Community Updates Forums Open Discussion & Introductions What Systems or Programs Do You Use For Tracking Business Sales And Expenses? Reply To: What Systems or Programs Do You Use For Tracking Business Sales And Expenses?

  • Jennifer

    Member
    April 26, 2021 at 8:36 am

    As much of a techie and app geek as I am – I’ve been using Excel spreadsheets for a number of years.

    A decade ago when I started, I got QuickBooks and had a set-up walkthrough from our accountant. It made sense to him, it never made sense to me! I disliked the program and when it was going to force me to upgrade to keep using it (at a significant cost) – I said nope.

    I tried Wave – an online, cloud-based, free accounting software – it was simple. But my small local bank wouldn’t talk to it. so there went the automation aspects as I would have to manually upload and update. DO check that your bank’s systems talk to any of the online apps.

    I briefly looked into Xero and Freshbooks as well – both could be good options and are designed for small business, for online, and to be simple.

    I keep meaning to go back to trying an online app – and GoDaddy Bookkeeping is at top of list with lots of recommendations from folks here. IF it talks to my bank I will do that this year.