Data Management

Use these data management resources for small businesses to learn how to set up filing systems, deal with receipts, and manage email, data files, documents, and records.

This illustration shows how to organize your digital files including using default installation folders for program files, nesting folders within folders, clearing out files regularly, place all documents under a single "root" folder, giving files logical and specific names, and backing up files regularly.

Get Your Electronic Files Organized With These 10 Tips

Updated May 01, 2020

Medical professional searching through paper files while holding a laptop

How to Create a Document Management System

Updated May 23, 2021

Florists using laptop in flower shop

Create an HST Invoice for Your Small Business

Updated April 10, 2020

Couple adding up business receipts

Filing and Bookkeeping Tips for Deducting Business Expenses and More

Updated January 16, 2020

Executives at lunch sitting at a small outdoor table reviewing business expense records on a tablet.

7 Tips for Keeping Business Records Organized

Updated August 16, 2019

Man searching in a filing cabinet

How to Organize an Office Filing System

Invoice

Need a Simple Service Invoice? Use This Free Template!

man backing up data on a computer

Tips and Techniques on How Successful Companies Use to Backup Data

More in Management:

Business Planning Human Resources Communications Cash Flow