Wise-Pay Best Practices Webinar - Reconciling Prepayments & Clearing Account in QBO 9 May 2018 - Recap

Product   Written by Wise-Sync Ninjas on May 10, 2018    

In the webinar, Master Ninja Paul & Simone highlighted the best practices for reconciling prepayments & Wise-Pay Clearing account in QuickBooks Online.

If you've missed the full session or would like to watch the webinar again, you can view the recording of the session by clicking on the video.

best practices reconciliation qbo screenshot-1

Here's what we covered:

  • Wise-Pay Clearing Account
  • Important Processes for Accurate Reconciliation
  • Fixing Wise-Pay Errors - Unprocessed & Unmatched payments
  • How Prepayments ensure you get paid
  • Managing the Prepayment account
  • Wise-Pay Integrations with Sell, QuoteWerks and iSell
  • Pre-Payment Settlement Deposit Grouping (IntegraPay)

You can also access the below resources and webinar recording by clicking here.

  • Presentation Slides
  • Helpful Links
  • Register for the upcoming webinar