Automating boring accounting tasks

Accounting sucks. It’s most boring task any entrepreneur has to do. Here’s a tip I use:

Automate the saving of invoices, statements, etc

Use a combination of Gmail filters and scripts like this one to automatically save emails in PDF formats in Google Drive in specific folders.  Use this script to save attachments.

Once you have your boring invoices in specific G drive folders in many formats, you can share them with your Virtual Assistant. He then can go thru each file and fill an excel sheet with all the data. Later you can give your accountant a neat bundle of original documents (The PDF and attachments) with all the numbers properly listed in excel files. It will be super easy for him or you to build financial statements.

 

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