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97 and Up Episode 81 – Communication More Important Than Work, and Some Powerful Microsoft Excel Tips

In This Episode

Here are a few highlights / topics from the episode

  • Kristy lead the session
  • Adam got an iPad
  • Rachel – Where’s she been?
  • Reconciling PayPal – How Do You Do It?
  • Don’t want to have to access (eg) Stripe and PayPal to get the gross, fees, and net amounts for QBO
    • Hint: downlaod the csv file. This is very easy to do in both cases (PayPal and Stripe)
  • Kristy records a Zoom showing them how to download and provide it.
  • My suggestion (Seth) is, as always, GET the logins do you can do it.
  • PayPal feeds are now working much better directly in QBO.
  • PayPal monthly statements are also much better
    • Hint: get both PDF and csv.
  • Get payments set up on a subscription from your clients
    • Use WordPress / WooCoomerce / Woo Subscriptions
  • Client Management
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