Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join now
As they say, sometimes, the old ways are the best ways. The question you seem to be asking is, how do I get my client to follow a specific, repeatable procedure to make sure we don't double count bills and A/P.
Would you prefer the client handle the data entry, or do you prefer handling everything at a single source (i.e. you)? Would you eventually want to train them to handle the process themselves? Sounds like a technological solution might be out, as per your scanner comment. What's the current and anticipated volume? And most important, what method do you think your client can actually handle that introduces the least amount of risk? The solution you presented seems to solve for most of these...