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Receiptbank demo2

MAKE YOUR CLIENT'S BOOKKEEPING EFFORTLESS: SYNC RECEIPT BANK WITH QBO OR XERO

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 5, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Are you thinking of moving your bookkeeping firm to the cloud?
Do you already use QBO or Xero and want to know how you can be even more efficient?
Do you want to learn how to automate your clients account payable?
Do you want to see one of the fastest growing apps in cloud accounting in action?

Join us for this informative webinar on how Receipt Bank and cloud accounting software can integrate to increase efficiency and productivity in your firm.

Our resident QuickBooks Online expert and Vice President of North America, Damien Greathead, will be showing you how Receipt Bank can transform your practice.

Learning Objectives

  • How to quickly extract key information from your clients' bills, receipts, and invoices

  • Remove the need for manual data entry

  • Send information back to clients' accounting software

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

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Adam Zweig

Dext
Associate Account Manager
adam@receipt-bank.com
4167105787

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As an Account Manager with Receipt Bank, Adam has a ton of experience working with accounting firms from all over the world, helping them grow and scale their practices, by utilising the latest technologies. During his time with Receipt Bank Adam has spent the last few months attending and speaking at many of the QBO roadshow conferences across Canada. Adam continues to host regular Webinars on many topics including: practice management, cloud accounting and technology implementation.

About Our Sponsor

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Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.