Saturday, April 2, 2011
The key to our efficiency is that we try to make everything an automated download with memorized transactions so that once classified, it gets entered in the books the same every month.
Our credit card transactions (expenses) all get downloaded and automatically entered. Our checks are written in Quickbooks and automatically entered. The one area where automation has been less than optimal has been our integration with PayPal. We essentially download our monthly transactions as a .cvs file and then upload it. Kludgy, clunky, and annoying.
Last week, when I entered into QuickBooks, I was thrilled to see the announcement that the integration is now complete between PayPal and QuickBooks. Thanks Payne Weber. (An old inside joke).
Posted by BBat50 at 1:16 PM