Quickbooks Online

Steve Connally

Steve Connally

Been here much more than a while
Location
Suffolk, Virginia
Who uses it and what do you think? Seems like a simple solution for billing, payment acceptance, and book keeping all in one spot. I like one stop shopping. Also do you use the small business or independent contractor versions. It will just be me and no employees so I have no need for payroll. I can just take a member draft from the account as I need. No limit on those and taxes will be filed under my 1040 so I have no payroll taxes either.
 
I use it and love it. I use a Bluetooth portable printer, and print the proposal (not an estimate) before I leave the appointment. If they want to accept it, prior to me leaving, they can sign the contract directly on my phone (and keep their printed copy). Once they sign the proposal is automatically marked in QO as accepted...so you can track won or lost jobs.

Then it is a quick click to change to an invoice...you can also easily accept a payment on the spot if you want.

I think we use the contractor version.

We can also easily give our accountant access to it via password for end of year taxes, or fix problems.

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Steve Connally said:
Are the credit card transaction expensive? I won't have the need for proposals. Only invoices and I'll likely only provide 1 service ata minimum hourly rate.
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I'll get back to you on that, have to check and talk to the wife. We can take cc via phone cc reader or manually input during a phone conversation l, but we choose not to for security reasons...dont want the responsibility. If someone wants to pay via cc we send the invoice via email, and that contains a secure link via quickbooks that they can pay via cc or bank transfer.

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I have a lot of item lists preset with wording, so all I have to do is add the tree species and location. Example, if I select "Removal" it automatically fills "---Remove...chip and remove all debris up to 8" in diamter". The price for item(s) is also preset, so I just have to add the time/qty to it. I think I have 20 different items set up (storm rate, crane rate, removal, thinning, stump, etc). So for you, you could have different items setup for the type of work your doing...grapple saw, tree crane work, construction crane work, etc

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climbhightree said:
I use it and love it. I use a Bluetooth portable printer, and print the proposal (not an estimate) before I leave the appointment. If they want to accept it, prior to me leaving, they can sign the contract directly on my phone (and keep their printed copy). Once they sign the proposal is automatically marked in QO as accepted...so you can track won or lost jobs.

Then it is a quick click to change to an invoice...you can also easily accept a payment on the spot if you want.

I think we use the contractor version.

We can also easily give our accountant access to it via password for end of year taxes, or fix problems.

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Click to expand...

What Bluetooth printer are you using? I'm looking to purchase one.


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Steve, I strongly suggest speaking to the accounts or cpa who will be taking care of your books.

I thought QuickBooks online would be great, but it sucks to extract data. For the ones who are fluent in the desktop version they find it very difficult to work with. It has a major issue with emailing bids, where ~40% of the time they get caught in spam filters. You can upload desktop data onto quickbooks online, but your stuck from there and cannot transfer the other way.

For a one person show, I highly suggest jobber it does everything quickbooks does only more and better. I strongly suggest having some one do your books and taxes for you. You can just print/email jobber data to them as needed (or just give them your login info.) It may seem like you can do all your books yourself, and you may. However there are more important things for you to be doing, such as making $, and taking those precious hours at the end of the day/weekend with your son. You will eventually need a cpa at some point. In the long run it will be much easier to have them start you off from scratch.

I say at a minimum get jobber, and then consider qbo.
 
evo said:
Steve, I strongly suggest speaking to the accounts or cpa who will be taking care of your books.

I thought QuickBooks online would be great, but it sucks to extract data. For the ones who are fluent in the desktop version they find it very difficult to work with. It has a major issue with emailing bids, where ~40% of the time they get caught in spam filters. You can upload desktop data onto quickbooks online, but your stuck from there and cannot transfer the other way.

For a one person show, I highly suggest jobber it does everything quickbooks does only more and better. I strongly suggest having some one do your books and taxes for you. You can just print/email jobber data to them as needed (or just give them your login info.) It may seem like you can do all your books yourself, and you may. However there are more important things for you to be doing, such as making $, and taking those precious hours at the end of the day/weekend with your son. You will eventually need a cpa at some point. In the long run it will be much easier to have them start you off from scratch.

I say at a minimum get jobber, and then consider qbo.
Click to expand...

I agree the desktop version was better than online...and a royal pain in the @ss to switch from that to online. It been 2 years now since that mess, and they have made improvements to QBO

We also changed accountants, to one who used QBO and understood it. We also had other reasons to why we switched...bigger ones.

Yes we have had some invoices that caught up in their spam, but it has been rare for us (all estimates are handed to them in person). I've had just as many regular emails, from my business account, get caught in spam.

I can't speak about Jobber, I've never used or tried it. Though it seems a lot of people like it. I've been using quickbooks sine 2002, and switched 2 years ago to QBO cause they took away the mobile function of the desktop version.

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I use an accountant and bookkeeper who is fluent in QB online - only been 6 months but no issues here


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I've been using QBO for a couple years as well, and I agree that it comes down to your accountant. If they are all old-school and romantic about how they used to do it 20 years ago, they won't like an online accounting product.
 
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SO it seems jobber needs an accounting software support. Quickbooks seems to do everything jobber does except the scheduling portion. You'd still need QB or Xero or something. I did my books for 6 years before with QB. I did have an accountant that had access and she'd review my books quarterly and coach me on management. I suppose I really just need to call my home accountant and see what they recommend. The only features I need are accounting and invoicing/accepting payments. No proposals or estimates needed. I will simply show up and bill for hourly service and collect the money. Other than that I need to manage expenses and such. I have a very simple biz model without a whole lot of other line items like I did when I owned a tree service. I do hear what you are saying about an accountant doing everything. I guess i'll call before I push the button on a product. It does look like qb is one stop shop.
 
Jobber & QBO are not the same and serve different needs.

Jobber is superior as a CRM
Jobber is untouchable for scheduling (and sharing schedules effectively across ranks).
Jobber is superior for managing time sheets.
Jobber is feeble for accounting.
Jobber has zero payroll functionality.

QB/O smashed the SMB accounting software market when they modified Quicken for SMB.
Superior for accounting.
Superior for payroll.
Mediocre as a crm.
Zero scheduling functionality.


For Steven, his iOS/Google/Outlook calendar will be sufficient. QB/O, Freshbooks, Simply Accounting type of solution is required for proper bookkeeping.
 
I started with Freshbooks because of initial cost and it served my startup needs; but found it to be limited once payroll and more advanced features were needed.

It also got more costly once I started adding other 3rd party applications


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