If you have more than one customer that you need to combine in Quickbooks Online, there are a few different ways you can do this. You can either use the ‘Merge Customers’ feature, or you can export your customers into a CSV file and then import them into a new account. If you have a […]

Sales is the lifeblood of any business, yet it’s often one of the most challenging aspects to get right. There are so many moving parts to a successful sales operation, from lead generation and prospecting all the way through to closing deals and maintaining relationships with customers. That’s where Pipedrive comes in. Pipedrive is a […]

When you make a call from HubSpot CRM, there are a few things to keep in mind. First, you’ll need to have the person’s contact information added to your HubSpot account. Then, you can either click the phone icon next to their name or go to their contact record and click the “Call” button. Once […]

If you are a small business owner, you know that customer relationship management (CRM) and accounting are two of the most important aspects of running your business. You also know that choosing the right software for your business is vital to your success. So, the question becomes, does Zoho CRM integrate with QuickBooks? The answer […]

No, Ynab is not publicly traded. It is a privately held company. The founder and CEO, Jesse Mecham, started the company in 2006. He bootstrapped it until 2016 when he took on outside investment from VC firms like Accel Partners. In 2019, Ynab was acquired by Intuit for $1 billion. No, Ynab is not publicly […]

Concerns over data privacy are understandable. After all, entrusting your most sensitive information to a third-party is a big step. So when it comes to Salesforce, the question on everyone’s mind is: can they access my data? The answer is no. Salesforce does not have any direct access to customer data. All data resides in […]

Yes, Microsoft has accounting software. This software is part of the Microsoft Office suite and is called Microsoft Money. It was first released in 1991 and is currently in its 16th version. While it is not as widely used as some other accounting software packages, it does have a loyal following. It’s no secret that […]

Wave is a cloud-based accounting software that has been gaining popularity in recent years. But is it safe to use? There have been some concerns raised about the security of Wave’s systems, particularly after a data breach in 2016. However, Wave has made significant improvements to its security since then, and it now meets or […]

If you’re like most people, you probably didn’t grow up learning about money. As a result, it can be difficult to know how to share finances with your spouse. One way to do this is by using Ynab (You Need A Budget). Ynab is a budgeting tool that can help you and your spouse track […]