How To Use Financial Cents Month End Close Tool
Nick Brooks, Account Manager at Financial Cents, hosts a webinar demonstrating the month end close feature for accounting professionals during tax season. He shows how the feature integrates with QuickBooks Online to streamline transaction review and W-9/1099 management processes.
The demo covers setting up client connections, reviewing uncategorized transactions, sharing transactions with clients through the portal, automated email reminders, and W-9 collection workflows.
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