Other platforms, such as Wave, often include graphs and charts to make the data easier to digest. There are also phone numbers for several counties that you can call, and you can check its customer support contact page to learn more. Should you run into problems, you can do a live chat with BooksTime’ customer support or send them an email. BooksTime’ live chat is available 24/7 and can serve you instantly, so it’s a plus point for people who work odd hours.
BooksTime is fairly easy-to-use accounting software, especially for simple bookkeeping tasks. While its user interface is organized and easy to set up, navigating through the features can at times be difficult because there are some sections that are hidden within each other.
While you’re whipping your money into shape, you might also want to take a look at our stories on thebest payroll servicesand thebest tax prep software. Once you build some contact records, you can view each in a window that is, once again, better than BooksTime’ rivals. The records show key contact information how to hire an accountant on the default screen, as well as numbers and graphs for receivables/payables and income/expenses—kind of like a mini-dashboard for each customer. There’s also a timeline—similar to an audit trail—for the current contact, and a box with additional details like Currency and Portal Language .
Apart from this, users can attach reporting tags and internal notes to each customer. The contacts module gives users an overview of the customer along with a timeline of the customer’s interaction with them. What’s more, it displays numbers and graphs that depict various customer-related metrics such as payables or income generated.
Because the best accounting software for you integrates seamlessly into your tech stack with minimal hassle or headache. Wave, my favorite free accounting software, offers unlimited receipt scanning with no setup charges or hidden fees. So, if this is something you’re interested in, be sure to choose an accounting software with receipt management capabilities. Lastly, consider the payment processing fees associated with each software.
How BooksTime Compares
When calculating the TCO it’s important to add all of these “hidden cost” as well. BooksTime is more expensive to implement than BooksTime, BooksTime is rated higher (96/100) than BooksTime (94/100). The reason why I wanted to do the importing is because I needed to migrate several years of data from another accounting platform I’ve used previously. It can be used by more than user and comes with multiple currencies. Accessing BooksTime can be done through the CRM, which is a big help for invoicing clients. BooksTime is far easier to use than the competitor software I have used. Rather than insisting on one fixed workflow, if offers easy and BooksTimeive ways to work the way you want.
And the main complaint is going to be in relation to lack of payroll support. Overall, BooksTime’ support and customer service exceeded my expectations. In terms of timekeeping and project management, few other platforms compare to BooksTime. Time tracking is linked to a project and a customer, which would be problematic if you wanted to use separate billing for customers.
Something that BooksTime’ invoices have that others don’t is the sales person feature, where you can note who made the sale. This feature can be helpful if you need to keep track of your employees’ achievements. One downside to BooksTime’ expansive features is that it feels generic and not especially tailored to a type of business.
I currently own a template consisting my banking details as well as the address of the client for shipping. If you are merely looking at generating invoices, tracking expenses and allowing credit card payments Zoho Invoice is more than enough .
The dashboard also gives users an overview of the state of their business using visual tools such as graphs and charts. Helpfully, the software walks users through each step with prompts and how-to videos.
Apptivo Crm Software
Another thing to note, if you’re considering using BooksTime as an accounting platform, is that it recently launched a payroll platform, Zoho Payroll. However, as of January 2020, it’s only available in India and two U.S. states, California and Texas. BooksTime has a lot of platforms it can integrate with, but most of them are in the same category, such as for online payments or tax filing. If you already use some of Zoho’s other platforms, such as Zoho CRM or Zoho Inventory, it’s easy to integrate with your existing account. However, if you’re hoping to integrate with other third-party platforms, it may not be the best for you.
Designed with a long list of comprehensive features, this accounting software works particularly well if you have inventory to manage. The only downside to the application is the lack of integration with a payroll application, which can create additional work for you if you have employees to pay. These restrictions might be problematic for certain small businesses, especially those with many different customers or those who want various team members to have account access. Even though BooksTime gives you the ability to add more users by paying a monthly or annual fee, the Professional Plan even caps the number of users at 10.
It also makes it easy to stay on top of bad clients and make better business with their reports. From a time perspective, the biggest problem BooksTime solves is the efficiency in filing tax reports allowing me to get back to my core business faster. If you want to run a complete accounting system, with the tax reports, bank reconciliation, POs, etc, then BooksTime is the natural choice. I like the simplicity of the software and the fact that it covers all my accounting business needs.
