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Free cpe webinars
Elevate QuickBooks Desktop to the Next Level with Right Networks & Receipt Bank

ELEVATE QUICKBOOKS DESKTOP TO THE NEXT LEVEL WITH RIGHT NETWORKS & RECEIPT BANK

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

It grows increasingly important to take advantage of cloud technology every year and migrate your clients into an online collaborative environment.

Learn how a fully-managed hosted QuickBooks Desktop, in synchronization with Receipt Bank, can enable your firm to automate labor-intensive bookkeeping processes while continuing to work within the software that your clients know and love.

 Learning Objectives:


  • Identify the benefits of cloud-enabling your QuickBooks Desktop

  • Recognize questions to ask a potential cloud hosting provider

  • Demonstrate key workflow considerations for hosted QuickBooks Desktop and Receipt Bank

  • Identify the critical integration features available

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kevin Roosa

Rightworks
Director of Sales
[email protected]
4079300829

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Kevin Roosa is the Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three sales organization teams and is responsible for all growth initiatives, including new customer acquisition and existing customer development. Kevin has been instrumental in the company’s growth from 5,000 users to 180,000 users during his tenure.

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Kate Egan

Dext
Manager, Account Management & Partner Success Teams
[email protected]
(510) 333-3497

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Kate leads the team responsible for ensuring Dext's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Dext U.S.A., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Dext, Kate now regularly hosts webinars focused on best practices for change management and optimizing technology to fit a customer's needs.

About Our Sponsor

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.