fbpx

Which software should I use for my bookkeeping?

by | May 7, 2018 | Bookkeeping | 0 comments

I get asked often by small business owners which software I recommend for bookkeeping. My go to answer is QuickBooks. Most of the time I find it to be the best solution for small businesses. However, I also understand there are varying degrees of needs and levels of experience with keeping the books. So… let’s dive into a little more detail about why I choose QuickBooks.

What version should I purchase?

Most of the time my answer is QuickBooks Online. It integrates nicely with bank feeds and credit cards (including PayPal) that it makes doing your bookkeeping seamless. This way you get to spend less time in QuickBooks and more time focused on growing your business, selling, creating or whatever it is you do best.

Xero is an okay choice, I do know people using it. However, I almost always recommend QuickBooks.

Why QuickBooks?

It has add-on features like payroll, merchant services, integrates with so many other business tools and apps. Plus, it has great customer support through the phone, forums and more. Since it’s so popular it’s also usually pretty easy to find a solution to your problem. This can be a real time saver!

It can integrate with Tsheets, Expensify, Gusto, SurePayroll, PayPal, Stripe and so many more!

Which version of QuickBooks Online do I need?

At a minimum you need the Essentials level. If you have a number of different programs/products/services that you sell and you want to track the profitability of them individually, which I recommend, then you need the Plus version to do that.

Don’t worry if you feel overwhelmed! If you are a struggling with how to get started or are overwhelmed by the books, I am happy to help you get started or even to take over your books completely. This will take the burden off your shoulders and free up time for you to do other important tasks for your small business.

Who is not a good fit for QuickBooks Online?

Mostly I say that everyone should be using QuickBooks Online. However, it’s not the right fit for everyone. Generally speaking construction contractors, manufacturers, or others companies with large inventory might find QuickBooks desktop a more robust solution for their needs.

If you’re just getting started and want a free software to keep your books, then Wave is a great option for you. There are add-on options that you will have to pay for if you choose to use them. However, for getting started on a budget, it’s a great option.

The last option I recommend is Freshbooks. This option is great for consultants and simple bookkeeping with invoices. Some of the features of Freshbooks include accept online credit card payments, import bank feeds, automatic payment reminders, scheduling recurring invoices, send proposals, simple time tracking and a few more. As you can see this could be a great option for your consulting business.

How do I subscribe to QuickBooks?

Here’s a link you can use for QuickBooks that will get you started. However, if you contact me, I can get you going with a 50% subscription for life! That’s right! If you reach out to me and use me for your QuickBooks bookkeeping needs, I get you 50% off the retail price for the life of your subscription. You’ll maintain access to your account and can run reports and see any details you’d like. However, I can do some upper level accounting with you and make sure your books stay in order.

Click Here to get started with Special Pricing through Tax Queen

With the usual QuickBooks offering you get a discount from only a few months, before it goes back to regular price. Why not get the 50% off for life and get to utilize my bookkeeping expertise to keep your books organized. Plus, by taking bookkeeping off your hands, I enable you to focus on other priorities in your business. Win, win, right?

 

Submit a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Hi! I’m Heather Ryan, EA and I live full-time in an RV with my husband and two dogs. As a full-time digital nomad, I understand many of the unique tax situations created by travel. I also fully support entrepreneurs and the struggles they face. The goal of this site is to offer my knowledge through advice and tips to real-life situations and questions.

Are you getting ready to transition to full-time RVing? Are you already on the road?

This book has everything you need to know about taxes as an RVer.

Finances for RV Entrepreneurs Course

By the end of the course, you’ll understand how to register your business, stay organized with expenses and income, and keep on top of your tax obligations.

Disclaimer:

This website is for general information only and is not intended to substitute for obtaining legal, accounting or financial advice. It is not rendering legal, accounting or other professional advice. Presentation of the information on this website is not intended to create a client relationship. For specific tax assistance please consult a tax professional on an individual basis.

While I make every effort to furnish accurate and updated information, I do not guarantee that any information contained in this website is accurate, complete, reliable, current or error-free. I assume no liability or responsibility for any errors or omissions in its content.