Content Provider
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Self-Study CPE
View Details/Register
View Details/Register
Free cpe webinars
Bookkeeping Automation With Quickbooks Online & Receipt Bank


Available Date(s)
Thursday, April 09, 2020: 2:00PM EDT
Thursday, April 16, 2020: 2:00PM EDT
Thursday, April 23, 2020: 2:00PM EDT
Thursday, April 30, 2020: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

QuickBooks has made working with clients’ finances much easier. But getting that data into QuickBooks is still labor-intensive and takes up unnecessary time. But not anymore. A seamless integration between Receipt Bank and QuickBooks means that those time-consuming tasks can be digitized and automated. You'll learn how you can grow your accounting firm's revenue by automating your client's bookkeeping processes.

Learning objectives:

  • Learn key workflow considerations for QuickBooks and Receipt Bank

  • Understand Supplier Rules working in conjunction with Bank Rules

  • Discover recommended suppliers for fetch and auto-publish

  • View automated expense reports

  • Observe how Intuit’s Receipt Capture and Receipt Bank compare


Damien Greathead, MBA

Receipt Bank
Vice President - North America

Receiptbank logo

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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Receiptbank logo
Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.