a staggering 86% of SMB retailers find that hiring is growing more difficult year over year. While the retail recruitment landscape is riddled with challenges (which we…