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QuickBooks and Fyle: Easy Expense Management

QUICKBOOKS AND FYLE: EASY EXPENSE MANAGEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Dive into this session to understand how you can solve your accounting challenges with Fyle and QuickBooks. Attendees will get a deeper dive into receipt collection and card reconciliation using QuickBooks and Fyle, how it will help them significantly cut down on manual effort, and why text-based expense management is the need of the hour. This webinar will guide you through the challenges of traditional expense management, how Fyle and QuickBooks can help, and the easy way of receipt management and card reconciliation.

Learning Objectives:


  • List how to solve challenges of traditional expense management

  • Determine the limitations of the current features regarding expenses/receipts in QBO

  • Define why real-time feeds and text-based expense management are the way forward

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nilesh Surana

Fyle
Senior Partner Marketing Manager
[email protected]
(571) 339-0538

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Nilesh leads partner marketing and demand generation at Fyle. He has over 10 years of B2B SaaS marketing experience, helping companies scale from 0 to $10m and beyond. A foodie with a love for Manchester United, he spends his spare time either exploring new cafes or playing with his toddler.

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Nate Flake

Intuit
Senior Partner Development Manager
[email protected]

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Nate Flake is a Senior Partner Development Manager at Intuit, helping build out a world class QuickBooks Solution Provider Program by helping partners grow their businesses. Prior to joining Intuit, he was the VP of Operations at Fishbowl, an inventory management solution for QuickBooks users. There he helped create their partner program and started the QuickBooks sales and service teams. Nate has a background in project management and was a consultant for the emerging markets program in Romania for Thunderbird School of Global Management where he received his Master of Business degree. He also worked at the US Embassy in Moscow where he managed projects between multiple departments of the federal government. Outside of work he enjoys spending time and traveling with his wife and two daughters or playing pickleball and hockey. 

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.