Features
Your accounts, without typing everything twice
What it does
Which packages does it connect to?
Xero, QuickBooks and Sage. You connect once from the settings page by signing in to that account and allowing it; there is nothing to install and no file to import.
What gets sent across?
Invoices when they are issued, payments when they are taken, and credit notes and refunds when they are raised. The push is one-directional on purpose — this is where the work happens and that is where the books live, and two systems both writing to each other is how a reconciliation becomes a week's work.
Whose figure wins if the two disagree?
Ours, and deliberately. The deduction, the VAT and the total are printed on the document your customer is already holding, so the invoice is the record. Letting the accounting package recompute it would mean two engines producing two numbers, and only one of them is on the paper.
How does a CIS deduction reach the books?
As a negative line against a CIS-suffered account, never as a credit note — a credit note would forgive the money and record no tax suffered, which is a different thing entirely. If you have not said which account to use, the invoice is held and reported rather than quietly pushed across at its gross total.
What if a push fails?
It is reported rather than retried silently into nothing. An invoice that has not reached the books is on a list you can see, with the reason, so the gap is visible before your accountant finds it.
Is there anything that is less certain?
Yes, and it is worth saying: Sage's allocation and refund legs have not been exercised against a live Sage account. They degrade to a reported note rather than failing silently if the plan refuses them, but it is the part of this we would most want verified on a real connection.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
Nothing flows back the other way. An invoice edited in Xero does not change here, and it should not — one of the two has to be the record.
It does not reconcile your bank. Payments taken here go across; matching the statement is still done in your accounts package.
It does not file VAT or anything else with HMRC. That happens in your accounts software or by your accountant.
Purchase invoices and supplier bills are not pushed. Costs are recorded here for your own margin figures, not posted to the ledger.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Connect your accounting package
Xero, QuickBooks or Sage, so invoices do not get typed twice.
Raise and send an invoice
From a finished job, or from scratch when there was no job.
Subcontract work and CIS
What a contractor withholds from your invoice, why it is not a debt, and how to set it up.
The year-end records your accountant asks for
One file with the records behind your figures — and an honest list of what is not in it.
Questions, answered
Does TaskMyJob connect to Xero?
Yes, and to QuickBooks and Sage. You connect once by signing in to that account; invoices, payments, credit notes and refunds go across as they happen.
Do changes in Xero come back into TaskMyJob?
No. The push is one-directional on purpose, so there is one record rather than two systems overwriting each other.
How is a CIS deduction posted?
As a negative line against a CIS-suffered account, never a credit note. If no account has been chosen the invoice is held and reported rather than pushed at its gross total.
Does it file my VAT return?
No. Nothing is filed with HMRC from here. The figures go to your accounts package, and the return is made there or by your accountant.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.