If you use Quickbooks to manage your finances, you know that it’s important to keep your invoices up-to-date. But what happens when you need to make a change to your invoice template? Fortunately, Quickbooks makes it easy to edit your invoice template. Open QuickBooks and go to the “Edit” menu Select “Preferences” from the drop-down […]

There are many different types of accounting software on the market, so it can be difficult to know which one is best for your business. Real estate agents have specific needs when it comes to accounting software. They need something that can track income and expenses, create invoices, and manage properties. QuickBooks is a popular […]

Pipedrive is a great CRM tool for small businesses. It’s affordable, easy to use, and has a lot of features that small businesses need. One thing that Pipedrive doesn’t have, however, is the ability to export statistics. This can be a problem if you need to generate reports or share data with other people in […]

If you’re a small business owner, then you know how important it is to keep track of your finances. That’s where Freshbooks comes in. Freshbooks is an online accounting software that makes it easy to track your income and expenses, send invoices, and get paid. Here’s a quick guide on how to use Freshbooks for […]

Salesforce is a cloud-based customer relationship management (CRM) system. It enables users to manage their customer data, sales opportunities, and marketing campaigns from any device with an Internet connection. The Salesforce mobile app gives users the ability to access their Salesforce data from their mobile devices, including smartphones and tablets. In this blog post, we’ll […]

Salesforce is a powerful CRM tool, but it can be challenging to keep track of opportunities if you have a lot of them. Fortunately, you can merge opportunities in Salesforce, which can help declutter your opportunity list and make it easier to manage your sales pipeline. In Salesforce, click on the “Opportunities” tab Select the […]

There are a few different ways that you can export your contacts from HubSpot CRM. The most common way is to use the built-in export tool. This tool will allow you to export all of your contacts, or just a selected few. You can also choose to export your contacts as a CSV file or […]

There are many reasons why you might want to convert Quickbooks Desktop to Online. Maybe you’re moving your business operations online and want to take advantage of all the features Quickbooks Online has to offer. Or maybe you’re just tired of dealing with the hassles of having a desktop application, and want to switch to […]

If you manage rental property, you know how important it is to keep good records. The right accounting software can save you time and money. But with so many different programs on the market, how do you choose the best one for your needs? Here are four things to look for in a good accounting […]