Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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QuickBooks add-ons for manufacturing: What to know
Explore QuickBooks add-ons for manufacturing in this blog. Learn what they are, why they’re important, and a couple of your best options.
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What is work in process (WIP) and how to use it
Work in process (WIP) is the story of what’s happening between your raw materials at the start of production, and finished goods at the end.
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QuickBooks Desktop discontinued: Next steps for Desktop users
Is QuickBooks Desktop discontinued? Find out everything you need to know about the future of QuickBooks Desktop in this blog.
Latest posts
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CRM for wholesale: How to make the right choice
Learn what wholesalers need from a CRM to close more deals in this post.
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Paycheck Protection Program (PPP) loan forgiveness: What you need to know
To qualify for loan forgiveness from the Paycheck Protection Program (PPP), there’s a lot of criteria you have to meet. We review each so that you can maximize the PPP loan forgiveness you receive.
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What to look for in your distribution CRM
Learn what separates a great distribution CRM from the rest in this post.
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What CRM Stands For — A Definitive Guide
Find out what a CRM is and learn how you could benefit from one in this post.
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Manufacturing sales strategy – How to increase sales in manufacturing business
With material costs rising and increased pressure on the bottom line, manufacturers need a sales strategy that produces results.
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Sales infographic: The state of sales in 2020 and beyond
Check out this infographic for insights on the current state of sales and find out where the industry is headed in 2020 and beyond.
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Tips for working remotely: How to get things done
These simple and effective tips for working remotely will keep your remote team focused and productive.
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New Method:Field Services features are live
Over the past few months, our product team has been working hard to launch Method:Field Services beta and we’re excited to share some of the awesome features they’ve created.
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QuickBooks CRM integration: How to make the right choice
Learn the value of a QuickBooks CRM integration and learn the top QuickBooks CRMs on the market. Better yet, get a checklist to kickstart your evaluation.
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QuickBooks paycheck protection program: what you need to know
Learn what the QuickBooks paycheck protection program is and how you can take advantage of it.
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Mastering Sales Process Steps — 5 Steps That Will Boost Your Bottom Line
A deep-dive into the 5 step sales process that has helped many successful companies increase sales and grow their operations.
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8 work from home apps to increase your productivity
With many teams now working remotely, we look at the top work from home apps to keep you organized, productive and focused.