Add A User
I’ve been using Zoho products for quite some time and, sometime, it feels like support has gone worse over time. The sales tax report makes filing the tax reports a breeze and is the primary reason I moved from Zoho Invoice to BooksTime. Invoicing, expense and income tracking, automated payment chasing, balance sheets, profit and loss. The simple and dynamic functionalities which ensured that all of our requirements related to accounts, customer engagement are fulfilled. Zoho Book is for the foremost portion utilized by a specialist and this application makes a distinction to supervise the charging and invoicing detail with correct disregard on accounts.
- For a quick and real-time view of the health of your business, a glance at the dashboard would suffice.
- BooksTime and BooksTime share some strengths, especially their user-friendly software, highly rated mobile apps, and extensive reporting.
- You may also browse through its accountant directory and find an accountant, bookkeeper, or financial advisor to assist you.
- BooksTime offers quite a lot of report templates, but they have limited filters and customizations.
Sales people armed with financial insights, credit history of customers and access to product pricing information could sell smarter and better. And that is exactly what you https://bookstime.services/ get with the tight integration between Zoho CRM and BooksTime; you bridge the gap between both your systems and bring about efficiency in the way you do your business.
Moreover, Zoho Invoice also makes it possible for freelancers and entrepreneurs to create and deliver customized invoices in different languages and currencies. The “Zoho” brand is undeniably a prominent one when it comes to their powerful contra asset account online services for all kinds of businesses. The stand-alone Zoho Invoice, however, is arguably one of their best SaaS modules. Conexis VMS is an easy-to-use, cost-effective vendor management system built for spend volumes with no minimum.
Using BooksTime Payroll
Divvy provides free expense management software that allows you to set budgets, pay bills, and automatically track expenses in one seamless app. General consensus is that it takes work to get BooksTime up and running, from migrating your information from BooksTime or another accounting platform to learning how to use each of the features. BooksTime does offer strong customer support via phone, email, live chat, and a wide range of articles, videos, and weekly webinars. Capterra, BooksTime wins the battle of customer support and price, but BooksTime offers more in the way of features and functionality. Today we’re diving into the powerful BooksTime accounting software and all of the related features within the Zoho Suite. Your small business accounting needs are unique, so why not build your own solution to check the most important financial boxes? Zoho provides a huge range of software solutions for business management, from CRM systems to fully developed accounting platforms.
BooksTime is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. Get accounting right for growing businesses with BooksTime, an easy-to-use online accounting solution. BooksTime features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management.
Features
Compared to other platforms with both features, such as BooksTime Online and BooksTime, it’s affordable. Because you can connect with a lot of payment gateways, you’ll be able to accept credit card payments from your customers. There is also a client portal to help your clients manage their invoices and projects. You can assign the invoice to an existing customer or add a new customer through the pop-up bar when you type in the “customer name” section. The columns you must fill in are the “customer name,” “invoice#,” “invoice date” and the item description sections. You can also pick a payment gateway on the “payment options” section on the bottom of the “new invoices” page.
How safe is BooksTime?
Your data is therefore secure from inside access; Zoho performs regular vulnerability testing and is constantly enhancing its security at all levels. All data is backed up on multiple servers in multiple locations on a daily basis.
With features such as time-tracking and expense tracking, BooksTime gives users the tools to manage the financial aspects of project management efficiently. With the time-tracking module, users can view ongoing projects or create new ones with ease.
They can upload transactions to you and generate a customizable statement of accounts. And you and your vendors can both post comments so you can work together on outstanding issues. That pricing compares favorably with that of our Editors’ Choice winner BooksTime Online which starts at $25 per month for its Simple Start plan.
Failing that, BooksTime issues can be tackled over the phone via a toll free hotline. Usefully, Invoices, Credit Notes, Expenses, Bills, Recurring Invoices and more are available by default in BooksTime. Once you’re inside the dashboard area everything is What is bookkeeping very self-explanatory, with core menus down the left-hand side and more along the top. Another bonus with BooksTime is the extensive list of available templates for creating everything from invoices through to customer statements and all points in-between.
With it, users can capture comprehensive product details such as the item’s stock-keeping unit number, cost, product image, and even vendor details. Like a lot of its other features, BooksTime gives users a high degree of flexibility in this department too. They can create customized price lists, choose which item is taxable, and set a preferred vendor. Additionally, the software provides users with email alerts if the inventory drops below a set level.
You can do this as you go along, but it takes less time to create transaction forms if you’ve done this early on. You can, of course, enter everything manually, but there is little data you can’t import into BooksTime. Not providing payroll is not a showstopper, but BooksTime doesn’t even integrate with third-party payroll providers like BooksTime. This is a serious deficit for an accounting solution suitable for companies large enough to have employees.