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Anonymous
Not applicable

Do you prefer keeping digital or hard copy records (or both)?

What are your reasons? Does your preference change when it comes to personal use? 

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Best answer 12-04-2017

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Community Champion

Do you prefer keeping digital or hard copy records (or both)?

 Old school here, a dinosaur baby boomer. I print a confirmation page for each online payment I make. Plus I keep the original bills  end up withe about 3 bankers boxes per year of operation. Hard copy of timecards, third part of check voucher, etc, etc.. I will print to OneNote when I am not near a printer.

 

Reason other than being steeped in tradition? If the digital archive suddenly disappeared or was totally corrupted I could reconstruct the entire database (it would take a while but I would miss very little). 

 

Another reason isof data retention. As a general rule you can toss almost anything other than tax forms after 7 years and it gives satisfaction to physical destroy the records; good time to roast marshmallows

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Level 5

Do you prefer keeping digital or hard copy records (or both)?

I prefer digital. And all in one place.

 

I however have a client who really likes physical copies, because they are Baby Boomers and that makes them comfortable. In that case I am slowly making a digital archive for backup of their physical records. 

Highlighted
Community Champion

Do you prefer keeping digital or hard copy records (or both)?

 Old school here, a dinosaur baby boomer. I print a confirmation page for each online payment I make. Plus I keep the original bills  end up withe about 3 bankers boxes per year of operation. Hard copy of timecards, third part of check voucher, etc, etc.. I will print to OneNote when I am not near a printer.

 

Reason other than being steeped in tradition? If the digital archive suddenly disappeared or was totally corrupted I could reconstruct the entire database (it would take a while but I would miss very little). 

 

Another reason isof data retention. As a general rule you can toss almost anything other than tax forms after 7 years and it gives satisfaction to physical destroy the records; good time to roast marshmallows

View solution in original post

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Anonymous
Not applicable

Do you prefer keeping digital or hard copy records (or both)?

@john-pero, is it smores time post-April 15th? ><

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Level 7

Do you prefer keeping digital or hard copy records (or both)?

I prefer digital (although some of the companies we work with like hard copy). I require all vendors to send invoices, statements, etc via email also. And also save everything to Onedrive. 

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Anonymous
Not applicable

Do you prefer keeping digital or hard copy records (or both)?

Digital is definitely the way to go! I can access it from anywhere, it doesn't get lost in the mail, don't have to shuffle through tons of files to retrieve the data. Instead everything is at my fingertips with just a stroke of the key.

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Anonymous
Not applicable

Do you prefer keeping digital or hard copy records (or both)?

I think I might be with @john-pero on this one. Maybe I am of both worlds. I love the ease of digital storage, but I've had my share of incidents where all my data was destroyed in one fell swoop. I love my paper books and will never get rid of them - paper for life!

 

 

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Level 15

Do you prefer keeping digital or hard copy records (or both)?

100% digital, on the local computer, on an external back up drive, and in the cloud - I wrote a script to do the secondary back up to the ext drive and cloud for me.

 

End of year, after tax adjustments if any are entered, I burn the QBDT back up file, and all pdfs in their folder structure to a CD, label it, and store it.  On that cd, I also burn the income tax form and assoicated schedules and work sheets and related froms, as well as the receipt for delivery to the IRS.

 

Re-set the folder structure contents for the new year, and do it all again.

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