My brother has asked me to do his bookkeeping for him as he's gotten too busy. I'm a Sage girl but he's using Clear Books which I believe is based online.
Had a quick gander at the CB website and it looks like its aimed at small businesses. Has anyone here used Clear Books and is it similar to Sage in terms of how you post things?
I'm guessing you're another newbie like me! Like you we use Sage at work, but my wife is a self-employed graphic designer and she uses Clear Books. She's only been using it a few months but I helped her get up and running and it was pretty straight forward.
I really like the ability to email statements and invoices, which the client can click on to pay. Not sure even Sage can do this.
Not used it much myself, but from what I've seen the general concepts you've picked up with Sage will be useful with Clear Books, especially the chart of accounts and some of the reports.
Hi Jane, we use ClearBooks, a neat piece of software, its pretty friendly for small businesses but then so is Xero and QuickBooks online.QBO)
If I had a client on SAGE with prior data and wanted to move to the cloud I would use either Xero or QBO as they have file conversion services from MoveMyBooks who bring in prior year data into your new cloud solution.
Xero don't offer any discounts for this so to get 2 yrs worth of SAGE 50 data will cost around £140*(check again) but currently with QBO they are offering this for free so that's defo an incentive and helps claw back the overspend over Xmas!
If you're a bookkeeper you can register for QBOs CloudProAdviser scheme...you can get the plus product on behalf of your brother for 4.99 per month for LIFE!
I always advise to look and play with the product first, personally speaking all cloud providers are great, just the money saving on QBO with their new product interface makes it a very compelling proposition for us and our clients.
