We’ll cover how to import bank transactions into QuickBooks Desktop through two methods, with the first one via setting up a direct connection, or bank feed, between your bank account and QuickBooks Desktop. The second is by WebConnect (.qbo files), which doesn’t require QuickBooks to access your online bank account. We’re glad you’re taking the…
How To
How to Use Trello as a CRM in 7 Steps
Some businesses prefer using a project management tool over a traditional customer relationship management (CRM) software because of its simplicity and cost-friendly options—leading them to use Trello for lead and pipeline management. By creating a board, converting the sales pipeline stages into lists, and designing cards as sales data records, you can convert your Trello…
How to Use HR Features & Run Payroll With Rippling
Learn the basics of HR and payroll with Rippling’s all-in-one HR platform. We’ll cover the dashboard and hiring and offboarding flows before giving step-by-step instructions for running payroll.
Rippling is an all-in-one HR and payroll platform that streamlines and automates employee management processes. Its robust features allow you to hire, manage, pay, and train employees. In addition to HR tools, Rippling offers IT solutions for setting up and monitoring computer devices and app access. In this article, we go over some basic HR…
Airtable CRM: How to Use Airtable as a CRM in 5 Steps
Although Airtable is not a traditional customer relationship management (CRM) system, it has similar data organization capabilities, allowing it to be used as a CRM. By gathering sales information, determining your sales process, and formatting your database properly, Airtable can be a cost-effective alternative to CRM software. Learn how you can customize Airtable for use…
How To Delete a Deposit in QuickBooks Desktop
QuickBooks Desktop allows you to delete errant deposits while restoring the checks included in the deposit to the undeposited funds account where they can be edited or removed completely. You might need to delete or undo a deposit for several reasons, such as an incorrect check added to the deposit or a duplicate deposit. In…
How To Enter Credit Card Charges in QuickBooks Desktop
If you’re using credit cards to purchase items or pay bills in QuickBooks Desktop, then you need to know how to enter the charges correctly so that you have accurate financial statements. Today, we’ll teach you how to enter credit card charges in QuickBooks Desktop Pro and Premier. We’ll cover the regular method and a…
How To Reconcile a Credit Card Balance in QuickBooks Desktop
In this tutorial, we’ll walk you through the step-by-step process of how to reconcile a credit card balance in QuickBooks Desktop, which is crucial to keep your financial transactions accurate and your company safe. We’ll teach you how to trace transactions from QuickBooks to your credit card statement and vice versa. If you aren’t a…
How to Choose a CRM System (+ Free Template)
An excellent customer relationship management (CRM) system helps businesses efficiently manage customer data and streamline sales processes. However, choosing the right provider entails a careful decision-making process to maximize your time and financial investment. Various aspects, including pricing, features, ease of use, and your own business objectives, must be considered before committing to a provider….