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SBC2Go Episode 6

Feb. 27, 2008

Gregory L. LaFollette CPA.CITP Doug Sleeter

SmallBusinessConsulting2Go
Episode 6
Recorded February 20, 2008
Duration: 1:00:04 56.3 MB

  • Thanks to our Sponsor: BillQuick

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

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