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Attach Those Records!

Zumifi - Sweating the Details!

Why Documentation is Essential in Business

We all hope to avoid audits. But if that day ever comes, producing accurate documentation is the key to validating what you’ve declared on your tax returns.

At Zumifi, our primary approach as a virtual bookkeeping firm is to be as electronic and efficient as possible. This is why we advocate attaching all possible documentation directly within QuickBooks Online.

Examples of our best practices include:

  • Vendor W9 forms are attached to the vendor profiles.
  • Vendor bills are recorded and attached.
  • Credit card expenses are associated with their respective documentation.
  • Client check payments? You guessed it – attached!

Why are we so keen on this practice?

  1. Efficiency: It’s a rapid process, ensuring you’re not wasting more time than necessary.
  2. Clarity: Anytime a query arises related to an entry, everyone involved can instantly reference the source document. It’s a game-changer in terms of transparency.

Attach Those Records!

This feature in QuickBooks Online is not just a tool – it’s an opportunity. At Zumifi, we’re all about sweating the details, ensuring that nothing slips through the cracks.

QuickBooks Consulting Services by Zumifi

Are you still managing your books via desktop? Thinking of migrating to the cloud? Regardless of where you are in your bookkeeping journey, we’re here to guide you.

Zumifi’s QuickBooks Consulting Services ensure:

  • Tailored Configuration: Set up QuickBooks in a manner most conducive to your unique business needs.
  • Customized Reporting: Extract the maximum value and insights from QuickBooks with reports designed just for you.
  • Expert Navigation: From invoicing to job costing, sales tax, payroll, and more – we’ve got you covered.
  • Efficiency and Precision: Say goodbye to repetitive tasks. We’ll ensure information is entered once and utilized to its fullest potential.

Ready to elevate your bookkeeping game?


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