"Settle" the Score: Unified Tools for AP, Funding, and Inventory Mastery

30/04/2025 43 min Temporada 5
"Settle" the Score: Unified Tools for AP, Funding, and Inventory Mastery

Listen ""Settle" the Score: Unified Tools for AP, Funding, and Inventory Mastery"

Episode Synopsis


Ready to take control of your accounts payable, funding, and inventory? 🚀 Join Rachel and Dan to ""settle the score"" with inefficiencies and chaos. Michael O'Rourke from Settle joins us to discover unified tools that streamline workflows, optimize cash flow, and simplify inventory management—all in one platform.
Learn More about Settle: https://app.settle.co/a/schoolofbookkeepingcom 
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 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 
Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Guest Welcome00:45 Exploring Bill Pay Options04:18 QuickBooks Online and Bill Pay History12:46 Settle's Unique Features18:19 Advanced Bill Pay Functionalities21:08 Three-Way Auto Match and Document Linking22:41 Identifying Non-Ideal Users for Settle23:28 Credit Card Transactions and Future Plans25:56 Settle's Integration Capabilities31:26 The Genesis of Settle37:31 International Payments and Currency Exchange40:33 Conclusion and Next Steps