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Webinar

5 steps to master your QuickBooks

Discover how to maximize your QuickBooks integration in Workiz through a live demo, featuring a step-by-step walkthrough by an accounting industry expert.

Join our free webinar for a conversation with Allen Holmes, Advanced Certified ProAdvisor and CEO of Insource Books.

Join the conversation to learn:

  • How to set up the QuickBooks integration in Workiz

  • How to navigate the integration step-by-step

  • Best practices for using the Workiz-QuickBooks integration

Speakers

Allen Holmes

Allen Holmes,

CEO of Insource Books

Allen Holmes is a certified public bookkeeper and QuickBooks ProAdvisor with over 20 years of tax and accounting experience. His company, Insource Books, is dedicated to helping field service companies streamline their accounting information systems to ensure quality data is being gathered and converted into quality insights.