QuickBooks question on invoices received

[robd]

Hi all

Anyone who uses QuickBooks, I'm looking to start using it but just getting my head round it. I can see when you get a receipt you can take a pic and it will be filed my question is what happens if you receive an invoice by email can you file say a PDF into QuickBooks? I really want to do away with all the paper so would be an ideal solution and don't want to have to receive shed loads of A4 paper and have to take a pic of it to file.

Thanks for any help

 

[Octopus]

Which version are you using? I’m on desktop pro 2014

 

[robd]

Just looking into buying it but don't have a version yet, watched loads of videos etc it can't see how you file invoices. Am looking at the "self-employed" or "small business" version

 

[robd]

It's about £6-8 a month

 

[Octopus]

It's about £6-8 a month

That’s cheap. Is it an introductory email offer?

Mine was a full box product bought for £120 over 4 years ago - sadly this version isn’t readily available these days

 

[robd]

£3 for 6 months then £8 after not sure if you can buy outright now?

 

[robd]

The conclusion I seem to be reaching is you have to manually enter the invoice amount which I suppose is ok but annoying that you can file a photo of a receipt (I hardly ever get receipts) but can't do similar with a pdf of an invoice which I get loads of

 

[Charlie_]

That’s cheap. Is it an introductory email offer?

Mine was a full box product bought for £120 over 4 years ago - sadly this version isn’t readily available these days

Same here, I have an old vista laptop that I run it on.. great piece of software everything in it and brilliant to use..
Outgoing invoices are easily added in the supplier menu
Tried the new version couple of months ago for £8/ Month, just cancelled the direct debit..
They sell it as invoicing on the go, so I thought great can do it all whilst I’m traveling, apart from you need to have internet connection..
I’m now considering the sage50 as this is a one off payment package

 

[robd]

Aside from that how did you find it? I'm not a massive business just want to be able to keep on top of invoicing faster including filing invoices received. At present it waits till I get time to sit at my desk. And I'd like to go paperless

 

[Charlie_]

If the majority of your jobs are small and there isn’t much materials I think it would be great..

 

[robd]

Thanks

 

[Gavin John Hyde]

I use quickbooks but am a ltd company. I pay £18 per month that does invoices, estimates, links to the bank and all my accounts.
Consider it money well spent.
I can link a pdf as an attachment to the expense but cant say i do it often. Only with small ones like petrol or parking that easily get lost.
You download it then attach it. Quickboojs should then store it in the cloud.

 

[robd]

Thanks Gavin so what do you do with say your invoices from wholesalers? At the moment I get them on paper in the post hole punch and file them but want to move on from that

 

[rolyberkin]

Either photograph the invoice with your smart phone and then file it, or get them to email it to you and then download on your PC and drag it into the attachments window on an expense form. I think you can also add a pdf in the smartphone app.

 

[robd]

Thanks Roly really helpful