Forum Discussion

gvlandscape's avatar
gvlandscape
Contributor 3
22 days ago

Outsourcing Booking Keeping QB to a firm

Does anybody have any luck with hiring a book keeper to take care of your bankfeed and QB online account that is remote? Do they have any experience with moving jobber data to QB?

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador

    I don't use an accountant or bookkeeper but I have used Jobber and QBO synced together for 10 years now.  I know QBO has bookkeepers you can hire directly - perhaps that's a good place to start??

    Hoping others have some good solutions too!!

  • Hey there! I’m curious about your business setup. You’re juggling running your business, doing accounting and bookkeeping, and managing your QuickBooks. I’ve found it tough to keep up with all these tasks simultaneously. I’m particularly interested in how you manage your accounting and bookkeeping, especially since you’re dealing with a lot of transactions and expenses. I’m wondering if you could share your process for creating a smooth system for processing through QBO and Jobber. I'm hoping i could identify any potential issues in my accounting and bookkeeping. I’m particularly interested in how you manage your accounting, especially since you’re dealing with a CPA or tax guy. On the other hand, a bookkeeper manages the policy of the books, whether it’s cash or accrual basis. A lot of this stuff can be challenging and interesting, but it seems like you’d need a minor in accounting to be proficient in either role. Do you have any thoughts or recommendations on how you manage your accounting and bookkeeping? What red flags do you keep an eye out for to avoid mistakes and maximize opportunities? I’m also interested in how you balance your accounting with other business pillars like operations, marketing, sales, and core competency.