Learn How to Keep QuickBooks and Stop Overpaying to Get Paid

QuickBooks Payments comes built in, so most businesses turn it on and forget about it. The processing fees that follow sit on the books month after month, and few owners ever ask whether they could pay less.

In this one-hour session, Rebecca Sheppard, Esq., and Mary Ann Robinson, owner of TransAct, show how a business can stay on QuickBooks Desktop or Online, keep its accounting workflow intact, and lower what it pays to accept card and ACH payments.

You will learn to:

• Read a processing statement and spot the charges that drive up cost
• Measure the savings available when a client moves customers toward ACH
• Understand how compliant surcharging and cost-recovery programs work

Mary Ann Robinson also demonstrates the TransAct integration, which converts estimates into invoices, shortens the wait for payment, and keeps the books clean.

Attendees leave with a method for identifying clients who overpay and a plan for showing them the savings.