software for bookkeepers

Not only will you spend hours of your time painstakingly entering and categorizing data, but you’ll have a harder time catching mistakes. Sure, QuickBooks could be the best software for your small business, or you might find its prices too high and its features too limited. Depending on what you need, another bookkeeping software pick like FreshBooks or Sage could be better for your business. Check out our list of the year’s best QuickBooks alternatives to get started. Zoho Books automates the most common (and, let’s face it, boring) bookkeeping tasks—which means you can dedicate more time to your business and customers and less time to the tedious task of data entry.

Can I use accounting software with payroll software?

And if you want straightforward finance tracking without in-depth analytics, Wave Accounting can help you with the basics. Answer a few questions about your accounting software needs and we’ll send you up to five customized recommendations. Thankfully, Xero is a simple, straightforward online accounting software with enough functionality to accommodate a small business at any stage of growth.

Mileage tracking

  1. Even though it’s free, it doesn’t limit the number of invoices you can send (like Xero) or clients you can bill (like FreshBooks) per month—you can access unlimited customizable invoices and accept payments too.
  2. Additionally, FreshBooks doesn’t include bank reconciliation with its cheapest plan.
  3. While QuickBooks Online wins our top spot for now, we’re hoping that as Xero’s user base expands, more accountants and bookkeepers will sign on.

Designated fields allowed me to choose due dates, list terms and conditions and input notes to the client. I clicked “edit dashboard” and was given the means to deselect reports I didn’t want to appear on the dashboard. Unfortunately, I was not able to add reports that I wanted to see there. Overall, the dashboard seemed very basic compared to some competitors. Signing up for the free trial required I simply provide my name and email, then retrieve a code from my email address to verify my identity. From there, I was asked a few questions about my business, such as the types of services I offer and how big my team is.

Intuit QuickBooks

FreshBooks has a 4.5 rating on Capterra with 4,379 reviews and a 4.5-star rating on G2 with 688 reviews. Users say it is extremely easy to use and has all the basic features needed to manage small business accounting needs. They like how easy it is to create invoices and access reporting. However, they say the platform could use more automations and more in-depth reporting. They also wish they did not have to pay extra for features such as adding team members, saving credit card information or processing payroll.

Small businesses may be able to find a less expensive basic plan, while larger businesses may need to upgrade to a more expensive standard or premium plan. At the top right-hand corner of the screen, a grid-like button with a hover-over label that read “add widget” sat. When I clicked on enterprise it, I was presented with a simple form to toggle on and off the widgets I wanted on the dashboard. These options were also always available to me wherever I was in the platform via a slide-out left-hand menu.

In addition, call-to-action buttons helped me know what I needed to do to customize the platform to my needs, such as adding a bank account or filtering reports. OneUp offers several standout features, including extensive automations that extend across business functions, customized and automated invoicing, a comprehensive mobile app and extensive reporting. NetSuite’s accounting software is all about automation, which can be a huge time-saver (and stress-reducer) for businesses. Automation features include creating journal entries and statement reconciliation.

software for bookkeepers

Kashoo: Easiest setup

It had fields where I could name the folder and choose where it would be stored in “my cabinet,” allowing me to add a new top folder or create a subfolder to another existing folder. Additionally, when I generated an invoice, the system alerted me if any necessary information was missing to save the invoice. A form would then appear on the same screen, enabling me to promptly add the required details, such as a service item for sale or a customer.