Mid-Year Receipt Check-In: How’s it going??
One thing you and I can agree on is how much receipts are an absolute pain.
They are time-consuming and require too much focus and attention you may not have. But here I am, delivering to you on a silver platter: Tips on how to manage your receipts.
First and foremost, I want to start with the most important thing; trigger warning, this might get a little too loud: TAKE A PICTURE IMMEDIATELY UPON PURCHASE. I can not stress enough how important this is. Keeping a record of your receipts is the best and only way to ensure every cent is documented. Instead of having a bunch of random undocumented receipts on your phone, QuickBooks is a great way to keep track of your receipts.
You can take a receipt picture on Quickbooks and automatically tag it in the software.
Now you might be thinking, “what about online orders?” Well, that's a great question and a good one, for that matter. In the world we live in today, online orders are becoming more prominent. Good news; All you have to do is tag the email with the receipt, and once a month, you download it to a folder in your files. While you should do it immediately, once a month is a great place to start.
If this is a task that you think you could use a few extra hands for, we totally have your back.
Our accounting department can manage your accounts by ensuring that transactions are correctly imputed into your Quickbooks account. That way, your books are always balanced, and you never fall behind. We are always here to help, so make sure you like, comment, and follow me on Instagram for any questions.