Yes, you can invoice through Pipedrive CRM. This is a great feature that allows you to keep track of your invoices and payments in one place. To do this, simply go to the “Invoices” tab and click on the “Create New Invoice” button. From here, you will be able to enter all of the necessary […]

It’s no secret that Salesforce is a powerful CRM tool. But did you know that you can schedule dynamic dashboards in Salesforce? That’s right – with just a few clicks, you can have your dashboard automatically update with the latest data. This is a great way to keep your team up-to-date on sales performance, customer […]

Podio is a project management software that allows businesses to manage their workflows and processes. Pipedrive is a sales CRM software that helps businesses track their sales pipeline and activities. Both Podio and Pipedrive offer integrations with each other, making it possible to use both tools together. However, there are some important things to consider […]

In the past, I used Microsoft Money and Quicken to manage my personal finances. But now that I’ve switched to GnuCash, I don’t think I’ll ever go back! Here’s why: GnuCash is free software that you can download from the internet. It runs on Windows, Mac, and Linux platforms. And it has all the features […]

If you have Clio, do you need accounting software? The answer may surprise you. Many people think that because Clio is law practice management software, they don’t need any other type of accounting software. However, there are several reasons why having both Clio and accounting software can be beneficial. If you have Clio, do you […]

There are a lot of different options when it comes to accounting software, and it can be difficult to decide which one is right for your business. If you’re in the dropshipping business, you might be wondering if you need accounting software at all. The answer is that it depends on the size and complexity […]

Assuming you’re referring to writing off a customer’s debt in QuickBooks: The first thing you’ll need to do is create an account in your chart of accounts specifically for write-offs. This will help you track how much bad debt you have and make it easier to see the impact on your financial statements. Once you’ve […]

If your business uses software, you need to account for the licenses in your bookkeeping. Depending on the type of license, the accounting can be simple or complex. Here is a guide to help you keep track of your software licenses. There are two main types of software licenses: subscription and perpetual. With a subscription […]

If you’re like most business owners, you know that Quickbooks is a must-have. But with so many versions and options, it can be tough to decide which one is right for you. Here’s a quick guide to help you choose the best Quickbooks for your business. If you’re a small business owner, you’re probably wondering […]