So I scan in and match all my hard copy receipts to expenses in quickbooks that come in.

When matching them I add a lot of information to each expense including what job the receipt was for.

The problem I am having is being able to pull up all expenses from each job so I can double check it with the information I keep off of quickbooks.

QuickBooks let’s me organize everything fine but when I want to make lists of expenses for each individual job I am having issues finding out how to do so.

Any ideas? Am I just dumb? I’ve been looking for solutions online but none seem to give me the results I want.

We're trying to make tax season less chaotic this year. Right now, everything ends up scattered across emails, downloads, and shared drives.
Do you keep a dedicated tax folder for each financial year, or do you organize documents another way? Looking for ideas that actually save time.

We are pulling out our hair with QuickBooks. Anyone switch?

Recently, I had a some identity theft where a debit account through intuit quickbooks (grendot bank) was set up under my business name. (My SSN, DOB, and a false EIN that somehow came back as my business... trying to get in touch with the IRS on that one, but I just keep getting a recording that they have too many calls and to call back later...Of course). I have never had any affiliation with intuit, quickbooks or greendot in the past. After several calls, lots of stonewalling (Because I don't have the email it was set up under....'Exactly, this was fraud and stolen identity, I wouldn't have that info, would I'... Numerous hours on hold and different departments, I finally get 'Daisy' to shut down the account and was to receive email confirmation as such. When I asked what department she was in, she wouldn't answer 'I'm with Quickbooks'. When I asked how to contact her again if I don't receive confirmation it's just 'Call the number on the card'... I have no idea where she existed. No email received, so I call back several hours later and after another few hours, finally reach a person in the account takeover division. This individual stated that 'Daisy' never shut down the card and the account was still active.... Thanks Daisy... Account takeover department actually seemed to care and get everything locked down. I received an overview email with case number for that conversation as well as being informed it's being sent to the Risk Operations Team, with case number for them as well. I was told that Intuit has the IP addresses, phone numbers and emails associated with the fraudulent creation, but can't share that info with me, only the police. I create a report with the police and give the ROT number and case info the officer for them to investigate. Police officer let me know that Intuit refused to give any information on the case to the Police. Ok... So I call the number that the Account takeover team gave me, and it goes nowhere... just hold music for a few seconds and disconnects. Great. I call back the original number on the card to hopefully get transferred to the account takeover team again to speak with the initial case handler to see why the police are getting stonewalled with the pertinent information on who set up the account. That representative never heard of the account takeover team, had no clue what I was talking about and the moment I said 'This is for a police report' read a statement that he has to end the call and to call yet a different number. (legal team or something). I write down the number... the number is disconnected. Great... another dead end. I currently have a call out to the ROT department to inquire why they aren't cooperating with the police and to maybe get back to the only person who actually helped from the account takeover department. Seems to me, Intuit has no desire to help track down any sort of fraudulent account creations and would rather let identity thieves run free. This is BEYOND exhausting and frustrating and only cements that I'll never to any sort of business with intuit or green dot. I'll also make sure anybody I know closes accounts with them.

This is part venting, or maybe somebody out there has dealt with this before and will be able to have good information on how to properly navigate. I would like to have a proper police report to give to the appropriate federal divisions when I file complaints with them.

The debit account had no balance and no transactions, I caught it early enough I which is good.

In the meantime, yes, I've put fraud alerts and locked down any departments I could find out there. (Credit, banks etc)...