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Neatcompany

Sponsored by
Canonseeimpossible cmyk xl
Self-Study CPE
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Usingneatcannonquickbooks neat

USING NEAT + CANON + QUICKBOOKS FOR STREAMLINED AUTOMATION

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

Sponsored by Neat and Canon, join The Neat Company's Matt Toth to learn how to get the most out of using Neat, expense automation software and Canon, powerful document scanners, with QuickBooks Online or Desktop. In this webinar, we will discuss how to properly setup your Canon scanner, 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.    

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Matt Toth

The Neat Company
Vice President of Sales
mtoth@neat.com
(267) 270-4168

Neatcompany

Matthew Toth has been with The Neat Company for over 11 years and currently oversees the company’s Accountant Partner Program, Affiliate Marketing, as well as developing relationships with strategic partners. Prior to his current role, Matthew held a variety of positions within the company, including Director of Retail Sales, Manager of Direct Sales, Manager of Technical Support, and managed call center operations. Previous to Neat, Matthew worked in Special Education classrooms assisting teachers with various activities. Matthew studied Finance at The University of Tennessee and in his free time enjoys being a father to his son Austin, husband to wife Lindsey, and playing with his yellow lab, Preston and golfing when the opportunity arises!

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
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.
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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Canonseeimpossible cmyk xl
Innovation has been a key ingredient in Canon's success throughout our history. We are one of the most prolific inventors of consumer and professional imaging solutions. Whatever the product, our emphasis on quality as well as original technologies has earned us the trust of customers around the world.