Join The Neat Company's, Stephanie Mozzillo to learn how to get the most out of using Neat, expense automation software, with QuickBooks Online or Desktop.  In this webinar, we will demo how to configure Neat to QuickBooks, mapping expense preferences, and eliminating manual data entry.  Plus: we will address some best practices when getting started.

Learning Objectives:

• A quick overview of the Neat interface


• Configuring Neat to integrate with QuickBooks


• Mapping expenses to match your QuickBooks preferences with coding for vendors, categories, payments, employees, projects, classes, locations, and products


• Simplifying your review process - Neat automatically extracts and categorizes your data


• How to spend less time on manual data entry and more time on finding deductions


• Finding items in Neat with a simple keyword search


• And much more! 

• Track and manage business expenses


• Organize, keyword search, and back-up all business related documents


• Access your scanned documents securely from anywhere


• Extract key data from documents to enhance financial workflows