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Larger small to medium sized businesses - what accounts packages do you use?

3 replies

alloalloallo · 24/06/2022 07:50

The company I work for have used QuickBooks for the last few years.

I’ve always found it fine - easy to use, we can get up to date reports from it quickly and easily, the back feed is updated through it, we can send sales invoices directly from it, easily send purchase orders, every expense has a copy of the invoice uploaded to it so we can look back easily. We used to hashtags to easily search for stuff, could create our own coding, sub categories, reconciling the bank was quick and easy, etc, etc. Didn’t really find any limitations with it - it did everything we wanted it to.

I did all the accounts on QuickBooks pretty quickly and easily, and then just gave our accountant a log in for the year end stuff.

Our accountant wasn’t keen and when we started to grow, insisted we needed something more robust. We got a bookkeeper in and started using the PC based Sage. I still have to do 3/4s of the accounts stuff I did previously as I have to get all the purchase invoices across to her, we now use excel spreadsheets for invoicing so I have to print all those out for her too. I have to download the bank statement into Excel every day instead of using the QuickBooks bank feed. It takes forever to get figures, it’s difficult to look back on old invoices, I now have to file everything as the accountant insists on having paper copies of everything so we’ve got filing cabinets everywhere.

My bosses hate it, they don’t have up to date figures like they used to. My boss will ask for an invoice for some random part he bought from some obscure company 6 months ago as he wants to buy another one and he can’t remember where he got it from - I used to be able to find it pretty quickly on QB, or he could find it himself, now we can’t.

None of us are trained on Sage, and where it’s done through a bookkeeper, we don’t have easy access to it anyway.

Just wondered what other businesses use as this whole thing is driving me slightly nuts.

Thanks!

OP posts:
AvocadoPlant · 24/06/2022 08:10

I would say QB, Sage and Xero are all broadly similar in terms of ease of use and producing reports etc.
I like that you can add electronic copies of purchase invoices really easily in both QB and Xero.
TBH it sounds more like you have an accountant problem rather than a software problem!

alloalloallo · 24/06/2022 09:02

Thanks!

I’ve looked at QB, Sage online and Xero.

All look pretty much of a muchness. QB worked fine for us

Accountant is adamant that the online-based packages are not adequate.

OP posts:
RockyRoadster · 24/06/2022 09:52

I agree it sounds like you have an accountant and bookkeeper problem. All the things you want are available on Sage. Purchase invoices can be added electronically via AutoEntry, sales invoices can be generated via Sage if you have a multiuser package so it is not just the bookkeeper using it and Sage also uses bank feeds if it is activated on the package.

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