In this session we will look at the practical steps to know how to use Bill.com with our QuickBooks Online clients. We'll look at basic setup of bills, the approval process and finally payment of bills. But most importantly, we will see how Bill.com integrates with QuickBooks Online and how it truly makes our processes -- and our clients' cashflows -- better! Note: This session is not a comprehensive "how to" for bill.com, though it will cover some setup and basic functionality of the app. Our primary objective is to see the actual integration with QuickBooks Online from a functional perspective.
Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.