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Cool Tools – Attaching Documents with QBO

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QuickBooks Online (QBO) is a popular bookkeeping software that offers a wide range of features to help businesses manage their finances. One of these features is the ability to attach documents and store them directly within the software. This is incredibly useful for various purposes, including attaching a vendor’s W9 form directly to their vendor record in QBO or attaching receipts to each expense incurred by a client.

By attaching documents directly to the corresponding records in QBO, you can quickly and easily reference them whenever needed. This means no more searching around for that one important document or receipt and ensures that your books are clean and your record-keeping is accurate.

At ZümiFi, bookkeeping is the bread and butter of our business. We’re passionate about helping clients optimize their financial processes and deliver great books. Our ongoing bookkeeping services manage your financial activity with a complete turnkey approach, providing key real-time information accessible anywhere, anytime, on any device.

We understand that every client is unique and has particular needs regarding bookkeeping. Therefore, we create custom-designed recommendations to move things forward and meet your business needs. In addition, we leverage a custom combination of online, cloud-based tools, including QBO, Bill.com, Box.com, and others, to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping.

Our scope of bookkeeping services covers everything from recording, tracking, and paying vendor bills to processing payroll, reconciliations, and generating financial reports based on the collected data.

Contact us today to learn more about our experience and expertise and how our customized bookkeeping services can benefit your business.

Cool Tools – Attaching Documents with QBO