QuickBooks Online for Marketing Professionals – The Ultimate Guide

With the ever-changing world of online marketing, staying ahead of the curve can be tough. That’s why we’ve gone ahead and curated this ultimate guide, which consists of all the essential tips and tricks you need to know about using QuickBooks Online for marketing professionals.

Get A Pro Trial Version

We know how cumbersome it can be to try and purchase a new software program when you’re already using a demo version. That’s why we’ve got you covered on this front as well, and we’re going to show you how you can get a QuickBooks Online trial version to try out – free of charge!

You can get a 30-day free trial version of Microsoft Office 365 with 1 TB of storage. You don’t necessarily need a license to use this software, but it is licensed to you, the end user. This is an excellent option for those who are just getting started with QuickBooks Online or for anyone who needs a small office suite.

Get A Cloud Account

If you’re looking to store and process large volumes of data, the cloud is the perfect place for you. Not only do you get to enjoy the benefits of scale, but you also retain all your data in an easily accessible and secure location. There are many reputable cloud vendors out there, like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure. It’s important to do your research before choosing a cloud platform, but once you do, the rest is easy.

Get In Touch With Other Marketers

It’s always nice when a business manages to connect with other businesses for mutual gain, right? And what could be more mutually beneficial than helping each other grow their businesses? You can have meetings and conferences via online platforms like Zoom, Meet, Webex, or Skype while staying in touch with other marketers through social media.

Use A Professional-Looking Brand Name

There are several things that come with using a reputable brand – you gain credibility and trust from consumers, you create brand loyalty, and you instill confidence in other businesses that you’ve worked with. When it comes to your digital brand, you need to keep things simple yet elegant. Boring, blocky, cheap looking brands work against you. Always look for luxury brands when purchasing or licensing a product or service from elsewhere.

Don’t Forget About Email

We’ve all been there. We’ve had a very busy day and had to rush to send out an important email, contract, or invitation. We’ve hit “Send” and then realized that we didn’t give it the proper attention it deserved. Sometimes we get so absorbed in what we’re doing that we forget to properly plan out our email campaigns. That’s why you must not forget about email marketing!.

You can segment your lists and send targeted messages to specific groups of people. You can also follow up with users who have signed up for your email list but haven’t engaged with your content yet. The key is to make sure that your email marketing is always relevant, interesting, and contains value. Most importantly, you need to remember to test and refine your emails to make them as effective as possible.

Think About Video

We’re not exactly sure why, but people seem to have a much greater connection with videos than with just text. That’s why you should think about creating a video.

You could interview the experts, or you could use your own talent to narrate key points in your video. The choice is yours. The key is to make sure that your video reflects what your company does, that it’s helpful, and that it’s easy for customers to understand. If you want to make sure that your video is effective, use a video marketing agency like HubSpot to help you out.

Vary Your Media Channels

Varying your media channels is an excellent way to gain more traction and exposure for your content. It can also help you discover which platforms your customers are using and where they are most likely to be found. You can start with a social media audit to find the platforms your audience uses and the ones you should be using as well.

Make Sure You Always Act Legally

There’s a lot of risk in business, and one of the biggest risks you encounter is not acting legally. One small mistake and you can lose a fortune. It’s also the reason why we’ve got to stop you right here – it’s not fair to the reader if we don’t stop you from making a potentially harmful mistake. Even if you think that this piece of advice won’t apply to you, it’s still good to know that you can get into serious trouble for breaking the law unintentionally.

Make Sure A Contract Is In Place

It’s always good practice to have a contract in place before starting any business relationship. It can protect both parties in the event that something goes wrong. Having a formal agreement relieves a lot of stress and ensures that there aren’t any unpleasant surprises down the line. When entering into a business relationship, whether it’s paid or not, you should create a written contract that covers all the relevant points. It can serve as a basis for the relationship and be used if things go sour.

Get A Business Phone

A phone is an essential part of any professional’s toolkit. For marketing professionals, a business phone is an excellent way to ensure that you have all the numbers at your fingertips. It would also be wise to get a phone line rather than a cell phone because the latter can be difficult to track. Furthermore, it’s always better for your professional image to have a phone line rather than a cell phone. It shows that you take your business seriously and are willing to invest in your future. Browsing the web on a phone isn’t as quick and convenient as on a computer, so you lose out on a lot of potential customers. Get a desk phone rather than a hand one so that you don’t have to worry about losing connectivity whenever you need to make a call. If you’re worried about security, get a headset so that no one else can hear your phone conversation.

Put All The Financial Information In One Place

Keeping all your financial information in one place is important. You can prepare an income statement, a balance sheet, and a cash flow statement from your finances. These are rather standard financial statements that any business owner or manager needs to keep track of. They are required to keep complete financial records for at least three years.

You can enter all your financial information manually or use a tool to compile it for you. Doing this makes it easier to keep track of your accounts and ensures that you can provide accurate reports at any time. If you want to prepare these financial statements electronically, you can do so with the support of a financial software package like Xero or QuickBooks.

Monitor The Competition

Just like with any other product or service, the market for online marketing services can be rather competitive. It’s important to remember that even though you’re starting from scratch, you’re up against experienced marketers who are willing to put in the work to get the results that they want. The main difference is that you’ll have to work harder to build your audience and gain traction.

Create A Clear Plan

When we were in school, we were always taught to create a plan and follow it thoroughly. This is especially important in business – creating a plan and sticking to it is how you ensure that you don’t waste your time and that you reach your full potential. There are four steps you should follow to create a clear plan:

  • Gather all the necessary materials
  • Determine the required time for each item
  • Estimate the amount of money you’ll need
  • Set a date for the completion of the project

Now that you have all these tips and tricks for using QuickBooks Online for marketing professionals, why not put them to use and see how much more effective your marketing can be? Remember to vary your platforms and create videos to have the greatest impact!