We are certified advisors for both QuickBooks and Xero. We know what a big difference these apps can make and, with Making Tax Digital on the horizon too, would love to help you implement one of them for your business.
QuickBooks and Xero are leading cloud-based accounting systems which include some excellent tools that can help reduce the amount of time you spend maintaining your books and records.
Even if you already use another accounting system, we strongly encourage you to consider adopting QuickBooks or Xero and would be very pleased to talk through the merits of conversion.
We can help you choose the most appropriate version of the software, acquire the licence for you and assist with the implementation to help ensure you make the most of the features available. We can also arrange training for you and your bookkeeper if needed.
Although it’s a separate system, Receipt Bank integrates very well with QuickBooks or Xero. The app enables you to gather, record and store purchase transactions using a smartphone, tablet or computer.
Receipt Bank can recognise invoices and receipts so converts them to code that can be submitted automatically to your QuickBooks or Xero system. It enables you to store images of your purchase and expenses transactions in both QuickBooks,
Xero and Receipt Bank making it very easy to review purchase details whenever you wish.
We are a Receipt Bank partner and would be very pleased to help you get the app set up and working with your QuickBooks or Xero system.
To help make things a little bit easier for you, we’ve created a number of spreadsheets and documents that you may like to use including:
- Bookkeeping spreadsheet
- Expenses claim form (including mileage calculator)
- Business use of home office guide and calculator
- Dividend minutes and certificate template
- Employee starter form
- Time recording sheet
- Staff holiday planner
All of these templates are available to clients on request and can be modified to meet your specific requirements if desired.