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What We Do and How it Works

We help accounting teams eliminate manual entries of frequent and standard Bills, Invoices and Expenses by automating the data entry into QuickBooks Online 

We develop custom MS Excel templates tailored to individual needs with customized logic to convert vendor and customer data into standardized format for uploading into QuickBooks Online rather than manual entries. 

 

PROVEN IMPROVEMENTS & OUTCOMES: 

  • Significantly reduce data entry time, free up Accountant's time to perform controllership type activities away from the manual data entry and significantly reduce the need for data entry accounting clerks.*

  • Significantly Improve accuracy, consistency and availability of data

 

*The highest return in data entry time is with the high number of re-occurring vendor bills, invoices, credit card transactions and re-occurring journal entries

PROCESS

TUTORIAL

(Implementation and deployment only takes a few days)

  • Book a free consultation session

  • Provide Sample Vendor / Customer Data

  • Our Team will develop the logic and test the templates

  • Deployment on Google Drive (Shared Folder)

  • Pricing: Implementation fee (variable based on savings achieved) plus monthly licensing fee of $99

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Requirements: 

  • QuickBooks Online (Advanced Version)

  • Microsoft Excel license

  • Desktop Google Drive App 

  • Vendor bills, invoices, credit card transactions must be in MS Excel or CSV format

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