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Cool Tools – QuickBooks Online File Sharing

Customized bookkeeping services to meet your business needs.

QuickBooks Online has launched a new tool that allows bookkeepers to request information from their clients directly on the QBO website. This is a great way to send bills, bank statements, and-9’ss to your bookkeeper.

No need to go back and forth through e-mails. Requests and comments are made through the My Accountant tab in the QBO menu.

This also makes for quick and easy reference and means that the books are clean, and your record keeping is too!

What are your favorite tools? We’d love to hear from you.

Cool Tools – QuickBooks Online File Sharing


Bookkeeping Services

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 ofZümiFi’ss 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.

Contact us today or call 415.550.3070 to learn more about our experience, expertise, and how you can benefit from customized bookkeeping services to meet your business needs.

Cool Tools – QuickBooks Online File Sharing

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415-550-3070