Take a Tour of SAGE Online Integrating with QuickBooks Premier
presented by Harriet Gatter
Have you ever considered switching to SAGE (and/or QuickBooks) or adding the SAGE Integration with QuickBooks to your existing SAGE system? It can be a daunting prospect without knowing how the system might perform or what it looks like. Well, come along on our tour to see exactly how this works - in the software systems themselves where you can create an order in SAGE and export it into QuickBooks Premier. You'll even get a brief overview of SAGE's new project management area, where you can track each of your orders step-by-step.
Learning Lap attendees will learn:
- See how an order is created in SAGE Online and exported to QB Premier.
- See exactly what data is moved from SAGE to QB Premier when an order is exported.
- Get an overview of the entire system from order creation in SAGE to Financial Statement creation in QB for accurate tax preparation.
- Walk through SAGE's new Project Management Area to make your order tracking simpler and consolidated in one place.
1 CAS Credit when you submit your PPAI Certification PIN Number with your survey.
Free for PPAMS members.
About the Speaker:
Harriet Gatter is an independent consultant who works exclusively with Ad Specialty Distributors. She was a distributor for 23 years and also an adjunct accounting professor. She sold her business in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to work exclusively with Ad Specialty Distributors on their Order Management and Accounting Systems. Her specialty is converting distributors from other systems into a QB or QB integrating with SAGE Online system. Her business mission is to develop a complete back-office solution for Ad Specialty Distributors so they can manage the back-office work in a complete, efficient, and affordable way.