‎BooksTime Accounting On The App Store


BooksTime gives you the info and time you need to focus on your big picture—your business, team, and clients. Use Intervals and BooksTime together to manage your small business accounting. BooksTime Estimates can help you give a quick outline of your services and rates. Plus, you can immediately convert Estimates into invoices once approved. Yes, BooksTime does have a balance sheet feature, but is mostly just a template. For more advanced accounting features, you may want consider something like BooksTime instead. BooksTime used to have a free version that would only allow you to bill about 5 clients, but they seem to have gotten rid of it with the launch of the new BooksTime.


With you working on multiple projects at once billable time might be missed, which can be costly. Time Tracking in BooksTime makes it easy for your whole team to log billable minutes, and automatically add them to invoices, so all time is accounted for. You can schedule BooksTime to automatically send recurring invoices and payment reminders; you can also set it to add late fees to past-due invoices either as a percentage or flat fee. When you close the setup box, however, you’re on the site’s Dashboard, with no further guidance on how to get started. Wave and Xero offer much better onboarding tools that walk you through numerous steps.

BooksTime Online

https://www.bookstime.com/ is a doddle to use, has the capacity to expand with your business needs and, thankfully, keeps those stress levels low as you build up your accounting profile. New features for this year include advanced search, the ability to download your own statements, Dropbox connectivity, new keyboard shortcuts and much more. It was so easy to add and remove third party apps if and when they were needed.Plus, there were lots of options for third party apps that I could plug in or switch out as needed. They’re moving everyone to adopt their new interface and this is affecting my customers to access and make payments. Out of 5icon”Ease of use and integration from pc to mobile. The fact that i could copy repetitive invoices and projects saved me a lot of time as well.”

Our BooksTime review has all the important details to help you make an informed decision. Multiple rate plans can be added to accommodate different billing structures. Fixed plan pricing, tech based pricing, task based pricing and hour roll overs make SherpaDesk perfect for professionals who need flexibility managing their customer’s billing. I tend to work solo, only occasionally hiring out contractors.

Contacts And Expenses

BooksTime has also been incredibly responsive to complaints about the lack of true accounting features by adding double-entry accounting and beefing up the reporting options. My other favorite new feature is the addition of ACH payments to BooksTime Payments, which means you’ll likely get paid even faster.

When creating Clients, you can also customize reminders, late fees, currency, language, and invoice attachments for them. For every Client you create, BooksTime will create a client homepage, which will eventually populate with additional information once you have a billing history with them. Wow your clients with professional looking invoices that take only seconds to create.


In BooksTime, however, you can also request a deposit and set up a payment schedule. Once you complete the invoice, you can save it or send it. The site supports two additional types of transactions, estimates and proposals, both of which can be converted to invoices. A proposal is a much more detailed version of an estimate that can be signed by the client on acceptance, and BooksTime allows electronic signatures. A proposal can include descriptive text and tables, and it can span several pages. You can also create retainers for setting up an ongoing business relationship with a client who may require more complex invoicing. BooksTime makes it super easy to keep track of your business expenses by automatically importing your purchases from your bank accounts and credit cards.

This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. All financial products, shopping products and services are presented without warranty. When evaluating offers, please review the financial institution’s Terms and Conditions. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion® directly. The BooksTime interface itself is also fairly BooksTimeive, flexible and user-friendly — even on mobile. It’s quick and easy to get started using BooksTime, and customer support is just a phone call away.

Extra Costs To Consider With BooksTime Pricing

Just getting more information about features and integrations you need. Sign up to receive the list of our top recommendations or speak to our unbiased Tech Advisors. Switching to it from one of those other software packages was one of the most liberating experiences of my career. This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.


CMS Weebly Weebly continues to attract and keep loyal users thanks to its user-friendly design and constant upgrades. It is slightly less expensive compared to other software solutions. Windows 8.1 Update 1, or Windows 10 update/version supported by Microsoft. Finally, for a well-rounded BooksTime competitor that is quickly growing to be a top BooksTime alternative, you might look into BooksTime.

