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jessbru99568
jessbru99568
March 14, 2018

How important is organization in accounting?

  • March 14, 2018
  • 2 replies
  • 0 views

To me, organization is super important. Especially when the days are very busy and my desk gets filled full of papers everywhere. :)

I'm wondering what does everyone else uses to help with streamlining things? Right now, I do the accounting for three businesses (owned by our family). I am trying to figure out what is the most efficient way to keep on top of bills, invoicing, etc.. Right now, we use Wunderlist. I copy all the bills onto a list and add the due dates and that has been working well except for the extra time involved in doing that. Also is there an efficient way to add vendor bills into QBs without having to manually enter? I get them all sent to my email. Just curious what everyone else uses? Thanks so much!! :)

 

      2 replies

      Rustler
      Rustler
      March 14, 2018

      Jess

       

      You know I do not use QBO for business, but this app I was looking at is interesting - at least the write up is, and it might be what you need
      https://apps.intuit.com/app-b7qsvrszq7


      That said, I have not used it. But the pricing for what you have told me is your volume might make it out of reach. And I would email and ask if it is multi company or do you have to subscribe once for each company you use it for.


      I run three businesses too, not with your volume, but I have found that for me, add on utilities just add to my time, and really do not save me any. (and that is not counting the time to set it up, learn it, debug the working on my end where it is not working the way I understood it to work) And there is always the issue of inter-operation when something changes, QB or the app, or the operating system.

       

      I dedicate the first few hours of the day, to each business catching up on overnights, then the rest of the day it is as it happens for which one.

        jessbru99568
        jessbru99568Author
        March 15, 2018

        Thank you, Rustler. Yes, honestly in some cases I have found an additional app or program can slow down the processes. At least for the first little while until it is set and in the normal routine. :)

        The only addon app we have right now is for our invoicing. Our drivers are able to invoice at the customers location, then sync to QBs when they are done with their routes. That has worked very well and been an excellent time saver. Especially when you think about 80 stores with at the least 2 papers to enter per store, twice somtimes three times a week..... 

          A
          Anonymous
          March 14, 2018

          Jess,

           

          I am yet to try Wunderlist, but judging by the way you talk about, it has to work well!

           

          I work with a few accountants and one of my colleagues here at QuickBooks got her degree in accounting (go figure :)). We were chatting when I first started here and I said something cliche like, I love accounting but I don't like math. She stopped me, smiled, and said, "Don't worry, accounting is less about math and more about logic, following steps and protocols to achieve accurate results."

           

          It's my framework for approaching work now, and keeping myself and my work organized is absolutely essential for ensuring a) things get done and b) things get done well. 

           

          Sounds like you have a great workflow! Every other Sunday evening, I go through my computer folders of documents and images and reorganize everything - talk about OCD. This helps me stay organized and think organized. 

           

          Do you think you yourself have to be organized in order to do "good" organized work? Or does starting with organized physical space/organized books make one efficient?  

            jessbru99568
            jessbru99568Author
            March 15, 2018

            @196578 Yes, I use Wunderlist and do really like it. I really wish there were some way to automatically add our bills to there though. Would save me some time although not too bad. Right now, we have some lists for each type of bill. Example: Net 30 days, Utility (this includes NIPSCO, water, etc., and a few others. That way I can go to the "Today" area and see what is due or coming up. 

            "Don't worry, accounting is less about math and more about logic"

            I'm sorry, I do not believe this. :)

            I do believe that organization plays an important part in our work.  I have a hard time working without being first organized. 

             

            Rustler
            Rustler
            March 15, 2018
            @jessbru99568wrote:

            "Don't worry, accounting is less about math and more about logic"

            I'm sorry, I do not believe this. :)

            I do believe that organization plays an important part in our work.  I have a hard time working without being first organized. 

             

            And isn't logic a driving factor in methods of  organization?

            :smileylol:

             

            I think logic in accounting makes sense, the computer does the math, unlike paper and pencil when I started.  The logic determines what type of account you post to, and with only 4 to choose from, you have a 25% chance of being  right if you just throw a dart - ROFL.

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