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I have multiple locations with multiple salespeople. Each store has it's own salespeople and I want the salespeople to only have access to their assigned store. The issue is that the only role available to do so, somehow does not allow users to receive payments... Ideally the salespeople in each store would Create Estimate - Conver to Invoice - Receive Payment THAT'S ALL. Has someone found a loophole? Please help, thank you!
As a small business owner you put so much into your business. A lot of that time is during regular business hours, and then even more once you go home for the day. You're committed to your success, but the day in and day out of it all can lead to exhaustion. Here are a few tips to avoid getting burnout on your dream: Have a morning and night routine Plan "me time" Take plenty of breaks Get at least 7 (preferably 9) hours of good sleep each night Set clear boundaries Get outside Set healthy working hours Know when to slow down and rest I know this can be difficult when you have both goals and deadlines to reach, but if you're in it for the long haul remember it's a marathon, not a sprint. You have to take care of you so you can take care of your business. What are some helpful tips you practice to prevent burnout?
Fellow small business owners -curious if anyone else has run into this, and how you handled it.Quick background on me: I run a seasonal student storage business in Massachusetts. We've been with QuickBooks Payments for 14 years. Last year we processed about $1.72 million in card payments through Intuit. Long track record, clean payment history, no chargeback issues.Last May (2025), I noticed Intuit had quietly raised my processing rates heading into my peak season. I caught it on the statement, called support, and after some back-and-forth got the rates walked back. You can actually see it on my June 2025 statement where there are duplicate fee line items at both the old and new rates from the mid-month adjustment.This year I decided to be proactive. I got a written competitive quote from another payment processor that uses interchange-plus pricing — basically pass-through interchange plus a small processor margin instead of Intuit's flat-rate model. Their effective rate estimate for m
Hi there, welcome to the Business Discussion area of the Community. Today I'd like to share a few great ways to remain proactive in your business even during a slow period. As we know, slow periods are inevitable, so here are a few ways you can keep busy: Update your website or portfolio. It's always a nice touch when you visit a business website and everything is up to date and you can tell they're active. Repackage your products/services. Similar to the business website, keeping your packaging up to date is eye catching. Additionally, if you're a service based business "repackaging" may look like special offers or bundles. Refine your marketing strategy. Take a deep dive into what has and hasn't worked and make any necessary changes. Automate or delegate. Take some time to research business apps that can help you get tasks done quicker or hand over a few jobs to your trusted employees. Increase your SEO ranking. We've talked about the importance of Search Engine Optimization (SEO).
Hello ladies and gentlemen of the Community. I hope you've had a great day so far. Before you head out this evening, I'd like to share an article from the QuickBooks Blog that tells how small businesses are using AI to better manage their time. Let's dive in... Scheduling The ability to define your availability Team calendar syncing Calendar management optimization Task management task prioritization auto-time blocking Project management Collaborate Assign tasks Set deadlines Track project progress Time tracking Productivity insights Data-driven decisions Workflow optimization Realistic goal-setting With these uses for AI you'll be able to free up more time to devote to other areas of your business. Check out the full article linked above for even more details. Take care folks!
