I have just started using Quickfile so am still learning how to use it.
I have only been using my Tide bank account for about two weeks and have been uploading receipts to my Tide account to tag to purchases. Now though, I would prefer to be able to see the receipts in my new Quickfile account.
I tried uploading the receipts but I cannot tag my bank feed items.
I will acrue a lot of receipts for cash and card purchases.
I am thinking ahead for when my accountant will have access to my Quickbook account.
Can anyone please tell me what is the best thing to do?
The easiest way, I would say, is to use the QuickFille app for a hard copy receipt. Take a photo of the receipt with your mobile through the QuickFille app and create a purchase invoice also with the app or on the desktop.
If you have the receipt as a PDF or so on your device you can email it or upload it directly to your receipt hub in QuickFile.
Here are a couple of links:
Thanks for this advice. If I was to make a purchase invoice for each receipt, if the item had been paid for via my connected bank account, would I just select that in the options to avoid double entry? And choose ‘Director’s Loan Account’ if I paid in cash? I wonder, would it be ok to create a purchase invoice for a group of receipts that were paid for in cash and take one group photo of the receipts? Otherwise, creating individual purchase invoices for each receipt and uploading and tagging each photo will be very time consuming.