Connect BooksTime To Your WordPress Forms


If you’re ready to find the right accounting software for your small business, click the image below or contact us. Our Technology Advisors will listen to your needs and match you with a list of five vendors who meet your requirements. If you’re still doing research, read on for a comparison of BooksTime vs. BooksTime. SherpaDesk’s pricing is not hidden and we don’t require you to talk to a salesperson for a demo first before you get a quote. The first tech license is always free and then for each additional agent it’s $39/month.

Does BooksTime integrate with stripe?

Stripe payment app integrates with BooksTime to give you an easy way to accept payments online. Simple pricing: 2.9% + 30c.

Donna has carved out a name for herself in the finance and small business markets, writing hundreds of business articles offering advice, insightful analysis, and groundbreaking coverage. how to hire an accountant Her areas of focus at include business loans, accounting, and retirement benefits. The company’s website is comprehensive and answers to basic questions can be easily found.

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The dashboard lets you see outstanding invoices and your total profit for the year. When eazyBI is authorized, it will automatically import new normal balance data every day, using the same authorized access. To authorize eazyBI to import your BooksTime account data, you will need to provide your user credentials. eazyBI greatly extends the standard BooksTime reporting suite with an advanced, easy-to-use, and flexible visualization, analysis, and reporting system.


BooksTime can help small business owners and their teams collaborate with one another and with others like contractors, business partners, and clients through their “Project” feature. Fully customizable, this helps keep everyone up to date on the status of a project, and it can allow access to information based on which role they fulfill. You may also view productively by a specific timeframe, or quickly see the productivity of your employees based on a specific project. A built-in timer available on both your desktop and mobile can help make sure you are paid for the hours you put in for a client. BooksTime “Time Tracking” feature allows you to account for the productivity of your business with data to back it up. It can also help you manage your time and employees more efficiently by showing you areas of strengths, and where you need to improve regarding time management.

All of your information on is protected with 256-bit SSL encryption. If you do have a team, you can discuss the project or hourly work without accessing the client portal and having a client see the interaction. All you have to do is use the tool to chat with your team on the backend. This is great if you don’t have another task management system in place. BooksTime is a cloud invoicing and accounting program for small businesses. BooksTime is pretty useless as a program unless you have a business that invoices clients.

The Beginners Guide To BooksTime: How To Create An Invoice

Sign up for this free accounting software for the cloud to customize how and when you get paid. BooksTime reporting centers on profit margin, and their central dashboard shows your periodic input versus output. Because BooksTime works best as an invoicing and time tracking tool, the reports focus on payment collection and a couple of tax-related reports. The software has filters to help you build more granular reports, and some of the reports are time-based to help you stay on top of your payments due.

Specifically, BooksTime now has a Chart of Accounts and General Ledger; two new accounts, Other Income and Cost of Goods Sold ; bank reconciliation; and two additional standard financial reports . Over the years, it has expanded in scope and grown into the go-to online accounting service for sole proprietors and startups. Its popularity extends to small to midsize businesses in many cases. The site went through a major update a few years ago, and many features in BooksTime “Classic” were left behind, though they continue to be reintroduced. This new BooksTime is the best choice for the smallest businesses because of its exceptional usability and aesthetic properties—and its smart selection of features. BooksTime helps you create, send and manage invoices efficiently.

It’s the invoicing platform I’ve used from the beginning of my web design business. Their accounting platform is hosted entirely online, and is accessible via the CLOUD. BooksTime is a good choice for solo and small firms that want a solution that allows them to easily track time and who also have a practice that demands frequent recurrent billing. We know that your financial information is confidential, so we store it with 256-bit SSL encryption. Once you log in, you’ll be able to access all your data securely, wherever and whenever you need it. With ZipBooks, you can receive payments up to five days sooner and stop sending paperwork back and forth manually by mail or email. Use the money from those payments to get the ball rolling on future projects.

BooksTime Pricing

This addition allows BooksTime to compete with products such as BooksTime Online and BooksTime. Product Reviews Unbiased, expert reviews on the best software and banking products for your business. Best Of We’ve tested, evaluated and curated the best software solutions for your specific business needs. Alternatives Looking for a different set of features or lower price point? Check out these alternative options for popular software solutions.

