SBC2Go Episode 6

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Gregory L. Lafollette
Gregory L. LaFollette CPA.CITP
Doug Sleeter
Doug Sleeter
SmallBusinessConsulting2Go 56.3 MB
  • Thanks to our Sponsor: BillQuick Bill Quick
Doug Sleeter
  1. 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
  2. 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
BillQuick from BQE Software
  • Pillars of concentration: IT Consulting, Architects & Engineers, Legal, Accounting
  • User conference: Las Vegas, June 26, 2008.