Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
mbell1
Level 2

Financial forecast for Travel - Tour Operator company

One of my clients is a tour operator for adventure based travel trips for companies. More than a travel agency - they design and lead trips for corporations - not individuals. The number of trips has significantly expanded to the point that spreadsheets may not be the best way to project financials. Does anyone have experience with this type of industry and what types of software they use to assist with projecting trip financials as well as a holistic company view?

2 Comments 2
KlentB
Moderator

Financial forecast for Travel - Tour Operator company

Thanks for reaching out to us, mbell1.

 

While we're unable to directly recommend what software to use, you'll want to visit our QuickBooks App Market to search for one. There are plenty of third-party applications integrated to QuickBooks Online that can help boost your company's financial forecasting and reporting.

 

You may also search for an app for both your firm and your clients through the Apps menu. Here's how to do it:

 

  1. Sign in to your QBOA account.
  2. Select Apps from the sidebar menu.
  3. Head to the Find apps tab.
  4. Enter a keyword in the search bar or click the Browse category drop-down menu to filter the results.

Lastly, here's an article that you can read to learn how to find, add, and manage apps in QuickBooks Online Accountant: Install and use apps.

 

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you.

mbell1
Level 2

Financial forecast for Travel - Tour Operator company

Thank you jennykim.  Are there any apps that you would recommend for managing and projecting forecasts - ones that you have used for your travel client?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us