Why I chose to use Quickbooks for my small business {and a special offer!}

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Ahhh, a new month. We’ll skip over the head shaking of how it is already July (which means school now officially starts next month). I’m a full-blown planner addict and when I realize I get to flip that page to a new month, I’ll admit I get a little over excited. Anyway, July is not only the start of a new month but also a new quarter. For me, July means:

  • Half way through the year - yes!

  • Vacation time - so much to prepare!

  • Time to re-evaluate goals and take reflection time to see what’s working and what’s not working

  • Time to do quarterly taxes, ugh

  • Time to donate to Kiva - yay!

When I started my business a couple of years ago, I was a tad bit nervous about managing the financial parts. I mean, I have a Business Degree and my husband works in finance so probably it was going to be okay. But I had a little anxiety about “doing everything exactly right.” (Hi, I’m Andrea and I’m an Ennegram 1). And to be transparent, I didn’t get it all right in the beginning. The first year it was time to do taxes, I nearly had a meltdown in my office because there were plenty of things I had done completely wrong. But, I made a decision at the end of year one that made my life so much easier. I switched to Quickbooks!

If you own a business or are thinking of starting one, choosing a financial platform to manage your finances is a pretty big decision you must make. And there are so many options. While there wasn’t anything wrong with the product I used in year one, I did find it had limitations I didn’t like and that actually made my job a little harder. So why did I choose Quickbooks? Here are just a few reasons!

  1. I can login online from anywhere (like on my Macbook sitting in a coffee shop) but I can also use the desktop app on my iMac in my office.

  2. I have a dashboard that gives me all of my pertinent info at a glance like unpaid invoices, sales, expense overviews, and other helpful quick links (and this screen can be customized).

  3. Instead of waiting to reconcile my register each month, I can quickly review my bank activity and go ahead and classify each expense as I see them. This saves me a ton of time later (like today, I reconciled my June statement in about three minutes).

  4. I can set “rules” for certain types of transactions so it classifies them for me. For example, every time I have an expense for One Skin Care, it marks that transaction as personal. Or if it’s money spent at Office Depot, it marks it “office supplies.” I can override it if needed but it saves me time if the rule holds true.

  5. The Quickbooks team just added a great new feature where you can upload a photo of the receipt and it will enter the details for you! I love this because I can manage my work flow better by uploading the receipt and then immediately add that receipt to my taxes file, too. Win win!

  6. There are tons of reports features to help me stay on track with my business goals. I use the Estimates report to track estimates I’ve sent and follow-up with those potential clients. I can also quickly pull reports that help me with my quarterly tax bills and managing my expenses by project.

I could go on and on about other features I love but I’ll stop there because I want you to focus on this —-

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Quickbooks is running deal right now that is too good to pass up! With the link I’m about to give you, you can get 50% off QuickBooks Online or 50% off QuickBooks Self-Employed for 6 months.* They have plans as low as $10 a month! To take advantage of this offer, just use this link to sign up: https://quickbooks.grsm.io/andreashirey1588

If you’re not happy with your current financial platform or feel like halfway through the year is a good time to switch, I highly recommend trying Quickbooks. It will save you time, help you stay organized with your finances, and free up time to do the real work you love!

If you have any questions about Quickbooks, please let me know!

Until next time, keep making a great first impression!

Andrea

Note: The above link is an affiliate link and I will get a small fee if you choose to sign-up. However, I truly love this product and would not endorse anything I wouldn’t use. And, you’ll save money, too!

What are the details of the special discount?
*50% off the monthly price for QuickBooks Online (Simple Start, Essentials or Plus only) or QuickBooks Self-Employed is for the first 6 months of service starting from the date of enrollment for new paying subscribers only (trial subscriptions are not applicable), followed by the then-current fee for the service. Additional terms, conditions, pricing, features, service and support are subject to change without notice.