Im finding that now more and more clients are using Xero and QB that more and more errors are creeping in and previously we have just put them right with the odd email to tell them where they went wrong so they dont make the mistake again. However an extra 10-30 minutes per job is really starting to add up and I need to find the best way to go back to the client with some options.
The main problem is that Xero and especially QB are selling the software as being a magic wand to bookkeeping when its quite clearly not...one client this morning wanted to file their VAT return with a £3k refund until I pointed out that they hadnt paid off any of the sales invoices and therefore Xero wont include them on the VAT Return as they were on cash accounting. When weve actually had a look at the purchases they have duplicated things by manually paying off incoives and then also coding out the bank feed payment too. In short, its a bag of crap but I always struggle how to approach this especially with clients who are on a fixed fee. I appreciate Ive made life hard for myself here but I need to sort it out now for the existing clients and make sure I dont make the same mistake again with new clients.
How do you approach the situation with clients? Any help appreciated thanks. Initial training would probably be the best answer but clients think its so easy and dont think they will need it.