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Year Round Tax Service

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Quickbooks integration with other software types

11/4/2015

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I have had numerous business clients over the recent years consult with me on how they can make the best use of Quickbooks even though they are using an industry specific software product to record their income.

For example, as many of you may know, there is a software that is widely used called Mind Body. It is software that is tailored for businesses like Massage Therapists, Yoga Studios, Pilates Studios, etc. . They use the software to schedule their classes, collect income for classes/sessions their customers took, prepare sales tax reports, and many other functions that are similar to Quickbooks. It will not, however, generate an accurate profit and loss statement to give to your CPA during tax time.  

My clients have spent hours on the phone with technical support on both sides of the coin (Intuit and their other software company) and no one could help them sync the two platforms together.

Well I have found a solution!  I know how to generate reports from the different software companies out there, and integrate the reports into Quickbooks!

The reason why this is important is because if you were to be audited by any of the taxing authorities, they will want the to see that the two sources of data agree with each other.  It is a huge red flag if they don't!

If you are interested in seeing how I can help your business integrate your propriety software with Quickbooks, please schedule an appointment with to see how I can help your company.

Sincerely,
​Heather McTavish

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    Heather McTavish

    I am passionate about sharing ways to save you time and $  with  your small business accounting.

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