Learn how to work with bank feeds
In this workshop, we will review bank feeds and how it differs from bank reconciliation. We will go over the ideal process for working with transactions and how to avoid the most common mistakes.
What to look out for
*By taking part in this event you grant the Emery full rights to use the images resulting from the photography/video filming. If you do not wish to be photographed please inform an Emery Team Member.*
Monica Roca-Quesada is an accounting professional with over 20 years of experience in business from account management and financial operations to technology planning and implementation. Her breadth of knowledge in various facets of business gives her a unique lens to the various challenges and opportunities of a modern growing business in today's digital era. She has excelled in business transformation, digital transformation, technology implementation, and other special projects for companies such as Carnival Cruise Lines, 50 Eggs Restaurant Group and other Fortune 500 clients as well as many small businesses. Her technical expertise has led to increased operational efficiencies and greater return on investments.
Within her role as a Business Technologist for Agile Planners, she develops workflows and processes to streamline and automate tasks in today’s digital world. By working with business owners on a 1 on 1 basis, she will help businesses simplify their operations by matching them with the right finance and technology tools, allowing them to run their businesses, and not have it run them.
Monica is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks Online, QuickBooks Enterprise Solutions, QuickBooks Point of Sale, inventory management, as well as data migration to and from multiple accounting platforms and ERPs.