by Shahriyar Khan | Mar 31, 2026 | Quickbooks
A note for QuickBooks ProAdvisors whose clients manage loan portfolios Chances are you’ve seen this before. A client comes to you running a private lending fund, an agricultural co-op, or a small investment group. They’re managing their loan portfolio in...
by Shahriyar Khan | Mar 24, 2026 | Quickbooks
Say goodbye to double data entry. Your loan transactions will soon flow directly from SYNDi into QuickBooks — automatically. Managing a loan portfolio is complex enough without the headache of re-entering the same data twice. If your organization runs its lending...
