Did you know that you can import your contacts into WorkingPoint even if you don’t have an Outlook CSV file from Outlook, Gmail or Yahoo! Or a vCard file from Mac Address Book, Gmail or Yahoo!? If you can copy and paste your contacts into a CSV file, you can import them into WorkingPoint.

Here’s what you do:

• If your account is new, enter one contact record into WorkingPoint by hand so there is something in the list to use as an example (You can delete it later).
• Export your WorkingPoint Contacts List by clicking the Export to CSV icon at the top of the list next to the printer icon
  

  vCard and CSV icons

  • WorkingPoint will create a CSV file of your contacts list. This file can be used as a template to import into WorkingPoint.
• Copy and paste the contacts you want to import into the new template.
• From the Contacts List, click Import Contacts
• Upload the template using Option 1: Outlook CSV
• Click Import Contacts

The more time you spend with WorkingPoint, the more ways you’ll find that it can help your business. For more information on importing contacts, click here.

I take every possible opportunity to speak with owners of very small businesses, and even after thousands of such conversations, I almost always learn something new. Sure, there are recurring themes – problems with profitability, cash flow, and access to capital – but one thing always stands out: there’s always a new “biggest problem”.

Once you think about it, it makes sense. When you start a business, you have one set of problems. When you solve them, you find a new set of problems.

Let’s re-frame the question. What is your biggest problem today?

If you’re like the owners of most small businesses, your biggest problem today is part of a cycle: getting customers, fulfilling orders, managing cash flow, and then finding more new customers.
And, if you’re completing this cycle successfully, you move on to another level of “biggest problems” that are more strategic in nature: extending your marketing reach, expanding your customer base, growing your fulfillment capacity, or attracting new capital for growth.

Of course, you face tactical challenges as well; positioning yourself to best compete in your marketplace, refining your messaging, better leveraging your web site – or even just establishing your first web presence.

Whatever it is, you can’t fix it until you’ve identified it. What is your biggest problem today?

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Brock Rose of Triple Threat Construction:

Triple Threat Construction is a remodeling and construction company with over 15 years in the industry.

At Triple Threat Construction we pride ourselves on being knowledgeable and professional.

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free profile today!

Dave Johnson writes the Business Hacks column for BNET.com along with Rick Broida. Dave was very complimentary about the overall design and user experience he found in WorkingPoint. Here are some excerpts from his review, Free, Easy Invoicing and Bookkeeping with WorkingPoint:

I’m drawn to WorkingPoint because of its clean and easy to understand interface. I don’t feel overwhelmed with financial jargon and ugly design like with most bookkeeping programs.

The site has a great dashboard to manage and review your financial statements, bills, expenses, invoices, and more.

for a small business looking for a simple but effective accounting package, the free version of WorkingPoint looks pretty good to me.

You can read the rest of the review here: Free, Easy Invoicing and Bookkeeping with WorkingPoint

Are you tired of worrying if you paid your bills on time or even knowing when your bills are due? Well, stop worrying and let WorkingPoint to keep track of your bills for you. From entering a bill, to tracking your bills using the Bills List or our “Who Do I Owe?” widget on the home page dashboard to paying the bill, WorkingPoint lets you manage your Accounts Payable full-circle, so bills don’t slip through the cracks, your vendor accounts stay in good status, and you’ll rest easier at night.

No matter how you pay your bills, WorkingPoint makes it easy to record the payment. Keeping your bill payment activity current means your bills are updated to their current status, i.e., Paid In Full, and your bank or credit cards balance are accurate.

In this short video, we’ll show you how to record a bill payment in WorkingPoint.

If your vendor issues you a bill to be paid for later, use WorkingPoint’s flexible bills management feature to create and manage your bills. By creating a bill in WorkingPoint, you can record the details about your purchase, including who you purchased goods from, when you made the purchase, and when the bill is due. Our easy-to-complete bill form also lets you use the bill to add inventory to your items and categorize non-inventory expenses, like shipping charges, rent, telephone expenses, or anything else.

Once your bills are recorded in WorkingPoint, you can track and pay your bills. Use our informative Bills List to track when bills are due and let you know when they are overdue. WorkingPoint’s insightful dashboard widgets let you see “Who You Owe” at-a-glance, so you can anticipate when your bills are coming up due next, and the total amount of what you owe is part of the Daily Operating Report widget (this widget is a premium feature and available on our paid account plans). When it comes time to pay your bills, record your bill payment using your bank or credit card account. WorkingPoint will update the status for you so you can see what has been paid and what is still open.

Managing your bills and invoices in WorkingPoint lets you gain a full perspective on your business, so you can make good decisions for your company. In this short video, we’ll show you how to create a bill for goods or services you purchased on vendor credit.

In the day-to-day operations of your business, you encounter expenses. Expenses are the costs you incur while running your business, including what it costs to pay employees, buy materials you need for producing your product or service, buy goods to resell, run your home office or your storefront, rent or lease building space, and much more. Some expenses you pay on credit – that is, your vendor sends you a bill that you pay later – and some expenses you pay for at the time of purchase. WorkingPoint offers you the flexibility to record your expenses no matter how you incur them without a lot of fuss.

In this short video, we’ll show you how to record an expense for goods or services you received and paid for at the same time.

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Ginette King of Confident Vision Living:

I’m a life coach and personal trainer. Helping women feel more confident so they can achieve their goals and make their dreams come true is my passion.

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free profile today!

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Rory Lynch of Cheers! St. Helena:

CHEERS! ST HELENA is a toast to friends and wine that will be gathering on the sidewalks of Main Street in downtown St. Helena the first Friday of each month from 6-9 pm from May till October…This is a once a month party where the community can meet and share the friendship that makes St. Helena a very special place in the Napa Valley.

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free profile today!