We often get requests to convert a Lookup field to a Master-Detail relationship in Salesforce. There are several reasons why this might be necessary, but the most common is that the data needs to be reportable. In this article, we’ll explore whether or not it’s possible to convert a Lookup field to a Master-Detail relationship […]

In order to set up online payments with Quickbooks, you will first need to sign up for a merchant account through a payment processor such as PayPal or Authorize.net. Once you have obtained your merchant account, you will then need to enter your account information into the Quickbooks software. After your account has been verified, […]

In QuickBooks, “clear” payment means that the funds have been received and are no longer outstanding. This can happen in a couple different ways: either the customer has paid their invoice in full, or you’ve applied a credit to the invoice. Once an invoice is paid in full (or a credit is applied), the status […]

Odoo inventory can be a powerful tool for businesses of all sizes. By keeping track of your inventory levels, you can ensure that you always have the products and materials you need on hand, while avoiding excess stock that ties up valuable resources. In this article, we’ll show you how to use Odoo inventory to […]

Are you an independent contractor thinking about starting your own business? Or, are you already running your own show but wondering if you need accounting software to do your taxes? The answer is…it depends. If you have a simple business with just a few clients and expenses, you can probably get by without any special […]

If you’re a business owner, then you know how important it is to have a good accounting software program. After all, this is what will keep track of your finances and help you make smart decisions about your money. Great Plains accounting software is one of the best programs out there, and it’s perfect for […]

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 […]

Zoho CRM is a cloud-based solution that helps businesses manage their customer relationships. It offers a suite of tools for sales, marketing, and customer support, as well as features for customizing the CRM to fit each business’s needs. Zoho CRM is affordable and easy to use, making it a good choice for small businesses. There […]

Making your own accounting software can save you a lot of money, and it can be very rewarding to see your project come to life. While there are many different ways to create accounting software, using Microsoft Access is one of the most popular methods. This program offers a wide range of features and tools […]