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Automate accounting tasks

QuickBooks seamlessly handles accounting tasks for you. Your data quickly and securely syncs across devices so you never have to mess with paperwork.

Track labor costs by project

Know how much time is spent per project. Add cost rates by employee or sync seamlessly with QuickBooks Payroll.

Manage contractors

Stay compliant and save time on all your 1099s. Sub-contractors can add their W-9 and tax ID information when you send them a request right in QuickBooks.

Get paid anywhere

Let customers pay you how they want. Accept online payments and get invoices paid 4x faster4. Use our mobile card reader to swipe, tap, or dip cards on site.

Be ready for tax time

Easily organize income and expenses into tax categories. Share your books with your accountant or export important documents come tax time.

Profitability insights

Clear dashboards and reports keep you on top of your projects. Know which projects are profitable and which need your attention.

  • REPORTING

    • Clear reports and actionable insights

    Analyze your profit margins across all jobs or just one. The QuickBooks dashboard instantly shows you how your business is doing.
    Get detailed data to run your business efficiently

    Understand what’s profitable and monitor your business performance with the revenue streams dashboard. Custom charts show you what’s working and what’s not, so you can make quick decisions for your business.

  • CASH FLOW

    • Cash flow planning

    • Forecast cash flow 30 and 90 days out to plan ahead and stay ahead.**

    • Use cash flow statements, balance sheets, and income statements to gain insights into your finances.

    • Sync transactions right to your dashboard so you can monitor all your business balances, all in one place.

  • SALES TAX

    • Sales tax

    • Add sales tax to an invoice and QuickBooks automatically calculates sales tax rate based on date, location, product type, and customer.

    • Collect sales tax for multiple agencies, such as the city and state.

    • Use the Sales Tax Liability Report to view your sales tax information at any time.

  • INCOME TRACKING

    • Income Tracking

    • All of your bank and credit card transactions automatically sync to QuickBooks to help you seamlessly track your income & expenses.

    • Connect the apps you already use to track income from anywhere.

    • When customers pay through QuickBooks Payments, we’ll record and match it for you. Your books stay effortlessly organized all year, all in one place.

    ``QuickBooks makes it easy for me to customize reports and see where my money is coming from and where it's going, so I know where to focus my efforts.``
    Andrew Rutherford
    Marietta Sheet Metal