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Keep track of tax returns; import invoices into the Lacerte tax software; eliminate double-entry by creating a single data-sharing platform
Import/Export business data directly from the Drake software and manage client records with customizable financial reports.
Integrate QuickBooks Object (Customers, Invoices, etc.) with any Salesforce Object (Accounts, Contacts, etc.)
Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns
Automate data entry and organization by extracting accurate data using OCR-based technology.
Give employees the ability to access their timesheets from anywhere and integrate the data directly with QuickBooks.
An E-commerce platform connector for QuickBooks Desktop.
Sync Stripe sales activity with QuickBooks for daily sales summary, auto sales transfer, expense entries, and more
Make the ending balances in one QuickBooks file into the beginning balances of another QuickBooks file
Reduce sales commission errors, calculate commission based on gross profit, credit sales based on customers and projects
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