To process credit card payments, you must have a merchant processing account. When you shop around to get setup with a merchant processing account, it can be quite confusing to compare companies. There are many different pricing models and different companies present the pricing in different ways. In today’s episode, Bernard Roesch will explain how […]
How to Secure Credit Card Data as a Business
We’ve talked in other episodes about choosing the right merchant credit card processor for your business. Once you have merchant processing in place, it’s important to have best practice security protocols to keep the credit card information secure. Not only is this a best practice for the benefit of your customers but it will also […]
Choosing a Merchant Credit Card Processor for Your Business
As a business you need to be able to process payments. Many of your customers and clients may want to pay via credit card. To process credit card payments you need a merchant credit card processing account. There are many factors to consider when choosing a merchant processor. In this episode, Bernard Roesch explains which […]
How to Bill and Get Paid Recurring Payments in QuickBooks
Many businesses use QuickBooks to invoice clients and then receive payment at a later time. If you need to do automatic recurring payments where you charge clients on their credit card for a set amount every single month, this can also be done within QuickBooks. In today’s episode, Bernard Roesch explains how to configure automatic […]
How to Log Expenses to a Previous Time Period
It’s important to keep your QuickBooks data accurate so that you can use it to run your business effectively. There are certain situations where you pay an expense but may want to log that expense to a previous time period. In today’s episode, Bernard Roesch explains situations of when you may need to do this, […]
Key Metrics to Include in an Accounting Dashboard
Financial data is important for many business decisions. However, often data is stored in different places, which makes it easy to analyze different data points for complex decisions. Using an accounting dashboard is a great way to combine metrics and see the relationship between those metrics, even though they may be stored in different places. […]