Rules to Capture Missed Expenses – Put Money Back in Your P&L
Owners hate “leaks.” The fastest way to lift profit is to stop missing ordinary expenses. Use automation and rules so every dollar lands where it belongs.
Bank and card rules
Create vendor-based rules for recurring charges. Auto-classify software, utilities, and subscriptions.
Receipt capture
Adopt a receipt app. Require photos on mobile. Tie reimbursements to approved categories.
Vendor defaults
Set default expense accounts per vendor. Review exceptions weekly.
FAQs
Why is bank reconciliation important for catching missed expenses?
It reveals unrecorded charges or transactions sitting in your bank feed.
What are the advantages of using the double-entry system?
It improves accuracy by recording both sides of each transaction.
What are the drawbacks of using the single-entry system?
It can miss expenses because it lacks offsetting entries and proper tracking.
See our affordable bookkeeping options or upgrade to monthly bookkeeping, and explore our bookkeeping services if you need more support.
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Harness the power of technology to automate expense capture and receipt management, saving you hours of manual data entry.
Get a complete, CPA-reviewed monthly package with truly affordable monthly bookkeeping that starts at a flat rate.
Ensure your financials are flawless by following the best bookkeeping rules in QuickBooks-we handle the setup and maintenance for total accuracy.
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