Blog
Invoice processing guides, tips, and automation strategies for bookkeepers.
QuickBooks vs Xero for Bookkeepers: Which Should You Use?
An honest comparison of QuickBooks Online and Xero from a bookkeeper's perspective — features, pricing, client suitability, and how invoice processing works in each.
Invoice Reconciliation: How to Match Invoices to Payments and Catch Discrepancies
A practical guide to invoice reconciliation for bookkeepers — matching vendor invoices to payments, identifying discrepancies, handling partial payments, and month-end close.
Nonprofit Bookkeeping: Managing AP and Invoice Processing for Fund Accounting
A practical guide to accounts payable for nonprofits — fund accounting basics, grant expense tracking, invoice coding by program, and how to prepare for audits.
Property Management Invoice Processing: How to Handle High-Volume, Multi-Property AP
How property management companies can process maintenance invoices, utility bills, and contractor invoices efficiently — routing costs to the right property and exporting to QuickBooks or Xero.
The 7 Most Common Invoice Data Entry Errors (and How to Prevent Them)
Manual invoice data entry is error-prone. Here are the most frequent mistakes bookkeepers make entering invoice data, and practical ways to catch or prevent each one.
Xero Invoice Import: Complete Guide for Bookkeepers
Everything you need to know about importing bills and invoices into Xero — CSV format requirements, common errors, multi-currency, and how to speed up the process with AI extraction.
Construction Bookkeeping: How to Handle High-Volume Invoice Entry
Construction companies deal with more invoice complexity than almost any other industry — mixed labor/materials, lien waivers, retention, change orders. A guide for bookkeepers handling construction AP.
How to Choose Invoice Processing Software: A Bookkeeper's Buying Guide
What to evaluate when choosing invoice data extraction software — accuracy, setup time, integration support, and total cost. A practical checklist for bookkeeping practices.
Accounts Payable Automation: A Practical Guide for Small Businesses
How small businesses can automate accounts payable — from invoice capture to payment approval. What tools exist, what's realistic, and where to start.
How to Batch Process Invoices: Speed Up High-Volume Invoice Entry
Strategies for processing large volumes of invoices efficiently — batch uploads, bulk exports, team workflows, and AI extraction for high-volume bookkeeping practices.
How to Extract Data from PDF Invoices (and Stop Doing It Manually)
A practical guide for bookkeepers on automating PDF invoice data extraction — what works, what doesn't, and how to evaluate AI tools.
QuickBooks Online Invoice Import: The Complete Guide for Bookkeepers
Everything bookkeepers need to know about importing invoices into QuickBooks Online — manual methods, CSV import format, and how AI extraction speeds up the workflow.
Scanned Invoice OCR: How to Extract Data from Paper Invoices
A practical guide to getting structured data out of scanned or photographed invoices — what OCR is, where it falls short, and how AI extraction handles the gaps.
Bookkeeping Automation for Small Businesses: Where to Start
A realistic guide to automating bookkeeping tasks — which tasks are automatable today, what tools work, and how to build a workflow that saves real time without breaking accuracy.