Why joining your accounting and job management software saves time

by | 11 May 2023 | Tips & Tricks

Any business generates admin, and tradies know all too well what a time consuming, but important task it can be to handle the accounting side of things. Manual data entry coupled with paper invoices and quotes, complex documents and lost receipts. Lots can go wrong, and often does. Which is why bringing accounting tools together with job management software is vital to keeping finances in check, and stress levels down.

The benefits of integrating accounting and job management software

Where do we start? Probably the biggest benefit of having the two programs “talking” to each other is time saved. You no longer need to switch between programs, and any changes made in one will automatically copy over to the other. Input information via your accounting software and it will appear on your job management platform, and vice versa. This equals more time for you and less opportunity for error. The data you see is more reliable, and that provides that all important peace of mind.

Invoicing software for tradies allows you to customise templates for quotes and invoices. By linking the two you can take this customisation feature that bit further. Gain greater financial transparency and easily see the costs associated with each job and know your data is safe. By removing the need for heaps of manual data entry, less mistakes are made and more time is saved.

“I like knowing the data being passed between the systems is secure and less open to human error”
Kate Butterworth, GeoOp customer, Kustomcut Concreting & Drilling Pty Ltd

Another benefit of the integration with your accounting software is no longer needing to manually input tax rates associated with each job and client. WIth a few clicks all the relevant information is imported to your job management software. Even better, GeoOp users benefit from a two way sync between the GeoOp platform and their accounting tool. For customers in Australia and New Zealand, timesheets from Xero can also be integrated so there’s no need to approve them in one place and then have to do it all over again.

Big hitter accounting software programs can be integrated

Xero, MYOB, Quickbooks and Freshbooks are accounting tools that integrate nicely with job management software like GeoOp. If you’re wondering “how to sync my accounting tools?” wonder no more. With a few easy to follow steps you’ll have both programs linked and working alongside each other. Received payment from a customer? If it’s recorded in your accounting software, it’s also recorded as paid on your job management platform. Shared data is secure and the integration is seamless.

Worried about staff creating invoices in error or timesheets having incorrect hours and rates? Admin users control all permissions, including who can create invoices and timesheets and when hours are signed off.

Knowing data, photos, notes and more can all easily be associated with invoices and payments is a refreshing change to the old days of time consuming manual entry. See how your business can benefit from an integrated accounting and job management software set up.

Want to see how this all works in real time? Sign up for a free 14 day trial with GeoOp today and see how your business can benefit from having accounting and job management software on the same page for once!

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