QuickBooks Online is a real time accounting platform. Thanks to a variety of integrations with banks, credit cards, and more, categorization and data verification happens on a constant cycle. This flow of information creates forward-looking, meaningful, and actionable financial data for Calmwater’s clients. Without these feeds reporting would be after-the-fact, and less useful for informing proactive decisions.
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clients to go paperless. “Dext makes it simple to capture, process, and share client documents. No one has to complete data entries or keep track of paper receipts!”, she explains.
Before Dext, Kellie describes the annoyance of collecting and organizing uk phone number list receipts: “Go get the mail. Open the mail. Go get a bandage for the paper cut.
Discard envelopes.
Flatten receipts, sort receipts by vendor/date…” As most accounting professionals know, the process can be tedious. Dext allows you to upload receipts on the app, drag and drop, scan, or chaos while making lanterns via email. It automatically extracts the data, preventing what Kellie terms the “squinty eyeball-method of entering receipts”.
Of course, Dext integrates with QuickBooks Online, and betting email list allows for seamless publishing to your QuickBooks Online file using pre-set vendor rules and either individual or batch posting. “Dext was truly a game changer,” states Kellie.