#NEAT RECEIPT BACKUP TO QUICKBOOKS SOFTWARE#

You can use Neat to quickly create expense reports from your receipts, and then submit them to QBO for reimbursement. Not only that, but the information from Neat can also be linked directly with QuickBooks Online, removing even another time-consuming step from our workflow! Imagine that! We have gone from shuffling through those shoeboxes of receipts to taking information from virtually any location and feeding it directly into a space safe from any catastrophe that could happen at home, the office or on the computer. With that connection, it feeds information directly into NeatвЂ™s cloud service. Those were small issues to be sure, but new technology has come along to even fix those!ДЄccounting professionals can now set their clients up with a NeatConnect scanner that does not need to be hardwired into an office, as it only requires a Wi-Fi connection. Most clients back then still had separate bookkeeping software, into which I had to feed this information (though this was still much easier than it used to be). It was a different type of service I could now offer clients not only were we increasing my ability and access to their financial records, but I was also giving them a product that meant they had to deal with less paperwork throughout all aspects of their business.Д®ven with the convenience of the NeatReceipts scanner I would use in a clientвЂ™s office, it was still a new piece of hardware that had to be installed at their location. I just made new folders for those, and they became easily accessible. There was the obvious use of inputting clientsвЂ™ receipts, invoices and payroll documents, but then I started doing employee files and other documents needed for records. By using Optical Character Recognition technology, Neat allows you to see all of these receipts from anywhere, while much of the necessary information one needs from them is already inputted.

#NEAT RECEIPT BACKUP TO QUICKBOOKS SOFTWARE#

The Neat line of products allowed my clients to scan from their office (no more traveling to pick up that one piece of paper you need), while the software keeps it all in a digital format that makes those hunts for a small piece of specific information a quicker and more successful proposition. The company was even featured in a recent article, so you know they are doing something right! I no longer have to shuffle through piles of paperwork looking for one specific piece (that I hope was correctly filed), or sit in a clientвЂ™s office wasting time with the tedium of scanning page after page of documents. By using them in my practice, I regained hours that used to be spent on more menial, tedious tasks. NeatвЂ™s scanning products and software alleviated so much of the paperwork pain. Suddenly, my contribution to his business now holds real value!

Discovering NeatВ changed my business, as my client can now get me information on a timely basis, I am able to enter it faster and more accurately, and our monthly meetings are now focused on higher-level business processes. All of these things and more were now in the crate, and I would have to bring them back to my office to manually enter everything in QuickBooks В® and file all of the paper, in case he needed them. I would travel an hour to meet up IN THE MARKET, discuss how business had been and leave with an entire milk crate of bank statements, invoices, point of sale receipts, employee new hire paperwork and timesheets. One of my first clients owned a small market that specialized in locally sourced foodstuffs. This becomes wildly difficult, however, when this information is largely contained in a mess of paperwork, haphazardly shoved into a shoebox or folder straining to hold its contents. In this profession, the goal with our clients is to get their information where it needs to be, in an easy-to-understand format that makes sense to the non-professional. Paper, paper everywhere! It was the bane of my existence as a bookkeeper and financial expert.

Neat receipt backup to quickbooks