thread Re: Looking for a recommendation for accounting/bookkeeping app/software in Archived Discussions (Read Only)

Looking for a recommendation for accounting/bookkeeping app/software

Tommer — Fri, 18 Jan 2019 01:02:27 GMT

Hi,

We're opening a store soon and looking for an accounting/bookkeeping app/software that integrates well with Square.

After looking into the details of each of the apps, it's still hard to make a decision.

Quickbooks online has terrible reviews about its syncing with square. Others are crazy expensivefor a small business.

It looks like it's between Kashoo and Zoho Books. Kashoo has no Android app and it's almost a deal breaker.

Maybe the hive brain has some insight..

So here's the wish list:

1. Instant and automatic integration after each transaction. I don't want to spend my time fixing syncing issues, because technology should work for me, not the other way around.

2. Detailed syncing - items, refunds, discounts (inc. categories or campaign tags), cancellations.

3. Can track expenses with mobile receipt scans.

4. Works on Android. Could live without it, but would really prefer to have it.

5. Up to $30-40 / month.

Anyone has a recommendation?

Thanks!

Tom

Re: Looking for a recommendation for accounting/bookkeeping app/software

Helen — Fri, 25 Jan 2019 00:04:00 GMT

Hello @Tommer! Helen here from the Community team. I took a look and we haven't had any reviews for Kashoo or Zoho Books in the Seller Community yet but I'll keep an eye out for any mentions for you.

In the meantime, there is more information about Kashoo and Zoho Books in our Support Center. Also, it looks like Xero Accounting has a free option (or subscription plans start at $9), an Android app, and a new expenses feature too! It might be worth checking out. There's a complete list of accounting apps that integrate with Square in the Apps section of your online Square Dashboard. If you hear about an accounting software product that Square don't integrate with yet - but that would meet all your needs - let us know here and we'll share your request with the Integrations team!

Re: Looking for a recommendation for accounting/bookkeeping app/software

Tommer — Wed, 30 Jan 2019 14:34:30 GMT

Hi @Helen, Thank you for replying. I decided to go with Zoho Books. For anyone that may read this, I'll give my reasoning.

Kashoo is relatively cheap, and I think is the only one that have instant sync with Square. However, there is no Android app and It is has limited importing capabilities. I have a year's worth of expenses logged in a spreadsheet and I cannot import it to Kashoo.

Xero - to track expenses you have to go with the top tier $60/m plan. That's crazy.

Zoho - Price is pretty good (less than $16/m for mid-tier plan when paid annually). However syncs overnight. And you have to go with the top tier $29/m for unlimited number of contacts (=customers, so for retail it's the only way).

Freshbooks - has not builting integration with Square.

Quickbooks Online - reviews mention many issues with the sync with Square

All others are more expensive or lack basic features.

Re: Looking for a recommendation for accounting/bookkeeping app/software

Helen — Wed, 30 Jan 2019 16:15:47 GMT

Thanks so much for this short 'review' of these integrations @Tommer. I've marked your last post as a Best Answer so that other sellers can find this too!

Re: Looking for a recommendation for accounting/bookkeeping app/software

jeffersonn — Sun, 03 Mar 2019 02:52:03 GMT

I am going to try the Online bookkeeping offered by godaddy. Has anyone else tried it?

https://www.godaddy.com/email/online-bookkeeping

Re: Looking for a recommendation for accounting/bookkeeping app/software

puredermalcare — Mon, 29 Apr 2019 23:52:17 GMT

I'm researching integration with Quickbooks desktop or changing all together. I have a lot of inventory. Does this work with Square? I see paypal. How old is the program? Any reviews?

Re: Looking for a recommendation for accounting/bookkeeping app/software

puredermalcare — Mon, 29 Apr 2019 23:53:53 GMT

How has it been working so far? Have you ever used Quickbooks Desktop? Do you carry a lot of inventory? How easy was it to figure out? Does it integrate well with Square?

Re: Looking for a recommendation for accounting/bookkeeping app/software

OakParkUS — Tue, 30 Apr 2019 02:38:46 GMT

I use GoDaddy Online Bookeeping and I love it. I have used it since 2008. It used to be called Outright and then GoDaddy bought that company. It's simple, allows you to edit categories, and integrates well with your bank accounts. It generates a P&L and I use it to directly do my taxes.

