Guides
How to Connect a Payment Processor to Accounting Software Before 1099-K Season
Bank payouts hide both sales and fees. Here is how to connect Stripe, Square or PayPal to your books with a clearing account so the totals match Form 1099-K.
Guides
16 articlesStep-by-step guides for setting software up, connecting it to the rest of your stack and moving off it without losing data.
16 articles
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GuidesHow to Set Up Employee Onboarding in HR Software
A step-by-step setup for small teams: the records to create, the forms with legal deadlines, and the parts most first setups get wrong.
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SwitchingHow to Switch Software Without Losing Your Data
Moving to a new tool is mostly a data problem. A clear plan, a trial run and a short overlap period make the switch far less risky than a single big cut-over.
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IntegrationsHow to Connect Two Business Apps Without Writing Code
Most small teams can link their tools with a built-in integration or a no-code automation service. Start with one repetitive task and keep an eye on what it does.