Log in

TUESDAY LEARNING LAB: Quickbooks integration with SAGE Online

  • 02/09/2021
  • 9:30 AM - 10:30 AM
  • Virtual


Take a Tour of SAGE Online Integrating
with QB Premier

Including an Overview of SAGE’s New Project Management Area

Featuring Harriet Gatter
Owner, Accounting Support LLC

Have you ever considered switching to SAGE (and/or QuickBooks) or adding the SAGE Integration with QuickBooks to your existing SAGE system?  It can be a daunting prospect without knowing how the system might perform or what it looks like.  Well, come along on our tour to see exactly how this works—in the software systems themselves where I create an order in SAGE and export it into QB Premier.  I even have a brief overview of SAGE’s New Project Management Area where you can track each of your orders step by step.

Learning Lab attendees will learn:

  • See how an order is created in SAGE Online and exported into QB Premier
  • See exactly what data is moved from SAGE to QB Premier when an order is exported
  • Get an overview of the entire system from order creation in SAGE to Financial Statement creation in QB for accurate tax preparation
  • Walk through SAGE’s New Project Management Area to make your order tracking simpler and consolidated in one place

1 CAS Credit when you submit your PPAI Certification PIN Number with your survey.

                                                       REGISTER HERE

About Harriet:
Gatter is an independent consultant who works exclusively with Ad Specialty Distributors.  She was a distributor for 23 years and also an adjunct accounting professor.  She sold her business in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to work exclusively with Ad Specialty Distributors on their Order Management and Accounting Systems.  Her specialty is converting distributors from other systems into a QB or QB integrating with SAGE Online system. Her business mission is to develop a complete back-office solution for Ad Specialty Distributors so they can manage the back-office work in a complete, efficient, and affordable way.

Powered by Wild Apricot Membership Software