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Monthly Archives

June 2018

How to receive and collect credit cards and transfers in QuickBooks

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Back show you how to collect credit card payments as well as direct bank transfer, which is free, and lastly, I stated that it’s always best to receive a check or cash, but sometimes it’s just not the that convenient lot of places they don’t accept credit cards. They don’t like to pay that 3% merchant services fee or a lot of times they do, they have like a minimum you going to mom-and-pop place $10 minimum 15 $20 minimum. Because every time you swipe that merchant services take the third 3% to be $0.30 $0.50 big transactions could be dollars at the end of the month. That adds up. Long story short, they take three dollars per transaction three is a lot of businesses that cash only. They don’t pay that and it’s easier to hide paying taxes, you could pay a lot less of you except cash you knew that for me.


Steps which are needed to be followed:

  • Let’s get into it back to the situation and I’m just going create a new invoice from the top women sales and invoices right here.
  • Select the customer.
  • We were using a couple of fake customers throughout the last couple of videos, product and service is the bronze package from Moses the full carwash with two layers wax coating free bank transfer present explanatory you put in your bank account number and your routing number and credit cards, tiers or 3% moving to set both of these up with getting set up so just go ahead and click send and save it can send this to this link. Anyways, get set up to take a few minutes.
  • Send and save bottom right, make sure you have the correct email here that is how they are going to get noticed that you did something for them, product or service wise and now you want your money, give me my money now subject this and that online payment yes free bank transfer. It’s good too because couple years ago QuickBooks to charge $0.50 per transfer and that happens and what a couple business days.
  • This happens almost instantaneously. While it’s they front the money to you but it really doesn’t go through for a couple days. It gives you the benefit of the doubt though.


  • Don’t focus on what I just said click on send and close now to take us to here we go invoice finished set up. We do have a bank already set up letters hotdogs this and that was good to go. How much you think you’ll be processing monthly lesson five grand. Yeah, that’s fair to say we are a small business but make sure to be the huge business.
  • Click on next right there. No, fill in all this stuff on FS for the video you can fill out that information can ask for your EI and make sure you have that and that’s can take you this morning. Fast forward again all rights when we get past the first two form to fill out an hour at our bank, add your bank account number.
  • I’m just going to do my Gran the first check in looking at right here on the fast for this part bank account number goes right here routing is right here you take a second or two away for moment way.
  • Look at your info. There’s no easy way to do this. Okay, so I got this right here excited you some of my personal information. It did throwback. I haven’t seen this before because on my real QuickBooks online.
  • I did not use my personal information or fictitious information. This looks a little bit fishy though, but that’s can it once you know that it will verify it and you will be allowed to click on payments.
  • You will have the option to send the credit card invoices. That’s it.

Hope hopefully this article made sense out of the news or not. That’s it. Good luck with this and see as an expert or we talked about receiving payments and handling 50% upfront and 50% cash on delivery.

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How to Create Custom Estimate in QuickBooks


Maxim last year we created an estimate but it looks pretty plain. So what spice it up and let our estimate better represent your brand.


  • So let’s get back into it from the dashboard of the overdue sales.
  • Click on rodeo customers right here on the far right where it says create invoices, go ahead and click on create estimates and will route to do was just have couple want to know about this service or this and that one hour.
  • Get to what would happen with the I button so about that pause for station identification hours one hour $10 this and that.
  • Check out here in the bottom middle click on customize now it’s broken up you go to new style you want to leave without saving surely we need back that doesn’t take that long to type in one hour so is broken up into okay for create estimates that turn heads and open wallets.
  • Content emails and payments will just be called as templates one just like that.


For example, one now there’s a bunch of things you can do so. We got our design or content or emails payments for design is how we wanted to look at her colour a logo. I imagine your company has a couple of colours that represented these colours may be on your logo, your decals, your uniforms, let’s upload an image. I’ve got my old Village Park source logo just like that. I like that the colour is a little bit too bright to go with the darker green. I like that that’s good to go get choosy with your font. Let’s go from Helvetica to Times New Roman and Times New Roman and speculative bigger when in doubt, print out and good in that department.



