Receipt Capture in QBO: scan & classify receipts with smartphone (for bookkeepers)

FinePoints
FinePoints
34.2 هزار بار بازدید - 3 سال پیش - Receipt Capture in QuickBooks Online!
Receipt Capture in QuickBooks Online! Here's how you can scan & classify receipts with your smartphone. This video was highly requested, as receipt management is often a struggle for bookkeepers. A giant box of disorganized receipts should be a thing of the past. In QuickBooks Online, you can use the smartphone app to scan receipts; or you can create a special email address in QBO where employees can email receipts. Then I talk about how to classify and match each receipt to a transaction in the bank feeds area of QuickBooks. This is a great solution for bookkeepers who need to streamline and get organized.

Things mentioned:
Bank feeds: BANK FEEDS in QuickBooks Online
Receipt management Part 2: coming in April

My website: https://www.finepoints.biz/

☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/

☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/cour...
🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/cour...

☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/b...
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/c...
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/de...
➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE! @finepointsbookkeeping

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan...

☑️Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/re...
Nerd Enterprises: https://www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a...

▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/techn...

▶ Videos to get started bookkeeping:
Learn bookkeeping: 10 ways to LEARN bookkeeping: classes...
Bookkeeper certification for FREE: FREE ProAdvisor certification for boo...
How to become a bookkeeper (with chart): How to become a BOOKKEEPER! Training ...
How to get clients: 20 ways to get bookkeeping clients
What does a bookkeeper do? WHAT DOES A BOOKKEEPER DO? Job descri...
Day in the life playlist: "Day in the life" of a bookkeeper (DITL)
Bookkeeper Launch video: 10 FIRST IMPRESSIONS of Bookkeeper La...
Client onboarding: One Client, START TO FINISH (part 1: ...
How much to charge: HOW MUCH to charge as a bookkeeper (P...
Services to offer: BEGINNER services to offer as a bookk...

▶ More videos you'll like:
Big, medium & small clients: CLIENT EXAMPLES: Small, Medium & Larg...
Niches playlist: Niches for bookkeepers
Before you start: Bookkeepers: 7 THINGS TO KNOW before ...
Impostor syndrome for bookkeepers: How to overcome IMPOSTOR SYNDROME - f...
10 reasons to start bookkeeping: WHY START BOOKKEEPING?
How to clean up a client's books: How to do a "CLEAN-UP" for bookkeeper...

#bookkeeper #finepoints #bookkeeping
3 سال پیش در تاریخ 1399/12/12 منتشر شده است.
34,282 بـار بازدید شده
... بیشتر