QuickBooks billing solutions include Intuit products like BigTime Wallet and Chargebee. However, they are not the only products you should consider. You also need to keep track of vendors, including accountants and subcontractors. This chapter will help you with the setup and management of vendors. You will also learn how to create customers and manage jobs.
Intuit offers QuickBooks Billing Solutions
Intuit is a company that makes the popular accounting software QuickBooks. It’s been in business since the early 1980s and strives to make accounting as easy as possible. It offers various solutions that help businesses save time and money by eliminating the need for paper receipts and other manual processes.
The QuickBooks Billing Solutions feature includes payment processing, accounting and invoicing capabilities. Users can customize their invoices, accept payments within the invoice, and track payments automatically. They can also receive alerts when invoices are paid. This helps streamline lengthy accounting processes and keeps accounts up-to-date.
The solutions come in different tiers, based on your business needs. The Basic Plan covers basic accounting functions, while the Essential Plan covers more advanced functions. The Essential Plan includes bill pay and time tracking functions, and the Advanced Plan offers inventory and project management. Changing between plans is easy, with no downtime.
QuickBooks Billing Solutions come with customizable templates. The customer record template has tabbed sections for tax information, payment and billing preferences, and other information. It’s also equipped with language tabs, allowing you to send invoices in six different languages. Additionally, the customer record includes customer information, projects, and late fees.
While Intuit offers QuickBooks Billing Solutions, the fees and features are not cheap. As a result, the subscription plans might cost more than other alternatives. However, Intuit’s payment solutions offer many benefits, and the company offers a great customer service. If you are considering signing up for this service, be sure to read the fine print.
BigTime Wallet
The BigTime Wallet add-on for Quickbooks billing solutions offers clients the ability to pay online for invoices and services. It provides a fast, secure payment process while protecting sensitive data. It also integrates with QuickBooks for automatic payment posting. BigTime Wallet also includes a client portal that enables clients to view invoices, save their preferred payment methods, and encourage effective communication. The program also has resource management tools, such as templates, which make it easy to implement a new payment process.
The BigTime software platform includes time and expense tracking, project management, and multiple-level approval workflows. It also helps businesses manage multiple projects at once, measure profitability per project, and get paid faster. The BigTime platform includes a variety of plans to meet the needs of businesses of all sizes. Its expense management tool provides time and expense monitoring, including timer functionality.
The BigTime Wallet app is easy to set up and integrates with QuickBooks Desktop and QuickBooks Online. Users can start using BigTime within minutes and don’t need to worry about re-entering data or reconfiguring their systems. In addition, BigTime Wallet supports mobile invoicing and allows users to create a custom invoice template in the QuickBooks software.
BigTime integrates with QuickBooks Desktop and QuickBooks Online, allowing businesses to synchronize client lists, expense data, and staff lists. The BigTime software also helps users manage their timesheets and expenses in both systems. Additionally, BigTime and QuickBooks can post timesheets to QuickBooks Desktop, reduce the burden of duplicate data entry, and provide insight into resource allocations.
The BigTime app can be downloaded from the QuickBooks marketplace. It then connects to QuickBooks online and can be linked to the accounting system. Users can choose a monthly subscription plan for BigTime, which includes updates, support, and upgrades. With a subscription plan, BigTime is compatible with all levels of QuickBooks online apps.
Chargebee
Chargebee and QuickBooks can both be used to process payments online. The Chargebee app manages the payment gateway and stores customer data. It also integrates with social media accounts to track customer satisfaction. QuickBooks offers desktop, online, and cloud applications. Once integrated, QuickBooks and Chargebee can sync payments, invoices, and credit notes.
Chargebee integrates with QuickBooks so you can view real-time data and create invoices without switching between apps. You can also take advantage of its ‘Glances’ feature that works in your browser. This feature allows you to highlight text, open a pop-up window, and access a list of relevant customer insights. Glances also lets you perform time-saving actions within Chargebee.
Chargebee can also integrate with QuickBooks Online, which is perfect for SaaS companies who want to streamline their revenue operations. The software seamlessly synchronizes data from your QuickBooks Online account, including sales, expenses, and payments. Chargebee can also be used to manage subscriptions. QuickBooks Online allows you to manage all your business transactions from one location.
Chargebee has four different plans for your business, depending on your needs. You can choose from the free or the paid version, depending on the features you need. You can also integrate the service with your Payment Gateway. Chargebee helps manage subscriptions, recurring billing, and invoicing. It also helps you manage trials.
Chargebee has a one-way integration with QuickBooks. It does not update QuickBooks automatically, so you’ll need to make sure you’re using the latest version. You can set up multiple tax jurisdictions with Chargebee and connect each account to one QuickBooks account. Chargebee supports multi-decimal currency. You can also download an Account Summary Report.
Chargebee and QuickBooks Online are both able to integrate with each other and create recurring billing. Chargebee and Quickbooks Online can also automate customer creation and payouts. Once integrated, you’ll be able to see all your invoices and customer information in one place. A simple and convenient interface is available to get started.
Chargebee’s integration with QuickBooks ensures compatibility with QuickBooks’ reconciliation logic and user interface. This means that you can continue using QuickBooks while Chargebee works with it. You can also download the Chargebee Chrome extension, which automatically scans for matches.
Intuit’s Employee Organizer
Quickbooks billing solutions and Intuit’s Employee Organizers both provide a host of powerful features to help businesses manage employee and payroll information. Besides allowing employers to manage payroll data, these systems also help small businesses create reports and provide guidance to employees about their employment practices. Employee Organizer helps employers centralize employee information, such as personal information and emergency contacts. It also provides job costing information, allowing employers to automatically track job costs and send sum totals to employees’ paychecks.
Intuit may also include new and updated beta features in the Services. Users may have the option to provide feedback on beta versions of the Services. However, users should understand that they may not be able to revert to an earlier version if they are unhappy with the changes. Moreover, they may not be able to restore any data created in a beta feature to their accounts.
Intuit offers several editions for small businesses. There is a Retail Edition for retailers, and there is also a Manufacturing & Wholesale Edition for manufacturers and wholesalers. Both versions have a number of built-in features tailored to the industry. These editions reduce the initial setup time and provide important features for businesses.
Quicken was originally developed by an employee of Procter & Gamble who had seen that personal computers would eventually replace paper-based accounting. In the early 1990s, Intuit engaged the investment firm Kleiner Perkins to assist the company in diversifying its product line. During this time, the company also acquired a tax preparation software company in San Diego, which added to its revenue. This was a huge leap for the company and it grew at a rapid pace. In the late 90s, Intuit received a buyout offer from Microsoft, increasing its market capital to $2 billion.
For the small business, QuickBooks Online is a good fit. QuickBooks Online offers a wide range of features to help businesses manage their finances.