She suggested I NOT sync QBO with Dubsado. I got the recording of that call to refer back to and felt like an enormous weight had been lifted off my shoulders just knowing I could reach out to her for help if ––who am I kidding, here,–– WHEN I needed it again. ![]() Once she was done, we had a training session call where she taught me how to do day-to-day type basics and run reports like my Profit & Loss statements which I’d previously only ever done in Dubsado. She & I made a quick gameplan, I sent her docs that she needed to set up QBO for me, and she got to work setting it up. ![]() Now 1,000% fully aware of my complete and total incompetence in the accounting dept, I reached out to my bookkeeper friend Galynne of Duly Noted Financial to help me get set up properly in QBO and learn how to use the basics.Īs soon as I saw her initial reply in my inbox, I IMMEDIATELY felt better. I promptly switched to Quickbooks Online, disconnected Xero from Dubsado, and once that was done I synced it with my new QBO account. Given that, it should’ve felt less overwhelming, and since it didn’t, I’m crediting Xero’s terrible UI. It was just me, and my only goal was to replace my meager 9-5’s salary. I mean, it’s not like I started using Xero with a multi-million dollar business to manage. Įach time I logged in I thought, “ what…….where do I…… it seems like this should feel a lot simpler…” I had Xero for 1-2 months and I might have logged in a handful of times. Like they never gave a thought to the fact that since they’re one of the cheaper options, self-employed people with very small businesses and no employees/team members/assistants might want to use it… but would have trouble doing so. On top of that, –it’s like they didn’t even bother trying to set it up in a way that non-accountants/bookkeepers could figure out where to go or how to do anything. Their user interface is SO dated and ugly. I created an account, synced it with my Dubsado account, and then upon realizing that my income/expense categories didn’t just magically populate over there, I logged into Xero to set that up… and immediately felt like I’d made a mistake. It integrates with Dubsado, I’d heard of it before, so I said, what the hell let’s try this one! So was that because it actually sucked? Also, WTF is the difference between QB and QBO anyway? Is QBO really online-only?Īnnnyway, you can see the path I was quickly heading down here. What I knew of Quickbooks Online was that an entrepreneurial family member with a successful business uses/has used it and complains about it all the time. I’m a Mac girl and have been for nearly 20 years, so this was a concern simply for the fact that I wanted to learn how to use it well enough to actually use it and so it needed to be easy to learn my way around and frankly having it look ‘pretty’ was a factor in that. What I knew of Quickbooks was the desktop version my previous 9-5 used which was boring & looked like… well, all Windows software because that’s the only place I’d ever seen it used… on Windows computers. I’d tried Wave in the past and it had left a bad taste in my mouth, mostly because I (admittedly) don’t know accounting terminology and it was full of that so I wasn’t able to pick it up quickly and it felt overwhelming to be in there. ![]() Is it hard to migrate if I choose one that doesn’t work for me? ![]() So you can imagine that when I set out to decide what accounting software I’d use to manage my finances, I was immediately overwhelmed. My search for an accounting app that worked with DubsadoĪccounting software options: Quickbooks, Xero, Freshbooks… where do I start?įirst and foremost: I am not a financial expert of ANY kind, and I hate balancing, accounting, reconciling, …well, math in general –okay? So with that in mind, let’s jump right into it! Now that I’ve got it sorted and my bookkeeper is happy, I’m sharing this tidbit with you because it seems like it’s not so common a solution (ie: it’s likely not easy to figure this out via Google search). Within a few months, Dubsado’s lite accounting features weren’t cutting it anymore and I knew it was finally time to jump into something else, but that presented a serious set of issues to consider, and frankly, it took me a bit to sort out what to do. Well, that changed mid-2020 when during a pandemic I got furloughed from my 9-5 thanks to drastically slowed business and decided to use the opportunity to go full-time freelance. That meant that I didn’t need ‘official’ accounting software to manage business finances because there simply wasn’t enough to manage that warranted paying for another software that did that for me. I’d been running a freelance side-hustle for a few years, and during that time I had limited free time to take clients, which put a cap on my side-hustle income.
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