Looking for a new accounts software

[lumencreative]

Currently use Kashflow, which I like for certain things, but other things frustrate me, so I'm looking for a change. I've done a trial of Xero, Quickbooks and Clearbooks but am finding it really difficult to choose between the two. As a design and print business, my main requirement is the ability to produce good looking pdf documents.

A lot of people seem to rave about Xero but I found it a bit disappointing with the lack of options for invoice/statement design. Clearbooks and Quickbooks both have good options (with Quickbooks having the ability to upload a word document as a template). However, none seem to have the option to customise statement design.

I was just wondering which people here use and what your thoughts are/would you recommend it?

Quickbooks and Clearbooks seem to be very similar in terms of what they offer, so let me hear your thoughts

 

[UK Contractor Accountant]

Take a look at Quickfile - its free for small businesses with a host of features

https://community.quickfile.co.uk/t/customising-your-invoice-design/8869
https://community.quickfile.co.uk/t/client-statement-css/8948

 

[MyAccountantOnline]

Currently use Kashflow, which I like for certain things, but other things frustrate me, so I'm looking for a change. I've done a trial of Xero, Quickbooks and Clearbooks but am finding it really difficult to choose between the two. As a design and print business, my main requirement is the ability to produce good looking pdf documents.

A lot of people seem to rave about Xero but I found it a bit disappointing with the lack of options for invoice/statement design. Clearbooks and Quickbooks both have good options (with Quickbooks having the ability to upload a word document as a template). However, none seem to have the option to customise statement design.

I was just wondering which people here use and what your thoughts are/would you recommend it?

Quickbooks and Clearbooks seem to be very similar in terms of what they offer, so let me hear your thoughts

Accounts Portal is another one to look for.

I think its fair to say most produce functional looking invoice and statements.

Do you really need to customise statements?

 

[CarlyNewton123]

Hi,
What're the main features you want from a system?
Obviously you've said the ability to create documents. But what else for you is most important?

 

[lumencreative]

Accounts Portal is another one to look for.

I think its fair to say most produce functional looking invoice and statements.

Do you really need to customise statements?

As I said, we're a design and print company so if we sent out documents that look like they've had no design thought whatsoever, it doesn't reflect well on us (more so when the invoices look nice and branded, but statements don't).

Hi,
What're the main features you want from a system?
Obviously you've said the ability to create documents. But what else for you is most important?

The only other feature we'd like (which I didn't mention because as far as I know, they all do it), is the ability to email the invoice to the customer with a 'pay online' option.

I'll admit, some implement that in a different way to others, and I don't particularly like the way Clearbooks does it...this is what drew me to Kashflow in the first place, but Kashflow haven't made any improvements in the 2 years Ive been using it.

 

[CarlyNewton123]

Hi

Thanks for your reply.

I will give you a private message now

 

[MyAccountantOnline]

As I said, we're a design and print company so if we sent out documents that look like they've had no design thought whatsoever, it doesn't reflect well on us (more so when the invoices look nice and branded, but statements don't).


The only other feature we'd like (which I didn't mention because as far as I know, they all do it), is the ability to email the invoice to the customer with a 'pay online' option.

.....

The layout of your invoice would honestly be irrelevant to me but I'm obviously looking at a different perspective to you.

I wouldn't think twice provided it was a professional looking invoice which will be what all good systems produce.

Accounts Portal will certainly enable you to quickly and easily email invoices and statements and does give the option to pay online.

 

[TraceyV]

I have just upgraded an old version of Sage. My customers want the invoice emailing or uploading. I think you can import your own logo. Depending on how big your business is depends on the cost.

 

[Asjs3n4]

Have you looked at ERP Next its FREE