As an accountant, my days are filled with numbers, calculations, and countless documents that need managing. In my world, staying organized and efficient is key, and these three apps have become my trusty companions in navigating the landscape of accounting and document management.
QuickBooks
QuickBooks – the powerhouse of accounting software that every accountant and bookkeeper knows all too well. It may seem like a no-brainer, but the reality is, I find myself immersed in this software every single day. One essential lesson I've learned is that bank feeds need daily updates to ensure all data flows seamlessly. By maintaining a daily check-in routine, I catch discrepancies early, allowing me to address them promptly. QuickBooks truly serves as the heartbeat of my accounting operations, where I monitor, analyze, and ensure the financial health of the businesses I work with.
Hubdoc
Hubdoc is a dream for anyone that chases around receipts and invoices. While there are numerous options available, Hubdoc's features and value align perfectly with my needs. This app offers a centralized hub for all my expense documents, aiding in effortless organization and seamless integration into QuickBooks. It may not seem like much to some people, but Hubdoc has a feature allowing you to forward any pdf invoices you received via email to a custom Hubdoc email. Once sent, the document goes to your Hubdoc account and will be waiting for your review. This is just one of the many features I have found useful. With Hubdoc, I can streamline the process of recording and managing expenses, allowing me to focus more on higher level items rather than tedious paperwork.
Adobe Acrobat Pro & Adobe Scan App
Adobe Acrobat Pro helps me tremendously with any of my document management needs. I can easily fill & sign, edit, and combine documents, but that doesn't even scratch the surface of this software's capabilities. There are many pdf software options out there, but I find this is the best option for me based on the features I need.
The Adobe Scan app is my personal favorite. It simplifies the task of scanning multiple-page documents and sharing them swiftly. Its efficiency and reliability have saved me countless hours of manual document handling, ensuring my most important information is readily available and easily distributable when needed the most. It also syncs up with your Adobe Acrobat Pro account, so your scans will already be there when you get to your PC.
Efficiency and accuracy are crucial in the dynamic field of accounting. QuickBooks, Hubdoc, and Adobe Acrobat have seamlessly become part of my daily workflow, simplifying and organizing my accounting tasks. Understanding and consistently using the software you use remains essential, as you want to ensure you are always maximizing it's full potential. If you discover any items that you find more efficient than the three I listed, please share. I welcome anything that enhances the quality and ease of our work.
Next time you find yourself drowning in spreadsheets and receipts, consider giving these software's a try. They might just be a gamechanger for you too!
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