Bookkeeper supports credit card swiping when accepting payments on invoices. This will save money when processing credit card transactions through your merchant account.
Bookkeeper can use a barcode scanner to quickly enter customer purchases. Simply scan or enter the barcode when entering inventory items then use the scanner when adding items to the customer's invoice. Great for those customers who need point-of-sale functionality!
Emailing invoices directly to your customers not only saves postage but helps you get paid faster. With Bookkeeper you can customize an invoice template for each customer that will generate an email and attach their invoice automatically! You can also include additional attachments to advertise other products or services!
Including your company's logo on invoices creates a professional image to your customers. Simply check the option to include your company logo when printing invoices and your logo will be included with the invoice!
With Bookkeeper, you can create W-2, W-3, 1096 and 1099 tax forms. Save money by creating these forms yourself! Bookkeeper handles pre-printed forms in multiple formats as well as printing to blank paper.
Wish you could store images with your data? No problem! Bookkeeper allows you to store images for employees, inventory, vendors and customers. So now pictures of your staff, customer jobs, contractors, products and more can be right at your fingertips!
Need to print out labels for customer mailings? With Bookkeeper it's a snap! Simply choose Customer, Employee or Vendor labels from the Reports section and select from over 100 predefined label format!
Bookkeeper offers a variety of report exporting formats including: PDf, Excel, CSV, Text and XML! Great for importing data to other software!
It's easy to import data from other software. Customer, Vendor and Inventory data can be imported from CSV or Text files as well as from QuickBooks. Easy to follow wizards will guide you every step of the way!
Bookkeeper allows you to create budgets for your accounts that you can use in comparison reporting. When running your income statements or balance sheet reports, you can optionally select to show the comparison to budget amounts by dollar or percentage.
You can track expenses incurred by employees and contrators. Employee expense reimbursement can be included in their payroll check. You can also bill expenses to your customers by automatically including the expenses on an invoice!
If you have a third party service handle your payroll, you can input the payroll data directly into Bookkeeper using the External Payroll Data Entry process. You can enter payroll data for the company as a whole or by each individual employee.
Bookkeeper can generate 'Pick Lists' automatically for handling order fulfillment from your warehouse. You can optionally have the pick list printed at a separate location (such as your warehouse) to save time!
Bookkeeper allows you to bill customers for time spent working on a project by your employees or contractors. Simply fill out timesheets for employees or contractors and when creating an invoice, import timesheet data for that job!
You can easily schedule a pick-up or track packages using links to your favorite shipping company. You can even add your own companies with specific links!
When creating invoices you can optionally add balance forward and past payments to the invoice detail. You can also including account aging details!
Bookkeeper allows you to setup discounts for invoices. Discounts can be for fixed dollar amounts or a percentage. They can also be linked to specific line item on the invoice!
You can print sales receipts when customers pay their invoices. When using Bookkeeper in a point-of-sale environment, you can capture credit card signatures and display payment information. Sales receipts can even include your company logo for that professional look!
When using Bookkeeper in a retail point-of-sale environment, you can create invoices without having to enter customer information. This allows you to handle sales quickly while still maintaining accurate accounting records.
Bookkeeper has many features to handle point-of-sale functionality including: creating sales invoices without customer information, merchant services for handling credit card transactions including credit card swiping, bar code scanning, quick search for products/services and sales receipts. These integrated features within Bookkeeper can save you hundreds of dollars over the competition!
You can track your expenses by job when making expense payments by check, credit card or cash.
You can download bank account and credit card transaction files directly from your bank in OFX format. This helps identify missing transactions and makes your monthly bank account reconciliation even faster!