QuickBooks

金融

Neotask 运行于 Neotask，让 QuickBooks 感觉像在与您的记账员交谈--用简单英语处理发票、费用和损益。

• 通过描述工作内容来创建并发送发票
• 对费用进行分类并无需手动输入即可核对账目
• 按需获取损益快照和现金流摘要

你能做什么

发票和应收账款

通过描述客户和完成的工作来起草和发送发票。检查哪些发票逾期、未付金额以及跟进逾期付款--所有这些都通过对话进行。

费用管理

询问未分类的费用，为最近的交易分配类别，并按供应商或类别详细了解资金的去向。

损益

提取任何时间段的损益表、比较逐月业绩或快速获得净利润数据，而无需在 QuickBooks 内生成正式报告。

应付帐款

检查本周到期的账单，确定有未清余额的供应商，并确认特定账单是否已支付。

现金流量与预测

获取当前现金状况的快照，查看未清发票的预计流入量，并标记应付账款超过应收账款的任何期间。

尝试询问

• “哪些发票逾期超过 30 天？”
• “为 Acme Corp 开具 10 小时咨询费用的发票，费用为 150 美元/小时。”
• “上个季度我在软件订阅上花了多少钱？”
• “给我一月到三月的损益摘要。”
• “哪些账单将在未来 7 天内到期？”
• “上个月我确认了多少收入？”
• “还有什么费用需要分类吗？”
• “我当前的应收账款余额是多少？”

专业提示

• 创建发票时，请准确注明 QuickBooks 中显示的客户名称，以避免重复记录。
• 每周要求提供“未分类的费用”--让这些费用堆积起来会使报税时的对账变得痛苦。
• 将损益查询与特定前期进行配对：“比较今年 3 月与去年 3 月”可提供即时上下文。
• 使用 Neotask 为逾期客户起草发票提醒消息 - Neotask 可以平衡并一起撰写注释。
• 对于现金流，请在同一查询中询问流入和流出：“本周流入和流出什么？”给出了完整的图片。
• 在发送发票之前务必确认客户姓名和商品代码 - QuickBooks 严格匹配现有记录。

Plans

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