As Non-Profit Soapbox continues to grow in popularity, our hours spent doing invoicing each month continues to grow as well. Our joy of working with QuickBooks seems to decrease proportionally with the swelling number of clients.
Being a company steeped in the Web, I began wondering recently if there's a better way of managing our invoices. Currently, we have to manually use QuickBooks to create invoices and receipts, then PDF them, then email them. This ends up adding up to about 5 hours a month, which I'd rather have spent on new Soapbox innovations.
About 6 months ago I signed us up for Freshbooks, an online invoicing system well accepted by the Web 2.0 world. Freshbooks seems made for people just starting out with invoicing, and those that might not already be using QuickBooks. For instance, QuickBooks is our master accounting records, and where we record active clients. With Freshbooks, it seems like we'd need to duplicate our efforts by posting invoices in both our QuickBooks and Freshbooks.
We're trying to find a way to:
- Automate emailing of invoices and receipts to clients
- Create invoices in non-PDF format for easy distribution
- Build an online, password-protected client area for billing history
Anyone have experience using Freshbooks, or have an automation tips in using QuickBooks?
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