Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Once you’ve downloaded your free templates, you can customize them with the specific client tasks you handle and never worry about missing a due date. Download your templates here. Want an better alternative to managing spreadsheets?

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Cloud Accounting Podcast

APRIL 19, 2020

After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. Microsoft announces Microsoft Money is now gonna live in Microsoft Excel, but it's powered by Plaid. It's funny, I can see it in our show download numbers.

Payroll 40

Payroll Bookkeeping QuickBooks Accounting 40

Cloud Accounting Podcast

JUNE 8, 2020

Outside of that, you're right, how is this gonna reconcile up? Now, you can see a gallery view in Microsoft Teams, where you can see up to 49 participants in a call at the same time, just like in Zoom. I downloaded the team's app for Mac, which I'd never used before, and I jumped on, and it was great. I was on a call with Sage.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

JUNE 23, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. You can by joining Steve Chase's Excel Bootcamp.

QuickBooks 40

QuickBooks Computation XERO Tax 40