How To

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.

By Heather Landau November 14, 2022 | How To, Human Resources

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

By Jillian Ilao November 11, 2022 | How To, Sales

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

By Mark Calatrava November 9, 2022 | Accounting, How To

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

By Mark Calatrava October 28, 2022 | Accounting, How To

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

By Meaghan Brophy October 18, 2022 | How To, Starting a Business

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 Reconcile a Credit Card Balance in QuickBooks Desktop

By Mark Calatrava October 6, 2022 | Accounting, How To

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)

By Jillian Ilao September 22, 2022 | Free Resources, How To, Sales

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….