In situations where an invoice is not issued, such as when a customer pays for goods or services immediately, a sales receipt is necessary to record the payment in QuickBooks. As such, we’ll show you how to generate a QuickBooks Online sales receipt while recording a customer payment. We’ll also teach you how to email…
How To
How To Record Bank Deposits in QuickBooks Online
In this tutorial, we’ll guide you through the process of how to record a deposit in QuickBooks Online. First, you’ll receive and place checks from customers in the Undeposited Funds account, then you’ll group and combine checks from that account with noncustomer checks to create a single deposit. Finally, you’ll record cash back and then…
How To Manage QuickBooks Online Bank Feeds
We’ll teach you how to manage QuickBooks Online bank feeds—a feature that allows you to automatically import bank and credit card transactions directly into QuickBooks Online. Once your transactions are imported, we’ll cover how to add them to the check register as a new transaction or match them to an existing transaction. We’ll also show…
12 Ways to Generate Leads on TikTok for Real Estate Agents
TikTok is one of the fastest-growing social media apps, presenting realtors with an exciting opportunity to build an audience. By targeting a real estate niche, engaging with your audience, and leveraging trends, marketing on TikTok can help you reach a larger audience and generate more leads. If you struggle to create unique TikTok content, use…
What Brand Presence Is & How to Build It
Whoever said, “If you build it, they will come” never tried to build a strong brand presence. Brand presence refers to the footprint of your brand, both online and off, as well as brand awareness with your audience—and growing it can feel overwhelming. Below, we break it down into four main components, each with actionable…
How To Create a Corporate Credit Card Policy Agreement
When creating a corporate credit card policy, you need to cover rules on eligibility, spending limits, documentation requirements, use of rewards, payment terms, limitations, and consequences for noncompliance. While you can create your own policy from scratch, using a template helps with legal compliance and avoid mistakes. If you don’t know how to create a…
How to Create an Employee Survey to Boost Engagement & More
Creating an employee survey—whether designed to measure and improve engagement, evaluate the success of onboarding, or monitor reaction to a specific issue—requires careful planning and consideration. You don’t want to invest time, money, and energy without ensuring the survey will provide relevant and valuable insights into the employee experience. This involves determining the survey goals,…
How To Enter Bank Transactions in QuickBooks Online Manually
In this tutorial, we’ll show you how to enter bank transactions manually in QuickBooks Online. You’ll learn how to enter bank transactions directly in the check register as well as how to modify any of the information you entered. We also discuss why it’s usually not a good idea to enter bank transactions directly into…