QuickBooks

Business Insights and Reporting

You can generate succinct balance sheets, P&L statements, and other reports with the click of a button. You can also export reports as needed with ease.

Customer Quoting, Invoicing, and Payment Tracking

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Adding a Pay Now button directly to the invoices gives customers the option to pay online by credit card/ apple pay in just a couple of clicks.

QuickBooks supports multiple currencies & up to 6 languages for invoicing.

QuickBooks lets you account for discounts, shipping, and taxes, making organization and recordkeeping easy.

Expense Tracking

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Time Tracking

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Project Tracking

QuickBooks Plus lets you evaluate the potential profitability of individual projects for better decision-making. Since you can add up to five employees, multiple people can analyze the project.

Mileage Tracking

QuickBooks’ Self-Employed offers a mileage tracker so you can track and write off business miles.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

This feature uses your phone’s GPS to track distance traveled automatically. You can then categorize miles as personal or business as needed.

Payroll Processing

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems. Connected tools can reduce repeated work across your business.

QuickBooks supports integrations with numerous third-party products as well:

• Transaction importing from PayPal, Square, or your financial institution
• Sales and sales tax tracking for Shopify and other major e-commerce platforms
• Payment processing for PoS or mobile card readers
• Accounts payable automation through Bill.com
• File both federal and state payroll taxes directly from your dashboard
• Download the QuickBooks app on both Androids and iPhones
• Sync Method: CRM to keep track of all customer interactions

Lastly, QuickBooks can connect you to a QuickBooks-certified bookkeeper if you need someone to handle your books.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.

Still, you can pay QuickBooks to set up the account for you.

With that said, QuickBooks has quite an intuitive interface. Once you familiarize yourself with the program, you should find it easy to navigate around it.