Client uses clearbooks accounting software, can I use something else?

[Trader82]

Just wondering if anyone can help/advise on the above, I have 400-500 transactions per month to process, is it possible to use different accounting software to the client?

Or would remote access on the clients software be the way to go?

I don't normally do remote bookkeeping, hence my lack of knowledge in this area!

Thanks in advance

 

[Bob]

Maybe have a word with @kevin.doran who is the ClearBooks specialist

 

[Trader82]

Will do, thanks Bob

 

[Blood Lust]

Most accounting software allows you to email orders, invoices, receipts, credit notes, etc, to the client or supplier. If they have decent accounting software it might be possible for their system to process these autonomously but if not one of their accounts assistant will print them off and enter them in manually. You simply pick the accounting software which is right for your needs.

QuickBooks its good for small businesses and is cheap. Its paid monthly but please note they charge you £1 per month per employee on the payroll so once you grow there comes a time its not the cheapest anymore - http://www.intuit.co.uk/quickbooks-accounting-software/

You don't need a copy of each customer or suppliers accounting software. Unless you have some kind of integration or alliance going on with one of them in return for their orders or special prices for you.

 

[arnydnxluk]

I'm not a bookkeeper or accountant but I think remote access is the only way to go, otherwise you're going to be duplicating the books in both your own software and ClearBooks which seems a bit pointless. If you can familiarise yourself with ClearBooks you'll have another selling point and a whole new online audience to sell your services to. Plus you might even find it more efficient, both you and your client being able to review accounts/reports at any time during the year without scheduling a meeting must be worth something!

Or is it possible to maintain the books in ClearBooks but bring monthly totals into your own software for filing? Something along those lines (I'm taking guesses here!)

 

[Blood Lust]

Sorry but thats not how accounting software works arnydnxluk. If your customer places a purchase order with you then you raise an invoice on your system and send it to them while printing a copy off and using it as an order to be worked on.

You dont raise a purchase order for it on your system. That is something you only raise when you want a produce or service off them and then you send a copy to them. There is no duplication of anything.

If it is all done online then the sending of invoices for orders they placed or purchase orders for stuff you want is just sent over the net instead of through the post. You treat them as invoices or purchase orders in your own accounting system just the same as if they were done through the post.

 

[UK Contractor Accountant]

Correct me if I am wrong but isn't Clear Books a cloud based software so you can access it anywhere where you have Internet access -just need the login details or set up as a User with your own access rights.

 

[Trader82]

It is indeed cloud based, I had a chat with Kevin yesterday and your right you just need to be set up as a user.

Thanks again to all.