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DEMO: USING NEAT WITH QUICKBOOKS ONLINE OR DESKTOP FOR BETTER AUTOMATION

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Series: Bookkeeper, Women in Accounting
Course Description

Join The Neat Company's, Stephanie Mozzillo to learn how to get the most out of using Neat, expense automation software, with QuickBooks Online or Desktop.  In this webinar, we will demo how to configure Neat to QuickBooks, mapping expense preferences, and eliminating manual data entry.  Plus: we will address some best practices when getting started.

Learning Objectives:


  • A quick overview of the Neat interface

  • Configuring Neat to integrate with QuickBooks

  • Mapping expenses to match your QuickBooks preferences with coding for vendors, categories, payments, employees, projects, classes, locations, and products

  • Simplifying your review process - Neat automatically extracts and categorizes your data

  • How to spend less time on manual data entry and more time on finding deductions

  • Finding items in Neat with a simple keyword search

  • And much more! 


 

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Stephanie Mozzillo

The Neat Company
Product/Channel Marketing Manager
smozzillo@neat.com

Neatcompany

Stephanie Mozzillo, Product and Channel Marketing Manager, has worked with The Neat Company for 3 years. She comes to Neat with channel development and vertical segmentation expertise. Prior to Neat, Stephanie honed her skills at a tech start-up (Conigent), a tech manufacturer (OKI Data), and a CPG company (SodaStream). Born and raised in New Jersey, Stephanie attended Rutgers University Business School; and now lives in Philadelphia. Sports, travel, reading, and her Shiba Inu, Miles, are a few of her favorite things.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

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About Our Presenter

Neatcompany
Neat extracts the key information from your receipts and documents, integrates with popular accounting and business software, and simplifies how you work.