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  • Parts paper trail

    Posted by vitester on November 4, 2012 at 4:42 am

    Right now I have no real system to keep track of parts invoices. I

    just file each invoice and credit, then glance at the weekly statement

    and pay. I have 3 main suppliers to keep track of.

    I have come up with this system. I made 3 accounts on my quicken, one

    for each supplier.

    Found an old in try laying around, now all parts invoices that are

    signed for during the day go into the in try. at the end of the day I

    ghrab all invoices and input into quicken then file away, takes bout

    10 minutes.

    I do the same for the credits and quicken keeps track.

    What I really like is that I can see exactly how much we spent at any

    time.

    Any feedback welcome!

    thetrustedmechanic replied 9 years, 5 months ago 3 Members · 3 Replies
  • 3 Replies
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  • Patrick McElroy

    Member
    November 6, 2012 at 2:53 am

    Hi Lee,

    I do the same thing with Quickbooks. Once a week I input all

    receipts under each vendor. At the end of the month, I click on Pay

    Bills, and reconcile the statement to all the invoices. Thanks to

    Tom Ham’s suggestion, I now scan and attach every invoice receipt to

    Quickbooks and throw the original copy away. No more paper files

    !!! The IRS is good with a digital copy and so are my vendors.

  • vitester

    Member
    November 15, 2012 at 3:49 am

    Patrick McElroy wrote:

    > Hi Lee,

    > Thanks to

    > Tom Ham’s suggestion, I now scan and attach every invoice receipt to

    > Quickbooks and throw the original copy away. No more paper files

    > !!! The IRS is good with a digital copy and so are my vendors.

    Thanks, that’s a great idea and will implement it.

  • thetrustedmechanic

    Member
    January 16, 2013 at 2:54 am

    What do you use for a scanner? I tried using one of those “neat desk” scanner wands and didn’t see the value.