66. Moving back to QuickBooks Desktop and WHY I did it.
December 13, 2019
Hey, are you wondering how well you’re doing with your bookkeeping? Maybe you’re at a total loss of where to begin. Maybe you’re not sure how well you’re actually doing. You just need to know the next steps to take.
During a bookkeeping strength assessment, I work with business owners one on one for about 30 minutes and identify what their next step needs to be. I’ll lead the conversation by asking some open-ended questions and then ask ten laser focused questions so I can pinpoint exactly what you should do next and how strong you are with your bookkeeping. Business owners find this to be the boost of confidence they need to tackle their bookkeeping head on.
To get on my calendar for a free session, you can email me at firstname.lastname@example.org or message me on Instagram @lydia.miller.mba. Now on with the show.
Welcome back to the podcast!
Throughout the month of December, I’m sharing ways that I have prepared for 2020 and systems and processes that I put in place in 2019 that make me feel really good about how productive that I can be in 2020.
In 2019, I really focused on finding things that work for me and ignoring things that don’t, even if it works for everyone else. So for some people, certain types of technology work great for them and it was a struggle for me to use. I really decided to let go of those things and to only focus on systems that keep me productive.
That’s what I want to talk about today. Something that I set go of that wasn’t working for me.
And that was QuickBooks Online.
Now, to re-cap the last few years. I learned how to do bookkeeping on QuickBooks Desktop. I learned the system, loved the system, got familiar with it, worked in it every day for a couple of years and when I decided to start my own bookkeeping business, one of the big pushes was to move to QuickBooks Online and to encourage every client to do that as well. So, that’s what I did. I put my clients on QBO, and my own books on QBO and I never really found my groove with it, to be honest. I still had a few clients holding onto the desktop version which I was secretly happy about and I continued to struggle with QBO functionality wise.
I know that QBO is improving. I know that maybe I could have solved these problems if I had dug a little deeper, but the way that it’s laid out and how to consistently changed and how reports weren’t as direct and customized as I prefer really irritated me. It got to the point where I didn’t even want to look at my numbers because I just didn’t like using the program that much.
So, in September I decided to switch back to QuickBooks Desktop. It took me two days to input reconcile and customized starting on January 1, 2018, but I did it and it felt great. I finally can look at reports the way that I want to, have the tabs open that I want and not be worried about the internet not working. Don’t worry, I do keep a backup since it’s on my computer now.
I know that bookkeepers absolutely love the online version of QuickBooks, but I just decided that I didn’t and that was ok. I don’t have to be in love with a system just because everyone else is.
I also don’t think it’s a bad accounting system for other business owners to have, it’s just not one that I want to use personally.
My encouragement is this: don’t think you have to love something just because it’s the big push in your industry. The world is moving cloud-based and I get that. It’s easier to log into if you have multiple people working in the system. I get that too. But, if it’s not working and if you aren’t looking at it and if you are constantly frustrated with it, then do what’s best for you and find a system that works and that you want to look at to stay productive.
I was not productive with QuickBooks Online. I am productive with QuickBooks Desktop.
I decided that productivity is more important than fitting in with the rest of the accounting industry.
Next week, I’m going to talk about other things that I let go of in 2019.
Until then I’ll be hopefully snuggling a newborn and enjoying this new season of life.
I’d be honored to work with you. To get started, email me at email@example.com with the problem you’re having and we can discuss the best way to get to a solution in a bookkeeping strength assessment call.
If you are ready to use your numbers to help your business, please subscribe so you will be notified when the next episode drops.
I would love to connect with you. You can find me on Instagram @lydia.miller.mba and always by email firstname.lastname@example.org.
So until next time, go, make it happen.