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The Power Couple: Neon CRM & QuickBooks


June 28, 2023
1 p.m. ET

Hosted By

Gregg S. Bossen headshot
Gregg S. Bossen
QuickBooks Nonprofit Trainer & Owner
Laura Block headshot
Laura Block
Product Owner, Neon CRM


90 minutes




Join nonprofit QuickBooks expert, Gregg S. Bossen CPA from QuickBooks Made Easy & our favorite Neon CRM superstar Laura Block, Product Owner, Neon CRM for this interactive webinar. 

Together we will team up to walk through the set up and utilization of the Neon CRM-QuickBooks sync function! 

We will discuss the benefits of the Neon CRM-QuickBooks sync, walk through the best practices for mapping (for various sized organizations), and discuss how to handle merchant fees and duplicates. 

If you answer yes to one of the following questions, this webinar is for you: 

  • Is your organization entering revenue into both Neon CRM and QuickBooks?
  • Is someone spending hours trying to reconcile the revenue between the two?
  • Are you unsure of how to map your Neon CRM transactions to Quickbooks? 
  • Do you need a refresher on the Neon CRM-QuickBooks sync?

We look forward to seeing you there!