Many people who use accounting software such as Quickbooks understandably feel they would like integration with Pet Sitter Plus, but upon using PSP as your front line invoicing tool, integration with an accounting software such as QuickBooks is not as important as you might have thought.
Tip: Pet Sitter Plus is an excellent accounts receivable system. Think of it as "one half" of an accounting system (the bit that deals with invoices and receipts).
- invoicing in advance of service.
- invoicing at the end of service.
- weekly invoicing.
- bi-weekly invoicing.
- monthly invoicing.
- invoicing every 4 weeks etc.
Integration between the service schedule and invoicing allows you to easily and efficiently produce more detailed, itemized and accurate invoices than is possible using an accounting software alone.
Additionally, if staff is paid per service, compensation is managed simultaneously with scheduling and invoicing. You can easily produce accurate, detailed Compensation Reports as needed.
We understand and support all major sales tax regimes around the world such as Sales Tax, GST, UST, HST and VAT and and offer a comprehensive suite of accounts receivable reports which include, bulk invoicing, past due report (aged debt), Invoice report, TAX report (VAT and sales tax liabilities) and receipt / revenue analysis by service type.
So from a functional point of view, Pet Sitter Plus provides all the key requirements of an accounts receivable (invoicing) system for pet sitters.
So if you have Pet Sitter Plus installed, do you still need QuickBooks (or any other accounting solution)?
Well the answer to that is maybe.....
Some clients are quite happy to operate using Pet Sitter Plus as a complete solution on which to run their business and do not operate a separate accounting solution at all. Any accountant should be happy to use the revenue reports that are available from Pet Sitter Plus to generate a set of accounts.
However, as your pet sitting business grows, you may find that there is functionality in an accounting system that is essential for the management of your larger business.
So if you feel you need to operate an accounting solution alongside Pet Sitter Plus there are two ways to approach this, as follows:
Option One: The Simple Method – Using a Sales Receipt
This is the easiest and most popular method. With a full and detailed history of invoicing securely stored in Pet Sitter Plus, there is no need to duplicate this information in your accounting software. This means there is no need to maintain a list of clients in your accounting software and there is also no need to post individual invoices and individual client receipts.
No need to record the detail
Standalone accounting solutions such as Xero and QuickBooks function well with an entry of daily revenue. As long as the internal bank account in your accounting software balances with your bank statement, all is well. Enter total cash received from the appropriate reports to your accounting software as a sales receipt, (one time posting). Revenue integration is achieved with little effort.
Additionally, when daily revenue is posted to your accounting software and the account balances, this indicates all receipts in Pet Sitter Plus have posted correctly. So the process of posting a sales receipt into your accounting solution based on the Pet Sitter Plus report is a good cross check that receipting has been done correctly in Pet Sitter Plus.
With the simple method, you do not need to record clients or invoices in your accounting software solution.
Option Two: The Detailed Method
Using the detailed method, clients maintain a client list (name and address) in their accounting software but the detailed client and pet information is stored in Pet Sitter Plus.
On regular basis, create an invoice list from Pet Sitter Plus and transfer this summary information manually into the accounting software. Marking invoices as paid involves entering the Pet Sitter Plus receipts report into the accounting software.
Accounting software is no longer mission critical when using Pet Sitter Plus
When discussing the role of accounting software with some of our larger clients, they tell us that because Pet Sitter Plus has replaced their accounting software as the front line invoicing tool, it is no longer a requirement that the accounting software be kept up to date in real time.
Consequently accounting system software can be updated with invoice and cash receipting information when time allows and can happily lag behind day to day operational jobs. Typically updating the invoice and receipt information is done either weekly or monthly.
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