How do you handle finances?

[HammerHost]

I also use quick books. When I first started web design, I used a simple spreadsheet. After things got more complex is when I switched. It's a great piece of software.

 

[Zachary McClung]

Hi,

How do manage your finances? Do you do it strictly with WHMCS? Or do you put everything into a spreadsheet? Or do you do both?

We use QuickBooks. Quickbooks online is great for web hosting. You enter the customers details in and you can setup reoccuring billing in a template for each customer. Its a pain in the butt if you have alot of signups each day; however, it makes life much easier than importing or trying to import from a billing software.

 

[creativhost]

Hi,

How do manage your finances? Do you do it strictly with WHMCS? Or do you put everything into a spreadsheet? Or do you do both?

I Do use a spreedsheet. I first picked up this time in my office sales jobs. It can be easy to change and show projected income and if you use the correct commands it can be very useful to you. It beats using a software like sage or something, and its cheaper.

 

[SenseiSteve]

QuickBooks Pro is not that expensive, and once it's set up - is so much more comprehensive and user friendly than managing spreadsheets.

 

[siforek]

QuickBooks Pro is not that expensive, and once it's set up - is so much more comprehensive and user friendly than managing spreadsheets.

Agreed. It's well worth the price & I love that I can simply export everything, send it to my CPA and he takes care of everything each quarter.

 

[Lagniappe]

ClientExec to invoice - exports clients/invoices to csv file and then imported to Microsoft Small Business Accounting for financials.