How can I organize yrs. of piled up invoices and misc. paperwork?

[tdreamerm04]

I've been asked to help an auto shop owner clean up his office. There are
baskets and boxes and piles of files and paperwork, invoices, mail, reciepts,
check stubs, bills, how can I best attack this mess with an end result of
some organization and method to the maddness to resolve the disorganization
and find a system the owner can follow so this does not continue.

 

[Rob Giordano \(Crash\)]

Forensic paperwork my least favorite job.
Anything older than 7 years you can probably 86, unless it pertains to
improvements to the building if he owns the building.
Then break it down by year...the rest depends on what information you really
need to keep.
Is he using an accounting program? Doesn't sound like it.
QuickBooks Pro is great - but do you really need to go back in time?
Probably not. Personally, I'd file all the papers in boxes going back 7
years. Then, in cahoots with his accountant or CPA, get him setup on
QuickBooks...and have the accountant review his entries monthly.


"(e-mail address removed)" <[email protected]@discussions.microsoft.com>
wrote in message | I've been asked to help an auto shop owner clean up his office. There are
| baskets and boxes and piles of files and paperwork, invoices, mail,
reciepts,
| check stubs, bills, how can I best attack this mess with an end result of
| some organization and method to the maddness to resolve the
disorganization
| and find a system the owner can follow so this does not continue.

 

[tdreamerm04]

Quickbooks is great fo stuff on the computer but I need a plan of attack for
this office, any ideas?

 

[Rob Giordano \(Crash\)]

Subdivided Banker Boxes...by Year, then by A/R, A/P, Parts Invoices, Client
Notes, etc., ask the accountant whatelse would be important to keep and toss
everything else

Wear gloves and a dust mask



"(e-mail address removed)" <[email protected]>
wrote in message | Quickbooks is great fo stuff on the computer but I need a plan of attack
for
| this office, any ideas?
|
|
| "Rob Giordano (Crash)" wrote:
|
| > Forensic paperwork my least favorite job.
| > Anything older than 7 years you can probably 86, unless it pertains to
| > improvements to the building if he owns the building.
| > Then break it down by year...the rest depends on what information you
really
| > need to keep.
| > Is he using an accounting program? Doesn't sound like it.
| > QuickBooks Pro is great - but do you really need to go back in time?
| > Probably not. Personally, I'd file all the papers in boxes going back 7
| > years. Then, in cahoots with his accountant or CPA, get him setup on
| > QuickBooks...and have the accountant review his entries monthly.
| >
| >
| > "(e-mail address removed)"
<[email protected]@discussions.microsoft.com>
| > wrote in message
| > | I've been asked to help an auto shop owner clean up his office. There
are
| > | baskets and boxes and piles of files and paperwork, invoices, mail,
| > reciepts,
| > | check stubs, bills, how can I best attack this mess with an end result
of
| > | some organization and method to the maddness to resolve the
| > disorganization
| > | and find a system the owner can follow so this does not continue.
| >
| >
| >

 

[JoAnn Paules [MVP]]

This is precisely why I prefer electronic documents whenever possible.

Good luck.

 

[tdreamerm04]

Cool, thanks!

 

[tdreamerm04]

If I weren't getting a car out of this I would run away

This is precisely why I prefer electronic documents whenever possible.

Good luck.

--

JoAnn Paules
MVP Microsoft [Publisher]

I've been asked to help an auto shop owner clean up his office. There are
baskets and boxes and piles of files and paperwork, invoices, mail,
reciepts,
check stubs, bills, how can I best attack this mess with an end result of
some organization and method to the maddness to resolve the
disorganization
and find a system the owner can follow so this does not continue.

 

[JoAnn Paules [MVP]]

That depends on the car, doesn't it? I'd do more for a 1961 Corvair Monza
700 than I would a '74 AMC Gremlin.

We won't mention what I'd do for that pretty little 2006 BMW convertible
that's been sitting in the middle of the mall lately. ;-)

--

JoAnn Paules
MVP Microsoft [Publisher]

If I weren't getting a car out of this I would run away

This is precisely why I prefer electronic documents whenever possible.

Good luck.

--

JoAnn Paules
MVP Microsoft [Publisher]



"(e-mail address removed)" <[email protected]@discussions.microsoft.com>
wrote in message

I've been asked to help an auto shop owner clean up his office. There
are
baskets and boxes and piles of files and paperwork, invoices, mail,
reciepts,
check stubs, bills, how can I best attack this mess with an end result
of
some organization and method to the maddness to resolve the
disorganization
and find a system the owner can follow so this does not continue.

