8 Reasons We Think Small Business Owners Should Try QuickBooks for DIY Bookkeeping

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It’s true that we love QuickBooks. Not only have we been users of the online accounting and bookkeeping software many years before starting HappyAR, but we also now integrate our AR automation solution with their platform. We’re not alone either. QuickBooks by Intuit is the most recognized and used accounting software for small businesses. DIY business owners and a ton of professional bookkeeping service agencies and certified bookkeepers rely on the software.

HappyAR is also proud to be able to provide our prospective clients with partner pricing for QuickBooks Online. Click on this link to get 40% off your monthly subscription for QBO and make sure to check us out in the App Store. Instead of taking a referral payment, we choose to pass the savings along to our small business friends in the market.

With that in mind, we encourage you to try the platform and have provided 8 reasons why we think that small business owners should try using QuickBooks Online for DIY ongoing bookkeeping.

Reason 1: There’s No Need to Be a CPA or Accounting Expert to Set Up and Use QuickBooks

QuickBooks keeps everything organized in one place, so you’re tax-ready all the time. Easy-to-read reports and dashboards help you make smarter business decisions. 98% of QBO customers say that it’s a simpler way to manger their business according to a 2018 client survey

Reason 2: You Can Simplify Everyday Accounting Easily


You can access QuickBooks from the web or your mobile devices, making it simple to send invoices, pay bills, save receipts, and add an expense when you’re on the go. QuickBooks users save an average of 42 hours per month using the platform.

Now bookkeeping tasks can be completed without the need of a public accountant with years of experience.

Reason 3: You Can Track Project Profitability


With QBO, you know exactly how much money your projects make with clear financial records and dashboards. You can track project details like job and labor costs, expenses, and income all in one place. This allows you to see your profitability based on complete payroll and time costs.

Reason 4: Cash Flow Management Is Easy to Set Up

cash flow quickbooks

You’ll get customized, data-driven financial information to have you make informed business decisions. Now you can forecast your money-in and money-out over 30 and 90 days and set aside funds from your QuickBooks Cash Account for non-negotiable expenses.

Reason 5: You’ll Get a Much Better View of Income and Expenses When Using QuickBooks for Bookkeeping

You’ll get a much better view of income and expenses

You can import transactions from your bank accounts, credit cards, PayPal, Square, and other payment portals. This will allow you to automatically sort transactions into sales tax categories. What’s also cool is that you can snap photos of your receipts and they will automatically match them to existing expenses.

Reason 6: New Financial Reports and Valuable Insights Will Allow You to Make Better Decisions for Your Business

better decisions

So important to business owners is the ability to run and export financial statements including profit & loss statements, expenses, and balance sheets. You can also create customized on-demand and monthly reports and Excel sheets to get important insights specific to your business. Now you can avoid surprises by easily tracking cash flow and reporting on your dashboard.

Reason 7: Invoice and Payment Options Will Help You Get Paid Fast While Looking Professional

invoice and payment

This is how HappyAR partners with QuickBooks and why we like them so much. You can send and quickly start importing hundreds of invoices at once with batch invoicing. You can also create partial invoices for stages of a project, track invoice status, and automate your payment reminders using an add-on solution like HappyAR.

All of this will help get you paid faster and easier in your first month of use.

With HappyAR, you’re also able to include unlimited users from your organization at no additional cost. These folks can be assigned full or select viewing privileges for specific clients. For example, sales reps can see how an invoice payment is progressing for a key account of theirs, so they know when to expect their commission or when to reengage for additional business.

Reason 8: You Can Maximize Your Deductions When It’s Time for Tax Filing

maximize deductions

Snap and store receipts and stop missing out on business expense deductions. Share your books with your accountant or tax advice professional or export important tax return documents come year-end tax time. Finally, automatically sort business expenses into the right tax categories to keep more of what you earn.


If you truly want to transform your invoicing, then you need HappyAR. HappyAR is a full toolkit that makes invoicing simple and gets you paid faster and in full. It provides fully automated workflows and complete integration with your existing accounting software. Talk to HappyAR today; your accounts receivable will reduce or eliminate the need for redundant and expensive basic bookkeeping work.

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