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
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 Start a Cleaning Business: Complete Guide
With the janitorial services industry currently valued at $98 billion, starting a cleaning business may be a profitable venture, whether you’re looking into residential or commercial cleaning services. In this guide, we go through the steps and talk about low-cost strategies to get your cleaning business up and running on a budget. You can also…
How To Do Petty Cash Accounting & Recording in 6 Steps
A petty cash fund is a small amount of cash on hand, usually less than $500, used to cover incidentals or petty expenses. Accounting for petty cash can be done either manually, since it only deals with small expenses, or made easier with bookkeeping software and employee expense cards. As such, we’ll show you how…
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….
FUTA Taxes & Form 940 Instructions
The Federal Unemployment Tax Act (FUTA) tax is what employers pay the IRS to fund the unemployment program that pays eligible workers who have lost their jobs. This is separate from state unemployment taxes (SUTA). Federal regulations only require employers to pay a maximum of 6% on each employee’s first $7,000 of earnings. At the…