Is Xero or QuickBooks the answer?
Software is useful when it supports a routine. It cannot decide who approves a bill, where a receipt belongs or which records are still missing.
Check the workflow before changing software
- Write down what is behind today.
- Confirm what your accountant can access and review.
- Check the chart of accounts and opening balances.
- Set the rules for bank feeds, bills, invoices and approvals.
- Save a copy of old records before importing or changing anything.
Save a copy before you connect the live feed.
A clean starting point makes a new system useful. Importing old confusion into a new screen only makes the problem harder to see.
Want this off your desk?
Peter can look at the workflow, explain what he can take on and set out a practical first step.
Talk to Peter by emailNot sure which problem to start with?
Run the health score or send a short enquiry. You do not need perfect records before asking for help.