I’ll guide you on how to import credit card transactions into QuickBooks Online. You’ll want to navigate to the Banking Center, where you can import transactions automatically by connecting your credit card account to QuickBooks. I’ll also explain how to manually import your credit card transactions If your credit card isn’t supported by QuickBooks or…
How To
How to Set Up Products and Services Options in QuickBooks Online
In this tutorial, I’ll walk you through how to set up products and services in QuickBooks Online. I’ll cover how to navigate to the Products and services section where you can adjust options for displaying product and service information on sales forms and tracking product quantity and price. If you’re instead looking to add products…
6 Legit Ways to Get a Free Email Domain
If you’re looking to get a free email domain, you’ve come to the right place. But first, a disclaimer: very few platforms provide a 100% free domain for email addresses with no strings attached. They’ll mostly come as freebies with your email host, website builder, or even your domain registrar, so there will likely still…
How to Do a Performance Review: A Guide for Employers
Performance reviews or appraisals are a great way of communicating an employee’s work output versus the company’s planned goals. It allows people managers and their staff to identify accomplishments, review challenges, and discuss development opportunities. While well-conducted employee appraisals can help motivate workers and improve their work productivity, poorly conducted reviews can leave them feeling…
How to Set Up the Products and Services List in QuickBooks Online
I’ll walk you through how to set up the products and services list in QuickBooks Online, from selecting which type of item to create—whether it’s an inventory, non-inventory, service, or bundle—and completing the necessary details for each item type. I’ll also guide you on how to import your products and services list, which can be…
How Does Payment Processing Work? Small Business Guide
Payment processing refers to the steps initiated by a business to accept credit card and other types of payments. The process is simple and automatic—taking only seconds. It starts from the swipe, dip, tap, or manual input of customer payment details at the merchant’s point of sale and involves the verification of those details, approval…
How to Do Progress Invoicing in QuickBooks Online
I’ll show you how to do progress invoicing in QuickBooks Online, which allows you to issue partial invoices from a single estimate. I’ll walk you through all the steps—from turning on progress invoicing to creating an estimate and generating a progress invoice from that estimate. I’ll also show you how to specify how much of…
How to Create a Loyalty Program in 8 Steps
In Mastercard’s Customer Loyalty and Customization Benchmark Report of 2023, only 7% of merchants reported to have successfully turned half of their first-time customers into repeat buyers. Compared to the previous year’s 13%, this is a tell-tale sign that consumer behavior is rapidly changing and that loyalty programs should be equally as dynamic, focusing on…