Accounting, payments, and lending

Topics

• Xero
  • Xero overview
  • Set up Xero
  • Set up alternative GL accounts (Xero)
  • Set up tracking categories and options (Xero)
  • Download data from Xero
  • Download and apply branding themes

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• QuickBooks Online
  • QuickBooks Online overview
  • Set up QuickBooks Online
  • Set up alternative GL accounts (QuickBooks Online)
  • Download data from QuickBooks Online
  • Download and assign QuickBooks Online classes
  • Download and assign QuickBooks Online locations

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• Cin7 Pay
  • Cin7 Pay overview
  • Set up Cin7 Pay
  • Cin7 Pay payment channels
  • Cin7 Pay saved payment methods
  • Cin7 Pay refunds and disputes
  • Cin7 Pay payouts

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• Cin7 Capital
  • Cin7 Capital overview
  • Apply for Cin7 Capital
  • Finance invoices with Cin7 Capital
  • Finance accounts payable (AP) with Cin7 Capital
  • Draw from your line of credit with Cin7 Capital
• General accounting
  • Periodic and perpetual methods
  • Admin accounting settings
  • Set up taxes
  • Set up alternative GL accounts
  • Foreign currency transactions
• Reconciliation
  • Reconciliation processes and reports
  • Close the register (batch sales orders and credit notes)
  • Unbatch sales orders and credit notes
  • Check sales orders for reconciliation
  • Check credit notes for reconciliation
  • Check purchase orders for reconciliation

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• Payment portal
  • Introduction to payment portal
  • Payment portal fees
  • Connect a payment gateway
  • Add payment buttons to templates
  • Payment portal settings
  • Add a surcharge to payment portal

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• QuickBooks Desktop
  • QuickBooks Enterprise overview
  • QuickBooks Pro
  • QuickBooks Premier
  • Set up QuickBooks Enterprise
  • Set up alternative GL accounts for QuickBooks Enterprise
  • Assign alternative GL accounts for QuickBooks Enterprise

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