If you’ve ever had a customer return merchandise or if you need to issue a refund for any other reason, you’ll need to create a credit memo in Quickbooks. A credit memo is basically a negative invoice that gets applied to the customer’s account. This will reduce the amount that the customer owes you. If […]

In order to become Quickbooks certified, you must first pass the Quickbooks Certification Exam. The exam is designed to test your knowledge of Quickbooks and how to use it effectively. To help you prepare for the exam, there are a few things you can do. First, be sure to review theQuickbooks Certification Study Guide. This […]

If you need to change a product code in QuickBooks, it’s easy to do. Here’s how: 1. Go to the Products and Services list. 2. Find the product or service you want to change, then click Edit. 3. In the Product/Service Information dialog box, make your changes in the Product/Service Code field. 4. Click OK […]

Salesforce is a powerful customer relationship management (CRM) tool, but one of its drawbacks is that you can’t change the standard field labels. This can be frustrating if you have custom fields with long or difficult-to-understand names. Fortunately, there’s a workaround that allows you to change the labels without affecting the underlying data. Login to […]

Gnucash is an open source financial accounting program that can be used by individuals and businesses. It is available for Windows, Linux, and Mac OS X. In this article we will focus on how to install Gnucash on a Mac. The first step is to download the Gnucash installer from the Gnucash website (http://www.gnucash.org). Once […]

If you have multiple Pipedrive accounts, you may want to merge them into one. In this article, we’ll show you how to do that. First, log in to the account that you want to keep and go to your Settings (the gear icon in the top right). From there, click on “Integrations” in the left […]

Quickbooks is a popular accounting software used by small businesses. While it is not overly complicated, Quickbooks can be difficult to learn if you don’t have any experience with accounting or bookkeeping. The software is designed for businesses that don’t have a dedicated accountant on staff, so it is important to take the time to […]

Salesforce is a powerful customer relationship management (CRM) platform that helps businesses keep track of their customers and sales. One of the most powerful features of Salesforce is its ability to automate tasks using triggers. A trigger is a piece of code that runs automatically when an event occurs. For example, a trigger can be […]

When it comes to bookkeeping, small business owners have a lot of options. One popular program is Quickbooks, but is it easy to learn? The answer may depend on your level of experience with accounting software. If you’re starting from scratch, the learning curve may be a bit steeper than if you’re already familiar with […]