So far, I don't find it any easier to navigate around in
SM than it is in QB. Finding customer info. and history is no better, or worse. Importing info. into QB is not completely fail safe. For instance, after posting payments in
SM, and then importing them into QB, I still have to go into QB and payment by payment target them to specific invoices. Also, for some reason, I can't go into accounts (in
SM) and type the letter "A" in the search field and have all the customers starting with "A" come up. I have to type in several letters, or in other words, get more specific before I get a response.
I have yet to start using the marketing feature of
SM. Soon as I do, I suspect I will appreciate it much more than I do now.