Freshbooks integration

Mainephotoguy — Mon, 10 Feb 2020 22:01:09 GMT

I just started a trial of Freshbooks and I like it. However, the Square integration uses a 3rd party app called Zapier and I cannot get everything to work like I was able to in Quickbooks. Has anyone been able to get Square to integrate with Freshbooks?

Re: Freshbooks integration

JustinC — Tue, 11 Feb 2020 22:30:03 GMT

Hey @Mainephotoguy - looks like Fresh books is not in our list of Partnerships so I'm afraid there's not an already-built solution to integrate with Square. Check out this thread for some recommendations.

Re: Looking for a recommendation for accounting/bookkeeping app/software

ttn — Sun, 29 Mar 2020 12:08:24 GMT

Hi @Tommer . Can you offer feedback on your Zoho Books experience up to this point? I'm in the same boat now, considering Kashoo vs. Zoho, and have limited accounting experience and time. Looking for something easy to use that syncs well with Square. Thanks!

Re: Looking for a recommendation for accounting/bookkeeping app/software

Tommer — Sun, 29 Mar 2020 12:55:54 GMT

Hi @ttn,

I've been using zoho with square for about 8 months and very happy with it.

No issues with the integration and syncing with square and the bank.

Just know that any payments on square other than cards (cash, certificates, other etc) will be categorized as cash on zoho. Not a big deal as long as you're aware of it.

Re: Looking for a recommendation for accounting/bookkeeping app/software

ttn — Sun, 29 Mar 2020 14:59:41 GMT

Thank you @Tommer! I've just signed up for their free trial and will see how it goes.

Re: Looking for a recommendation for accounting/bookkeeping app/software

rpalmer123 — Thu, 30 Apr 2020 22:06:01 GMT

Don't get Xero! Wasted my time on this all morning. You can't send invoices and expect the recipient to pay with Square. You can use Stripe, PayPal, etc but no option for Square.

Also Square dumps a sum of all your payments into your bank acct once per day... so no way to auto-create invoices and cleanly link specific payments to them.

Re: Looking for a recommendation for accounting/bookkeeping app/software

Joe — Fri, 01 May 2020 13:06:00 GMT

Thanks for jumping in here and being willing to share your experience with Xoro, @rpalmer123. You are correct, as well. Currently Square does not offer ability to auto-create Invoice, and this would be considered a Feature Request.

Should anything change on this front, we will vocalize an announcement here on this thread. Thanks, again!

Re: Looking for a recommendation for accounting/bookkeeping app/software

trading-post — Sun, 07 Jun 2020 20:19:08 GMT

Does Square link with GoDaddy like it does to Quickbooks?

Re: Looking for a recommendation for accounting/bookkeeping app/software

Joe — Mon, 08 Jun 2020 11:11:51 GMT

Hi there, @trading-post! We're not entirely sure what you mean specifically when you reference similarities between the connection process of both parties. However, Square does integrate with GoDaddy! You can learn more about the process here.

Re: Looking for a recommendation for accounting/bookkeeping app/software

trading-post — Mon, 08 Jun 2020 17:23:15 GMT

Hi Joe,

I currently use Quickbooks for my accounting software and Square for my POS. I have it linked with Square so my deposits automatically download to Quickbooks once a day so all my income and expenses are in one place and I don't have to switch between Square and Quickbooks to view those things.

Does GoDaddy Bookkeeping link to Square the same way? I want to be able to track my expenses in the same place I track my income through Square.

Re: Looking for a recommendation for accounting/bookkeeping app/software

59Salon — Sat, 12 Sep 2020 18:08:11 GMT

Hello @Tommer
almost a year after writing your review, are you still happy with Zoho books? I'm looking to move away from Quickbooks. thanks

Re: Looking for a recommendation for accounting/bookkeeping app/software

Tommer — Mon, 14 Sep 2020 14:22:31 GMT

Hi @59Salon!

Yes I'm still with Zoho and pretty happy with the workflow.

My uses are very basic - mostly categorizing expenses and revenue.

Most importantly, syncing with square and banks/cards works very well.

Now I'm paying $19/m since I have more than 500 contacts.

Still highly recommended.

Cheers