BooksTime Accounting 4+

Over the years, it has expanded tremendously in scope, adding new features and enhancing existing ones every year. It’s now a full-featured, double-entry, online accounting app for small businesses. BooksTime manages accounts receivable and payable, inventory, and payroll through an integration with BooksTime. New functionality since our last review includes integration with Microsoft Outlook, an Income Importer, project profitability reporting, and accounts payable tracking.

  • In the meantime, you can still accept payments directly through PayPal, then manually record the payment in BooksTime.
  • There is a multitude of reports available at your fingertips, ranging from profit and loss and monthly expenses to real-time balance sheets.
  • This qualification is certainly restrictive, especially if you don’t need the additional capabilities of say, the Plus plan, but have more than five billable clients.
  • Additional tools for invoicing with BooksTime include the option to set up automatic late fees, track time to pay, add discounts to invoices, invoice in multiple languages and send retainers.
  • We may earn a commission from qualified purchases, but this doesn’t reflect on our reviews’ quality or product listings.
  • Get clear, concise answers to common business and software questions.

Wave is an accounting software with a free and paid version that helps you truly understand and manage your income and expenses. Track everything such as payroll, payments, and invoicing. Wave’s invoice software enables you to easily create and send professional invoices, with advanced features like recurring billing and automatic payments. Run your payroll in minutes, with 100% accuracy, and say goodbye to the unnecessary stress of payroll taxes. Xero is one of the leaders in accounting software, and as such, has a much broader set of features than BooksTime.

Not Nearly As Good As The Desktop Version

For example, you can switch to a different invoice style here. You can also make the invoice recur at specified intervals, either automatically or manually, and set up online payments. Additional context-sensitive settings appear once you save an invoice. My favorite features are the ones that allow me to automate my business.

what are retained earnings offers limited and basic customization reporting options that can be exported to Microsoft Excel for further analysis. Reports in BooksTime can be easily mailed or saved as a PDF file. You don’t have to undergo an additional step of creating the client name first. Also while creating the invoice, BooksTime provides additional features like invoice style customization, adding company logo, option for occurring invoice for permanent client’s/long-term clients.

Responses are not provided or commissioned by the vendor or bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the vendor or bank advertiser. It is not the vendor or bank advertiser’s responsibility to ensure all posts and/or questions are answered. BooksTime allows unlimited users on all of their pricing tiers.

  • All payments must be processed through either Stripe or BooksTime Payments.
  • Customize the way you bill and get paid with recurring billing, retainers, automatic late payment reminders and fees, payment schedules, and more.
  • Automatically create a client, invoice, or estimate in BooksTime after a form submission.
  • Fixed plan pricing, tech based pricing, task based pricing and hour roll overs make SherpaDesk perfect for professionals who need flexibility managing their customer’s billing.
  • If you’ve connected one or more bank accounts to BooksTime, you see a list of recent transactions when you click the Expenses tab in the left vertical pane.

Specifically, BooksTime has a Chart of Accounts and General Ledger. Last year, it added Other Income , Cost of Goods Sold, bank reconciliation, and two additional standard financial reports . Our support staff is with you on every step of your journey of growth, starting the moment you make the switch from spreadsheets or any other accounting software.

Both will charge 2.9% and a 30 cent fee for each transaction. With BooksTime, you’ll also be able to create invoices one by one or create recurring invoice templates, which are sent on a repeating basis. Creating invoices with BooksTime is incredibly quick and easy, and the delivery of the invoices is accurate and immediate. I wanted a reliable and less-complicated tool to provide more information and real-time insights into my business.

The cloud accounting software is ideal for service-based businesses such as therapists, architects, lawyers, plumbers, and more. It’s BooksTimeive and user-friendly and is available on all your devices. Your bookkeeping accounts go with you and is are accessible 24/7. It reduces the time you spend billing so you can get down to business. It tracks your time and accepts payment from 12 different gateways.

You can also choose the currency for the invoice, making it easy to do business globally. Invoices can be saved as drafts, or you can email them immediately to your clients. The invoice includes a link to BooksTime Payments, where they can pay by credit card or by ACH transfer, which means a quicker turnaround time and less time spent hounding clients for payment. BooksTime and BooksTime are the leading accounting softwares used by small businesses from all over the world. However, each of these software work best for different types of businesses and different users.

Author: Matt Laslo

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