Content Provider
Receiptbank logo
Handout Materials
Presentation Slides
Free cpe webinars
Bookkeeping Automation With Quickbooks Online & Receipt Bank

BOOKKEEPING AUTOMATION WITH QUICKBOOKS ONLINE & RECEIPT BANK

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 31, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

QuickBooks has made working with clients’ finances much easier. But getting that data into QuickBooks is still labor-intensive and takes up unnecessary time. But not anymore. A seamless integration between Receipt Bank and QuickBooks means that those time-consuming tasks can be digitized and automated. You'll learn how you can grow your accounting firm's revenue by automating your client's bookkeeping processes.

Learning objectives:


  • Learn key workflow considerations for QuickBooks and Receipt Bank

  • Understand Supplier Rules working in conjunction with Bank Rules

  • Discover recommended suppliers for fetch and auto-publish

  • View automated expense reports

  • Observe how Intuit’s Receipt Capture and Receipt Bank compare

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged

About Our Presenter

Receiptbank logo
Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.