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Create journal entries from payment emails for bookkeeping

Create journal entries from payment emails for bookkeeping

Your payment notification emails leave deposits unrecorded and reconciliation takes longer for your client accounts. The workflow creates journal entries automatically so books are updated same day.

Create journal entries from payment emails for bookkeeping

Overview

Payment notification emails commonly sit unrecorded and stretch your reconciliation and tax prep. This workflow converts those emails into journal entries automatically so your billing and tax staff have reconciled books the same day.

Create journal entries from payment emails for bookkeeping