Quickbooks & Neon CRM: Sample Mapping & Reconciliation

Date/Time

June 22, 2022
3pm ET
Online

Hosted By

Laura Block headshot
Laura Block
Product Owner, Neon CRM
Jake Ayres headshot
Jake Ayres
Product Manager

DURATION

74 minutes

RESOURCES

Slides

Transcript

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Do you have questions about the Neon CRM & Quickbooks sync? 

Are you unsure of how to map your Neon CRM transactions to Quickbooks? 

Do you have questions about reconciliation?

You’re in the right place!

In this webinar you can expect to leave feeling confident about your Neon CRM transaction mapping needs. Since every nonprofit organization has different accounting needs there is not a one size fits all approach. But have no fear! We will be showcasing an array of transaction mapping options that fit a variety of different sized organizations with varying accounting needs. 

We will also dive into the reconciliation process with Neon Pay, as well as third-party processors.

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