At ZümiFi, we always look for ways to streamline our clients’ bookkeeping experience. That’s why we’re excited to share that 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 W-9s to your bookkeeper without needing back-and-forth emails.
The tool is located under the My Accountant tab in the QBO menu, making requesting and sharing information quick and easy. But, of course, this also means that the books and your record-keeping are clean too! We love this new feature and believe it will make a significant difference in the bookkeeping experience for our clients.
At ZümiFi, we offer ongoing bookkeeping services that manage your financial activity with a complete turnkey approach. We deliver solid books that provide key information in real-time, accessible anywhere, anytime, on any device. To truly leverage technology, we use a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and others. 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.
Our bookkeeping services include accounts payable, accounts receivable, payroll, reconciliations, and reporting. We care for the details, so you can focus on growing your business. Contact us today to learn how we can help you streamline your bookkeeping process and take your business to the next level.
What are your favorite bookkeeping tools? We’d love to hear from you. Let us know in the comments.
Contact us today or call 415.550.3070 to learn more about our experience and expertise and how you can benefit from customized bookkeeping services to meet your business needs.