Relay and QuickBooks Online: Reconciliations made in Heaven

See how Relay and QuickBooks Online work together to make reconciliations a breeze. This session covers practical tips for syncing accounts, catching errors, and saving time—plus, you’ll discover Relay’s no minimum balance, no fees, and easy access to check images. Get ready for a smoother, stress-free close with features built for accountants.

Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Welcome and Guest Host
01:42 Why Banking Breaks QBO
03:04 What Is Relay
04:42 Relay Origin Story
07:20 Remote Account Setup Win
11:27 Core Features and Pricing
15:13 Accountant Access Dashboard
18:00 Tiers Grow and Scale
21:25 Bill Pay Automation
23:48 Statement Fetch Reconcile
32:33 Advisory Value for Clients
36:22 FDIC Bonus and Support
39:01 Wrap Up and Next Steps