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beig able to quickly either upload a QBO file which would have all your transactions, or direct bank integration with Plaid...after that, being able to quickly
by jijji 3y ago
beig able to quickly either upload a QBO file which would have all your transactions, or direct bank integration with Plaid...after that, being able to quickly create rules to categorize different transactions based on string comparisons and then finally generate the Profit and Loss statement which is what the CPA wants to see. I used to have a bookkeeper who would manually type in all the transactions into the Check Register, but the past few years you can do all this in a few hours by just importing the QBO files and changing the categories and generating the P&L.