So I have recently migrated over from Wave Accounting, waveapps.com, to Quickbooks Pro Plus 2016, desktop version.
There were pros and cons to waveapps.com. What I liked most about waveapps.com was the ability to snap a photo of your receipt on your mobile phone. You have the ability to select the Vendor, the chart of account you wanted it to affect and then also you specify how you paid for the merchandise. A transaction is created automatically and a picture of the receipt is automatically attached. The only other time you must deal with that transaction is when you reconcile.
With Quickbooks... the process that I have found is much more involved and drawn out.
I purchased a Fujitsu scanner, thinking it would help emulate the process that I was used to.
In the Fujitsu software I scan the image, specify the vendor and accounts and transfer the transaction to QB. I also have the option to export the image which would allow me to manually attach the image to the transaction in QB. I then go in to QB and find the transaction as a bill. Then I have to pay the bill, basically specify how i paid for the merchandise and then I can reconcile at the end of the month when I receive the statement.
Is there any way to stream line this process?
Has anyone found a way utilize their mobile phone to enter in transactions in Quickbooks Desktop?
I can't wait to hear some feedback and ideas, thanks in advance.