QuickBooks

會計

管理發票、費用和財務 - Neotask 透過 Neotask 為您自動化 QuickBooks。

• 建立和傳送發票
• 記錄費用和追蹤應收帳款
• 生成財務報告和查詢餘額

您可以做什麼

發票與應收帳款

透過描述客戶和完成的工作來起草和發送發票。檢查哪些發票逾期、未付金額是多少，並跟進逾期付款--全部透過對話完成。

費用管理

詢問未分類的費用、為最近的交易分配類別，並取得按供應商或類別的支出明細。

損益表

提取任何時間段的損益表、比較月度表現，或在不需要在 QuickBooks 內生成正式報告的情況下取得快速的淨收入數字。

應付帳款

檢查本週到期的帳單、識別有未付餘額的供應商，並確認特定帳單是否已支付。

現金流與預測

取得當前現金狀況快照、查看未付發票的預計收入，並標記應付帳款超過應收帳款的期間。

試試這樣問

• "哪些發票逾期超過 30 天？"
• "為 Acme Corp 建立 10 小時諮詢的發票，每小時 150 美元"
• "上季度我在軟體訂閱上花了多少錢？"
• "給我 1 月到 3 月的損益表摘要"
• "未來 7 天有哪些帳單到期？"
• "上個月我確認了多少收入？"
• "有沒有任何費用仍需要分類？"
• "我目前的應收帳款餘額是多少？"

進階技巧

• 建立發票時，請提及客戶名稱，與 QuickBooks 中顯示的完全一致，以避免重複記錄。
• 每週詢問 "未分類的費用"--讓它們堆積會使報稅時的對帳變得痛苦。
• 將損益表查詢與特定前期配對："比較今年 3 月和去年 3 月" 可立即提供背景。
• 使用 Neotask 為逾期客戶起草發票提醒訊息--Neotask 可以同時提取餘額和撰寫備註。
• 對於現金流，在同一查詢中詢問收入和支出："本週有什麼進來和出去？" 提供完整的圖景。
• 在發送發票前始終確認客戶名稱和項目代碼--QuickBooks 對匹配現有記錄要求嚴格。

Plans

Works Well With

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