Happy Friday ladies and gentlemen. Welcome back to another topic here in the Business Discussion space. Today I'm stopping by to share an article from Forbes.com that shares a few examples of great landing pages.What it isIf you're like me, you may be wondering, "What exactly is a landing page?" A landing page is a web page that persuades users to take a specific action. A visitor lands on a landing page when they click a header or link from search results, a home page, an email or an ad from social media. A landing page aims to capture leads, promote a product or service or encourage a specific action such as getting a quote, downloading a guide, signing up or making a purchase.Why it's importantYou need a landing page to introduce your brand and value to target customers by showing them how your offerings will benefit them. In addition, landing pages help you capture visitor information, provide a focused and optimized visitor experience and thus help improve your conversion rate.Tip
Have you heard the news? There's a new feature called Intuit Assist that acts as your personal assistant! Oh, what's that you say? - Tell you more? Sure thing! Let's take a look at this article from the QuickBooks Blog for more info..."Intuit Assist for QuickBooks, our new generative AI-powered financial assistant, now available in beta and rolling out more broadly in the coming months, is designed to help small business owners like you succeed. By surfacing powerful and relevant insights based on your business’s performance and your customers’ behavior, Intuit Assist will help guide you on the spot, enabling you to make informed business decisions."Let's break it down. There are four key ways Intuit Assist will help and support your business growth:Show MeA comprehensive view of where your business stands.Do it for MeAutomates tasks, like drafting invoice reminders and more, saving you time so you can focus on the big picture for your small business.Guide MeCreates a fully customized
Hello Community! Thanks for stopping by. Today I'm sharing an interesting article I read posted on forbes.com. This write-up discusses mental fitness being the next frontier of leadership. Let's take a look...Dr. Gareth Craze has spent his career at the intersection of behavioral science and leadership development. A psychosocial fitness coach, business school professor, and co-founder of Hard Mind Lab, a consultancy specializing in risk management and employee wellness in Australian heavy industry, Craze has coached leaders across industries on everything from workplace performance to executive resilience.Mental health has rightfully become a central focus in professional life, but mental fitness represents something altogether different—and potentially more transformative for how we think about leadership performance today."Imagine two leaders with identical experience, judgment, and values," he says. "One is consistently well-rested, physically active, and properly fueled. The other
Hi friends. Welcome back to the Business Discussion board. Today I have a bit of insight to help you be more productive. Let's talk about how to deal with task paralysis.What is task paralysis you ask? Also referred to as overwhelm freeze, task paralysis is when your mind sees your to-do list as a threat. When we encounter threats, we either fight, flight, or freeze. With a larger to-do list the threat may be recognized as potential failure or letting others down.Here are some tips to help you unfreeze and tackle your tasks: Acknowledge your negative emotions. Think of ways to add reward and accountability to your task. Do something to increase your dopamine like listening to music while you're working or eating a snack before you get started. Move your body for a little while before you get started to get your mind out of the frozen state. Work in a different area. Start small with something that feels the most doable. Don't wait until you have "more time" or it "feels right." Starti
Welcome to the "Talk About Your Business Page"! We're happy to have you here. I'd love to share a great article from the QuickBooks Firm of the Future site that covers data analytics and how it can fuel your small business and mid-market growth. Before doing a deep dive into analytics, you need to be able to answer a few questions about your business to make sure you're on the right track to begin with: Are we focused on the right things? Is our quality where it needs to be? How are we doing financially? Where are our opportunities and challenges? Are our customers happy? Are our employees happy? Once you've answered those questions and are satisfied with your answer you can move onto the business analytics.One of the most important metrics to consider is the IRR, or Internal Return on Investment. This figure will tell you how attractive your business is to customers.Here are a few other metrics to take a look at: Unit economics - a method applied to analyze a company
Hello, Community! I hope you're doing well and ready for a great weekend. Before you leave for the day, I wanted to share an article from inc.com that talks about making your brand AI visible. Let's take a look at it...SEO (Search Engine Optimization) hasn’t disappeared, but AI visibility is now the new layer of discovery. Here are five strategies to make sure your brand shows up in AI‑generated answers.1. Write citation-ready content blocksYou want your content to be fact-dense and modular, meaning you’re prioritizing definitions and quick comparisons. Adding or converting to step-by-step guides and decision helpers gets your content noticed. You’re outlining how your audience can decide between their choices.2. Strengthen your entity signalsAI models need to understand who your brand is. Align your brand name consistently online by using similar descriptions and categories when highlighting products or services and founders. You can build an entity hub page with an about section disc
