For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and […]
Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one vendor to another in search of a lower price, it will impact your ability to fulfill orders […]
In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty […]
In the early stages of running a small business, many business owners handle everything by themselves. While this jack-of-all-trades approach can help get a new business off the ground, it may ultimately lead to burnout. The business owner may also find they’re so busy with day-to-day tasks that they don’t have time to plan for […]
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
If you’re struggling to track sales leads in QuickBooks, it’s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.
Is QuickBooks a CRM? Not exactly. If you’re finding it hard to manage customers and sales in QuickBooks, here are some telltale signs it’s time for change.