Weekly Expense Data into QuickBooks

Every week I will forward digital receipts, credit-card statements, and any petty-cash notes that relate to our operating costs. Your job is simply to drop those expense items into my cloud-based accounting file—QuickBooks Online is my current system, though I can invite you to a Xero organisation if you prefer that environment.

Here’s the flow I have in mind:
• By Monday morning you receive a folder (or e-mail rule) with last week’s source documents.
• You enter each transaction, attach the evidence, code it to the correct chart-of-accounts category, and add any class or project tags already set up in the file.
• Before marking the week complete, you reconcile the bank feed so the running balance matches the statement.
• I receive a short note confirming the week is closed, along with an exceptions list if anything is missing or unclear.

Acceptance criteria
– All expenses from the provided documents show in QuickBooks with correct dates, payees, and categories.
– Bank-feed matches statement to the cent, no unreconciled transactions left hanging.
– Receipts attached for every entry, or the item is flagged for me to review.

That’s all—straightforward weekly expense entry with accuracy and tidy record-keeping as the priority.