Are you looking to consolidate your QuickBooks customer list? Maybe you have duplicate customers or want to combine two companies into one. Whatever the reason, there are a few different ways to merge customers in QuickBooks. Let’s take a look at how to do this. From the Quickbooks Home screen, click on Customers in the […]

As of July 2020, You Need a Budget (YNAB) reports that they have 296,000 active users. This is an increase from 2019, when they reported 250,000 users. The company has seen significant growth since its founding in 2004. In the early days, YNAB was mostly used by people who were already good at budgeting and […]

Assuming you have a credit card already set up in QuickBooks Online (QBO), here are the steps to recording a credit card charge. If you need help setting up your credit card account in QBO, please see this article from the Intuit support site. Keep in mind that there are different ways to record credit […]

There is no limit to the number of assignment rules that can be active in Salesforce. However, keep in mind that each assignment rule can only have one criteria and one action. So if you have multiple assignment rules, make sure that the criteria don’t overlap or you may not get the results you’re expecting. […]

If you’re looking for a CRM that will help your business close more deals and keep track of your customers, then HubSpot Sales CRM is a great option. In this article, we’ll show you how to set up HubSpot Sales CRM so that you can start using it to manage your sales pipeline. First, you’ll […]

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 […]

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 […]

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 […]