Rachel and Dan will welcome Jason Richelson, Founder of Bookkeep to she how utilizing Bookkeep to integrate PayPal into QuickBooks Online can streamline this process.
Schoolofbookkeeping and our friends and Complete Business Group have teamed up with Bookkeep. Learn More about Bookkeep and create your free Bookkeep Accountant Dashboard here: [ Ссылка ]
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: [ Ссылка ]
Brought to you by [ Ссылка ] - Keep Learning
00:00 Introduction and Welcome
00:35 Unpacking PayPal
02:50 Meet the Team
07:23 What is Bookkeep?
08:00 Deep Dive into Bookkeep Features
18:55 Understanding PayPal in Bookkeeping
28:52 Clearing Accounts Explained
29:27 Bookkeep's Auto Reconciliation
29:54 Interapp Clearing Account
30:55 Complex Client Scenarios
32:08 Mapping and Troubleshooting
38:02 Connecting Payment Systems
41:09 Client Connect Portal
49:52 Handling New Data and Updates
52:32 Best PayPal Integration
53:50 Conclusion and Final Thoughts
