Using Bookkeep to Handle PayPal and QuickBooks Online

Rachel and Dan will welcome Jason Richelson, Founder of Bookkeep to show how utilizing Bookkeep to integrate PayPal into QuickBooks Online can streamline this process.

Schoolofbookkeeping and our friends and Complete Business Group have teamed up with Bookkeep. Learn More about Bookkeep and create your free Bookkeep Accountant Dashboard here: https://www.bookkeep.com/partners/complete-business-group/ 

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Welcome

00:35 Unpacking PayPal

02:50 Meet the Team

07:23 What is Bookkeep?

08:00 Deep Dive into Bookkeep Features

18:55 Understanding PayPal in Bookkeeping

28:52 Clearing Accounts Explained

29:27 Bookkeep's Auto Reconciliation

29:54 Interapp Clearing Account

30:55 Complex Client Scenarios

32:08 Mapping and Troubleshooting

38:02 Connecting Payment Systems

41:09 Client Connect Portal

49:52 Handling New Data and Updates

52:32 Best PayPal Integration

53:50 Conclusion and Final Thoughts