daniel@procarpet
Member
- Joined
- Sep 7, 2008
- Messages
- 3,797
Does it keep up with customer info, how much they spend, invoice etc, or is it just a calculator?
Can someone explain the benefits of quick books
- Thread starter daniel@procarpet
- Start date
It's not "just" a calculator.
I use it for all of my invoicing.
I also use another Quickbooks program called customer manager for all my bookings.
You can put in as much or as little info that you want.
It even does mail outs for you, reminders, etc;
& they (forgotten the word)
mix in with Word/Excel/ etc; as well.
Log onto their site and go for a demo run, or down at (probably) Walmart or that big blue office supply shop, you can get a "How to use Quicken/Quickbooks" cd for about $5
I use it for all of my invoicing.
I also use another Quickbooks program called customer manager for all my bookings.
You can put in as much or as little info that you want.
It even does mail outs for you, reminders, etc;
& they (forgotten the word)
mix in with Word/Excel/ etc; as well.Log onto their site and go for a demo run, or down at (probably) Walmart or that big blue office supply shop, you can get a "How to use Quicken/Quickbooks" cd for about $5
Doug Cox
Supportive Member
I use it for banking and invoicing. I just signed up for online banking so I can sync my bank account with QB's. I use way less features than the program offers.
I spent money on it twice.....one time had a mini "seminar" on it...
I still couldnt figure it out or do what i wanted it to....
WAY to many features that i dont use nor want to....
I hate the fact I had to have EVERYTHING put into their "category's" really sucked
I still couldnt figure it out or do what i wanted it to....
WAY to many features that i dont use nor want to....
I hate the fact I had to have EVERYTHING put into their "category's" really sucked
Brian R
Member
You use it for just about everything accounting...or just a few things.
I use Service Monster for tracking and invoicing my customers etc.
I use QB for the money side....deposits, payments, taxes etc.
My Accountant....and most accountants will prefer Quickboks when it comes to tax time.
I keep track of my venders, subs and some other things that are not related to carpet cleaning customers too.
It's super versatile....but you have to learn to use it.
There is way more than I ever want to learn about accounting in that software.
I use Service Monster for tracking and invoicing my customers etc.
I use QB for the money side....deposits, payments, taxes etc.
My Accountant....and most accountants will prefer Quickboks when it comes to tax time.
I keep track of my venders, subs and some other things that are not related to carpet cleaning customers too.
It's super versatile....but you have to learn to use it.
There is way more than I ever want to learn about accounting in that software.
ACE
Member
When I started out I just used excel spreadsheets for accounting and tracking customers. With QB, there is much less data entry and I can look at the numbers objectively. It helps to have taken some accounting classes.
Brian R
Member
QB is really awesome for tracking your finances to see where you stand...compared to the previous year etc.
You can see what % on money is going where and make adjustments as needed.
The P&L statement is something you should be reviewing at least once a month.
Oh, and if you need financing it really helps. You can print out P&L, balance sheets etc.
It's the accounting industry standard and most other programs will work well with QBs.
You can import all your customer base etc into things like Service Monster.
You can see what % on money is going where and make adjustments as needed.
The P&L statement is something you should be reviewing at least once a month.
Oh, and if you need financing it really helps. You can print out P&L, balance sheets etc.
It's the accounting industry standard and most other programs will work well with QBs.
You can import all your customer base etc into things like Service Monster.
ascrubabove
Member
I use it once in a while, the wife is the pro at it, I am affraid I will mess stuff up in there but she say's you can fix anything in it if there was a mistake made.
