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Level 2

Too many programs and apps

I am trying to figure out the best way to organize myself, I have so many programs and I am pretty sure I can eliminate and integrate some of them.

 

I currently have:

1- When I work for scheduling of all my freelancers and can pull payroll from this. It can integrate with Quickbooks or ADP and run payroll that way.

2- Quick Books for my invoicing

3- ADP to pay myself as the only employee

4- Chase Quick Pay to pay my contractors

 

My current needs are:

-Client Invoicing 

-Pay myself as employee and payroll filling 

-Pay approx 5 Contractors per month via Direct Deposit 

 

Solved
Best answer March 13, 2018

Best Answers
Highlighted
Community Champion

Too many programs and apps

It actually sounds like you have the perfect apps/subscriptions for your scenario.  Like @Anonymous mentioned, QBO can take care of all of your needs with QBO full service payroll and bill pay.  However, you may find it to be more expensive.  I love QBO Full service payroll but it is much more costly than their competitors.  The good news is you can automate ADP to push payroll into QBO (kinda automating) and you can enter the Chase payments via the bank feed into qbo.  

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7 Comments 7
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Anonymous
Not applicable

Too many programs and apps

Hey Loni (@Lonipaige),

 

Welcome to the community. That's a great question - you're right, it's all about using the right number of tools/apps to be efficient. I am sure we could all delete handful from our smartphones...

 

You can definitely do 1 (you mentioned you already have an integration method), 2 and 4 (via direct deposit) all in QuickBooks and with Intuit Payroll.

 

In terms of paying yourself, are you a Sole Proprieter, LLC? Here's an article about paying yourself as a small business and according to one of our community experts, one way is to "take draws, from equity" to pay yourself.

 

Another thing to consider, are there any advantages to your current workflow? Anything you'd miss if you made a big change?

Highlighted
Level 2

Too many programs and apps

Hello James, 

Thank you for your reply. 5 calls and countless chats already! 

 

Based on a past conversation I had with QB this is what I would need to do the following:

- Upgrade to QB plus - I currenlty have simple start so that will be quite a price jump

- Payroll -$39/month +$2 each person I pay

- Intergrate Bill.com sicne they are contractors and not employess and without Bill.com I have to print paper checks. 

 

I am a Sole Proprieter, LLC.

 

Not sure what you mean on this?

Another thing to consider, are there any advantages to your current workflow? Anything you'd miss if you made a big change?

Highlighted
Anonymous
Not applicable

Too many programs and apps

Hey Loni,

 

Happy to help! Glad to see you're moving right along on your app consolidation journey. 

 

As per my previous comment, what I am getting at is, we want to help you find tools that fit your needs and match your preferences so you get the most personalized workflow possible. If you don't like the tools, you won't use them!

 

So, with regards to your current apps, are there any specific features of or workflows between the programs that you absolutely can't live without? I am concerned with finding you the apps that do the job and let you enjoy the process (to the extent that is possible >< ). Does that make sense?

 

Highlighted
Level 2

Too many programs and apps

Hi- Yes, that makese sense.

 

My main needs are: I have been happy with QB essentials but just went down to the lowest version.

Invoice clients 

Track payments 

Track my bank accounts 

5 or so freelancers I need to pay per month via direct deposit 

It woud be nice to intergrate my When I Work for paying my freelancer hours (not a priorty) 

And of couse we discussed paying myself quarterly wiht all tax paperwork ect.

 

 

Highlighted
Community Champion

Too many programs and apps

It actually sounds like you have the perfect apps/subscriptions for your scenario.  Like @Anonymous mentioned, QBO can take care of all of your needs with QBO full service payroll and bill pay.  However, you may find it to be more expensive.  I love QBO Full service payroll but it is much more costly than their competitors.  The good news is you can automate ADP to push payroll into QBO (kinda automating) and you can enter the Chase payments via the bank feed into qbo.  

View solution in original post

Level 15

Too many programs and apps

@Lonipaige

 

IF you are taxed as a sole proprietor as you said, as the owner you are not allowed to be on payroll. Payroll (for owners, actually termed working shareholders) is only for companies taxed as c- or s-corporations, and it is mandatory for them. LLC is not an issue, that is a state registration for liability only.

 

I would suggest you get with a tax accountant to see about setting is right.


As an owner you have equity accounts, and you take a draw when you wish in the amount you wish. Income tax withholding is a personal issue and you use the IRS Form 1040-ES to calculate and submit estimated taxes quarterly. You are taxed on company net profit, not on draws.


From your requirements, you do not need plus, you should use essentials.


@Anonymous


The first two linked articles, appear to tell the reader there is a choice regardless of the business type ( not true in the US, though that article talks about Australian laws so it might be true in Australia), and yet your third link conflicts with that "take you choice" concept.. The third link is correct by the way.

 

Sole Proprietors and Partners are not on payroll at all, they take draws on equity.

Highlighted
Community Champion

Too many programs and apps

I was about to ask where you see that she is a sole-proprietor,  but I see she posted after the original answer.  I thought maybe there was a hidden place in the questions for more details.  

 

@Lonipaige it is really good advice to find a good CPA to guide you as @Rustler stated.

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