View the thread, titled "QuickBooks question on invoices received" which is posted in UK Electrical Forum on Electricians Forums.

robd

-
Arms
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
 
I use the online version which is excellent, supplied by my accountants as part of my package so not sure what it costs if you pay for it. I am trying to get my head around not keeping everything but still am also a slave to filing stuff in ring binders. No need though, at year end I send my accountants a link to a dropbox share where I drop all my bank accounts and credit card statements and they can access my quickbooks account, makes it all very easy.
 
I keep a record of what i owe the wholesalers and then enter the invoice when its emailed to me each night.
I record it as supplier credit. Then when monthly invoice arrives i enter it and pay. I drag the pdf in to the little box.
Easy really.
I dont as a habit upload every little invoice.
 
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

I think you need to look more closely at QB.

It’s a customer DB, you create your estimates on it, convert them to invoices , email invoices to client, you can see your outstanding unpaid customer invoices .... and of course supplier invoices .... job profitability, monthly P&l .....
 

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