Missing receipts.
We've all been there.
Someone makes a purchase, the receipt gets buried in their email, and three months later you're trying to figure out what was purchased.
Here's one simple solution I love.
Create a dedicated email address just for receipts.
Every employee forwards their purchase receipts to that address.
As transactions are entered in QuickBooks, the receipts can be downloaded and attached directly to the transactions.
You can even organize the emails into folders by vendor for easy reference later.
Another option?
QuickBooks Online has a Receipts feature that provides a dedicated email address where receipts and bills can be sent directly into QBO.
QuickBooks can extract information from those documents to help with data entry and matching.
Neither system is complicated.
They just require consistency.
Something to think about:
Could one simple receipt process eliminate hours of searching and frustration?
If your school needs help simplifying its accounting processes, I'd love to help.
Schedule a conversation here: