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What do you do for accounting?

How do folks do their accounting? Do you integrate with Quickbooks? Do you do your own in Excel? Do you simply leave everything in Square and use their reports etc.?

 

We are struggling with an old version of QB and have limited staff capabilities to upgrade to new software and technology, so converting to QB Online will be very difficult, despite the fact that it's required if you use their Connect to Square app. Just wondering how the community handles keeping track of their commerce.

 

Many thanks!

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Hi Shw24,

 

There's no one solution because we all have different requirements - for example, some businesses like us keep things as simple as possible - we don't have employees, only sell from one location, limited our hours for selling in person and offer a limited number of items online while other businesses are much more complicated, have employees, have multiple locations and offer a huge selection of items online.  Note, we've used Quickbooks Desktop for years however, the price of a new subscription for this product has gone through the roof - Intuit has basically forced us to us the their basic Online version - there is a bit of a learning curve as the interface and functions are different from the Desktop version.  Although you can link Square and Quickbooks Online, we have not tried that to date - no reason to fix a process that's not broke.  I'm sure there are others here that can share their experiences with Square and Quickbooks or any other system they are using.

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