Receipt Management for Bookkeepers: Part 2
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- Опубликовано: 3 июл 2024
- Receipt management for bookkeepers. In this video I talk about how to organize receipts and invoices for your bookkeeping clients.
Epson RapidReceipt Scanner: bit.ly/39J8XZj
I also partnered with Epson to show you how to use the #RapidReceipt scanner-a tool that I think will be helpful to you & your clients. It scans stacks of receipts wirelessly, reads the data, and lets you upload to QuickBooks Online or save digitally. I also go though different methods of organizing files of receipts (digital or paper) and some of my experiences with this. #RapidReceipt #EpsonPartner
Things mentioned:
Receipt Management Part 1: • Receipt Capture in QBO...
My website: www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer.com/go/BLFS/ML82/
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➡Start a bookkeeping business (free checklist) finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): finepoints.newzenler.com/f/de...
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➡More freebies on my website: www.finepoints.biz/resources
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☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan
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☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingbookkeeping.com/re...
Nerd Enterprises: www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: courses.5mbacademy.com/?ref=a...
▶My Bookkeeping Tech Tools: www.finepoints.biz/blog/techn...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
#bookkeeper #finepoints #bookkeeping
What's your biggest pain point about receipts?
Emotional damage from seeing how much I've spent on ridiculous impulse buys.
You are the best! You are helping me so much. Thank you!
Thanks Morgan! These two videos have been great! great way to help clients transition and help with pain points. I appreciate the tip of adding receipt management as a separate service.
how much time so you think it adds?
I bought Althea epson rapid receipt scanner btw!
All my expenses on my receipt can’t be counted in my taxes, because we’re a construction company. What’s the method to scan and save and manage expenses on my receipt. I don’t have quickbooks. I’ve trying to figure out if I scan onto excel- if that’s best? Or should I just scan and save as an image file, but I start counting my expenses at tax season im afraid I wont be able to collect the right data/info from my scanned receipts to do my taxes
Hi! How would it work if my client has 2 or 3 businesses and wants to use the Receipt Management function in QBO? Can she use one app for all three companies? And do you know if there's an additional charge for this service if she already has QBO accounts? Thanks!
Hi madam useful video......... Thanks
Welcome 😊
I have a small farm and all I want to do is be able to scan in all my receipts for the year then print out a year end hard copy of all scanned receipts with my expenses to give to my tax person. Will this work for me, don’t want to use quicken, quick books etc etc
Does it take Classes, Client and other fields from QBO?
Hey ! Im currently working on bookkeeping for a restaurant and the client wants to mainly track inventory. How do I account for items like sugar and stuff. They can to avoid having to manually count inventory everyday.
Hi! That's not my specialty ... I have textbook knowledge of inventory, but I try not to take on clients with inventory :) You should be able to find some other RUclipsrs who talk about it!
I used the affiliate links and completed Bookkeeper Launch training. Is it true that a great deal of what I will be doing is categorizing bank feed transactions, reconciling accounts, running reports, and talking to the clients about the implications of their reports? I should be able to create invoices to my client's customers and record bills to my client, but this is more A/R and A/P than level 1 basic bookkeeping, right?
Hey! Yes, that is what most bookkeepers do for their clients. There are different levels of services that you can provide based on your clients needs. Here is a video Morgan made with more information: ruclips.net/video/8A877-pVRKA/видео.html
Krista (FinePoints Admin)
Nice video👍
Should I buy a QuickBooks subscription or any other accounting software to start working as a bookkeeper online?
Or I just need to know how to use it?
QuickBooks online is better
Yes, I recommend QuickBooks Online Accountant. You can get a free certification through that. More info here: ruclips.net/video/H90PyiBJ8Kw/видео.html
@@FinePointsBookkeeping Thanks a lot 🙏
Great video!
How much more do you charge for receipt organizing, and how do you decide on a price?
Hey! Morgan doesn't have a flat rate for receipt management, but she does have a video on different size clients and how she charges based on services she provides: ruclips.net/video/8A877-pVRKA/видео.html
Krista (FinePoints Admin)
would this be something that you as a bookkeeper would be doing, or would your client be scanning their own receipts? seems like it would be helpful to have them do it except that you have to add in extra info.
Most likely the client, but that's something you could work out with them. -Gabe (FinePoints Admin)
Will it print out all saved receipts along with a years end report so I can give to my tax accountant
Have the same question
These receipt management videos were very helpful! My question is how would it work to have your client submit receipts through the QB app or via email, but they used their personal credit card and will need reimbursement? It won't match in the bank feed so would it be easier to make it into an expense once it comes in?
There are a couple ways you can do it, but this is often equity that is being put into the business and may need a journal entry. I probably wouldn't use the auto receipt tracking for this. Search for my video about recording start up costs, and I talk about it more there. :)
What do I do when the business owners bought equipment in cash?
Journal the account - Loan from the owner