Accounting
Articles include how to pay shoppers, answer pay questions, and client billing.
- Overview
- Accounting
📖 1099 Not Sent
Here is the email I send when a shopper does not need a 1099 if they ask: Thank you for your question about tax forms. According to IRS guidelines, a 1099 form is only i ...
🎥 Receiving Payments from Clients in Quickbooks
I'll demonstrate how to add a payment received to Quickbooks. In the demonstration below, I am receiving ACH payments from Finney's Crafthouse after getting an email that payment w ...
🎥 Add, Update, or Delete Pay and Billing item
This video explains how to add reimbursement for survey expenses, whether for approved requests or unexpected costs. I also demonstrate adding the reimbursement to billing, using a ...
🎥 Matching Transactions in Accounting
Quick tutorial how to match transactions in accounting.
How to Handle: Melio Refunds for Failed Payments or Uncashed Checks
Melio Refund Processing GuidelinesOverviewWhen mystery shoppers don't cash their checks, Melio refunds the money to our account. This creates tracking issues because the original p ...
🎥 Creating Hawaiian Bros Invoices: Part 1
To create Hawaiian Bros invoices, I first create a "shop" for reputation management through the route manager and assign it to myself. After submitting, they are billed for another ...
🎥 Creating Hawaiian Bros Invoices: Part 2
Franchisees Franchisees are billed individually, with all locations consolidated into a single invoice per franchisee. Review location groups for franchisees to ensure all invo ...
🎥 🎥 🎥Creating Hawaiian Bros Invoices: Part 3
Includes adding invoices to QuickBooks, attaching files, and sending them. Video 1: Multiple Franchise Locations on Single Invoice Video 2: Invoice Procedure for Stine Please ...
🎥 Matching Multiple Deposits in the Deposit Account
BA 57-second clip demonstrating how to match multiple deposits on one deposit slip in the deposit account.
📖 Shopper Pay
Shopper Payment Policy At ACE Mystery Shopping, we ensure timely and transparent payment for all our shoppers. Below is an overview of our payment process and policies. Payment M ...
📖 When to Send Invoices
Invoicing Guidelines: General Rule:• Invoice most clients as soon as possible to the FIRST day of the month.• If shop data for that client is incomplete/unedited, delay ...
Allocating Deposits to Different Accounts
🎥 Processing Auto Pay Customers
Clients Receiving ACH Discount, that I keep on File in Quickbooks: Toot's I Fratelli Tony Packo's Clients That Pay by Credit Card, that I keep on File in Quickbooks: ...
🎥 Intro to Invoices
Intro to Invoices This is an overview for invoices. It doesn't include complicated invoices and shows the beginning process. It is recommended to watch this first before any other ...
🎥 Update Invoice Delivery in Quickbooks
Here's how you can update or add another email address to Quickbooks so invoices when a customer asks us to make a change.
🎥 Salata Invoice Breakdown Location - Plus Massive Invioice Trouble Shooting
I initiated this video as a straightforward video tutorial to demonstrate how to break down sales invoices by location. However, we also delve into some unforeseen troubleshooting, ...
Setting up Invoices by Location
Some clients require us to send one single invoice by each location. This how you set that up.
🎥 Processing Shopper Payroll
Step One: Begin the Process Step Two: Addressing any shops left off of pay statements and proceeding to download the payroll. Step Three: I will be downloading ...
🎥 Invoice Encinal Brands
In this clip, I walk you through the invoicing process for Encino Brands, specifically how to handle invoices by location. I demonstrate how to confirm invoice details and send th ...
2025 List of Shoppers that get 1099s
Shopper LoginFirst NameLast NameAmount on 1099 (Does not include reimbursement)pbrowninPatrickBrowning$1090.00cfiertekChrisFiertek$950.00jdollarJuliet RGarner$620.00bbaker10BryanBa ...
🎥 Change Pay Rate
In this clip, I'm walking you through the process of changing the pay rate for a couple of shops. It's a short, one minute tutorial.
🎥 Create Billing Cycle Schedule for New Client
I'll show you how to create a billing cycle when you set up a new client. This ensures that Shopmetrics will make the invoice when shops are complete.