Home Service Pros: 3 QuickBooks Tips to Save Time
If you run a home service business, you know time is money. Between job sites, scheduling, invoicing, and managing your crew—it’s easy for your bookkeeping to fall to the bottom of your to-do list.
At DBR Bookkeeping, we work with trades and service pros across Northwest Arkansas and beyond to help simplify their books—especially with QuickBooks Online (QBO).
Here are 3 quick and powerful QBO tips that save time AND give you better financial visibility.
1. Use Recurring Transactions for Monthly Clients
Have customers you serve regularly—like weekly lawn care or monthly HVAC filter checks?
✅ Set up Recurring Invoices inside QuickBooks Online.
It saves you the hassle of manually invoicing each month. You can automate the email and even set up automatic payments.
🔧 Real example: A Springdale handyman saved 3+ hours/month just by scheduling all recurring clients at the beginning of the year.
2. Download and Categorize Transactions Weekly
Don’t wait until tax season to clean up your bank feeds.
✅ Link your business bank and credit card accounts to QBO.
✅ Set a reminder to review transactions weekly (or hire a pro to do it for you).
✅ Use Rules to automatically categorize recurring expenses like fuel, materials, or subscriptions.
⏱️ Pro tip: A Rogers-based plumber we work with saves 6+ hours a month by using this system consistently.
3. Track Jobs or Service Categories with Tags
Ever wonder which types of jobs are most profitable?
✅ Use Tags or Classes in QBO to label income and expenses for different job types (e.g., Installations vs. Maintenance).
✅ Run reports monthly to see where you’re making the most profit.
This insight helps you make smarter decisions about pricing, scheduling, and marketing.
Why This Matters for Home Service Businesses
Most home service professionals we work with say the same thing:
“I just want to do the work. I don’t have time to mess with the books.”
That’s exactly why systems like QuickBooks Online—when set up correctly—can save you HOURS of admin time each month, while helping you:
Avoid tax headaches
Get paid faster
Understand your cash flow
Plan for growth
At DBR Bookkeeping, we specialize in working with service-based businesses in Bentonville, Fayetteville, and across Northwest Arkansas to clean up books, simplify processes, and keep you compliant.
FAQ: QuickBooks for Home Service Businesses
Is QuickBooks Online better than other options like Jobber or Housecall Pro?
Those apps are great for scheduling, but QBO handles your accounting, taxes, and compliance. We often integrate both.
What if I don’t have time to learn QuickBooks?
You don’t have to. We can set it up for you and handle your monthly bookkeeping—or teach you how to manage it.
How much time can QBO save me weekly?
With the right setup, most service pros save 3–8 hours/month on admin and bookkeeping.
Ready to Get Your Time (and Sanity) Back?
📅 Book a call with Dr. Bryan Raya today and let’s streamline your books before tax season hits.
Let’s start Doing Business Right.
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