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4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

The below steps shows how you can setup a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes Steps to setup Customer portal with QuickBooks Step 1 : Signup to PayorCRM   For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button For QuickBooks Desktop – …

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4 Steps to Setup Automated Invoice reminders on QuickBooks Desktop/online

4 Steps to Setup Automated Invoice reminders on QuickBooks Desktop/online

Searching on Google about steps to setup Automated Invoice reminders on QuickBooks Desktop / QuickBooks online actually sends you to tons of article on QuickBooks help and community sites which shows how to manually send reminders ( we know the pain 😛 )   Hence the below blog post   In the age of social …

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Why setup Automated Recurring ACH payments or Credit card payments with QuickBooks

Why setup Automated Recurring ACH payments or Credit card payments with QuickBooks

We wrote a blog post on QuickBooks(Desktop/Online) ach payment issues see here – And realized that out of the issues mentioned , There is something that  we haven’t solved yet – Recurring ACH payments Why use Recurring ACH payments instead of recurring credit card payments ? ACH payment are the cheapest and easiest payment mechanism …

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Using QuickBooks payments? Save more than 5000 dollars a year

Using QuickBooks payments? Save more than 5000 dollars a year

Are you using QuickBooks payments for accepting Credit Card Payments? You are then one of the many users of QuickBooks overpaying for accepting credit card payments How do we know ? We did the math and you can try finding how much your business will save too using the below calculator Enter the total amount …

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PayorCRM is on QuickBooks app store under Receivables management

PayorCRM is on QuickBooks app store under Receivables management

  PayorCRM has been listed on QuickBooks apps store . Check out the app on the appstore using the link below https://appcenter.intuit.com/payorcrm?locale=en-US What this means for you ? To be on the app store the payorCRM has to go through the rigorous requirements of the QuickBooks store and meet certain standards including very stringent security …

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Check Daily Sales Outstanding value for your business here

Check Daily Sales Outstanding value for your business here

We made a nifty little calculator that would help business check the DSO value for their business To use the calculator enter the following details Total yearly gross sales : This is the total sales in the last one year for your business Total no of working days : This field should contain the total …

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PayorCRM Distinguished as a Top Accounts Receivable Software by Independent Platform for SaaS Reviews

PayorCRM Distinguished as a Top Accounts Receivable Software by Independent Platform for SaaS Reviews

With our PayorCRM, businesses like yours are equipped with a simple platform with a robust set of tools for acquiring payments from customers with ease. FinancesOnline came to this conclusion after they created a thorough review of our PayorCRM features, and they hailed our B2B Accounts Receivable Software with their esteemed Great User Experience and …

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The easiest way to integrate ecommerce orders with QuickBooks

The easiest way to integrate ecommerce orders with QuickBooks

Businesses are dependent on eCommerce now more than ever for accepting orders from their customers but one of the major challenges of having an eCommerce platform is mainly adding a complex check out system to accept orders and the cost associated with having a technical support personnel in setting up the eCommerce system . To …

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QuickBooks ACH payments issues and How to work around them

QuickBooks ACH payments issues and How to work around them

Issue 1 : QuickBooks ACH payments take around 5-7 days to reach the bank  ! I found the below issue being listed by someone from the QuickBooks community and realized that most businesses does not understand how ACH payments work through third party processors such as QuickBooks, Stripe , PayPal etc. works   Direct ACH …

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Cash flow is the most important survival skill for a small/medium sized business. Automate it !

Cash flow is the most important survival skill for a small/medium sized business. Automate it !

  The truth is businesses all over the world are automating most of the repetitive activities they do   According to a US bank study 82% of businesses die not because of lack of profits but cashflows!   Rules to live by   Profits are an accounting entry and doesn’t mean much if your cash …

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