QuickBooks Payments & Approvals

03/09/2025 49 min Temporada 5
QuickBooks Payments & Approvals

Listen "QuickBooks Payments & Approvals"

Episode Synopsis


Explore the newest updates to QuickBooks payments and approval workflows. We’ll cover smarter bill pay approval, recurring payments, and changes that help you get paid faster and with less hassle. Ideal for anyone managing accounts payable or receivable in QuickBooks Online. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle 
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Workshop Overview01:24 Technical Difficulties and Blog Updates02:15 QuickBooks Payments and Updates05:04 Proposal Software and QuickBooks Integration14:13 Convenience Fees and Payment Methods23:16 QuickBooks Payments Agent and Cash Flow Management26:05 Late Fees and Payment Terms27:34 QuickBooks Payment Insights27:54 AI-Powered Email Communication29:18 Deposits and Unearned Revenue30:16 QuickBooks Bill Pay Features32:27 Setting Up a New QBO Company34:29 Bill Pay Basic and Premium Options41:25 Streamlining Bill Payments with QuickBooks47:03 Conclusion and Upcoming Events