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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
About Our Presenter
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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