Efforts gradually become fruits of managing many procedures and operations to work with a number of employees, managing a small or medium-sized business is stressful and rewarding. To effectively accomplish assigned tasks and manage all resources, it is essential to automate basic but important tasks, such as bookkeeping. This will help you focus on your core activities and think strategically, and will help you save time and money.
To streamline your accounting and manage your finances, QuickBooks comes with a host of applications, from which you can choose a suitable software to meet your specialized business needs. However, more options come with more confusion and when it comes to choosing an app, the situation becomes more complex. And therefore, it becomes necessary for the company to do extensive research to select the best option.
We’ve created 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 will help you recognize your current and long-term business requirements. For example, you need to consider the number of people who will use it, the needs of your current employees, the size of the company, etc. Many programs limit the number of users per account, while others offer multi-user access for additional fees. 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 determine whether or not the application will perform the required tasks. These tasks can include creating an automatic expense entry in QuickBooks, extracting data from receipts, and more. Once you’re done with the full list of “must have” and “must have” features, you’ll be able to find the right software for your business.
Research and browse the app categories
A thorough investigation of the categories of apps in the QuickBooks app store will help you figure out the top priorities that need your attention. For example, some of the featured QuickBooks application categories are human resource management, running payroll which includes paying your contract and employee invoices on time, performing analytics to turn QuickBooks data into meaningful information , track payroll and billing time, sync data to avoid manual data entry, automated tax preparation features, etc. Once you have considered the categories, you should shortlist the selected software. Now, read about the software, customer review, description and check out the demo. Thorough research will help you choose the best app to meet your business needs.
Think of the app as a business investment
The apps will help you save time and help you increase your sales by leveraging your efforts in monetary terms. Plus, by taking your apps to the cloud, you can also make your software mobile. QuickBooks Cloud hosting will help your employees collaborate and cooperate with your team and clients in real time. Investing in apps will help you do more with limited resources and give you better control of your resources.
Train your staff
To avoid confusion and get maximum usability from your software, it is essential to train your employees. It also helps to make them aware of the features and their usability. Doing this will help integrate the new software into your existing system. Above all, ‘learning is not a spectator sport’ and therefore learning must be an inherent part of the business.
In conclusion
When it comes to choosing software for your business, you need to be careful and aware of your business requirements. Get help from an accounting expert, ask your employees, and get insights from an app developer for accounting software. After all, a successful business is like a team sport that needs a committed contribution from all departments.