Efforts that gradually bear fruit to manage many procedures and operations, to work with a number of employees, running a small or medium-sized business is both stressful and rewarding. In order to effectively fulfill the assigned tasks and manage all the resources, it is imperative to automate the basic but important tasks like bookkeeping. This helps you focus on your core activities and think strategically, helping you save time and money.
To streamline your bookkeeping and manage your finances, QuickBooks includes a large number of apps from which you can choose appropriate software to meet your specific business needs. However, more choices come with more confusion, and when it comes to choosing an app, things get more complex. Because of this, the company needs to do thorough research to choose the best solution.
We’ve put together a checklist to help your business find the right QuickBooks app.
Identify your top priorities and problem areas
Knowing your business needs, top priorities, and pain points can help you understand your current and long-term business needs. For example, you need to consider the number of people who will be using it, the needs of your current employees, the size of the company, etc. Many software programs limit the number of users per account, while others come with multi-user access and charge extra. Therefore, it is important to consider all aspects of your business before coming to a conclusion.
Understand functional requirements
Identifying the functional requirements you want in your software will help you figure out whether the app will perform the required tasks or not. These tasks can include creating automatic expense entries in QuickBooks, extracting receipt data, and more. Once you’re done with the full list of must-have and need-to-have features, you’ll be able to find the ideal software for your business.
Research and browse the app categories
Thoroughly researching the categories of apps in the QuickBooks App Store will help you identify the top priorities that require your attention. For example, some of the key QuickBooks app categories include managing human resources, conducting payroll including paying bills from your contracts and your employees on time, performing analytics to turn QuickBooks data into meaningful insights, tracking time of payroll and invoicing, as well as synchronizing data to avoid manual data entry, automated tax preparation functions, etc. After considering the categories, you need to shortlist the chosen software. Now read more about the software, customer review, description and watch the demonstration. Careful research will help you choose the best app for your business needs.
Think of app as a business investment
Apps help you save time and help you increase sales by financially reaping the rewards of your efforts. By bringing your apps to the cloud, you can also make your software mobile. QuickBooks cloud hosting helps your employees collaborate and collaborate with your team and clients in real time. Investing in apps helps you get more done with limited resources and gives you more control over your resources.
Train your employees
In order to avoid confusion and achieve the greatest possible usability of your software, it is essential to train your employees. It also helps make them aware of the features and their ease of use. This allows you to integrate new software into your existing system. Most importantly “learning is not a spectator sport” and therefore learning should be an integral part of the business.
When it comes to choosing software for your business, you need to be careful and aware of your business needs. Get help from an accounting expert, ask your co-workers and get insights from an app developer to learn more about accounting software. After all, a successful company is like a team sport that requires the commitment of all departments.