Can you clarify a bit more when you say you reconcile "outside of QBO"? Does this mean you're keeping track of reconciled items in a separate system and not in QBO?
In QBO if an invoice payment is reconciled I can see which bank transaction it has been associated with; will this be the case with Pilot?
Hi! Not doing this to be evasive but because I think we can probably have a higher-bandwidth chat about the exact specifics of it by phone, if you're up for it.
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Can you clarify a bit more when you say you reconcile "outside of QBO"? Does this mean you're keeping track of reconciled items in a separate system and not in QBO? In QBO if an invoice payment is reconciled I can see which bank transaction it has been associated with; will this be the case with Pilot?
Hi! Not doing this to be evasive but because I think we can probably have a higher-bandwidth chat about the exact specifics of it by phone, if you're up for it.
Can I encourage you to drop me a note at waseem@pilot.com or we can schedule some time together here?: https://calendly.com/pilot-waseem/overview