In this tutorial, we’ll explain how to set up customers in QuickBooks Online. We’ll show you how to add customers manually in QuickBooks and import customer data from a comma-separated values (CSV), Excel, or Google Sheets file. How To Add Customers in QuickBooks Using an Excel or CSV File How To Delete a Customer in…
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How To Set Up Vendors in QuickBooks Online
In this tutorial, we’re going to teach you how to set up vendors in QuickBooks Online. We’ll show you how to add vendors manually and import vendor information from an Excel, comma-separated values (CSV), or Google Sheets file. You will also learn how to inactivate a vendor if you’re no longer doing business with them….
QuickBooks Online Multiple Users Setup
In this tutorial, you’ll learn how to set up multiple users in QuickBooks Online. You’ll learn how to add standard users, company administrators, reports-only users, and time-tracking-only users. You’ll also learn how to invite your accountant to your QuickBooks account so that they have real-time access to your most current data. How To Give Your…
Pinterest Marketing: How to Use Pinterest for Business
Effective Pinterest marketing allows small businesses to reach target audience members with visual content through free organic search, paid targeting, and storytelling features. Learn how to use Pinterest for business by following the steps below to showcase your brand, sell and display products, drive web traffic, and connect with potential customers. Pinterest Marketing Basics for…
How to Build a Sales Culture for High Performance in 10 Steps
A positive, transparent, sales-driven culture is vital for keeping small business teams engaged in the business’ overall success—regardless of their role within the company. Building the framework for a positive selling culture starts with offering incentives for aggressive yet achievable performance. It also involves developing collaborative team culture characteristics and promoting learning and growth. Here’s…
12 Ways to Use AI for Small Business Marketing
No longer considered science fiction, the use of artificial intelligence (AI) in marketing has exploded this year, and it’s here to stay. Luckily, it offers a wealth of opportunities for small businesses, from easy content creation to ultra-precise ad targeting and simpler market research. Keep reading to learn 12 ways to use AI for small…
How To Set Up Messages in QuickBooks Online
In this tutorial, you’ll learn how to set up email messages for your customers in QuickBooks Online. First, we’ll cover how to set up your company-wide default email message to accompany invoices and other sales forms. Then, we’ll show you how to override the default message with a custom message for your invoices, estimates, and…
How To Transfer Funds Between Bank Accounts in QuickBooks Online
This guide will cover how to transfer funds in QuickBooks Online. We’ll show you how to record the transfer and then review or edit the transfer of funds in the bank account check register. You may need to transfer funds frequently between bank accounts in QuickBooks to track bounced checks, avoid overdraft issues, and maintain…