Another Bookkeeping question

[kathyh]

I am going to be doing a comparison of the different types of quickbooks my client can use, and send that to him so he can choose what he prefers.

In the meantime, he brought up a question in my own mind during our chat this afternoon.

If he wanted me to take charge of his checking account and actually put his checks in from the beginning of the year, how does he get that information to me? I have done it, often, for local clients, however, I could just pick up their check books. This client is not close to me, so would he mail it to me? Or possibly scan it and email me the scan? Is there an easier way I'm missing?

Thanks!

Kathy Harmacek
Your Virtual Aide

[Rebecka Melson]

I usually just have them mail or fax me a copy of the bank statements which, in most cases, includes a copy of the checks and deposit slips. I know most banks will let you get copies of the statements online, but the online statements don't usually include the check copies.

It's usually easier for them to just send over the bank statements than to make copies of their checks (if they even have them). I just enter the checks off the statements.

[lanelt]

I don't have any clients who receive copies of their checks from their banks. I just have them scan/fax the stubs to me if they are stub checks or mail the duplicate copies of they use regular checks. For most of my clients mailing them is easiest for them so we do that.

[kimbeckers]

It is probably easiest for them to fax you the bank statements or provide you access to online banking if you they have it.