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When the Bank Says No, Zümifi Says We Can Do It!

ZümiFi - tailoring solutions, one client at a time!

At ZümiFi, we understand that as a small business owner, you want to focus on growing your business and not worry about the nitty-gritty of bookkeeping. That’s where we come in. We provide complete turnkey solutions that automate your system, simplify and facilitate your bookkeeping, and ensure accuracy and completeness so that every dollar counts. We use online, cloud-based tools such as QuickBooks Online, Bill.com, Box.com, and others to create a custom combination that works for your business.

Recently, one of our clients ran into an issue with their bank’s website update. They preferred to bank with a small local bank in the area, but when the bank updated its website, it no longer supported QBO Web connect. This meant that when the client attempted to update their bank feed, they received an error. The bank’s solution to the problem was to switch back to the desktop version of QuickBooks. However, our clients never want to step back with their bookkeeping process.

So, the client contacted their account manager at ZümiFi, Malou. Malou developed a solution that allowed the client to continue working in QBO: QuickBooks Web connect. Web Connect allows users to manually upload their bank activities after downloading them from their bank’s website. This solution provided a seamless transition for our client, who was relieved they didn’t have to return to a desktop version of QuickBooks.

At ZümiFi, we work in QBO daily and are always here to help if our clients encounter issues with their QBO accounts. We pride ourselves on providing personalized solutions that work for your business. For example, our ongoing bookkeeping services 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.

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.

ZümiFi – tailoring solutions, one client at a time!

Contact us today!

When the Bank Says No, Zümifi Says, We Can Do It!