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TTP

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How is the best way to handle filing away all of the paperwork accumulated over the year? I am searching for a good system easy to access specific invoices on the fly when needed. For years I have just tossed everything in a box. If you want to find something you start searching...I know not the best way, but I hate paperwork. 

I want something that allows easty access, is easy to use to figure up my taxes. No, I do not have an accountant, been doing my own for 40 years. 

So what system are most of yall using? TIA

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TTP Enthusiast

TTP

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All great answers, thanks! 

I do hate paperwork but I love talking to the customer and sellng the job. Since I am now semi-retired (I don't hardly turn wrenches anymore) now. I guess i am the owner/service writer. 

Tried the secretary thing once, didn't work. She was well versed on billing but didn't have a clue how to sell a job. 

I didn't know about Qb having a scanning feature, I will have to look into that.  But I like Joe's idea of the file folders.  

I will have to mull it over and decide which way is best for me. 

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TTP Enthusiast

TTP

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I just checked QB Online, I did not find anything about scanning a document. It does have a drop file from computer, but it already has to be a file. And I find nothing in the help section either. 

TTP Enthusiast

TTP

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Thats an idea! I will see how that will work. I like the online version, because I can send out Invoices with a payment link get paid and it recorded autmatically. But you arer right it lacks the individuality of the descktop version, but I have make it work ok. 

Thanks for your help. 

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A&H Automotive Rookie

A&H Automotive

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We scan everything with a program called File Center. You can create as many Files and sub-files as you need. All workstations have access as well. When we scan an parts invoice, it is dated with the customers last name so if there is a warranty situation, for example, you can find it quick. I have a part time girls that helps scanning, answering the phones, social ect. that helps with this. When we have County or City Environmental Inspectors come in, I have them sit at the computer and look at whatever they need, they love it. Having scanned files allows you to email copies of whatever to whomever is a breeze.  Getting rid of the file cabinets was the best thing ever.

 

 

 

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