Let’s content maybe some of the stuff we need some of the stuff we do not need. It’s got three little pencils over here. That means we can edit this information. Maybe you don’t have your phone number on it maybe don’t have your business name for numbers we can on click that sale that’s gone there at County your call emails. This is got so backed content for the site you can get rid of some of the stuff you got a broken on your rate your quantity your amount. If you have a lot of products need an SKU number you can add it in that regard, I want to go back to design and really fast. I want to change the template though I don’t like this. I think friendly is the most professional, click on friendly let’s go with bold now was too much ink will go with modern and I know we can move our logo around the little bit and put that over there estimate middle discount play around that there are no right or wrong emails. This is kind of your stock what to say when it shows up in their email. Here’s your invoice.


No, let’s go from the click on that down to estimate dear about a ruffled number. Please review the estimate below. Feel free to contest. Contact us to give me questions. We look forward to working with you. Thanks for doing. Thanks for your business can be. Right now I am at my coffee and Danes at the subject in here useful name you got a couple more options and that’s kind of just payments is over here being a show bank transfer free. I don’t think you can do PayPal you can you PayPal I like that and we are going to click done and we saved it is template one so if you ever go back to estimates. Let’s go on it apnea so my pin my Internet bill so ready to back to customize again and it should show up template one. There is fraud or another estimate. Soon after, keep re-creating that every single time there’s an estimate or an invoice. Invoices can work the same way if you guys want a tutorial for that. Let me know that is how you create a custom estimate in QuickBooks online.



Amazon Prime customers online shoppers

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SAN FRANCISCO — Amazon Prime members will soon get 10% off some sale items at Whole Foods supermarkets along with discounts on selected popular items. The program launches in Florida Wednesday and will extend nationwide this summer.

To get the deals, Prime members will need to download the Whole Foods app on their phone and input their Amazon login. That will create a code on their phone that the Whole Foods cashier can scan at checkout.

Customers can also link their Prime account to their phone number so that when they shop at Whole Foods they only have to tap in their phone number at checkout, a system common to many grocery store loyalty programs.

The announcement marks the most aggressive stance Amazon has so far taken to integrate the two companies, at least from a consumer perspective, said Bob Hetu, a retail industry analyst with Gartner.

“There have been gradual steps towards integrating Amazon and Whole Foods. But this is a more meaty idea, tying together this idea of providing fresh foods at a good price to Prime members,” he said.


Even if it doesn’t bring in hordes of new shoppers to Whole Foods stores, the system will give Amazon enormous insight into its Whole Foods shoppers, one of the main motivations for supermarkets to keep the programs running.

In general, supermarket loyalty card programs can be an annoyance to stores, and they don’t necessarily save customers money, said David Livingston of DJL Research, a grocery industry market research firm.

“The purpose of the card is to fool the customer into thinking they are getting a good deal. Well, they are, if they only buy the handful of good deals on the card and nothing else,” said David Livingston of DJL Research, a grocery industry market research firm.

On the other hand, the knowledge stores gain about their customers through these loyalty card programs, including where they live and how much they buy, can be very valuable.

“They sell that data to vendors. Such as if a person buys one brand of cola, the competing brand of cola may put an offer on the card to try to get them to switch,” he said.

The Prime member deals will be prominently featured in stores and can also be accessed via the Whole Foods Market app, Amazon said.

Since Amazon bought Whole Foods Market last  August, it has been reducing prices at the stores which, though popular, had long been known by the nickname “Whole Paycheck.”

Amazon wouldn’t say exactly when the program would finish rolling out nationwide, but it’s worth noting that its big shopping event, Prime Day, typically falls in mid-July.

