BooksTime Online Review By Experts & Users

BooksTime review

BooksTime Online offers the most effective blend of flexibility, usability, financial features, and extensibility. As such, it’s our Editors’ Choice winner for most small businesses and their accounting needs. For the very smallest businesses that might not need everything BooksTime offers, BooksTime is our other Editors’ Choice pick. You can invite your accountant to BooksTime Online via email and they will have access to all of the features of your account, at no additional cost to you.

  • BooksTime is very easy to use and is perfect for most small business owners.
  • Individual timed activity records are exceptionally thorough, with fields for details like employee name, customer/project, and cost/rate.
  • English and traditional Chinese are available in Hong Kong.
  • You can also control who can and can’t see your sensitive data and get help from a dedicated customer success manager.

The content of Part-Time Money® is for general information purposes only and does not constitute professional advice. Visitors to ptmoney.com should not act upon the content or information without first seeking appropriate professional advice.

Overall, BooksTime Online has a lot to offer in terms of features, accounting, and usability. Take the software for a spin to see if BooksTime Online is right for your small business. As far as the quality of customer support, BooksTime Online users are split. Some users state that they received the help they needed quickly and without any issues. Many users, however, have voiced complaints of not receiving the answers they were seeking or getting cut off during phone calls or live chats.

There is, unfortunately, no live chat function or a customer support email for the Online version. If you don’t have the Desktop option, the only customer support option is a contact number open from 5 am to 6 pm Monday through Friday, and 7 am to 4 pm Saturday and Sunday. The tier includes direct access to a dedicated professional account team who will provide you with resources, product advice, and more. The BooksTime Advanced tier adds the most significant number of extra features. The Advanced tier has these features for businesses that want to scale from smaller to larger.

How Do I Contact BooksTime Support?

Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not offer financial advice, advisory or brokerage services, nor do we recommend or advise individuals or to buy or sell particular stocks or securities. Performance information may have changed since the time of publication. In order to compare transaction fees, you will need to consider how much money you plan to process per month. The rates for each company change based on the processing amounts, as well as whether you process payments in person or online. BooksTime Payments is best thought of as an extra feature for the broader accounting services BooksTime has to offer. That being said, BooksTime Payments, PayPal and Square all offer invoicing capabilities, which simplifies the process of billing customers and getting paid.

BooksTime review

The Sales module is the busiest set of screens in BooksTime BooksTime Online, and understandably so. Small businesses need detailed, up-to-date information about the changing status of their sales efforts.

Other factors we looked at included apps’ security features, user customization and educational tools offered. For an additional $50, all BooksTime users can take advantage of a fast and customized setup of their BooksTime account with a certified bookkeeper during a one-time live virtual session. Overall, a small business should consider using the Online Essential or Plus tiers.

We will then determine what type of business this software fits. The 9 Best Virtual and Outsourced Accounting Services for Small Businesses in 2022 We considered virtual bookkeeping features, payroll and tax service add-ons, plans, and pricing to bring… A BooksTime ProAdvisor is an independent accountant who helps small-business owners set up their BooksTime accounting software, handle basic bookkeeping tasks, and analyze finances to drive growth. You can find a BooksTime ProAdvisor in your area on BooksTime’ site.

BooksTime Online Customer Support

Check that accounts are being reconciled and used properly. We just couldn’t afford it as a small organization with virtually no extra spending cash. Rep then wastes another 20 minutes at same point i had been stuck at without knowing what to do. Finally asked for a supervisor and was parked on hold for minutes before I hung up and canceled the charge. The BooksTime Online app is available in the App Store and is compatible with the iPhone, iPad and iPod touch. It is also available on Google Play and is accessible from any web browser.

  • The next tab in the Sales area opens a list of invoices, and the next, payment links.
  • This company cares nothing about companies that have been with them for years and I will no longer refer anyone to them.
  • Are you interested in accepting online payments from your customers?
  • Wave does not offer some of the more advanced features that competitors can provide — such as time tracking or project profitability.
  • Plus, BooksTime owns several other accounting products, including BooksTime, Mint, and TSheets, all of which integrate seamlessly with your BooksTime Online account.
  • The Essentials plansupports up to three users and costs $50 per month.

Categorizing and tracking expenses, invoices, and customer history is pretty easy. Reports are readily available and clear to interpret and automatically updated. Most all Tax professionals are familiar with the software so your CPA or tax preparer can tell you exactly what BooksTime documents they need when it’s tax time. There is also a robust online community that will help if you run into issues.

Is This Your Company?

The plan sends and tracks invoices, helps keep your business and personal expenses separate, manages taxes, and tracks mileage. It offers affordable pricing, a wide range of accounting features and is used by thousands of small businesses. Established in 2000, BooksTime Pro is a desktop-based product that is more mature than its web-based sibling. However, BooksTime Online is quickly catching up to Pro in terms of users and functionality.

