SBC2Go – Episode 5
Jan. 30, 2008
|
Gregory L. LaFollette CPA.CITP |
Doug Sleeter |
SmallBusinessConsulting2Go
Episode 5
Recorded January 24, 2008
Duration: 1:01:40
- Things consultants should be doing to streamline clients businesses early in the year:
- Add a Merchant Account to QuickBooks (Innovative Merchant Solutions (IMS), www.Authorize.net, (Local Bank). Best integration with QuickBooks for over-the-counter, or phone orders is IMS.
- a) QuickBooks Merchant Account Solutions – Features in the QB software that handle charging credit cards, batching, and reconciliation
- b) If using outside merchant account, decide on data integration methods
- IIF import if supported by web store or payment gateway
- T-Hub for web stores http://www.atandra.com/Prod_THub.htm
- Data Flow Manager http://www.atandra.com/Prod_DFM.htm
- Data Mover http://www.personable.com/datamover/overview.asp
- Credit Card Charger http://www.atandra.com/Prod_CreditCardCharger.htm for Authorize.net
- Begin using online Billing Solutions to improve collections
- Integrate Web Store receipts with QB.
- Add a Merchant Account to QuickBooks (Innovative Merchant Solutions (IMS), www.Authorize.net, (Local Bank). Best integration with QuickBooks for over-the-counter, or phone orders is IMS.
- Awesome Addon for January – http://www.Paycycle.com– Guest Julie Lubetkin julie_lubetkin@paycycle.com
- Next recording: February 20, 2:30PM EDT
- Questions or Comments?
- 1-800-456-0864 x2106