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QBO: AUTOMATE CUSTOMER AND INTERNATIONAL PAYMENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Attend this session to learn all about the time saving benefits gained by using an app for recurring customer invoices and payments. Learn how to automate the collection of overdue invoices. Also gain a deeper understanding of international business to business money transfers and how to both save money and streamline those transactions.

LEARNING OBJECTIVES:


  • Learn to automate recurring Invoices and Payments from customers.

  • Learn to automate the collection of overdue invoices.

  • Understand how to transfer money from and to international companies.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Leary

AutoEntry
Principal Technology Evangelist
david.leary@autoentry.com

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Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014 and in 2015 by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue. David is an innovative and influential force in the small business accounting world. 

With over 21 years of experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

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Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

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Andrew Abrams

Recur360
Payments Expert
andrew@otbtechnology.com
(833) 607-3287

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With more than 25 years of experience in accounting software, technology infrastructure, management information systems, retail POS systems and corporate sales, Andrew has guided many business owners on how to improve their productivity through the use of their technology. Andrew was one of the first consultants in the country to be certified by Microsoft as a Small Business Specialist and has won numerous awards from Intuit for sales and service as a charter member of the Intuit Premier Reseller Program. Andrew has been a featured speaker for Intuit, Microsoft and the Sleeter Group for webinars and conventions nationwide. Andrew has a Master of Science (Management Information Systems) and a Bachelor of Business Administration (Accounting) from the University of Wisconsin Milwaukee, Lubar School of Business Administration.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.