Frequently asked questions

Not accounting software: ClearDesk IQ is a complete business management system for small businesses. It runs quotes, jobs, invoices, expenses, employee hours, profit and cash planning. For tax returns, payroll filings and a full ledger, keep using your accountant or payroll service, and give them the accountant-ready CSV export.

$79.99 USD, paid once on the Microsoft Store. There are no monthly fees and no subscription. The Store shows the final price, including any tax, at checkout.

A Windows 10 (version 2004 or later) or Windows 11 PC, 64-bit (x64). It does not run on Mac, phones, tablets or Windows on ARM.

No account is needed, and the app works offline. You need the internet to buy and download it from the Microsoft Store.

On your own computer, in a records folder inside your Windows user folder. Uninstalling or reinstalling the app does not delete them. The Backup button saves one complete file, including job and expense photos, that you can keep on a USB drive or another folder.

Yes, on the same local network. One computer is the office host, and each trusted laptop joins with a pairing request. Laptops keep working offline and send their changes when they are back on the office network. Photos and receipts stay on the computer that added them.

Yes. Import a customer list or a price list from an Excel (.xlsx) or CSV file. Columns are matched for you, duplicates are recognized, and each import can be undone.

An Excel workbook of your records, accountant-ready CSV files (customers, invoices, payments and expenses), and PDFs of estimates, invoices, job reports and the Profit review.

No. It tracks employee hours and labor cost for each job. Use your payroll service for pay, deductions and filings, and your accountant for tax returns.

ClearDesk IQ creates the PDF and you send it through your usual email. There is no automatic sending. You can print your own PayPal.me, Venmo, Square or Stripe payment link on invoices that have a balance.

The edition available today is built for contractors and trades. Any small business that works with quotes, jobs, invoices and staff hours can use it, with contractor wording on some screens. It does not include point-of-sale or inventory features.

A Restaurant Edition for small restaurants is in development and not available yet. See what is planned.

Your purchase belongs to the Microsoft account you used in the Microsoft Store. On the other PC, sign in to the Store with that account and install ClearDesk IQ. Records move with Backup and Restore, or by connecting the PCs as office and laptop.

The app includes 141 searchable help articles that work offline. The same articles are in the online help center. For anything else, open ClearDesk IQ in the Microsoft Store and choose Publisher support, or write to summitechconsulting@gmail.com.

No. ClearDesk IQ is a Windows desktop app for PCs and laptops.