Help with Financial Software Integrations
I need help with identifying the best financial software that integrates with Jobber and how to set it up effectively. I currently have Jobber, QuickBooks, and Gusto (payroll). I want Jobber and QuickBooks to integrate effectively and be streamlined so I can track revenue and expenses per job. I want to job cost every job separately and haven't figured out how to do this effectively outside a spreadsheet. I feel like one of the software out there should be able to handle this, im assuming I just don't know how to get it to work on Quickbooks. Also for my business, we have some expenses like quote percents and marketing percents that get taken out after wages so I need freedom to add these types of things to each job. Let me know if you have any advice, comment on what software you use, or ideas on how to get this to work best. Thanks
What is a accounting service you would recommend for a solo operation?
I own and operate a repair services company and work solo. No employees. I hired a accounting service, but I don't feel like I'm getting good service. Plus they don't have any way for me to track reports for invoices, transactions, expenses etc. I feel like I'm flying blind here. The main reason I wanted their service was for tax prep, and they came recommended from ZenBusiness. I am doing most of the work without really having any report or spreadsheet to look at. Jobber does a lot of heavy lifting with reports, which is great, but I'm not sure how to incorporate Jobber with my current service. Obviously there is Quickbooks, but what is a accounting/tax service that you would recommend for my situation? And are there any services that work well with Jobber?What is a good Business Credit Card to have for our line of work?
Hey Jobbers: I'm in the 7th month of business and things are going quite well, but I've been thinking of trying to get my purchases to work of me. Often times credit cards will give perks for cash back or rewards points depending on the purchases that one makes. In our line of work, purchases are pretty out of the norm to other business on a day-to-day basis. I've been doing some research of different programs, but the ranked lists seem to be sponsored by banks, like usual. Hard to trust biased articles. I was wondering if anyone had personal experience/ good recommendations for a credit card that is geared towards Home Services/Handyman companies. Thanks in advance, Think N Tinker
Acorn Integration?
We use enhancify. We considered Wisetack. However, we require down payments and don't like that payment gets released after work gets completed. We stumbled across Acorn and saw they integrate with HouseCall Pro. On their quotes, they offer a monthly finance rate the customer could get if they used Acorn (estimated rate of course). Is this a possible integration in the future, or is there something similar? tia
Tracking sales which report invoices or visits?
I have a quick question. Which report do you use to track your montly sales? Invoice Reports shows the sales taxes which won't be counted as part of sales (at least in the USA) and Visits report don't include taxes. When comparing both they don't match and I see the difference is not the sales taxes. Any idea?
