Video

Automate reconciliation with QuickBooks and Extend

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Closing the books can be a grueling task every month. Businesses—of all sizes and industries—often face challenges, like lost time and inaccurate reporting.But Extend is here to smooth the process and help you save time and money.In this 45-minute webinar, Mike Varney (VP, Finance & Ops) and Melissa Diano (Product Lead) share in-house expertise on tackling reconciliation with confidence. Discover how teams can save hours, if not days, reconciling card transactions and capturing receipts with Extend’s turnkey QuickBooks Online integration.

Our experts demonstrate everything you need to know about the integration:

  • Initial setup and implementation best practices
  • How to tag cards and transactions for proactive reconciliation
  • Syncing Extend transaction data and receipts to your general ledger
  • How to manually upload Extend data to QuickBooks (Online or Desktop versions) as an alternative method
Video

Automate reconciliation with QuickBooks and Extend

Author
Mike Varney
Vice President, Finance and Operations
Melissa Diano
Director of Product Management
Virtual Card Spend
No items found.
Share post

Closing the books can be a grueling task every month. Businesses—of all sizes and industries—often face challenges, like lost time and inaccurate reporting.But Extend is here to smooth the process and help you save time and money.In this 45-minute webinar, Mike Varney (VP, Finance & Ops) and Melissa Diano (Product Lead) share in-house expertise on tackling reconciliation with confidence. Discover how teams can save hours, if not days, reconciling card transactions and capturing receipts with Extend’s turnkey QuickBooks Online integration.

Our experts demonstrate everything you need to know about the integration:

  • Initial setup and implementation best practices
  • How to tag cards and transactions for proactive reconciliation
  • Syncing Extend transaction data and receipts to your general ledger
  • How to manually upload Extend data to QuickBooks (Online or Desktop versions) as an alternative method
About the author

Mike Varney

Vice President, Finance and Operations

With over 12 years of experience in both large-scale and high-growth businesses, Mike has managed all aspects of corporate finance functions including forecasting & budgeting, financial reporting, external audits, investor relations, and M&A due diligence. Prior to Extend, Mike held various finance & accounting roles at IAS, BSE Global, MLB Advanced Media, and Deloitte. He earned an MBA from NYU Stern School of Business, a B.S. in Finance and Accounting from the University of Maryland Robert H. Smith School of Business, and holds his CPA license.

About the author

Melissa Diano

Director of Product Management

Video

Automate reconciliation with QuickBooks and Extend

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Presented by

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Mike Varney

Vice President, Finance and Operations

Melissa Diano

Director of Product Management

Closing the books can be a grueling task every month. Businesses—of all sizes and industries—often face challenges, like lost time and inaccurate reporting.But Extend is here to smooth the process and help you save time and money.In this 45-minute webinar, Mike Varney (VP, Finance & Ops) and Melissa Diano (Product Lead) share in-house expertise on tackling reconciliation with confidence. Discover how teams can save hours, if not days, reconciling card transactions and capturing receipts with Extend’s turnkey QuickBooks Online integration.

Our experts demonstrate everything you need to know about the integration:

  • Initial setup and implementation best practices
  • How to tag cards and transactions for proactive reconciliation
  • Syncing Extend transaction data and receipts to your general ledger
  • How to manually upload Extend data to QuickBooks (Online or Desktop versions) as an alternative method
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