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Uploading Bank and Credit Card Statements to your Client Portal

Uploading Bank and Credit Card Statements to your Client Portal

by Kelly Thompson | Mar 17, 2022 | Accounting

Uploading Bank & Credit Card Statements to Your Client Portal If we perform client accounting services for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the...
QuickBooks Online: Get Paid Faster Using QuickBooks Payments

QuickBooks Online: Get Paid Faster Using QuickBooks Payments

by Michelle Hare | Jun 22, 2021 | Accounting

Get Paid Faster Using QuickBooks Payments QuickBooks Payments gives companies like yours the ability to connect with your customers electronically, accommodating customer payment preferences with both credit card and bank account options. QuickBooks Payments is the...
QuickBooks Online: Applying Payments to Invoices

QuickBooks Online: Applying Payments to Invoices

by Michelle Hare | Feb 11, 2021 | Accounting

Having issues applying payments to invoices? For any business owner, receiving payment for our hard work is very satisfying, however, it can quickly turn into a headache if the payment is not properly recorded.  The last thing we want to do is leave a paid invoice in...
Bookkeeping: Artificial Intelligence and Importing Transactions

Bookkeeping: Artificial Intelligence and Importing Transactions

by Matthew Senter | Oct 21, 2020 | Accounting, Information Technology

Let’s face it we all want faster, better and more efficient results. Especially when it comes to bookkeeping and accounting. We may not like the term “artificial intelligence,” but with the advancement of technology, it has greatly helped small business owners and the...
Accountants Access: Connecting Your CPA and Your Financial Accounts

Accountants Access: Connecting Your CPA and Your Financial Accounts

by Matthew Senter | Oct 5, 2020 | Accounting

As part of the client accounting services we provide, Senter CPA requests access to certain bank information to help ensure timely and accurate reports. As such, obtaining what we call accountants access helps us save time performing services and thus saving our...
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