Project Details
Our Receipt Bank & Receipt Posting service will not only clean up your work space & your wallet, but will organize your life so you always know your current financial status and bank and credit card balances.
We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.
We set you up with a mobile app that sends your receipts to Quickbooks by taking a picture with your mobile phone.
Packages Included
- Add-On Services
Why Beneficial
- Clean up your work space and your life with this app — all you have to do is take a picture in the app of your receipt/bill/expense, and the app automatically processes it and sends it to us to approve.
- After we check the data, it integrates directly into your QuickBooks account and is matched or added as a new transaction. Keeping track of your expenses couldn’t possibly be simpler!
- *Pricing depends on the amount of transactions and users.
- Stop worrying about filing, misplacing, or manually entering receipts. Snap a picture with your phone and submit to us, and we take care of the rest. All of your receipts are in QuickBooks attached to your transactions for easy access. Multiple users can be set up to be able to submit receipts.
Many business owners think this is easy as you just post to the most obvious account. However, did you know that different types of meals are deducted differently on tax returns? Do you know how to properly account for interest and loan payments? Do you know how to account for security deposits given or received? Or new assets purchased? What about an insurance check received to cover damages? Correctly posting transactions requires much more than most businesses realize. Even if our client prefers to post transactions themselves, we still have both the bookkeeper and CPA review all transaction posted monthly to ensure they were posted accurately.