While sales and marketing typically operate in separate silos, bringing them together through strategic sales and marketing alignment is one of the quickest ways to boost sales and improve customer retention. In this article, we provide a step-by-step guide that explains how to align sales and marketing by developing a plan to foster growth, creating…
How To
How To Pay a Credit Card Invoice in QuickBooks Desktop
You can pay your credit card invoices in QuickBooks Desktop via two methods: pay when reconciling your credit card account and pay without reconciliation. This tutorial covers both. To understand the instructions better, we recommend that you follow along in your QuickBooks Desktop account. If you don’t have an account, you can choose from QuickBooks…
How to Add Historical Data to QuickBooks Payroll in 5 Steps
If you’re transitioning to Intuit after having used a different payroll service, you may need to enter historical data into QuickBooks Payroll. This will help ensure your payroll and tax reports are accurate and not missing any information. If you owe taxes accumulated before using QuickBooks, this will be a vital step to ensure QuickBooks…
How To Set Up Recurring Payments To Vendors in QuickBooks Desktop
If you have vendors that you pay regularly, consider setting up recurring payments in QuickBooks Desktop to streamline your transaction process. You can do this either by creating a new check or using an existing one. We’ll show you how to set up recurring payments to vendors in QuickBooks Desktop with a new and existing…
How to Do Payroll Reconciliation for Small Businesses
Performing payroll reconciliations regularly can be a great way for you to catch any errors or outstanding items that may need attention. There are two components to payroll reconciliation—reconciling a payroll cycle before processing it and performing a balance sheet reconciliation to find errors. We’re going to walk you through everything you need to know…
Sales Targeting: 6 Steps to Improve Your Sales Strategy
Sales targeting is a strategy for prioritizing the deals, leads, or sales prospects most likely to convert, or which are most profitable for your business. The idea is to optimize the efforts, resources, and time spent on sales and marketing activities to get the best return on investment. In this article, we explore six steps…
How to Set Up a Shopify Facebook Store in 5 Steps
If you use Shopify as your ecommerce platform, consider setting up a Shopify Facebook store so your customers can buy your products without ever leaving the Facebook platform. They can also share your products with their friends and followers with just the click of a button. If you haven’t set up your Shopify site yet,…
How to Do Payroll in QuickBooks Online in 7 Steps
If you are already using QuickBooks Online and need to pay employees, consider adding to your plan. You can access it from the same system you use to manage your business’ books, allowing for the seamless transfer of your payroll expenses to the appropriate general ledger accounts. Learn how to set up payroll in QuickBooks…