We provide a simple method for your clients to import Purchasing Card transactions into QuickBooks. This includes GL accounts and all the accounting fields setup in your Purchasing Card Web Site.
We remove the biggest barrier to use. We make it easy for your Bank and your clients to get started and to use our QuickBooks apps. With a couple of clicks, a client can import Purchasing Card data into QuickBooks.
Simple to use with a rich set of features for streamlining payment processes.
Chart of accounts, lists and transactions from QuickBooks are accessible and viewable within the application
Quickly add transactions directly into QuickBooks with the status of each transaction import displayed
Easily track and bill customers for expenses by selecting customer and setting billable status
Quickly setup mappings to memorize QuickBooks payee, account, class and customer for transactions based upon transaction description
Simply assign multiple expense accounts and amounts for a transaction
Filtering of Accounts, Vendors, Customer and Classes filtered based on letters typed
Our QuickBooks apps are run locally on your client's computer so data is stored and secured on their systems. The system has robust auditing features built into the critical tasks.
We provide timely and simple support to your clients. Through phone, email or screen sharing we ensure clients are trained and supported.
We bring over 15 years of experience helping Small Business integrate QuickBooks with Banks. Four out of the five largest Banks in the US recommend us to their clients. No other partner has the experience we do in QuickBooks and Banking.