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Level 1

Do you have clients that don't utilize Quickbooks either desktop or online versions fully?

Currently, I have 2 clients that I know would greatly benefit from utilizing Quickbooks online to the fullest extent. However, 1 uses it just for invoicing and the other just for banking and credit cards. I have also worked for 3 small businesses who were not utilizing Quickbooks desktop to its fullest.

 

I have mentioned to all of these companies the benefits of utilizing Quickbooks to it's fullest but they are stuck in their ways (older generation, in fact, 1 of my clients still writes all billing for me to do on paper and then scans to me).

 

I'm just wondering or actually curious to see if anyone else has run into this issue and if you were able to convince your clients or businesses to make the change?

1 Comment
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Community Champion

Do you have clients that don't utilize Quickbooks either desktop or online versions fully?

You are not alone. I have a desktop client that starts with all data manually entered in paper books. Then they use journal entries instead of sales receipts or invoices. Until I was involved tgey had never reconciled in QuickBooks although their paper sheets were in balance. 6 years of reconciliation at once. Add to this 

they kept opening an older backup on their desktop instead of newest version and wondering why what they had entered was no longer entered

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