Built-in general ledger
A general ledger inside FuneralHQ, so one product can hold the case and the books.
Funeral home accounting software
FuneralHQ includes a built-in general ledger, payroll, and trust accounting, so a firm can keep its books in the same system as its cases. Firms that keep their books elsewhere can sync with QuickBooks Online, QuickBooks Desktop, or Xero instead.
Who it is for
- Firms that want the books and the cases in one place
- Bookkeepers keying contracts into a separate ledger
- Firms already on QuickBooks Online, Desktop, or Xero
- Owners who need preneed trust records beside the case
What it replaces
- A second system for the ledger and another for payroll
- Retyping each statement and payment into the books
- A trust spreadsheet kept apart from the contracts
- Month-end hunting for the case behind an entry
How accounting works in FuneralHQ
The case is where the money starts. The General Price List is kept once, the statement is built from the same line items, and payments are recorded against the case, so the books begin from the record the family signed.
- 01
Choose where the books live
Keep them in FuneralHQ’s built-in general ledger, or connect your existing QuickBooks Online, QuickBooks Desktop, or Xero company during onboarding.
- 02
Build the statement on the case
The Statement of Funeral Goods and Services comes from the same line items as your General Price List, and becomes the invoice.
- 03
Record payments against the case
Card and ACH payments, deposits, and payment plans post to the case, so the balance is current before anything reaches the ledger.
- 04
Keep payroll and trust in the same system
Payroll and trust accounting are built in, alongside the general ledger, for firms that want one place for the books.
- 05
Close the month with your accountant
Categorization, write-offs, and the monthly reconciliation stay with the person who closes your books. Have them test a full month on a demo.
What is included
Two ways to keep the books, both fed by the same case record.
Payroll
Payroll is part of the built-in accounting, beside the ledger and the case work your staff already do in FuneralHQ.
Trust accounting
Trust accounting is built in. Each preneed contract keeps its funding and status on its own record in the same system.
QuickBooks Online and Desktop
Sync the invoice, each payment, and the family as a customer. A firm on QuickBooks Desktop does not have to move to Online.
Xero
FuneralHQ also connects to Xero, for firms that keep their books there.
Your chart of accounts
Connect your existing QuickBooks company during onboarding and keep the chart of accounts your accountant already uses.
A sample case, from first call to the books
Every stage of a case is worked on one record, so nothing is typed twice between the person who takes the call and the person who closes the books.
“We run two locations and I used to have no idea where a case stood without calling someone. One dashboard changed that. The QuickBooks sync is the part my bookkeeper noticed first, the books finally reconcile against the cases without anyone keying it twice.”
Krista NethercottGrand Teton Funeral Home and CremationDriggs, Idaho, and Jackson, Wyoming6 steps 1 record
Every stage of a case in one file, so nothing falls between systems.
- First callThe caller, the decedent, and the next step, captured once.
- Arrangement fileServices, merchandise, and the statement, built on the case.
- DocumentsPackets generated from the case, signed remotely, and filed back on it.
- Family pageA secure page for status, forms, signatures, and payment.
- PaymentCard and ACH against a live case balance.
- The booksPosted to QuickBooks or the built-in ledger as payments clear.
Further reading
- Funeral home accounting softwareSeven funeral systems and their ledgers or accounting connections, read from each vendor’s own site.
- QuickBooks for funeral homesWhat should sync automatically from the case, and what should stay human.
- QuickBooks Online vs QuickBooks DesktopWhat each edition means before you pick a funeral system.
- Preneed trust reconciliation checklistA monthly exception checklist to work through with your trustee or adviser.
- QuickBooks syncThe invoice, payment, and customer records that move across, and how to check them.
Common questions
What is the best accounting software for a funeral home?
The best funeral home accounting software is the one that keeps the ledger and the case in agreement without retyping. That can be one product with a built-in general ledger, like FuneralHQ, or funeral software that syncs with QuickBooks Online, QuickBooks Desktop, or Xero. Have the person who closes your books test a full month before you decide.
Does FuneralHQ do trust accounting for preneed?
Yes. FuneralHQ includes built-in trust accounting, and each preneed contract keeps its funding and status on its own record. Your trustee or adviser still confirms what your state requires, so bring a redacted reconciliation example to the demo and agree who checks what.
Does FuneralHQ include payroll?
Yes. Payroll is part of FuneralHQ’s built-in accounting, alongside the general ledger and trust accounting. Bring your current payroll questions to a demo and we will walk through them on screen.
Can we keep QuickBooks or Xero instead?
Yes. FuneralHQ syncs with QuickBooks Online and QuickBooks Desktop, and also connects to Xero. With either QuickBooks product it syncs the invoice, each payment, and the family as a customer, and you keep your existing chart of accounts. FuneralHQ does not connect to Sage.
Is this tax or legal advice?
No. FuneralHQ keeps the records; it does not replace your accountant, your trustee, or your state’s rules. Confirm each accounting decision with the professional who signs off on your books.
See a case reach the books
Bring the person who closes your books. In 20 minutes we build a statement from the price list, take a payment, and show it in the built-in ledger or in QuickBooks or Xero.