BooksTime review

Stacy Kildal is owner/operator of Kildal Services LLC—an accounting and technology consulting company that specializes in all things BooksTime. From 2012 to 2017, Stacy has been named one of CPA Practice Advisor’s Most Powerful Women In Accounting.

But I can only do that if I pay MORE for a package at a higher price point. Given the average user will have monthly expenses, this should be part of every plan. Lastly, there needs to be a way to make this software HIPAA compliant so those of us in healthcare using it can use it for things like invoicing and taking payments. BooksTime integrates with most other small business software out there that has any sort of financial functionality.

About Xero

By syncing bank accounts, credit cards and third-party apps like PayPal and Square, all the company’s transactions appear in the app. The app’s dashboard is updated in real time, so users can track their sales and business expenses as they happen. The Plus plan costs more than the Essentials plan but offers tools for inventory and projects to expand the breadth of your accounting software. This plan may be best suited for small to midsize businesses, especially those that want to track inventory and manage a wide variety of business operational tasks in one place.

BooksTime review

At $15 a month, BooksTime Self-Employed isn’t the cheapest choice for freelancers , so if frugality is your main goal, a free accounting solution like Wave will save you that extra $180 a year. One of two issues was a security alert triggered by my Accountant’s bookkeeper, who uses the Accountant’s user account to log in. She requested https://www.bookstime.com/ a password reset and BooksTime sent an email to ME with the language “You requested a password reset … if you did not, then contact Customer Service immediately”. Finding the number to call was not straightforward, fighting the automated phone system was a pain, and being placed on hold for an hour then hung up on was frustrating.

Hopefully BooksTime actually follow through and posts this review up. I called BooksTime customer service just 2 days ago due to an issue I ran into when sending out pastestubs from BooksTime . This has been the most horrible merchant processor we have ever experienced. Every time we call then, the call gets re-routed to multiple departments, but none of the departments have a supervisor that we can speak to. Each time we had to explain everything all over again, taking ½ hour to 1 hour, each time.

Are There Many Ways To Contact BooksTime Customer Service?

Essentials and Advanced plan users can manage inventory and vendors and create purchase orders. You can add images of inventory items and bundle products or services that are frequently sold together, saving you the time of entering them on an invoice separately.

You can send estimates and invoices, track your expenses, manage sales tax and run basic reports. BooksTime pricing begins at $25 per month for freelancers and goes up to $180 per month. Though this is more expensive than all other accounting tools, you definitely get what you pay for in terms of features and power. The payroll add-on will cost between $45 and $125 per month on top of online bookkeeping the accounting cost, and there are other features for an extra cost like advanced time tracking. From here you can connect your bank to your BooksTime account. At this stage you can upload your company logo and fill in more information about your business. If you’ve been using another online solution which supports CSV/Excel format export, you can import this data into BooksTime.

  • All of HubSpot’s marketing, sales CRM, customer service, CMS, and operations software on one platform.
  • As the name implies, BooksTime Online Simple Start is great for businesses who are just getting started.
  • Additionally, because BooksTime is the industry standard for accounting software, it’s easy to find experts who are well-versed in the platform.
  • BooksTime Online has better flexibility, data security, updates, and mobile access, so if those things are important to you, that’s the plan we recommend.
  • You can’t create or manage projects or pay contractors or define sales taxes.

In our case study, we successfully generated 16 different types of reports, which isn’t possible in most other accounting software. BooksTime Online can generate more than 100 reports, depending on your subscription. Whether you need standard reports—like balance sheets, P&L statements, and cash flow statements—or sales reports by customer, location, or class, you can do it all in BooksTime Online.

Users can access industry-specific reports and set up to 115 user permissions and up to 14 user roles. Their Simple Start package excludes features like invoice scheduling, project profitability tracking, and inventory tracking. While the Desktop Pro package offers a few more perks than Plus, as well as several discounts, Certified Public Accountant the range of features is limited and customers have reported difficulties in moving from desktop to online. Customers have also complained of poor customer support and very long support wait times. The price for payroll functionality includes a monthly fee plus an affordable fee per employee per month.

How is that possible when its online based and it syncs to my bank account grabbing the information right when I ask it too. They are deflecting from the real issue which is software problems. I’ve had a total of 3 rather large issues with QBO this being 2 of them.

The app also notifies you when your invoice is sent, viewed, and paid, so you will never have to keep track manually of who owes you what. The program enters the transaction information for you and automatically matches and categorizes expenses from the receipt.

On this page, you will also find a security blog, tips, and alerts. If you opt to process your payments via the program, you can pay per transaction fee which is 2.4% and $0.25 or pay the monthly $19.95 per month for lower transaction rates of 1.6% and $0.25. For management, BooksTime Essentials still offers the ability to manage and pay vendors – something Simple Start cannot do.

Our review can help you decide if BooksTime is right for you, or if your business needs a cheaper BooksTime alternative instead. Most recently she was a senior contributor at Forbes covering the intersection of money and technology before joining business.com. 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. Her areas of focus at business.com include business loans, accounting, and retirement benefits.

Author: Kim Lachance Shandro

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