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QBTalks Apps August: QuickBooks Capital: The New QuickBooks Lending Overview
QuickBooks Capital Presents the New QuickBooks Lending Overview
Host: William "Murph" Murphy
Sponsor: Flywire
Join us on Wednesday, August 12, at 2:00 PM Eastern for our next QB Talks-App show, where Intuit will introduce its new QuickBooks Lending Overview page and how it can help you better support your clients' funding needs.
The QuickBooks Lending Overview page gives you and your clients greater visibility into overall business health and potential lending eligibility. By surfacing key factors lenders consider - such as cash flow patterns, revenue stability, and transaction history - along with actionable insights, QuickBooks helps take the guesswork out of the funding process and helps you guide clients toward financing opportunities that fit their business needs.
Rackeb Mered, Senior Product Manager, and Peter Czmielewski, Principal Product Marketing Manager, from the QuickBooks Capital team, will walk us through this new experience, demonstrating how it works. They will also share how these data-driven insights can help you confidently advise clients as they explore funding options.
Upon completion of the webinar, participants should be able to:
- Identify at least one way the new QuickBooks Lending Overview page can help you better support your clients’ funding needs.
- Select at least one way the new QuickBooks Lending Overview gives you and your clients greater visibility into business health and potential lending eligibility.
- Identify at least one way the data-driven insights within the new QuickBooks Lending Overview can help you confidently advise your clients regarding funding options.
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Sponsored by Flywire
Most QuickBooks customers still chase payments manually, spend days reconciling transactions, and leave money on the table on cross-border collections. In this session, Flywire shows accounting professionals how Invoiced extends QuickBooks with intelligent automation, global payment options, and zero FX risk—so you can reconcile automatically, collect faster, and scale without drowning in admin work. Join us to see how 4,000+ companies across 240+ countries are transforming their cash flow.
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CPE Credits: 1
Subject Area: Specialized Knowledge
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
Cost: Free