Quickbooks Uploading Invoices
762 to go
it has to be cleared out weekly
Updated the calendar event
Links >
- Calendar
https://calendar.google.com/calendar/u/0/r?pli=1
- Budget
https://docs.google.com/spreadsheets/d/1p-TOuH5PB8kiHXpYuAutU-Lu-81sx2ct/edit#gid=953616169
- Paypal
https://www.paypal.com/activities/?fromDate=2024-02-14&toDate=2024-03-15
- Quickbook Transactions
https://app.qbo.intuit.com/app/banking?accountId=56
- Starling
https://app.starlingbank.com/login
- Vendors
https://docs.google.com/spreadsheets/d/1p-TOuH5PB8kiHXpYuAutU-Lu-81sx2ct/edit#gid=953616169
- VAT List
https://docs.google.com/document/d/18WnatxSl1gexeKx132ZoA5jn-OrWtncBFaRWvHSeMG0/edit
- Email Label Spend
https://mail.google.com/mail/u/0/#label/2_spend_productivity
Screen Set Up
Steps
1.Go To quickbooks transactions
2.Group By Payee
3.Open payee in the vendor list get the link ( site / email )
4.Download the invoice and add to the quickbooks
Bonus >
- Add links to payee in Quickbooks with excel as well
Expenses
https://app.qbo.intuit.com/app/expenses
- Supplier
Iterate on it
Search with attachment
Filter by the payee
Find the loss ones
Update type of transaction expense
Update the rule at the same time
Count going don one per minie
Go to vendor sites and download them
Finish them off
Internal Transfers needs to be marked or not is important >>> just can be added as add
2 hours >>> best case one invoice per minute
Mark them as transfer and record as transfer
https://mail.google.com/mail/u/0/#search/PaoloAmabile%40taxassist.co.uk+match/KtbxLwGvWDKNcjdZbMVgHvzrCGVXgCgrpL?projector=1
Received ones whould be invoices so we are not working on this only marking them in the invoices
Categorised has undo
Director Loan as the category if transfered to personal
Payee rifat erdem sahin
Currency fix needed
Check where the money is gone
Check who got the money
Screenshots are good as we know why we did the transaction category but it takes time.
Stil the problem with currency exists
Imported from rifaterdemsahin.com · 2024