Here is How!
the end of your bookkeeping month
Click the upload link
on the month end report page in the software, and send us the
bookkeeping software with the data entered for the month to merge and
management the monthly data.
here to view the upload demo procedure
will merge the bookkeeping data and send you an
updated bookkeeping system with the current data reviewed and merged
with the data of the previous month, or months, merged to allow you to
print quarterly financial reports and tax information without having to
call your accountant or bookkeeper.
way, you will always know your numbers:
each bookkeeping month
each consolidated bookkeeping period,
each bookkeeping quarter
In addition, once we have merged the data of the previous month, we will
license a new copy of the software with your new work month setup
information and send you, which will eliminate the monthly software
This way, doing your own bookkeeping is simply, entering your business
information into the customized fields in the software and view or print
your financial reports.
At the business year end you we will send you a consolidated year-end
bookkeeping managed system software with your data merged for the full
business year, to allow you to view and print the operating result
financials for the year as well as the tax filing ready
customized for accountants
With this service, if requested by your accountant, you will be able to
print a set of data verification reports from the menu of available
in the software.
Select, Print and sending to your accountant, by email or by fax from
►At the end of each
We will merge the data from your three bookkeeping months and send you a
merged bookkeeping workbook for the quarter, to allow you to easily
print your quarter end financial reports without having to call your
These merged data
will make it easy for you to print the
customized for accountants
month end and/or quarterly bookkeeping information as a report and send to your
data instead of paper to do the
If you would like to capture bookkeeping income and expenses while
on the road, we will create and provide a limited version on-road copy to of the software
at no cost.
At your business month-end
Upload both versions of the software to us for data merging.
We will merge the data from your home-office version and the on-road
version under the merged data procedures shown above.
allow you to eliminate the potential to have road expenses invoices and
receipts information fade causing you to lose the deduction or simply
get lost while on the road.
the on-road version, you get to capture and record your expenses while
at a truck stop or at a rest area.
Month-end Data merging is a low cost
$24.95.00 per month
Save with annual subscription
$260.00 per year