Small Business

Online Payment Gateways for Small Businesses Using QuickBooks

Calling all small business owners: let’s talk about accepting payments from customers. Specifically, let’s talk about why online payment gateways make accepting payments so much easier. Do any of these scenarios sound familiar to you? You often ask customers to repeat their credit card numbers over the phone. You often ask customers to resend cheques …

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Lead Tracking Best Practices for Small Businesses Using QuickBooks

As your small business generates more leads, the purpose of lead tracking becomes pretty clear. In order to nurture those leads and ultimately win their business, you need to keep tabs on them as they move through the sales pipeline. Unfortunately, this can be challenging for small businesses using QuickBooks. Since you cannot create an …

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Small Business Lead Generation Made Easy: 3 Ways to Get Leads Into Your Pipeline

Imagine having a steady influx of customers all day, every day, without having to lift a finger to find them. That would be pretty cool, wouldn’t it? Unfortunately, that isn’t the case for most small businesses — and that’s where lead generation comes in. Lead generation is the process of finding individuals or companies in …

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5 Reasons Why Offering an Online Customer Portal Reduces Admin Work

Originally published Mar 12, 2018; updated Jan 18, 2019. When you run a small business, you want to ensure processes are streamlined so each person can work as effectively as possible. And when it comes to spending less time on admin work, there’s a strong case for putting some of the onus on the customer. …

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6 Signs You’ve Outgrown QuickBooks and Need a CRM

For most entrepreneurs, accounting is rarely the exciting part about running a business. That said, strong accounting is critical for the success of every small business. Knowing that, it’s no surprise that 80% of small business owners balance their books and manage customer data within accounting software like QuickBooks. And while a business can’t function …

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Improve Subcontractor Reporting in QuickBooks

Whether you subcontract production processes in manufacturing, or oversee a team of subcontractors in field services, it is essential to have access to flexible reports that help you manage your sales.  This blog post gives a quick breakdown of subcontract reporting functions in QuickBooks and offers an alternative, custom solution that applies both your QuickBooks data …

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5 Sales CRM Facts For Every Small Business

CRM software doesn’t always receive the credit it deserves. For some, it’s an archaic system that’s used to collect and store contact information. For others, it’s an expensive, time-consuming software that’s a headache for your sales reps to navigate. But with the proper approach, the right CRM will become the biggest asset to your entire team. More …

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