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Poll: What software/tools do you use for bookkeeping?
Thread poster: ProZ.com Staff

ProZ.com Staff
Local time: 14:49
SITE STAFF
Sep 24, 2010

This forum topic is for the discussion of the poll question "What software/tools do you use for bookkeeping?".

This poll was originally submitted by Simone Linke. View the poll results »



 

xxxInterlangue
Angola
Local time: 23:49
English to French
+ ...
Other Sep 24, 2010

Outsourcing to a chartered accountant - except for invoices in xls.

 

Catherine Winzer  Identity Verified
Germany
Local time: 23:49
German to English
+ ...
Mostly Excel spreadsheets Sep 24, 2010

I record everything in Excel spreadsheets, and then convert my invoices into PDFs before sending them to the customer. It works pretty well for me, though I'm open to suggestions of how to improve it.

 

Gianluca Marras  Identity Verified
Italy
Local time: 23:49
Member (2008)
English to Italian
other Sep 24, 2010

I keep a record of my invoice, but everything is done by a chartered accountant.

 

C. Mouton  Identity Verified
France
Local time: 23:49
Member (2007)
English to French
mixture of Excel and a great software Sep 24, 2010

All my invoices are made in Excel and sent as PDF to the clients, but I do my own bookeeping in a great program by Trèfle Rouge called BNC Express.

Easy to use, approved by my "Agence de gestion agréée" (association who helps with book-keeping and checks your income declaration), and can generate an income statement approved by Tax Office every year.


 

Suzan Hamer  Identity Verified
Netherlands
Local time: 23:49
English
+ ...
ProZ Invoicing Sep 24, 2010

and an accountant for year-end taxes.

 

Karina Garcia Pedroche  Identity Verified
Argentina
Local time: 18:49
Member (2005)
English to Spanish
+ ...
Online application Sep 24, 2010

I use Freshbooks, and it has helped me a great deal in my backoffice work.
(If you are interested, please alow me to refer youicon_smile.gif.

Regards,

Karina

[Edited at 2010-09-24 12:34 GMT]


 

Ma.Elena Carrión de Medina  Identity Verified
Ecuador
Local time: 16:49
English to Spanish
+ ...
Chartered accountant Sep 24, 2010

A chartered accountant does all the bookkeeping for us.

Have a good weekend.

Elena


 

Diana Arbiser  Identity Verified
United States
Local time: 15:49
English to Spanish
+ ...
Billings Sep 24, 2010

I used to do invoicing, etc with Excel, but it was kind of messy. Now I use Billings for Mac and it's truly fantastic. I'm very happy with it.

 

JaneTranslates  Identity Verified
Puerto Rico
Local time: 17:49
Member (2005)
Spanish to English
+ ...
Not messy, thank you! Sep 24, 2010

I think I'm approaching grumpy old lady status.

I use text documents, with an occasional PDF to document an entry, but I marked "other" because I decline to check an inaccurate and clearly biased option that calls my method "messy." My system, though antiquated, is neat, organized, and quite sufficient for my business, which consists of 2-3 large jobs and 1-2 small jobs per month.


 

Michaël Temmerman  Identity Verified
Costa Rica
Local time: 15:49
English to Dutch
+ ...
indeed, not messy Sep 24, 2010

JaneTranslates wrote:

I use text documents, with an occasional PDF to document an entry, but I marked "other" because I decline to check an inaccurate and clearly biased option that calls my method "messy." My system, though antiquated, is neat, organized, and quite sufficient for my business, which consists of 2-3 large jobs and 1-2 small jobs per month.



I agree. I also think the word messy is completely inappropriate.

I use Excel to keep track of payments and send out invoices in PDF. The rest is done by an accountant. There's nothing messy about not using special invoicing software and it's not more time consuming either.

[Edited at 2010-09-24 14:41 GMT]


 

Lorenia Rincon  Identity Verified
Mexico
Local time: 16:49
English to Spanish
+ ...
Outsource to an accountant as well Sep 24, 2010

Interlangue wrote:

Outsourcing to a chartered accountant - except for invoices in xls.


This is the best way to do it in Mexico since we have to file monthly Tax Reports (and pay taxes monthly)and then our Annual Return. My accountant keeps everything straight and I do not have to worry much, except for paying my taxes.


 

Simone Linke  Identity Verified
Germany
Local time: 23:49
Member (2009)
English to German
+ ...
No grumpiness please :-) Sep 24, 2010

I sure don't want to be responsible for grumpiness here.icon_smile.gif Sorry if the wording can be misinterpreted.
But if it's done the wrong way, you can indeed end up with a messy (virtual) pile of PDFs, e-mail POs, Excel files, etc. It doesn't even have to be your own fault.. But some clients prefer to issue POs in Excel, some prefer to show them as HTML files, others send formal PDF POs, etc. The same continues with the invoices: some want them as PDFs, some want them via snail-mail, some want you to fill out a Webform, etc.

And if you tend to have many (smaller) jobs per month and if you don't find a way to organize this, you'll quickly have... a mess.icon_smile.gif

So, yes, ok, maybe there should have been another option called "A non-messy collection of..."icon_smile.gif


(And btw, I'm currently working with PDFs, Excel etc., myself and so far, I have returned all the special software tools I've evaluated.. I'm certainly not biased here..icon_smile.gif)


 

neilmac  Identity Verified
Spain
Local time: 23:49
Spanish to English
+ ...
What's bookkeeping? Sep 24, 2010

It always looks so odd to me with the 2 Ks back to back.

I keep my list of jobs for each client in Word folders, enumerated in Word tables. My bills are done on XL templates, which I recently started sending as PDFs. I keep a list of my yearly bills in a word doc and also divided into quarters or semesters depending on the client and volume, etc.

I suppose I should really do them in XL or some other format but am always too busy - it takes me long enough to do all my admin work as it is.

PS: I recently read an article that claimed that the messier your desk or workspace, the more intelligent you are, so any other slobs out there can take heart as I did!

[Edited at 2010-09-24 15:23 GMT]


 

Mary Worby  Identity Verified
United Kingdom
Local time: 22:49
Member
German to English
+ ...
Quickbooks Sep 24, 2010

I use Quickbooks, which I guess counts as 'general business software', for recording all work and sending out invoices. But the annual accounts are produced by an accountant.

I can have as many as 80 jobs for around 20 customers in a month, so I need a good system to keep track of it all! I think the system I use works pretty well, but I always worry that some of the small jobs slip through the net!

And yes, those two k's always look a bit odd (as does that apostrophe, but it looked odder without), almost as odd as withholding ...


 
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