Hello Community! Welcome to the Business Discussion board. I know many of you here are small business owners, and as a small business owner you may not have a ton of hands on deck. In fact, it may only be you - the solopreneur. If that sounds like you, here are a few tips on how to grow your business on your own.Be super strategicThere's a reason behind every action you take.Use timersTime is money! You likely have a heavy work load. Use timers to work on a certain project for an allotted amount of time and then move on to the next thing. Repeat until complete.AutomateApply technology, apps, different platforms to automate business tasks to make your life easier.PrioritizePrioritize projects, financials, customers, and so on. Tackle what needs to be taken first and check it off your list.You may be feeling like you're spread pretty thin trying to take care of your business as a one man/woman show. I hope these pointers help alleviate some of that. What are some tips you'd offer to othe
Good afternoon, folks. I hope everyone is doing great. Today I'm stopping by to share a post from the QuickBooks Blog. This post shares info about NOPAT - what it is and how to calculate it. Let's dive in... NOPATNOPAT stands for Net Operating Profit After Tax. This formula is used to measure a business’s theoretical income after all taxes, interest, and expenses have been withheld. It's an important figure to know because it shows how much a company could make if it didn’t have any debt, or unlevered free cash flow. Additionally, it is a great indicator of how well a company uses assets to generate profits for core operations.Operating ProfitOperating profit accounts for all gross profits earned through business operations before interest and taxes are deducted. Or to put it more simply, the amount left over after operating expenses get deducted from a business’s gross revenue.FormulasThere are two formulas to choose from when calculating NOPAT for your business. Your business
Greetings and salutations my friends. I hope this week has treated you well. Today I'd like to share an article from inc.com that discusses why businesses hit a "revenue ceiling" and what you should do if that happens. Let's find out...They Max Out Their Personal ReachWhat happens: The list of personal and professional contacts has come to an end. Customer acquisition takes a toll on their bank account because it's difficult to sell to someone you don't know.Why it happens: Often times, startups will lean solely on their own network instead of asking themselves a few make-or-break questions: Does this idea have legs and is the product any good? How much is the product worth? How should I market and sell it? Will customers adopt and use it? What to do: Remove sales data for people in your network and figure out why strangers are buying from you and build from that.They Exhaust Their Early AdoptersWhat happens: For every product that goes to market, a portion of that market w
Good afternoon! Welcome back to the Business Discussion board. Today we're facing a fear! Something that we do to ourselves that can limit growth, especially in a business ownership role. And that is limiting beliefs. Here's how to overcome them... Change Your Relationship With FailureNot scoring the winning goal, not getting the promotion, going into debt, you get the idea of these few examples of what our structured ideas of failure looks like. Entrepreneurship forces you to re-arrange our relationship with failure. Rather than seeing it in the traditional sense, "failure" will look like: not being resourceful, being a poor leader, being too afraid to make mistakes, and not learning from those mistakes once they’re made. Remember, struggle is a necessary part of the process.Identity Your Largest Fear and Face ItSay your biggest fear is actually starting your business; what better way than to dive in head-first? Register your business name and tell 5 people close to you
Happy Friday! Before you leave the office today, I wanted to share an article with you from inc.com. This post offers simple phrases that can change how you do business for the better.We've all heard the saying, "You miss 100% of the shots you don't take." Although cliché, it's very true. The same can be said about asking for things that you need. You'll never get them if you don't ask.Three magic wordsThe writer explains a simple phrase they've learned to rely on in the business world - "Is it possible _____?" Fill in the blank for yourself and you may be pleasantly surprised at the answer you receive.Before you askAsking some pointed questions takes guts, there's not denying that. To be sure you have the best chance at a positive answer you need to nail down what your business needs. "Knowing your business strengths, priorities, and shortcomings is essential for pinpointing opportunities as they arise and making them a reality. All you need is the confidence to ask, "Is it possible?"
Good afternoon ladies and gentlemen! I'm stopping by today to discuss one of my favorite topics for small business - social media. Here are a couple of pointers on what to post and the purpose behind it. Reels are for - entertaining content; attracting new followers. Stories are for - building your community and making sales.Live videos are for - conversations and conversions.Posts are for - quotes, lists, and saveable/shareable content.These different types of ways to interact with your followers are available on many social media platforms as well; for example Facebook, Instagram, and TikTok. When you truly utilize the power of social media, there is so much potential to be unlocked. What is your go to for interacting on socials? Which type of way to share seems to up your statistics? Let's chat about it in the comments.
I can imagine as a small business owner pricing can be difficult. Personally speaking, I have a little side hustle where I make and sell clay earrings. I do put a lot of time and effort into the pieces but potential customers are more concerned with the product itself. At the end of the day the goal is to sell. Here are a few pointers on how to take the emotion out of pricing. Change your mindsetWhen pricing, don't come from a place of scarcity, come from a place of abundance.Work backwardsFigure how much you'd like to earn in a year and then work backwards.Take out emotionPretend your pricing items for a friend. It will feel less personal.Price the valueFocus on pricing the value of your product or service over the time taken.This may be a bit of a hot take on this topic. Should small businesses exclude emotion when it comes to pricing? Does it depend on the product or service? Let me know what you think!
