TD Banking details for deposits

From
Daniel Barakat <daniel.barakat@thekey.com>
To
Lisa Barker <lisa.barker@thekey.com>, Randi Schapira CPA CA <Randi@schapiraca.ca>, Cynthia Lum <clum@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Brian Fialko <brian.fialko@thekey.com>
Date
Fri, 1 Mar 2024 15:
Folder
INBOX
--000000000000edd82806129f3ac2 Content-Type: text/plain; charset="UTF-8" Hi Randi We are wondering if you can send the banking details on a weekly basis so that Lisa and her team can apply deposits to Clearcare throughout the month. If the bank account is linked to Quickbooks, can you send a transaction report to Lisa and Cynthia? On Quickbooks Online, we have a bank register report we can run. Not sure if the desktop version has something similar. If not, maybe a GL detail transaction report may suffice. You can decide on the best day to send. Let me know your thoughts. Thanks team Thanks --000000000000edd82806129f3ac2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Randi We are wondering if you can se= nd the banking details on a weekly=C2=A0basis so that Lisa and her team can= apply deposits to Clearcare throughout the month.=C2=A0 If the bank accoun= t is linked to Quickbooks, can you send a transaction report to Lisa and Cy= nthia?=C2=A0 On Quickbooks Online, we have a bank register report we can ru= n.=C2=A0 Not sure if the desktop version has something similar.=C2=A0 If no= t, maybe a GL detail transaction report may suffice.=C2=A0 You can decide o= n the best day to send.=C2=A0 Let me know your tho= ughts.=C2=A0 Thanks team Thanks --000000000000edd82806129f3ac2--

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