online accounting and customer management software

When reviewing bookkeeping and accounting apps for your business, note those that most closely meet your requirements.

What other features do I require in an online bookkeeping app?.

How comfortable am I with accounting and bookkeeping terminology?.

Do I need customizable templates to include my company header, or is a preset template okay?.

How many users - including my employees and third parties like my tax professional - need access to the software?.

Do I need an app that accepts payment by check, PayPal, Stripe, Venmo, direct deposit, and credit card?.

Do I need invoicing options in more than one currency?.

Does my business require other applications or integrations, such as customer relationship management, payroll, scheduling, e-commerce, inventory management, or time tracking?.

Is a cloud-based bookkeeping app the best option for me, or am I more comfortable with a downloadable option?.

How many billable clients or customers does my business have, and how many total invoices do I generate each month?.

So consider these questions before reviewing the available options:

Given the vast array of options, it’s important to determine your needs before attempting to select the best bookkeeping app. However, wading through the features of each application in search of the perfect bookkeeping solution can be daunting if you don’t know what you are looking for. Many available cloud-based accounting and bookkeeping applications are easy to use and inexpensive - perhaps even free - for businesses of all sizes. Gone are the days when you needed to collect receipts in a shoebox and deliver them to a professional bookkeeper each month. Today’s freelancers, work-at-home parents, and small-business owners have more choices than ever when it comes to accounting and bookkeeping services.

Online accounting and customer management software