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DEMO: USING NEAT WITH QUICKBOOKS ONLINE OR DESKTOP FOR BETTER AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 26, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join The Neat Company's, Stephanie Mozzillo to learn how to get the most out of using Neat, expense automation software, with QuickBooks Online or Desktop.  In this webinar, we will demo how to configure Neat to QuickBooks, mapping expense preferences, and eliminating manual data entry.  Plus: we will address some best practices when getting started.

Learning Objectives:


  • A quick overview of the Neat interface

  • Configuring Neat to integrate with QuickBooks

  • Mapping expenses to match your QuickBooks preferences with coding for vendors, categories, payments, employees, projects, classes, locations, and products

  • Simplifying your review process - Neat automatically extracts and categorizes your data

  • How to spend less time on manual data entry and more time on finding deductions

  • Finding items in Neat with a simple keyword search

  • And much more! 


There will also be a Fujitsu ix100 ScanSnap and 1 Year of Neat Business raffle for attendees!

ScanSnap powered with Neat
Scan your business and financial documents with ScanSnap and let Neat, the leading software for small business, help you:


  • Track and manage business expenses

  • Organize, keyword search, and back-up all business related documents

  • Access your scanned documents securely from anywhere

  • Extract key data from documents to enhance financial workflows


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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stephanie Mozzillo

The Neat Company
Product/Channel Marketing Manager
[email protected]

Neatcompany

Stephanie Mozzillo, Product and Channel Marketing Manager, has worked with The Neat Company for 3 years. She comes to Neat with channel development and vertical segmentation expertise. Prior to Neat, Stephanie honed her skills at a tech start-up (Conigent), a tech manufacturer (OKI Data), and a CPG company (SodaStream). Born and raised in New Jersey, Stephanie attended Rutgers University Business School; and now lives in Philadelphia. Sports, travel, reading, and her Shiba Inu, Miles, are a few of her favorite things.

About Our Presenter

Neatcompany
Neat extracts the key information from your receipts and documents, integrates with popular accounting and business software, and simplifies how you work.