Sometimes when I think about big social issues like healthcare or education, I get a little frazzled. Why? Well, these are super complicated problems to solve. And sure, we’re going to have solutions here and there, but do you think we could ever get to the root cause of why the problems exist in the first place? That would take a serious overhaul. I can see why many MSP’s might feel similarly about their ConnectWise to QuickBooks Online integration. What I’m here to show you is that overhauls are not that challenging and it’s worth getting to the root cause of the problem so your accounting can function smoothly and give you confidence.
QuickBooks Online has a feature for receiving receipts that makes it easier for you to categorize them and have transactions ready and waiting when you run your bank feeds. However, you still have to manually forward each invoice to QuickBooks, and setting up automatic forwarding for Gmail is a pretty problematic affair .
Release Date: Rolling release beginning December 7, 2020
Versions Affected: QuickBooks Online Standard version