Guides on trade documents, Incoterms, customs and running a trading business.
QuickBooks Desktop imports bank transactions only as Web Connect (.qbo) files. Here is how to convert a CSV to QBO: which layouts work, how to stop dates swapping, what the Intuit bank ID does, how to avoid duplicates and the import steps.
6 min read
A QBO file is a QuickBooks Web Connect download that Excel cannot read. Learn what is inside it, how to convert QBO to CSV or Excel for free, merge several months without duplicates, and put the transactions to work in a spreadsheet.
6 min read
Photograph your receipts, let a free receipt scanner read the store, date, items, tax and total, and download one Excel file with a row per receipt. Tips for faded slips, a simple organizing routine and the US rules on keeping receipts.
6 min read
DAP and DDP differ in one thing: who imports the goods and pays duty and VAT. A side by side table, a worked cost example, when to pick each rule, how DPU fits in and the mistakes that make DDP quotes lose money.
4 min read
Invoice OCR reads invoices and purchase orders from PDF, scans or photos and turns them into Excel, CSV or JSON. What it extracts, how accurate it is by file type, how a totals check catches errors and photo tips.
4 min read
Turn PDF, scanned or photographed bank statements into QBO, QFX, OFX, IIF, CSV or Excel, with every running balance checked. Which file to choose and how to import it into QuickBooks Online, Desktop and Quicken.
5 min read
US import duty is the HTS rate on the customs value, plus extra tariffs for the origin, plus MPF and HMF. A worked example, the 2026 to 2027 fee figures, which value to enter and why your estimate may differ.
5 min read
A step by step HTS code lookup: describe the product, search the 2026 US tariff schedule, read down to 10 digits and understand the three rate columns and chapter 99 extra tariffs before you ship.
4 min read
To make a payslip, list the employer and employee details and the pay period, add every earning, subtract every deduction and show the net pay. Here is each step, what a payslip must include, what to do if you are self employed, and a free generator that does the maths.
6 min read
Net 30 means the full invoice is due 30 days after the invoice date. Here is how to count the days, what EOM and 2/10 Net 30 mean, worked examples, and a free calculator for any payment term.
3 min read
A gun bill of sale is your proof of when and to whom you sold a firearm. Here is what it must include, the federal and state rules to check before you meet the buyer, and a free form to fill in and print.
3 min read
Reminders were ignored and the invoice is still unpaid. Here is how to write a debt collection letter that is firm without threats: what to include, when to send it, a sample, and a free generator.
4 min read
Raising prices without losing customers starts with a clear letter. Here is what to include, how much notice to give, how to handle open orders, three short samples, and a free generator that writes yours.
4 min read
Resigning is easier with the right letter. Here is the resignation letter format, a short sample you can copy, how to work out your notice period and last day, what to leave out, and a free generator.
5 min read
A policy sets the rule and the reason, so staff stop asking and customers get the same answer. Here is the policy format, a customer credit policy example, the writing rules and a free AI policy generator.
4 min read
An SOP turns 'how we do it here' into steps anyone can follow. Here is the SOP format, a worked goods receiving example, the rules for writing clear steps, and a free AI generator that drafts it from your notes.
4 min read
Before you share prices, designs or customer lists, get an NDA signed. Here is how to write one: mutual or one way, the clauses it needs, what to leave out, and a free generator that drafts it in minutes.
4 min read
AI can turn agreed terms into a clear, numbered first draft in a minute. Here is how to pick the right agreement, what to give the generator, and what to check before anyone signs.
5 min read
A good job description attracts the right people and filters out the wrong ones. Here is the seven section structure, a complete example and a free AI generator that writes one from a job title.
5 min read
Late payments are easier to fix early and politely. Here are five payment reminder email templates, from a friendly heads up to a final notice, with subject lines and a simple schedule.
5 min read
Every shipment needs an HS code, and the wrong one means delays or the wrong duty. Here is a simple method to find the HS code for a product, with a free AI finder that only suggests real codes.
5 min read
A fill in product description template that works for online shops and for B2B buyers, with four worked examples (marketplace, catalogue, export offer, website) and the facts every description needs.
5 min read
How to turn a bank statement into a CSV file you can open in Excel, Google Sheets or accounting software: the bank's export, Excel's PDF import, and a free converter for PDF statements, plus how to check the numbers.
5 min read
A clear guide to writing an invoice: the seller and buyer details, invoice number, item lines, tax, totals and payment terms every invoice needs, a filled example, and how to make one free in minutes.
5 min read
A practical plan for following up on a quotation: when to send the first, second and last email, what each one should add, and ready examples you can adapt for buyers in any country.
5 min read
A plain guide to filling out an ocean bill of lading box by box: who goes in shipper, consignee and notify party, how to describe the cargo, freight prepaid or collect, how many originals, and the mistakes that hold cargo at the port.
7 min read
