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skoz5555
Level 2
posted
‎July 27, 2022 06:00 AM
last updated ‎July 27, 2022 6:00 AM

Bookkeeping Filing Systems

Hi,

 

I own a construction company and we currently file all of our accounting documentation both digitally and also in hard copy folders.  I've had three different bookkeepers in the files over the past few years, all with there own systems, so files have different naming conventions, in different locations, etc. etc.

 

I'd like to redo these systems and wondering if anybody had any resources for creating a good file system.  A book, website, documents, etc.   My goal would be to document it all so that everyone is working on the same page here forward.

 

Thanks

 

Thanks for your help.

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2 Comments 2
ZackE
Moderator
Moderator
‎July 27, 2022 07:47 AM

Bookkeeping Filing Systems

Thanks for getting in touch with the Community, skoz5555.

 

I can certainly understand how an ability to create file systems could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while using QuickBooks.

 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

If you'd like, you can review our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

 

Please feel welcome to send a reply if there's any questions. Have a wonderful day!

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skoz5555
Level 2
‎July 27, 2022 06:19 PM

Bookkeeping Filing Systems

Thanks Zacke, but my inquiry has nothing to do with Intuit or QuickBooks. I'm looking for a new filing system to store our accounting records, isolated from QuickBooks.

 

I appreciate you trying to help though.

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