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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 DateAugust 13, 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
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About Our Presenter

Receiptbank logo
Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
 
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!