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Tuesday Learning Lab

  • 02/09/2021
  • 11:30 AM - 12:30 PM


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Take a Tour of SAGE Online Integrating with QuickBooks Premier

presented by Harriet Gatter


Have you ever considered switching to SAGE (and/or QuickBooks) or adding the SAGE Integration with QuickBooks to your existing SAGE system? It can be a daunting prospect without knowing how the system might perform or what it looks like. Well, come along on our tour to see exactly how this works - in the software systems themselves where you can create an order in SAGE and export it into QuickBooks Premier. You'll even get a brief overview of SAGE's new project management area, where you can track each of your orders step-by-step.

Learning Lap attendees will learn:

  • See how an order is created in SAGE Online and exported to QB Premier.
  • See exactly what data is moved from SAGE to QB Premier when an order is exported.
  • Get an overview of the entire system from order creation in SAGE to Financial Statement creation in QB for accurate tax preparation.
  • Walk through SAGE's new Project Management Area to make your order tracking simpler and consolidated in one place.

1 CAS Credit when you submit your PPAI Certification PIN Number with your survey.

Free for SPPA members.


About the Speaker:

Harriet Gatter is an independent consultant who works exclusively with Ad Specialty Distributors. She was a distributor for 23 years and also an adjunct accounting professor. She sold her business in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to work exclusively with Ad Specialty Distributors on their Order Management and Accounting Systems. Her specialty is converting distributors from other systems into a QB or QB integrating with SAGE Online system. Her business mission is to develop a complete back-office solution for Ad Specialty Distributors so they can manage the back-office work in a complete, efficient, and affordable way.


PO Box 1062
Shelbyville, TN 37162

Tel: (205) 588-8004
Fax:(321) 695-5441


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