Evenings spent adding up invoices for your accountant. Karzen works out your sales, taxes and unpaid invoices for any period, and prepares a journal QuickBooks Online can import.
Your bank balance won’t tell you what labour brought in. Invoiced, voided and net, split between labour, parts and other, by day or by month.
Rebuilding tax totals from a pile of invoices eats your evenings. Each tax with your registration number, the taxable amount and voids, ready for your returns.
Cash, card, cheque: does it all add up? What came in by each payment method, what was refunded, and the net.
Old invoices slip out of sight, and the money with them. Who owes what, by age: 0 to 30, 31 to 60, 61 to 90 and over 90 days, with phone numbers to follow up.
Your accountant wants specific dates? Today, this week, last month, last year, or the dates you choose.
Typing every invoice into your books a second time is wasted time. Balanced entries for invoices, voids, payments and refunds, in a file QuickBooks Online can import and any bookkeeper can read.
Your books already have their own account names. Accounts start with QuickBooks Online’s Canadian names, in French or English, and you can rename them to match.
Need the numbers in your own spreadsheet? Download any report as a CSV file and open it in Excel or Google Sheets.
Even an import is one more step. Send your sales and payments straight to QuickBooks, Sage or Acomba. Coming soon