The Implementer Show. Episode 1
Leverage Online Payments. Action Plan to Keep Getting Paid and Help Your Business Survive the Crisis
Consulting hundreds of businesses in terms of online accounting and payment processing, we decided to host series of educational webinars where we will be sharing the insights we’ve gained in helping businesses find the best software solutions.
How to Download and Categorize Online Payment Transactions in QuickBooks
During this workshop, we’ll be discussing crucial issues that CPAs and bookkeepers face doing accounting for their clients and the ways to solve them, including:
- setting up an ongoing upload of Stripe, PayPal and Square data into your clients’ books (no manual actions needed);
- quickly organizing and categorizing your clients’ online transactions;
- protecting business owners’ books from the business owner.
BONUS: new techniques in reconciling online transactions. Plus, we’ll touch upon tax management, multicurrency, fees management, full data parsing, and more.