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
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…
How To Record a Bounced Check in QuickBooks Online
In this tutorial, you’ll learn how to record a bounced check in QuickBooks Online. There are multiple ways to do this, but we present what we believe is the most efficient while still maintaining a paper trail and making reconciling your QuickBooks banking activity as simple as possible. To teach you how to record a…
How to Create an Effective Sales Report (+ Free Template)
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 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…