For many small business owners, bookkeeping and accounting is a necessary, but hardly enjoyable part of running a business. So whatever you can do to reduce the amount of time you spend creating invoices, reconciling bank accounts, tracking expenses and calculating sales tax remittance, the better.
QuickBooks has long been a leader in accounting software. Intuit’s Online version is a new, modern, web-based cloud accounting platform that is a drastic departure from their old Windows desktop software and the lacklustre equivalents that Mac users have been offered in the past.
We are pleased to announce that we have integrated QuickBooks Online with Daylite through our FinanceConnector plugin. Customer data stored in Daylite can be transferred to QuickBooks with just one click, saving you valuable time and avoids data entry errors.
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The customer’s complete invoice and estimate history is also stored in Daylite, so you and your team can keep an eye on incoming payments and open items at all times. If you also use the iO Time&Budget plugin to manage your working hours and project budgets, you can transfer services entered in Daylite directly to QuickBooks as an invoice. Or you can create estimates or invoices directly from the QuickBooks website. Other useful features of QuickBooks include:
– Seeing whether a client has opened a sent invoice
– Importing expenses from your credit cards & bank accounts automatically assigning categories
– Accepting payments online by credit card or ACH bank transfer
– Sales tax remittance and optional payroll services
– Accountant access for book-keeping and end of year tax preparation
And of course, being web-based, you can catch up on your invoicing and accounting anywhere.
If you don’t have FinanceConnector yet, you can test it for 30 days free of charge. If your trial period has expired already, contact us to restart your trial again. Pricing starts from $8 per month.