Hello, Community! Thanks for stopping by the Business Discussion board. Today I'd like to share with you a post from the QuickBooks Blog that talks about success for small business equates to success for their communities as well. Let's take a look at some of the key points:Small businesses improve mental health in the community"Not only does a thriving main street get people outside and connecting with one another, small businesses often provide the resources necessary to keep us healthy. Your local yoga studio, therapist, vitamin shop, book store, and gym are all small businesses that play a role in holistic well-being. Even having a space like a coffee shop to meet with friends can improve your day."Small businesses are better for the environment"The larger the business, the bigger the carbon footprint. According to the World Green Building Council, building operations alone account for 39% of all global emissions. Small businesses often operate within smaller brick-and-mortar store
Hello,On Guam i have (2) customers with a current quickbooks desktop edition. Respectively, Premier 2024 and Enterprise 24. Both have active payroll subscriptions purchased online. QB Payroll signin shows they have an active payroll subscription/key. The customer with Enterprise shows "expired" After 3+ hours with payroll support i was advised their subscription was restricted due to region. Their justification is because GuamTax doesn't offer automatic payroll connections with Inuit. The PREMIER edition works just fine with payroll. What is going on? Both companies have EINs registered on Guam. Both companies remit SS payments to the USGOVT, not GuamTAX. Why is the Enterprise customer locked out from receiving tax table updates and having to plug in manual tax calculation despite Intuit selling them the Payroll service for 2026??
I have been using QuickBooks for many many years. I am not sure if anyone else absolutely dreads call for support. It is a complete nightmare on every level. In November 2025, I had an issue with my financial institution closing one of my accounts without notice. I processed my bi-monthly payroll as I always due. The transaction bounced. I was contacted by Intuit stating that I needed to wire transfer the funds to Intuit to cover the transaction,as well as a small fee. No problem, I did this instantly as I did not want to not disrupt my business. I dealt with my back, updated my accounts in my QuickBooks software and thought all was resolved. WRONG!!!! To this day, it is now March 19th, 2026, I can not send payroll, vendor payments or my taxes. I have called several times and have talked to many "experts" and literally have gotten NOWHERE. Each "Expert" tells me the exact same thing. "they are escalat
Welcome back to the Business Discussion board! Today I'm stopping by to share a list of a few common mistakes small businesses make for you to keep in mind... Not knowing your competition Constant Self-promotion Setting unrealistic goals Not strategizing Not checking for grammatical errors Not measuring your efforts No interaction with customers Not too painful! But keeping these fresh in your mind will certainly help in daily small business life. What would you add? What's a mistake that you made that you wish someone would have told you about? Let's talk about!
Hello Community! Thanks for joining us here in the Community for today's Business Discussion post. Today I'm sharing a post from the QuickBooks Blog that talks about how to protect your work as a small business owner and get the credit you deserve. Terms to take note of: Intellectual property: Intellectual property (commonly referred to as IP) is anything you’ve created with your mind, like an invention, a work of art, or a brand name. Patents, trademarks, and copyright are all examples of intellectual property protections. Trademark: Trademarks apply specifically to the language and designs you use to identify and market your product, like a brand name or a logo. Unlike copyrights and patents, trademarks never expire. Copyright: Think of copyright as a patent for written and visual works, like novels, poems, art, and architecture. These protections begin from the moment you create your work, whether or not you’ve gotten around to publishing it. A copyright generally la
Good afternoon everyone! We've reached the end of another work week. Before leaving for the day, I invite you to take a look at this article from inc.com that talks about switching things up to get your desired results.Do you remember the show "Seinfeld?" The writer of the article talks about a particular episode where the characters are at a coffee shop when this exchange happens, The waitress comes over to take their order and says to George, "Tuna on toast, coleslaw, cup of coffee." George's response? "Yeah. No, wait a minute, I always have tuna on toast. Nothing's ever worked out for me with tuna on toast. I want the complete opposite of tuna on toast!" The episode goes on and situations continue to look up for George as he changes his every day strategies.See where we're going with this? Small businesses undoubtedly cut back during times of economic uncertainty. The article presents the idea of going bold instead.The first suggestion is to double-down on marketing. "Most small bus
It's hump day! We're halfway through another work week and I'm here to share some ideas that are sure to boost your business. 1. Learn Content Marketing (SEO)2. Pin on Pinterest3. Grow a Following on Facebook4. Share Graphics and Pictures on Instagram5. Start Building an Email List6. Learn Affiliate Marketing7. Post on Craigslist8. List Your Business in Directories9. Publish in Local Newspapers10. Post on Bulletin Boards These are simple, budget friendly, ways to promote your business. What would you add? Let's hear your ideas in the comments.
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