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Free cpe webinars
Elevate QuickBooks Desktop to the Next Level with Right Networks & Receipt Bank

ELEVATE QUICKBOOKS DESKTOP TO THE NEXT LEVEL WITH RIGHT NETWORKS & RECEIPT BANK

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

It grows increasingly important to take advantage of cloud technology every year and migrate your clients into an online collaborative environment.

Learn how a fully-managed hosted QuickBooks Desktop, in synchronization with Receipt Bank, can enable your firm to automate labor-intensive bookkeeping processes while continuing to work within the software that your clients know and love.

 Learning Objectives:


  • Identify the benefits of cloud-enabling your QuickBooks Desktop

  • Recognize questions to ask a potential cloud hosting provider

  • Demonstrate key workflow considerations for hosted QuickBooks Desktop and Receipt Bank

  • Identify the critical integration features available

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kevin Roosa

Right Networks
Director of Sales
sales@rightnetworks.com
4079300829

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Kevin Roosa is the Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three sales organization teams and is responsible for all growth initiatives, including new customer acquisition and existing customer development. Kevin has been instrumental in the company’s growth from 5,000 users to 180,000 users during his tenure.

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Kate Egan

Receipt Bank
Manager, Account Management & Partner Success Teams
kate.egan@receipt-bank.com
(510) 333-3497

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Kate leads the team responsible for ensuring Receipt Bank's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Receipt Bank U.S., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Receipt Bank, Kate now regularly hosts Receipt Bank webinars focused on best practices for change management and optimizing our platform for customers' needs.

About Our Sponsor

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Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
 
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!