Sales reports provide business activity and performance information to make operational adjustments and strategic decisions. Creating effective reports involves identifying objectives, audience, and time frame, then pulling information from your sales data sources for analysis. In this article, you’ll learn how to create a sales report and the common types of reports you can use…
How To
How to Interview Someone for a Job (+ Free Checklist)
Knowing how to interview someone for a job—whether in person, by phone, or via video—will help you discern whether an applicant is a good fit for your open positions. It is a fairly straightforward process that involves gathering the needed documentation, scheduling the interview, sharing information with the candidate, conducting the interview, and then evaluating…
How To Receive Payments in QuickBooks Online
In this tutorial, you’ll learn how to receive payments in QuickBooks Online while offsetting the accounts receivable created when you issued an invoice. We will also show you how to verify whether the payment was applied correctly. If you’re looking to learn how to receive payment when no invoice has been issued, then head over…
How To Create and Send QuickBooks Online Sales Receipts
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 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…
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 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…