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Get started saving time on your business bookkeeping by learning what key tasks you can automate in QuickBooks Online! -------------------------------------------------------------- 📚 For more small business insights, tools and blog articles visit us online at: https://www.ucentric.biz/ -------------------------------------------------------------- In this Video, Learn How To: • Get started with automation using QuickBooks Online (QBO) • Streamline your financial processes by integrating your business bank and credit card accounts, reducing the need for manual data entry • Shift from manual to digital workflows - like emailing invoices and setting up automatic payments • Get a quick look at some key automation features right inside QBO -------------------------------------------------------------- This is the first video in our automation series. Be sure to subscribe to our channel, so you don’t miss out on any future videos! 👉 / @ucentricaccounting ----------------------------------------------------------------- Need help automating QuickBooks Online for your business? Reach out to us! UCentic Solutions is a Kansas-based virtual bookkeeping and accounting firm specializing in helping small and mid-sized Kansas businesses thrive. We work with service-based businesses, retail shops, project-based companies, and solo and small Kansas law firms providing strategic financial insights. Contact Us Here 👉 https://www.ucentric.biz/contact ------------------------------------------------------------------ Timestamps: 00:05 Introduction to UCentric Solutions - Experience outsourced bookkeeping and more 00:29 Begin discussing - How to Automate bookkeeping in QuickBooks Online (QBO) 01:10 Step 1: Connecting Your Business Bank and Credit Card Accounts to QBO 01:56 Bank Transactions Overview 04:15 Step 2: Digital Processes 09:20 Ecommerce Apps to QBO 19:17 Automating Money Out 21:03 Money In/Money Out Review 22:23 Step3: Creating Bank Rules 28:37 Review all Automation Steps 29:11 Final Thoughts on Steps to Get Automated in QuickBooks Online #QUICKBOOKSONLINE #AUTOMATE #BOOKKEEPING #SMALLBUSINESSTIPS