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Starkweather QuickBooks Online Services

Accurately reporting P&L data from events and for specific periods of time can be a challenge in YourMembership. 

 

YM reports income and open invoices, but cost information must be tracked in another software. Costs are often tracked anywhere from Excel spreadsheets to accounting applications such as QuickBooks Online.

 

Starkweather can create a unified configuration of financial data shared between YM and QuickBooks Online.  This configuration generates straightforward data imports from YM into QBO that can support one-click reporting of key financial metrics.

 

 

Solutions:

 

 

Starkweather’s services: 

   
 

Compare cost data in QBO to sales from YM

 

Easier reporting on credit and debit or profit and loss (P&L) 

 

Aggregate credits and debits in one place

 

Create a clear audit trail to the source transaction data to avoid audit risk

 

Save hours of work for an accounting department to deliver board and financial reports

 

Link to many useful QBO apps

 

 

 

 

 

 

Configure the chart of accounts in YM

 

Configure the chart of accounts in QBO

 

Provide training and documentation

 

Migrate data

 

Sync store products between YM and QBO

 

Sync memberships between YM and QBO

 

Sync members between YM and QBO

 

Migrate existing fiscal year data (opening balances)

 

If you have QuickBooks, we can help upgrade to the latest version of QBO.

 

 

Training & documentation includes:

 

 

Call for help and pricing:  

   
 

Access to the Starkweather Sandbox site which provides a risk-free place to learn new skills

 

Your own custom training board

 

Step-by-step, image-driven documentation

+1 608 • 338 • 5032 for pricing

 

 

 

 

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