A dashboard helps you continuously update and monitor your account so there are no surprises come tax time. It offers a color-coded breakdown of spending and provides a summary of the most recent account activity. You can pay Harvest monthly for whichever plan you chose; however, you can save 10% of your total cost by purchasing an annual plan. You can try out any plan for 30 days with no credit card required. From an operational standpoint, this data is critical in understanding how your business works internally, and what you can do from a management perspective to improve your internal processes. In this example, you can see what Julia worked on and when, and the charts give a quick overview of how your business is benefiting from her work. Data like this will cut down on having to micromanage the payroll process to ensure your employees are paid accurately and on time.

It’s simple to create and customize your invoice, add your logo and personalize your thank you email. Giving your clients easy ways to pay is part of delivering a great experience for your clients too. Connect your Stripe account or enable Stripe online payments through BooksTime and start getting paid 2x faster. BooksTime began as an invoicing solution, and that is still where it remains strong. For customer-oriented small businesses, BooksTime is a more affordable and dare we say more powerful option than the ubiquitous BooksTime. Unfortunately only invoicing, mileage tracking, and receipts are available for mobile use.


This version of BooksTime accounting software is well-suited for micro or very small businesses. In particular, BooksTime Lite would be a worthy home-based business accounting software option, as well as a great option for freelancers or contractors. Whether you’re managing your own hours or the hours for an entire team, BooksTime accounting software will give you robust time-tracking capabilities. The Premium plan, at $45/month, includes up to 500 clients, while the Select plan is available for those with more than 500 clients. Particularly beneficial to the self-employed who have likely been saddled with a bunch of features they really didn’t need, BooksTime is a breath of fresh air. If you’re looking for easy invoice creation, good expense management, and time-tracking capability, look no further than BooksTime. You can create a new project in minutes, with the option to choose a flat-rate project or an hourly project.

Ive Been Using BooksTime For 6 Years And Love How The Design, Functionality, And Platform Have Grown With Me

This includes remote management, mobile device access, integration and no initiation fees or annual commitment. Every business is unique, which means you’ll need to bill and get paid the way that makes sense for you and your clients.

The invoicing, accepting online payments, and keeping track of expenses couldn’t be simpler. BooksTime is a more robust bookkeeping software that helps you invoice clients and track the backend financials of your business. It is great for business owners who need more from bookkeeping software. With the advanced payments option, you can save and proactively charge your clients’ credit card details they’ve provided to you. You can also do this on all invoices, including recurring invoices and payments. If you add your contractors, there is a way to add them at no additional cost.


I’ll rely on user data from my “Tech Troop,” an online group of people that understand technology and how to leverage it to make money. Business owners be aware BooksTime is not compatible with Internet Explorer so any customers using Internet Explorer will not be able to view except or look at their estimates or invoices.

We recommend you check with the company before switching from BooksTime Classic, though, to make sure your must-have features are there. Your customers can make payments to you by using BooksTime’ own payment function .

  • With the BooksTime Plus plan, however, you also have the option to buy BooksTime Advanced Payments, where you’ll have access to a virtual terminal to accept payments manually or over the phone.
  • I have probably requested this feature 20 times on support calls.
  • I’ve been using Accwing, because accwing has multiple style of invoice field such as line discount.
  • Therefore, BooksTime is a worthy alternative to BooksTime accounting software if you’re looking for fewer limitations, at a more affordable monthly cost.
  • BooksTime is a free software that helps you invoice clients, track expenses, and even get bookkeeping help if you need it.

Adding a mileage field to time tracking would create the fastest, easiest possible way to comply with the IRS on mileage. I have probably requested this feature 20 times on support calls.

The new BooksTime removed the option to receive customer payments via PayPal, which I’m not impressed about. While I’m not a fan of PayPal by any means, it is still one of the most popular online payment processors in the world. BooksTime includes many integrations as well, but these target freelancers and small businesses. Connect your app to human resources and tax filing tools for small businesses to round out the payroll-tax-invoicing circle.

Although not part of their standard plan offerings, BooksTime also offers a solution for businesses whose accounting needs go beyond the Premium plan. This service, called BooksTime Select, is available on a quote basis by contacting BooksTime directly. As we mentioned earlier, BooksTime offers both a mobile app for managing your accounting on the go, as well as integration options with hundreds of third-party tools. BooksTime accounting software will allow you to generate estimates and send proposals to your clients. With this overview of BooksTime in mind, the next step in this BooksTime review is to explore thedifferent features this accounting software has to offer. Before we dive into the details of BooksTime accounting software features, let’s start this BooksTime review by breaking down the basics.

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