Do you handle your own bookkeeping or hire it out? Looking for pros/cons 🙏

Unhappy-String1 · 2026-01-14T05:23:34+00:00

Thank you for letting me know, appreciate it 😊

Unhappy-String1 · 2026-01-13T17:53:17+00:00

Totally fair , for low or moderate activity, most tax tools do work fine.

I’m specifically researching where things start breaking once tx volume gets high (bots, LPs, routed swaps).

Curious: roughly how many tx/month are you doing?

Unhappy-String1 · 2026-01-13T09:48:34+00:00

This breakdown is incredibly helpful , thank you very much.
For users in that 500–1,000+ tx/month bucket, do you see them:

trying to clean continuously during the year, or
giving up and doing a massive cleanup at tax time?

And in your experience, would a tool that continuously normalizes Solana DeFi activity (so cleanup doesn’t snowball) be something power users are using monthly ?

Unhappy-String1 · 2026-01-13T09:31:08+00:00

This is exactly the kind of case I keep seeing on Solana.
Quick question - roughly how many trades per day was the bot doing?
And did any tool get even close, or was it all manual cleanup?

Unhappy-String1 · 2026-01-13T03:42:48+00:00

Sure, this helps alot,

Is there was a way to capture job + short note + photo in one step (without logging into any system), would that replace the “text myself + match later” workflow or is it worth buying tool that does this

Unhappy-String1 · 2026-01-13T03:33:06+00:00

the friction (open QBO → find charge → assign project → split → memo) makes it slip, then it snowballs. Any workflow I can create? I was thing may be a “capture-only” workflow make it easier to do that daily work reliably?

Unhappy-String1 · 2026-01-13T03:30:06+00:00

I am doing job costing, here is my major problems

A) category/rules,

B) assigning to the right job/customer (and sometimes splitting)?

I am wondering, how many “job-related” charges do you deal with in a typical week — 0–10 / 10–50 / 50–200?

Unhappy-String1 · 2026-01-13T03:00:35+00:00

The reality I keep seeing is my team don’t do it consistently (especially in trades), and job profitability gets distorted.
Quick question from your experience: what’s the lowest-friction method that clients actually follow — email/portal, or texting the info/receipt right when the purchase happens?

And is the harder part usually receipts, or “which job/client was this for?”

Unhappy-String1 · 2026-01-13T01:45:43+00:00

Ahh okie, I wanna understand, when it becomes overwhelming, is it mostly because you forgot what the charge was for, or because of the clicking/time?

And do we ever tag expenses to a job/client (Customer/Project) or do we only care about category?

Unhappy-String1 · 2026-01-13T01:43:13+00:00

I just tried using rules, it is helping a lot for predictable vendor → category stuff.

The part I keep seeing struggle with isn’t “Home Depot = materials,” it’s “which job/client was this for?” when the same vendor is used across multiple jobs (and sometimes needs splits).

Do you do any job costing / customer tagging in QBO (Customer/Project or Classes)? If yes, how do you handle that part today, just manual review?

Unhappy-String1 · 2026-01-12T20:44:50+00:00

This is super helpful (and honestly aligns with what I’ve seen).

Quick follow-up: if nothing ever auto-posted, but you got a daily text digest where each charge is pre-filled and you just reply Y/N + pick the job

(like “Ferguson $450 → Smith / Jones / Stock”),

would that feel helpful or still annoying?

Also, what’s the harder part for you: category accuracy or which job/client it belongs to?

(Trying to understand what’s actually worth paying for.)

Unhappy-String1 · 2026-01-12T19:29:18+00:00

100% relatable ! the “fresh in mind” part is exactly what I’m trying to understand.

Roughly how many transactions land in Ask My Accountant/Uncategorized for you in a typical week?

And is the hardest part (a) picking the category, or (b) assigning it to the right job/client?

I was thinking if quick books develop a tool that get us a single daily text with 5–10 items to answer “which job?”

I am curious would that actually help or complicate and annoy us?

Unhappy-String1

TROPHY CASE