Gregory L. LaFollette CPA.CITP
- 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 â€œaliasesâ€ 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
- Pillars of concentration: IT Consulting, Architects & Engineers, Legal, Accounting
- User conference: Las Vegas, June 26, 2008.