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 […]

Hubspot is a cloud-based CRM (customer relationship management) software that enables businesses to better monitor and track their sales pipeline, as well as automate marketing tasks. It’s one of the most popular CRMs on the market, and for good reason: its features are comprehensive and easy to use. That said, Hubspot isn’t perfect, and it […]

Are you a landlord looking for the best accounting software to manage your rental properties? If so, you’ve come to the right place. In this article, we’ll provide an overview of the best accounting software for rental properties, as well as some key features to look for in a good accounting program. When it comes […]

Pipedrive is a great CRM tool for sales teams, but can it be used for project management? The answer is yes! With a few tweaks, Pipedrive can be transformed into a powerful project management tool. Here’s how you can extend Pipedrive to fit your needs: First, create a custom field in Pipedrive called “Projects.” This […]

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. […]

Freshbooks and Quickbooks are both popular accounting software programs used by small businesses. Both have their pros and cons, but which one is better? When it comes to features, Freshbooks offers more than Quickbooks. For example, Freshbooks lets you track time spent on projects, create invoices in multiple currencies, and accept online payments. Quickbooks, on […]

Salesforce is a popular CRM (customer relationship management) software. Many businesses use Salesforce to manage their customer data and sales processes. One of the features of Salesforce is the ability to create notes for each customer record. Notes are a great way to keep track of important information about your customers, such as contact details, […]

YNAB, or You Need A Budget, is a budgeting software that helps users manage their finances and stay on top of their budget. The company offers a free trial and a subscription-based service. So how does Ynab make money? The company makes money through its subscription-based service. Users can sign up for a free trial, […]