BEFORE YOU BEGIN: You’re on a time crunch, and you need documents entered in QuickBooks before your 5 PM deadline. Need help? The e-Dashboard offers outsourcing capabilities not only internally but we offer our own bookkeeping services to you!
 
STEP ONE – Renaming your documents in the Inbox
As you would organize your documents using the Inbox feature, you would do the same for outsourcing your documents.

Instead of clicking on “File Document, click on “Outsource”.

STEP TWO – Outsourcing Your Document
You will be prompted with a new window that you may fill out. You will be asked to submit the document to the proper avenue.

In-House Bookkeeper
You would like to outsource your document internally to a bookkeeper or to an outsourcing company elsewhere.
Data entry with new review
You can outsource the document to our company’s accounting outsourcing firm in India, who will enter in the data in QuickBooks
Data entry with review by QB Advisor
The work will be done by accounting outsourcing firm in India, but will be looked over by a certified QuickBooks ProAdvisor in the United States.
All work completed by QB Advisor
All work will be done by a company QuickBooks ProAdvisor at our San Diego offices.

Once you have decided where you want your document outsourced to, you can let your accountant know that you are outsourcing the document to  him/her (if you select In-House Bookkeeper), and you can give special instructions to the account, should you need something specific done with your data.

Once you have made sure all information, click on “OK”. You will be prompted to confirm that data entered you imputed back in the Inbox screen.

If you see that all information is correct, click “OK”. The document will not only be available for outsourcing, but will also be available inside the e-Box.

If you have outsourced your document(s) to Cloud 9 Real Time’s bookkeeping staff, you will be contacted by an Account Executive to get you started on your documents.

STEP THREE – Locating your Outsourced Document
If you have outsourced your documents internally to Cloud 9 Real Time, you or your employee will be able to right-click on the document located inside “Tasks Pending”.

To move the documents from “Tasks Pending” to “Tasks Completed”, right-click on the document, and select “Move to Completed”.

edashboard e-dashboard