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Level 1

What function in QB within a bill or an expense can contribute to a paperless office?

- Import data

- Attachments

- Receipt Doc

- Auto Add

 

Which of these is it? I think its Receipt Doc

1 REPLY 1
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Moderator

What function in QB within a bill or an expense can contribute to a paperless office?

Hello @SMA2,

 

Let me help share a few insights about the said functions so you can decide what to choose for paperless bills or expenses.

 

To start with, here's how each function differs from each other:

  • Import Data - let you create a file for a list of vendor transactions
  • Attachment and Receipt Documents - can let you add vendor transaction without entering each one of them
  • Auto Add - if this is a banking transaction, you can directly add them to your register, and no need to create the transaction

Additionally, I've got you a compilation of videos you can watch with to learn more about how QuickBooks works: 

If there's anything else that I can help with, please let me know in the comments. I'll be here to lend a hand. Stay safe!