I’ve been using it for a while now, and it is way easier. Later your bookkeeper can run a report of outstanding invoices, and you can follow up with those clients. But with Quickbooks online, you can auto-populate a ton of these fields and then email to your client right from the software. You’ll have pdfs in your Dropbox, maybe like I was doing and share the dropbox to your bookkeeper, and run excel reports of who is late. It gets you started and does get money into the bank account.īut what happens when your business starts to scale.
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If you’re like me, you started off with an Excel template that you would change and convert to PDF when you send to the client. Boom, bookkeeping done! Multiple Currency: HKD, USD, Chinese Yuan, Got Em AllĪ lot of new business owners struggle to create and manage their invoices. Even have it email you as an excel spreadsheet. You can integrate your online banking and Paypal (more on that later) and the bookkeeper can work with you and reconcile (balance) the books. You can have this bookkeeper based anywhere, and work with them remotely. This is where the power of the cloud comes into play. You can hire or contract someone who is more of a data entry worker. A bookkeeper doesn’t need as much experience and knowledge (and certifications) as a certified public accountant (CPA). What kind of people will you add to your account? I would recommend a bookkeeper, which might not be your accountant. You have full ability to grant access to certain accounts and other features depending on how much you want them to view and edit. Now you can add extra users, they get an email invitation, and can create their own user account. And don’t even bring up the “conflicted file” situation we all get on Dropbox!
I used to use the installed software version and sync it on Dropbox for my accountant to access. Quickbooks will help you realize this even faster by using the Online version. It is a reality that is happening at a breakneck pace. The world is flat is one of my favorite thoughts. It’s online and you won’t have to worry about technical issues on your computer and downloading updates. With cloud based accounting, the cloud takes care of everything.
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Not sure if you’ve ever done that for software (I think of Mac OS updates)? But you can imagine the issues that might come up when features change and interruptions in workflow.
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Second, when there is updates, you have to download it from the website and install it.
With the software you need to pay 100% upfront and then install it. Why is this beneficial? Well, it is easier for your business to get started as there is a free trial and then a small monthly fee. The cloud means you don’t have to install the software on your PC or Mac- and you can login online, from any computer. The desktop is their original product, and it is a software you download and install on your computer.īut they have been investing in their cloud based version – which is what you’ll be reading about today. There are 2 ways to use the benefits of Intuit’s Quickbooks software – the desktop version and the cloud version.
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