Wednesday, October 28, 2020

Retirement Plans Explained: 401(k), Roth IRA, and More.


Saving for retirement is great, and there are many types of retirement accounts that can help you get there. This is a high-level guide to some of the most common retirement plans out there, including an employer-sponsored (401)K, IRA and more. 

NerdWallet editor Arielle O'Shea shares the basics of each type of retirement account so that you can make an informed decision about how (and where) you want to save for retirement.

Sunday, October 25, 2020

What To Do When You’re Feeling Unproductive | Forbes


If you’ve felt less productive lately, you’re not alone.

According to a Thrive Global survey, over 75% of employees feel overwhelmed and significantly less productive due to working from home and pandemic-related distractions. Our focus and sleep have suffered, and despite working longer, we’re finding it tough to make progress in this chaotic environment, so we also feel frustration and guilt.

In trying times like these, here’s what to do when you’re feeling unproductive.

Thursday, October 22, 2020

How to Use Enhanced Custom Fields in QuickBooks Online Advanced


You can use enhanced custom fields in QuickBooks Online Advanced to track anything you want, such as the sales rep responsible for a sale, customer number, or the beginning and ending dates of work on a job.

As an example, we’ll go over setting up sales reps, and then show you how to run a report to find the total sales for each sales rep.

Monday, October 19, 2020

Emergency Funds: How Much To Save & How To Get Started


Wondering how much to save in an emergency fund? Sure, building an emergency fund may not be as exciting as saving for a dream vacation, but it is an essential part of creating financial security. It's there for you if you suddenly lose your job or face an unexpected expense. So instead of putting it off, learn how much to save in your emergency fund, how to get started, and more.

Sunday, October 18, 2020

How to Build Your Own Charts in QuickBooks Online Advanced


QuickBooks Online Advanced includes the Performance Center where you can find essential reports and built-in charts. You even create your own charts to track specific data to see how your business is growing.  

Let’s go over where you find built-in performance charts and also how you can design your own custom charts.

Tuesday, October 13, 2020

How to Budget During the Pandemic


For many people, the pandemic has shifted how they live, work and manage their finances. Even for those who haven't lost their jobs or income, there is still uncertainty about what’s to come. 

Regardless of your situation, Kimberly Palmer, NerdWallet's personal finance expert, has tips on how to approach budgeting during this time. She discusses the best way to approach spending and saving, how to prioritize expenses if you’re struggling and money goals to aim for if you’re still doing OK financially.

Sunday, October 11, 2020

How to Be Optimistic During Challenges | Brian Tracy


We all face challenges, but it is our reaction to those challenges that determine how quickly we can overcome them. Your ability to find an optimistic view of challenges will impact your overall success, so to ensure you know how to be optimistic during hardships keep watching this video.

Thursday, October 8, 2020

How to connect Salesforce to QuickBooks Online Advanced


If you use Salesforce to manage your sales and customers, you can easily sync your opportunities with QuickBooks Online Advanced so your sales cycle flows seamlessly.

We’ll go over how to connect Salesforce to QuickBooks and then get closed opportunities into QuickBooks as draft sales forms.

Thursday, October 1, 2020

How to Use Enhanced Custom Fields in QuickBooks Online Advanced


You can use enhanced custom fields in QuickBooks Online Advanced to track anything you want, such as the sales rep responsible for a sale, customer number, or the beginning and ending dates of work on a job. 

As an example, we’ll go over setting up sales reps, and then show you how to run a report to find the total sales for each sales rep.