Financial Documents: Scanning and Transmitting

Simplifying Your Online Bookkeeping will be setting up 80 plus percent of online access to: Bank Statements, Credit Card Statements, Payroll Reports and Vendor Bills. 

However, while we will have success with most of your vendors, there will always be a select few that maintain the need for paper. In these cases, all clients can send scanned copies to their dedicated email distribution list and their bookkeeper will process as usual.

To ensure timely and accurate data transfer, it's best to scan and send bills and deposits in separate batches. Always scan in black and white, with pages in order and facing the same direction. There is a duplex scan setting for two-sided documents.

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