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How To

How To Print Checks in QuickBooks Desktop: A Guide

By Mark Calatrava August 2, 2022 | Accounting, How To

Intuit Quickbooks logo close up on website page

Today, we’ll show you a step-by-step tutorial on how to print checks in QuickBooks Desktop. We’ll go over two ways you can do that: writing and printing checks when bills are received and printing checks for bills already entered. You can follow along on your QuickBooks Desktop account as we walk you through each step….

How to Set Sales Quotas (+ 3 Free Templates & Calculator)

By Jess Pingrey July 28, 2022 | Free Resources, How To, Sales

Man's hand drawing a sales growth chart.

Implementing sales quotas helps sales managers and business owners hold their teams accountable for performance. Additionally, they allow organizations to forecast sales and break down goals into smaller objectives, such as monthly calls or revenue, that sales team members must complete. In this article, you’ll learn how to set sales quotas, explore best practices for…

How To Set Up & Pay Payroll Tax Payments in QuickBooks

By Heather Landau July 26, 2022 | How To, Human Resources

Couple calculating invoice.

Employers are liable for paying their own employment taxes (Social Security, Medicare, and unemployment) in addition to withholding and paying payroll taxes for their employees. All three QuickBooks Workforce (formerly QuickBooks Payroll) plans (Core, Premium, and Elite) make it easy to calculate and pay these taxes. In this tutorial, we discuss how to set up…

How to Write Cold Calling Scripts (+ Free Templates)

By Jess Pingrey July 25, 2022 | Free Resources, How To, Sales

Bearded man holding a retro phone.

Using cold calling scripts during direct outreach campaigns allows you to introduce offerings and address objections with more confidence. An effective cold calling script fosters personal connections with the call recipient, grasps their attention through an intriguing sales pitch, and provides a clear call to action after the conversation. In this article, we explore how…

CRM & Customer Retention: 3 Strategies to Earn Loyalty

By Jillian Ilao July 19, 2022 | Free Resources, How To, Sales

Customer Retention graph and rising arrow

Customer relationship management (CRM) software and customer retention go hand in hand. This is because CRM systems have the ability to produce actionable data to help businesses understand their customers’ behavior better—allowing them to provide more personalized services. It also enables them to gather customer feedback through service features that allow them to constantly identify…

6 Ways Small Businesses Can Increase CRM Adoption

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

Team planning CRM strategies

CRM adoption involves gaining buy-in and support from your team members on using a customer relationship management (CRM) platform to manage sales activities across the organization. Involving your team in different stages of the process, including finding out features they want the CRM to use and providing ongoing CRM training, can all help to increase…

How To Pay Commission on Sales in 6 Steps

By Charlette Beasley June 30, 2022 | How To, Human Resources

Folder with the label Commission on top of a laptop keyboard.

Sales commission is pay an employee receives for selling a product or service your company offers. To pay sales commission, you’ll need to create your sales commission plan, determine which employees are eligible, calculate their commissions, and determine how you’ll pay them, all while ensuring compliance with employment laws. Using payroll software like Gusto can…

How To Use QuickBooks Time

By Robie Ann Ferrer June 15, 2022 | How To, Human Resources

Time tracking key.

Whether you’re new to using QuickBooks Time (formerly TSheets) or thinking of getting the software to track your employees’ time and attendance, this tutorial can help you navigate through the steps of setting up your company account. In addition to providing a guide on how to use QuickBooks Time, this article will cover most of…

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