Home / Blog / Attach Those Records!

Attach Those Records!

ZümiFi - Sweating the Details!

Documentation is critical in your business. Hopefully, you will never be audited, but if you are, you will need to produce that documentation to substantiate what you are claiming on your income tax returns.

Attach Those Records!

As a virtual bookkeeping firm, we receive almost all documentation electronically. ZümiFi’s best practice is to attach that documentation WITHIN QuickBooks Online. All documentation, if possible. So if a vendor W9 form gets attached to the vendor profile in QuickBooks Online, suppose there is a vendor bill that gets attached in QuickBooks Online. If there is a credit card expense, that gets attached as well. Even copies of client check payments are attached to QuickBooks.

Why do we do this?

Well, first, it’s really quick and easy to do. Second, it makes it super easy to discuss any questions that may arise from entries because everyone can easily see the associated source document. This is an amazing opportunity in QuickBooks Online, and more and more, we see the benefits of using this!

Attach Those Records!

ZümiFi – Sweating the Details!

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well-versed and experienced in migrations, both straightforward and complex. We’ll discuss all the details with you, craft a plan, and ensure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!


The Scope of ZümiFi’s QuickBooks Consulting Services:

Configure and set up QuickBooks with best practices to work effectively for your particular business.

Build customized reports and define how to get the most out of QuickBooks.

Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.

Save you time and increase accuracy by entering information into your accounting system just once, then having it work as seamlessly.