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Saturday, November 10, 2018
9:30 am

QUICKBOOK Overview

Cisco Campus | Building 3, First Floor, The Vault Conference Room

Topics:

1. QBO

  • Expense flow 
  • Income flow 
  • Invoicing flow
  • Investment Fidelity overview/flow 
  • Report generation 
  • Budget overview
2. EXPENSIFY 
  • Import credit card charges / connect to Wells Fargo 
  • Expense approval 
  • Report generation with multiple expenses
3. Overview of the interconnect between QBO, Expensify and Wells Fargo
 
4. Invoicing

Lunch will be served.