 

[Rob Giordano \(Crash\)]

You're welcome. When you're done there...I need to do the same here


"(e-mail address removed)" <[email protected]>
wrote in message | Cool, thanks!
|
| "Rob Giordano (Crash)" wrote:
|
| > Subdivided Banker Boxes...by Year, then by A/R, A/P, Parts Invoices,
Client
| > Notes, etc., ask the accountant whatelse would be important to keep and
toss
| > everything else
| >
| > Wear gloves and a dust mask
| >
| >
| >
| > "(e-mail address removed)" <[email protected]>
| > wrote in message
| > | Quickbooks is great fo stuff on the computer but I need a plan of
attack
| > for
| > | this office, any ideas?
| > |
| > |
| > | "Rob Giordano (Crash)" wrote:
| > |
| > | > Forensic paperwork my least favorite job.
| > | > Anything older than 7 years you can probably 86, unless it pertains
to
| > | > improvements to the building if he owns the building.
| > | > Then break it down by year...the rest depends on what information
you
| > really
| > | > need to keep.
| > | > Is he using an accounting program? Doesn't sound like it.
| > | > QuickBooks Pro is great - but do you really need to go back in time?
| > | > Probably not. Personally, I'd file all the papers in boxes going
back 7
| > | > years. Then, in cahoots with his accountant or CPA, get him setup on
| > | > QuickBooks...and have the accountant review his entries monthly.
| > | >
| > | >
| > | > "(e-mail address removed)"
| > <[email protected]@discussions.microsoft.com>
| > | > wrote in message
| > | > | > | I've been asked to help an auto shop owner clean up his office.
There
| > are
| > | > | baskets and boxes and piles of files and paperwork, invoices,
mail,
| > | > reciepts,
| > | > | check stubs, bills, how can I best attack this mess with an end
result
| > of
| > | > | some organization and method to the maddness to resolve the
| > | > disorganization
| > | > | and find a system the owner can follow so this does not continue.
| > | >
| > | >
| > | >
| >
| >
| >

 

[Rob Giordano \(Crash\)]

Hey if yer gonna dream...dream big...check out the new limited production
Ferrari (don't look at the price tag though)

http://www.edmunds.com/insideline/do/AutoshowArticles/articleId=108860



| That depends on the car, doesn't it? I'd do more for a 1961 Corvair Monza
| 700 than I would a '74 AMC Gremlin.
|
| We won't mention what I'd do for that pretty little 2006 BMW convertible
| that's been sitting in the middle of the mall lately. ;-)
|
| --
|
| JoAnn Paules
| MVP Microsoft [Publisher]
|
|
|
| "(e-mail address removed)" <[email protected]>
| wrote in message
| > If I weren't getting a car out of this I would run away
| >
| > "JoAnn Paules [MVP]" wrote:
| >
| >> This is precisely why I prefer electronic documents whenever possible.
| >>
| >> Good luck.
| >>
| >> --
| >>
| >> JoAnn Paules
| >> MVP Microsoft [Publisher]
| >>
| >>
| >>
| >> "(e-mail address removed)"
<[email protected]@discussions.microsoft.com>
| >> wrote in message
| >> | >> > I've been asked to help an auto shop owner clean up his office.
There
| >> > are
| >> > baskets and boxes and piles of files and paperwork, invoices, mail,
| >> > reciepts,
| >> > check stubs, bills, how can I best attack this mess with an end
result
| >> > of
| >> > some organization and method to the maddness to resolve the
| >> > disorganization
| >> > and find a system the owner can follow so this does not continue.
| >>
| >>
| >>
|
|

 

[JoAnn Paules [MVP]]

My big dreams aren't *completely* out of reach. Just far enough to make me
stretch a bit...and still not quite make it. That way if/when I fail, I'm
still ahead of the game. ;-)

 

[Rob Giordano \(Crash\)]

But it shure is purty aint it? I couldn't imagine buying a car for 1.8
mil...even IF I had the money. A mere custom Mootang would keep me happy for
a while.




| My big dreams aren't *completely* out of reach. Just far enough to make me
| stretch a bit...and still not quite make it. That way if/when I fail, I'm
| still ahead of the game. ;-)
|
| --
|
| JoAnn Paules
| MVP Microsoft [Publisher]
|
|
|
| | > Hey if yer gonna dream...dream big...check out the new limited
production
| > Ferrari (don't look at the price tag though)
| >
| > http://www.edmunds.com/insideline/do/AutoshowArticles/articleId=108860
| >
| >
| >
| > | > | That depends on the car, doesn't it? I'd do more for a 1961 Corvair
| > Monza
| > | 700 than I would a '74 AMC Gremlin.
| > |
| > | We won't mention what I'd do for that pretty little 2006 BMW
convertible
| > | that's been sitting in the middle of the mall lately. ;-)
| > |
| > | --
| > |
| > | JoAnn Paules
| > | MVP Microsoft [Publisher]
| > |
| > |
| > |
| > | "(e-mail address removed)"
<[email protected]>
| > | wrote in message
| > | > | > If I weren't getting a car out of this I would run away
| > | >
| > | > "JoAnn Paules [MVP]" wrote:
| > | >
| > | >> This is precisely why I prefer electronic documents whenever
| > possible.
| > | >>
| > | >> Good luck.
| > | >>
| > | >> --
| > | >>
| > | >> JoAnn Paules
| > | >> MVP Microsoft [Publisher]
| > | >>
| > | >>
| > | >>
| > | >> "(e-mail address removed)"
| > <[email protected]@discussions.microsoft.com>
| > | >> wrote in message
| > | >> | > | >> > I've been asked to help an auto shop owner clean up his office.
| > There
| > | >> > are
| > | >> > baskets and boxes and piles of files and paperwork, invoices,
mail,
| > | >> > reciepts,
| > | >> > check stubs, bills, how can I best attack this mess with an end
| > result
| > | >> > of
| > | >> > some organization and method to the maddness to resolve the
| > | >> > disorganization
| > | >> > and find a system the owner can follow so this does not continue.
| > | >>
| > | >>
| > | >>
| > |
| > |
| >
| >
|
|

