Page 10 - CBS Client Handbook
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3. Improves your business capacity – there are only so many hours in the day so the faster you
can achieve vanilla tasks like submitting and processing receipts and invoices, the more time you
have to get on with the important stuff like servicing clients and growing your business.
4. Improves the quality of information in QuickBooks Online because you always have a PDF copy
of the original document in your accounts – this keeps your Cloud Bookkeeping Services support
team, your accountant and CRA super happy!
5. Increases resiliency – keep your records safe in the event of disaster by keeping copies in
Receipt Bank and QuickBooks Online.
6. Increase flexibility – submit, process and access your invoices and receipts from anywhere in the
world with an internet connection.
Click here to watch this brief 2.5 minute video on how to easily submit your receipts
to us using Receipt Bank.
1. DO Make sure the image is clear
We can’t process the receipt unless all the detail on it is
clearly visible.
Check that the image is clear before you click on the bottom
bar to submit it for processing!!
If you can’t see the details, neither can Receipt Bank, your
Cloud Bookkeeping Services support team or the CRA!
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