Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Plus, we review a few daily, weekly, monthly, quarterly, and annual accounting tasks successful firm owners keep tabs on to prevent their teams from getting overwhelmed. You want to avoid catching a discrepancy weeks or months later.

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Nanonets

MAY 7, 2024

  Spreadsheet Reconciliation Spreadsheet software like Microsoft Excel is often used for expense reconciliation. Integrated Reconciliation Integrated reconciliation involves integrating expense reconciliation functionalities into existing accounting or ERP (Enterprise Resource Planning) systems.

Reconciling 52

Reconciling Financial Records Bank Reconciliation Expense Reports 52

Cloud Accounting Podcast

AUGUST 11, 2020

Even when I was at Intuit, we were building an open ecosystem- Blake Oliver: [00:09:22] Right. David Leary: [00:09:22] -to where apps starting to be purchased or functionality is being built into the accounting software. It's not like a cloud accounting app story, but it is about Microsoft Excel.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

APRIL 19, 2020

What will another $250 billion that you and I are gonna have to pay back, someday, David, what is that gonna get us? __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite. AccountingSuite is cloud accounting software that acts like a customizable ERP system. So, let's hear something else.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

JUNE 8, 2020

At least 1,020 duplicate deposits were issued for PPP. You wonder if they're ever gonna get that back, in a lot of cases. David Leary: [00:38:36] Bank A has no idea that you got money deposited in your bank account from Bank B. So, there's a lot more value for accounting firms. David Leary: [00:37:45] Well, good thing.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

JUNE 16, 2020

I wanna talk about neobanks, because Wave launched a bank; Wave accounting software. Accounting apps are becoming banks; banks are becoming accounting apps. In the accounting software package, it was free with a Google AdWords kind of running on the side in the margin. billion in deposits in the Cash App?

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 17, 2020

People have been doing this for years, but you're right, why doesn't the accounting software just provide it? It's accounting software, AI-powered accounting software. They know they need accounting software, so you're starting to see. We are a remote-based firm, cloud accounting; 99.9%

Payroll 40

Payroll Tax Accounting Accounting 40