Scan Documents into QuickBooks and Eliminate Paper Storage
Posted by Allison Semancik on Mon, Sep 28, 2009
Have you ever thought about going paperless but you weren't sure where to start? Well, it's not just you. Every day, small businesses are looking for a good way to go paperless. One of the easiest ways for small businesses to go paperless is by using a document management add-on for QuickBooks.
Since the majority of the paper that businesses store is related to their QuickBooks' transactions, it makes sense to scan documents and attach them to the related QuickBooks' entry. For example, you receive an invoice in the mail for your telephone service. Normally, you would enter the bill into QuickBooks and then file the invoice away in a filing cabinet. With a document management add-on for Quickbooks, you can scan the invoice and attach it the entry you just created for the telephone service. Now you know exactly where that invoice is stored so retrieval is a snap.
What types of documents should I start scanning into QuickBooks?
I suggest to clients that they look in their filing cabinets and see what type of paper documents are there the most. Start working on scanning those documents into QuickBooks first and then start moving your way towards scanning all paper. Here are some of the most common types of documents that users scan into QuickBooks:
Invoices, contracts, receipts, credit memos, W-9s, W-2s, purchase orders, receiving documents, checks, bank statements, photos, time sheets
What other types of documents would you scan and attach to QuickBooks? Please share your ideas with us.
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Other articles of interest:
Tips to Reduce Paper Usage in Your Small Business