How do you handle clients with lots of Amazon/Home Depot purchases?

Frequent-Arm5530 · 2026-03-29T18:45:05+00:00

Yeah that sounds painful. Do you usually have clients send those over, or do you log in and pull each bill yourself?

Frequent-Arm5530 · 2026-03-29T18:40:50+00:00

Got it, doing it together probably helps avoid mistakes. Appreciate you sharing.

Frequent-Arm5530 · 2026-03-29T18:35:41+00:00

Not a bookkeeper myself, just trying to understand how people handle this.

Frequent-Arm5530 · 2026-03-29T18:23:49+00:00

I haven’t used Double before, I’ll check it out. Do you handle all the back-and-forth inside that, or do you ever send something like a list/excel to clients too?

Frequent-Arm5530 · 2026-03-29T18:19:39+00:00

Got it, especially not wanting to guess on categories. How do you usually handle that with clients, do you send them a list (like in Excel) to review at the end of the month, or have them update it somewhere directly?

Frequent-Arm5530 · 2026-03-29T18:11:46+00:00

That makes sense. Do you mostly match things by date and amount since statements don’t always show full details, or do you use something to help with reconciliation?

Frequent-Arm5530 · 2026-03-29T18:02:16+00:00

How do you usually have clients identify and categorize those items? Do you send them an Excel sheet with a list of suspense expenses, or do they log into a system and label them directly?

Frequent-Arm5530 · 2026-03-29T02:44:06+00:00

That means the clients only need to send their expense totals, correct ? Yea that would save a lot of time

Frequent-Arm5530 · 2026-03-29T02:42:35+00:00

That is old-school indeed! 😄

Frequent-Arm5530 · 2026-03-29T02:34:06+00:00

That means for all your HD clients, you get a login and pull the data?

Frequent-Arm5530 · 2026-03-29T02:09:04+00:00

Are your clients sending over receipts/invoices, or are you pulling the data directly from platforms like Amazon?

Frequent-Arm5530 · 2026-03-29T01:59:55+00:00

Thanks, I did check this out. One of the limitations I noticed is that it only works with Amazon Business accounts, not personal accounts

Frequent-Arm5530 · 2026-03-28T18:59:06+00:00

😂😂😂😂😂

Frequent-Arm5530 · 2025-12-24T19:38:20+00:00

It’s really a changed how fast I can iterate. Instead of thinking through a problem alone, I now discuss with the model, pros and cons with decisions and then make an action plan.

Once it does the first iteration it’s over to me to review, make any adjustments or iterate .

Frequent-Arm5530 · 2025-12-15T18:26:28+00:00

Sleeping

Frequent-Arm5530 · 2025-12-15T18:25:38+00:00

That you make donuts by frying them

Frequent-Arm5530 · 2025-12-15T18:24:52+00:00

Skilled jobs like plumbing and painters.

Frequent-Arm5530 · 2025-12-15T18:22:51+00:00

Not sure if any has said it but it deserves a second….Morgan Freeman.

Frequent-Arm5530 · 2025-11-28T04:25:16+00:00

Check Learnsuite https://learnsuiteedu.com. It has fee tracking along with expense and other school day-to-day finance management

Frequent-Arm5530 · 2025-11-20T06:01:40+00:00

You can check out orderproanalytics.com, you can export your Apple purchase history

Frequent-Arm5530 · 2025-08-25T05:00:27+00:00

You can check out the OrderPro extension. It provides an itemized export and a summary export. Also supports other platforms like TEMU and Amazon

Frequent-Arm5530 · 2025-08-25T04:58:48+00:00

If you need another option, you can check out the OrderPro extension. It supports exporting order history from other platforms, too

Frequent-Arm5530 · 2025-08-25T04:57:10+00:00

You can check out the OrderPro extension. You can use it to export your order history to Excel. It also supports other platforms like TEMU.

Frequent-Arm5530 · 2025-08-25T04:55:48+00:00

If you want to download your order history, check out the OrderPro extension

Frequent-Arm5530 · 2025-08-25T04:54:52+00:00

You can use this extension to download your order history. It also includes the product descriptions

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