How to Use QuickBooks for a Cleaning Business

Posted on 05/20/2024 by Niko Venev

Service industry companies can require careful accounting measures to remain profitable, and cleaning businesses are no exception to this rule. Whether you work for yourself or run a large operation, QuickBooks can provide the solution to all of your unique accounting needs, from simply tracking the costs of cleaning supplies to managing field operations.

       

Live QuickBooks Instructor-led Courses

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QuickBooks Online Edition: Basic course 1 day $445
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Self-Paced QuickBooks eLearning

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QuickBooks can help all kinds of businesses streamline their accounting tasks and stay on top of their finances. On a basic level, QuickBooks can aid owners of cleaning businesses by:

  • Creating invoices for clients
  • Tracking expenses for cleaning supplies, equipment, and other associated items
  • Storing and organizing receipts
  • Categorizing expenses

In general, any good accounting software will help you manage key aspects of your business's financial health. When you use QuickBooks for cleaning business accounting tasks, you can expect to be able to understand sales tax, manage revenue, and generate reports that will give you a detailed overview of your business.

The version of QuickBooks that you should choose can depend on your particular business's goals and characteristics. For example, if you're starting a small professional cleaning service, you may find that all of the tools that you need are in a version of QuickBooks Online. If your business is large or you want to manage employees through the software, you may want to sign up for a QuickBooks Desktop subscription.

 

Tracking Costs

Business owners who are focused on keeping overhead down and profitability up can often find themselves worrying about costs. Upgrading to QuickBooks Online Plus can provide a solution to the problem of tracking numerous expenditures. With this software, you can take advantage of the Projects feature, which will allow you to track staff hours and run reports. Tracking staff hours can provide guidance about how your business can improve, and reports may be able to show you ways to increase efficiency and profitability.

Documenting all of your expenses, no matter how small, can give you a clear view of your business's financial solvency. Numerous small purchases, for example, can often add up to big bills and can significantly affect the cash flow of your business.

 

Tax Deductions

Using software like QuickBooks can provide you with a convenient method with which to identify potential tax deductions. This can come in handy during demanding tax seasons, especially if you are an independent contractor or sole proprietor. For instance, tracking mileage can be an easy way to reduce a business owner's tax bill. With a program like QuickBooks Self-Employed, tracking mileage can be done simply and accurately each time you drive to a client.

 

Field Management

If your business is expansive or even corporate, with a large number of employees that you intend to dispatch to locations, consider taking advantage of Intuit's Field Service Management feature. With this feature, you'll be able to assign cleaning professionals to jobs, get real-time updates, and allow for on-the-spot invoicing. Inuit Field Service Management is perfect for those business owners who want ultimate control over scheduling and daily work orders. Best of all, it can be integrated with QuickBooks Online or QuickBooks Desktop.

 

Getting Support

It's no secret that QuickBooks can be confusing. Thankfully, if you sign up for a subscription, you'll have the option of having a live QuickBooks expert with whom to confer, just in case you need a little extra help.

 

Learn How to Use QuickBooks for a Cleaning Business

Running a cleaning business can require you to meticulously track your business's operations, and several versions of QuickBooks can provide the tools necessary to keep your accounting books spotless. At Certstaffix Training, we offer online and on-site training courses that can help you learn this software and even earn certification in QuickBooks Online or QuickBooks Desktop. Both versions of the software can assist you with tracking your business's finances. Sign up today to be guided through the software by a skilled, live instructor.

 



 


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Self-Paced QuickBooks eLearning courses cost $300 at the starting point per student. Group purchase discounts are available.







 

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