BooksHygiene
Bookkeeping handoff
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
Tools
Expensify, Wave, QuickBooks Online, Ramp
Outcomes
Receipts categorized the day they arrive • One folder per month for the bookkeeper • Fewer queries back from the accountant
Documentation
Instruction-ready detail below
What breaks
Receipts arrive by email, by text, and on paper, then get sorted the night before the bookkeeper is due. The date is wrong, the category is missing, and the month takes twice as long to close.
What the workflow does
- Capture each receipt the day it arrives and match it to a job, vendor, and category.
- File it in a folder named for the month, with the date and vendor in the file name.
- Match card and bank transactions to the receipts that belong to them.
- Chase anything still missing a receipt a week before month end, not after it.
What stays human
You confirm the category whenever the workflow is unsure, and you approve the finished month before it is handed over.