🔧 SIMPLIFY YOUR RETREAT PLANNING—AND YOUR ACCOUNTING
Tired of juggling spreadsheets, emails, and manual invoicing? Join us to discover how integrating YouLi with your Account Platform—like QuickBooks or Xero—can radically simplify your finances. This hands-on session will show you how to use Zapier to seamlessly connect your retreat workflow with your bookkeeping tools.
👩‍💼 FEATURING SPECIAL GUEST: JENNIFER FEIN, YouLi Head of Product
Get insider insight from Jennifer Fein, the tech visionary behind YouLi. Jennifer will guide you through how to:
âś… Automatically sync traveler payments with QuickBooks or Xero
âś… Generate invoices in real-time as guests register
âś… Create a financial trail that keeps you audit-ready and stress-free
âś… Eliminate manual entry by linking YouLi to your full accounting workflow
🧰 WHAT YOU’LL LEARN
đź”— Connecting to Your Account Platform
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How to set up powerful Zaps that bridge YouLi and tools like QuickBooks or Xero
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Best practices for mapping payments, invoices, and client records between platforms
⚙️ Automation That Saves You Hours
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Automate traveler registrations and payments
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Reduce financial errors and stay cash flow ready
đź’¬ Live Q&A with Jennifer
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Bring your questions! We'll dive into real-world examples and troubleshooting tips.
🚀 WHO SHOULD ATTEND?
This is a must-attend for:
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Retreat leaders who hate bookkeeping
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Event pros ready to clean up their backend
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Anyone using QuickBooks or Xero alongside YouLi
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Zapier users who want their finances to run on autopilot
📥 READY TO CONNECT & COLLECT?
Say goodbye to financial chaos. Say hello to easy, elegant automation.
Register now and learn how to plug your planning platform directly into your accounting system. Your future self will thank you.