Gregory L. LaFollette CPA.CITP | Doug Sleeter |
SmallBusinessConsulting2Go
Episode 6
Recorded February 20, 2008
Duration: 1:00:04 56.3 MB
- Electronic Invoicing and Statements
- Improve efficiency and reduce AR turnaround by emailing invoices, statements, etc.
- Set up QB Merchant account to allow customers to pay online
- QuickBooks workflow is seamless and easy to setup and teach the bookkeeper
- Online Credit Card Downloads (for purchases)
- Download credit card charges from virtually any credit card company (Amex, VISA, M/C), and have QB enter the transaction into your Credit Card Liability account.
- Easy, but some of the work flow requires user interaction. You can set up “aliases†to map vendor names to existing vendors in your list.
- QuickBooks learns how to code transactions as you enter more transactions.
- Reconciliation of credit cards is simpler, faster, more accurate
Awesome Add-on for February: BillQuick from BQE Software, President Shafat Qazi, 888-245-5669
- Pillars of concentration: IT Consulting, Architects & Engineers, Legal, Accounting
- User conference: Las Vegas, June 26, 2008.
Next recording March 13, 2008 12:00pm Central
Thanks for reading CPA Practice Advisor!
Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more…
Subscribe Already registered? Log In
Need more information? Read the FAQs