“You would expect us to not disappoint customers on Prime Day,” said Cem Sibay, vice president for Amazon Prime.

Amazon prime phone number 1-888-509-7040 call now

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Amazon prime is a great service that many of you use most of you know if he can get free two-day shipping on most items and with membership you can get access to Amazon prime video for great exclusive shows like Goliath and sneaky Pete. What many people don’t realize is that there are several other benefits that you can take advantage of. If you’re an Amazon prime member. I admit that I was not aware of many of these perks until recently.

So today I will show you 10 Amazon prime benefit that you may not know about or even be using coming up next on tech gumbo is a quick disclaimer before you started this video is not being sponsored by Amazon. Even though Amazon is a popular online shopping destination. Don’t forget to support your locally owned businesses whenever possible.

With that out of the way, the list number one same day and one day delivery in addition to the free two-day shipping options. Amazon offers to its prime members in select areas. You can now get free same-day or one-day shipping on select orders over $35. 50 orders under 35 I members pay only 599 per order a full list. The program terms and details are on the Amazon site number two Kindle owners lending library. Prime members can borrow one book from the Kindle owners lending library for each calendar month. This benefit is not available for all prime members, as it is only available on Kindle e-reader’s fire tablets and fire phones. If you have one of these devices you have access to hundreds of thousands of titles with no due dates, number three, Kindle first, here’s a prime perk that most of you can take advantage of as it only requires that you have the Kindle reading app installed on your device.

It’s not exclusive to devices that are owned by Amazon. The Kindle first program allows prime members to rent one free e-book a month before that books original release date Kindle first is great if you want early access to popular books number four which prime as many of you gamers know which is a popular live streaming video platform which is a subsidiary of Amazon as an Amazon prime member with which prime you can get big savings on games and accessories, which also includes advanced access to lightning deals. Number five prime photos. Many of you are aware that is a prime member that you can get unlimited photo storage in the Amazon cloud.


There is also an option of less expensive photo prints, calendars and even cards delivered to you through photo storage by using Amazon prints number six digital credits. There may be times when you’re not in a rush to have your order delivered to you. I know this sounds crazy, we usually want our purchases as quickly as possible. If you have the patient’s you can select the no rush shipping option and most often you can get credit on your account. In this example, if I choose the free no rush shipping option I can get a five dollars reward for prime pantry is the benefit that offers groceries and other household products in everyday package sizes. If you choose the no rush shipping option. Frequently, those rewards can add up quickly.

Number seven, Amazon prime scorecard as an Amazon prime member. You can also sign up for the Amazon prime scorecard. If approved, you can earn 5% back on anything you purchase from Amazon, not an advocate of running up credit card debt. But if you’re someone who pays off your balance each month can save you a lot of money. Number eight prime music. A lot of you are aware of and are using prime video but some of you may not be aware that Amazon has a music service called prime music that’s included with your membership has about 2 million ad free and on-demand songs. It has curated playlists or you can create your own playlists.


It also offers off-line playback with unlimited skips. It doesn’t have the selection that music services like spot if I ask, but at least you don’t have to spend any extra money. These number nine audible channels audible which is owned by Amazon offers prime members free access to audible channels audible channels has a rotating selection of on-demand podcasts in several categories which include talkshows news company shows and many more.


Another benefit within audible for prime members is the ability to access streaming versions of the audiobooks to access either the audible services you must download the audible app on android and iOS Windows 10 or on your fire device number 10 prime reading. Last but not least is prime reading. It works a lot like Netflix you get unlimited reading of books, magazines and comics in several categories. It also includes books with audible narration. Prime reading is free for prime members with the Kindle app on iOS and android there even more prime benefits that you can take advantage of with Amazon that weren’t mentioned in this video if you know of any perks that were left off this list that you find beneficial. Please let us know in the comments in this video, a thumbs up. If you learn something new and you haven’t done so already. Click on the unsubscribe button for the latest from the world of tech from tectum