Receipt Management for Bookkeepers: Part 2

Receipt management for bookkeepers. In this video I talk about how to organize receipts and invoices for your bookkeeping clients.
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:

☑️My favorite bookkeeper training (affiliate links)

☑️Classes taught by me

☑️Free stuff

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)

☑️Other awesome classes (affiliate links)

▶ Videos to get started bookkeeping:

▶ More videos you'll like:

#bookkeeper #finepoints #bookkeeping

[FinePointsBookkeeping]

What's your biggest pain point about receipts?

[nereidaorozco]

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

[eduardoalmanzar]

Excelent video, I already have this scanner, could you share a link for download software

[roberte.bainesjr.]

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?

[larrymartin]

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

[angelinatermure]

Great video!
How much more do you charge for receipt organizing, and how do you decide on a price?

[hassanmaje]

Does it take Classes, Client and other fields from QBO?

[messybunbookkeeping]

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!

[techellesands]

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.

[chelseahernandez]

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.

[larrymartin]

Will it print out all saved receipts along with a years end report so I can give to my tax accountant

[FabianaCoelho-sjue]

You are the best! You are helping me so much. Thank you!

[justfordownloads]

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?

[chelseahernandez]

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?

[edranoemillacalles]

What do I do when the business owners bought equipment in cash?

[BrionnaScheib]

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?