We have a client the prefers to bank with a small local bank in the area. Recently, the bank updated its website and no longer supported QBO web connect. When the customer attempted to update his bank feed, he received an error. The client immediately contacted his bank. The bank’s answer to the problem was to switch back to the desktop version of QuickBooks. We would never want clients to step back with their bookkeeping process. He then contacted his account manager at ZumiFi, Malou. Malou came up with a solution allowing the client to continue working in QBO. QuickBooks Web connect! Web Connect allows users to manually upload their bank activities once they have downloaded them from their bank’s website. The client was relieved that he didn’t have to return to a desktop version of QuickBooks.
We work in QBO every day. Call your account manager if you run into issues with your QBO account. We can help create a solution!
ZümiFi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide you with key information in real-time, accessible anywhere, anytime, on any device.
We create a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and other tools in unique combinations to truly leverage technology. This enables us to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.
The Scope of ZümiFi’s Bookkeeping Services:
Accounts Payable Services – Recording, tracking, and paying vendor bills.
Accounts Receivable Services – Recording and tracking customer invoices and payments.
Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms.
Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate.
Reporting – Generating financial reports based on the collected data.
ZümiFi – tailoring solutions, one client at a time!