In light of our launch of the Concur Connector for QuickBooks – an integrated expense solution that pulls your Concur expense data into QuickBooks with one click – we’ve teamed up with QuickBooks expert and author Leslie Capachietti to provide some tips and tricks to getting the most out of this popular small business accounting software.
1. Version selection matters
QuickBooks is no longer just a one size fits all solution. It’s easy to get overwhelmed, as there are now several versions available to fit your business type and growth stage.
When choosing the edition of QuickBooks best suited to your business, consider the following:
- Your industry, e.g. Retail, Construction, Professional Services, Manufacturing or Distribution. QuickBooks tailors their offerings to vertical markets and many come pre-loaded with the accounts, forms and reports you’ll need.
- Do you need to manage inventory? If so, does that inventory need to be tracked at multiple locations? If so, the QuickBooks Enterprise Edition comes with an optional Advanced Inventory module that lets you track inventory through multiple locations down to the bin location level using barcode scanning.
- Do you and your staff need anywhere/anytime access to QuickBooks to enter information or run reports? Consider the Online Edition.
2. Integration with other business applications
Many small businesses use various desktop or cloud based applications to manage critical parts of their business operations such as sales lead management, expense management or a shopping cart application for a web store. What’s more, they want an easy and affordable way to get the data into QuickBooks.
There are now literally hundreds of business critical applications that offer built-in integration with QuickBooks. Check out the QuickBooks App Center or the Intuit Developer Network to find a solution for your business.
Read more from Concur