Tradespeople and small businesses in the trade industry can face plenty of daily challenges when running their business, and accounting can be one of them. Whether it’s dealing with invoices, sorting out payments or keeping financial records, all these tasks can be time-consuming and tricky to manage.
A seamless job management software along with accounting solutions can improve efficiency and reduce administrative workload. So whether you currently use Quickbooks or have been considering using it, you’ll be pleased to know that it can easily be integrated with Workever to have everything under one roof.
Why Tradespeople Need Efficient Accounting Software
The Challenges of Managing Finances Manually
The likelihood is that, as a trade business owner, you probably don’t have much experience when it comes to managing finances, which can make it difficult for you to manage your business’s accounts.
Your day is already full with several different tasks, and adding having to track invoices, payments and customer details on top of that can be overwhelming.
Choosing to manage accounting manually can cause human errors, for example, incorrectly entering data, duplicating records or misplacing invoices and these mistakes can cost your business time and money.
Why QuickBooks is a Game-Changer for Small Businesses
QuickBooks is a financial tool that allows you to keep on top of everything when it comes to business accounting. It will provide you with a real-time view of your cash flow to ensure business owners always know their financial status.
Like Workever, QuickBooks is a cloud-based software, which allows you to manage invoices, reconcile payments and track expenses from anywhere. This can help you to keep on top of finances and help you get paid faster.
The Need for a Seamless Integration
As a business owner, you want to use software that makes the day-to-day running of your business easier. Using a separate job management software can lead to double data entry and inefficiencies. Workever’s QuickBooks integration software eliminates these issues by automating invoice creation, syncing payments and updating customer records automatically.
The Power of Workever and QuickBooks Integration
How the Integration Works
Workever has been built and designed to integrate important business tools such as QuickBooks to ensure users can keep on using tools that are already improving their business. Integration means you’ll never have to duplicate the work you do; instead, Workever will transfer the data for you.
For example, when a job is completed in Workever, your field agents will be able to instantly generate an invoice in a couple of clicks, which will automatically appear in QuickBooks without any additional manual entry. Also, whether your payments are recorded on Workever or QuickBooks, they’ll be updated on both platforms so there’s no need to manually enter it on the other.
Why This Matters for Tradespeople
As a tradesperson, it’s important that your day isn’t full of completing admin tasks. Time saved completing small tasks can be better utilised by business owners to focus on growing their company. You won’t have to worry about switching between the platforms or remembering to update the other one. Not only does using integrated software save on the time you have to spend completing accounting tasks but it can also reduce the chances of human error.
Key Benefits of Workever and QuickBooks Integration
Automatic Invoice Syncing
Invoicing is an important task for any business if they want consistent cash flow. In the past, for many businesses, invoicing has been slow and has caused delays in receiving payment. Now with Workever, your customers won’t have to wait days or hours to receive an invoice; they can get it the second the job is finished.
You’ll no longer have to rely on your office staff to send out an invoice; instead, your field agent can do it in a matter of clicks without it taking up time in their day. These invoices are then automatically reflected in QuickBooks so there’s no further work to be completed. Digital invoicing means quick and easy invoicing and helps your business get paid faster.
Real-Time Payment Recording
With real-time payment recording, when a customer makes payment, it’s automatically recorded in Workever and QuickBooks. This means you won’t have to take up yours or a member of your staff’s time getting them to manually reconcile payments and it also reduces the chances of any financial discrepancies. Instead, this allows trade business owners to focus on delivering their service rather than tracking payments.
Customer Contact Syncing
As a business looking to grow and take it to the next level, you’ll constantly be having an influx of new customers. With Workever’s integrated software, customer details are synced, meaning when a customer is added into one system, they’ll automatically appear in the other. This means there will be no errors in having duplicate entries, ensuring customer records are always kept up todate, making invoicing and customer communication smoother.
Work Anywhere, Anytime
Only being able to work from your desk in the office has slowed businesses down in the past and prevented them from growing at a greater pace. With Workever, as long as you and your staff have a smartphone or tablet, you’ll be able to work on the go. Whether you’re offsite in a meeting or your field agents are in a customer’s home, you’ll still be able to manage jobs, send invoices, view payments and much more while being remote using Workever’s mobile app.
So to recap, if you currently use QuickBooks or have been thinking about using it, then Workever’s software can be integrated alongside it. There’s no need to duplicate work across both systems, as the data will automatically be synced for you, saving you and your staff valuable time.
If you’re interested in using Workever’s job management software to help improve your business, then sign up for our free trial today and see firsthand how you can benefit.