 

[tdreamerm04]

I'm sorry to say I'm gratefull to be getting an old Chevy Silloette Van. I'm
in the midst of a nasty divorce and my "husband" left me and our 4 kids
homeless and carless :-(

 

[JoAnn Paules [MVP]]

Having been thru a divorce without children involved, I know that it's
always difficult, even if it's for the best. Take care of yourself and your
children and remember that you are not alone.

--

JoAnn Paules
MVP Microsoft [Publisher]

I'm sorry to say I'm gratefull to be getting an old Chevy Silloette Van.
I'm
in the midst of a nasty divorce and my "husband" left me and our 4 kids
homeless and carless :-(

Hey if yer gonna dream...dream big...check out the new limited production
Ferrari (don't look at the price tag though)

http://www.edmunds.com/insideline/do/AutoshowArticles/articleId=108860



| That depends on the car, doesn't it? I'd do more for a 1961 Corvair
Monza
| 700 than I would a '74 AMC Gremlin.
|
| We won't mention what I'd do for that pretty little 2006 BMW
convertible
| that's been sitting in the middle of the mall lately. ;-)
|
| --
|
| JoAnn Paules
| MVP Microsoft [Publisher]
|
|
|
| "(e-mail address removed)" <[email protected]>
| wrote in message
| > If I weren't getting a car out of this I would run away
| >
| > "JoAnn Paules [MVP]" wrote:
| >
| >> This is precisely why I prefer electronic documents whenever
possible.
| >>
| >> Good luck.
| >>
| >> --
| >>
| >> JoAnn Paules
| >> MVP Microsoft [Publisher]
| >>
| >>
| >>
| >> "(e-mail address removed)"
<[email protected]@discussions.microsoft.com>
| >> wrote in message
| >> | >> > I've been asked to help an auto shop owner clean up his office.
There
| >> > are
| >> > baskets and boxes and piles of files and paperwork, invoices,
mail,
| >> > reciepts,
| >> > check stubs, bills, how can I best attack this mess with an end
result
| >> > of
| >> > some organization and method to the maddness to resolve the
| >> > disorganization
| >> > and find a system the owner can follow so this does not continue.
| >>
| >>
| >>
|
|

 

[Rob Giordano \(Crash\)]

Well that really sux. Hope things work out.


"(e-mail address removed)" <[email protected]>
wrote in message | I'm sorry to say I'm gratefull to be getting an old Chevy Silloette Van.
I'm
| in the midst of a nasty divorce and my "husband" left me and our 4 kids
| homeless and carless :-(
|
| "Rob Giordano (Crash)" wrote:
|
| > Hey if yer gonna dream...dream big...check out the new limited
production
| > Ferrari (don't look at the price tag though)
| >
| > http://www.edmunds.com/insideline/do/AutoshowArticles/articleId=108860
| >
| >
| >
| > | > | That depends on the car, doesn't it? I'd do more for a 1961 Corvair
Monza
| > | 700 than I would a '74 AMC Gremlin.
| > |
| > | We won't mention what I'd do for that pretty little 2006 BMW
convertible
| > | that's been sitting in the middle of the mall lately. ;-)
| > |
| > | --
| > |
| > | JoAnn Paules
| > | MVP Microsoft [Publisher]
| > |
| > |
| > |
| > | "(e-mail address removed)"
<[email protected]>
| > | wrote in message
| > | > | > If I weren't getting a car out of this I would run away
| > | >
| > | > "JoAnn Paules [MVP]" wrote:
| > | >
| > | >> This is precisely why I prefer electronic documents whenever
possible.
| > | >>
| > | >> Good luck.
| > | >>
| > | >> --
| > | >>
| > | >> JoAnn Paules
| > | >> MVP Microsoft [Publisher]
| > | >>
| > | >>
| > | >>
| > | >> "(e-mail address removed)"
| > <[email protected]@discussions.microsoft.com>
| > | >> wrote in message
| > | >> | > | >> > I've been asked to help an auto shop owner clean up his office.
| > There
| > | >> > are
| > | >> > baskets and boxes and piles of files and paperwork, invoices,
mail,
| > | >> > reciepts,
| > | >> > check stubs, bills, how can I best attack this mess with an end
| > result
| > | >> > of
| > | >> > some organization and method to the maddness to resolve the
| > | >> > disorganization
| > | >> > and find a system the owner can follow so this does not continue.
| > | >>
| > | >>
| > | >>
| > |
| > |
| >
| >
| >