Advertise here    

QuickBooks Forums      

Go Back   QuickBooks Forums > Other QuickBooks Forums > Comparison Forum

Reply
 
Thread Tools Rating: Thread Rating: 6 votes, 5.00 average. Display Modes
  #1  
Old 12-15-2007, 09:47 PM
kentuckynet kentuckynet is offline
Registered User
 
Join Date: Dec 2007
Posts: 7
Need Help deciding which software for me

Hello i need a software thAT

Will let me send invoices
Keep a list of all my customers
Remind me when they dont pay
and
a feature that will alert me after 3 years to send a postcard that it will print out telling my customer its time again.

the two in bold are must haves for me....

thanks a bunch if you could help
kentucky
Reply With Quote
  #2  
Old 12-15-2007, 10:05 PM
suzannemead suzannemead is offline
Moderator
 
Join Date: Nov 2003
Location: Woodbine, MD
Posts: 5,374
Quickbooks lets you create invoices. You can also create a "To Do" list.
The customers are kept in a list.
You can create an Accounts Receivable Aging Report that shows you who owes what and how old the debt is.
__________________
Suzanne M. - "Better Books"
Certified Quickbooks ProAdvisor in Pro.,Prem. & Enterprise
suzannemead@msn.com / suzannemead@comcast.net
Reply With Quote
  #3  
Old 12-15-2007, 11:00 PM
kentuckynet kentuckynet is offline
Registered User
 
Join Date: Dec 2007
Posts: 7
what about the postcard reminder every three years to each customer?

?????
Reply With Quote
  #4  
Old 12-16-2007, 09:11 AM
suzannemead suzannemead is offline
Moderator
 
Join Date: Nov 2003
Location: Woodbine, MD
Posts: 5,374
Quickbooks doesn't create postcards but will give you the reminder. There are letters within Quickbooks that you might be able to customize for your needs, but I doubt they will create a postcard. That feature integrates with MS Word.
__________________
Suzanne M. - "Better Books"
Certified Quickbooks ProAdvisor in Pro.,Prem. & Enterprise
suzannemead@msn.com / suzannemead@comcast.net
Reply With Quote
  #5  
Old 12-16-2007, 09:33 AM
kentuckynet kentuckynet is offline
Registered User
 
Join Date: Dec 2007
Posts: 7
So by using quicbooks and ms word can i do all of what im wanting?

thanks
Reply With Quote
  #6  
Old 12-16-2007, 10:01 AM
suzannemead suzannemead is offline
Moderator
 
Join Date: Nov 2003
Location: Woodbine, MD
Posts: 5,374
If you want to create invoices and have reminders/alerts, as well as the other things you mentioned, then yes. I would suggest you find someone who is using Quickbooks, or try to get a trial from Intuit, to see if the program meets your needs.
__________________
Suzanne M. - "Better Books"
Certified Quickbooks ProAdvisor in Pro.,Prem. & Enterprise
suzannemead@msn.com / suzannemead@comcast.net
Reply With Quote
  #7  
Old 12-16-2007, 07:42 PM
kentuckynet kentuckynet is offline
Registered User
 
Join Date: Dec 2007
Posts: 7
Thanks for all your help...i know nothing about intuit or quickbooks.....

Isnt there a place or a person you can ask what software does what i want?

It wouldnt seem im asking alot of any software?

Thanks if anyone knows where i can get these answers,
Reply With Quote
  #8  
Old 12-25-2007, 01:12 PM
JZeiger JZeiger is offline
Registered User
 
Join Date: Oct 2005
Posts: 553
The last item, automatic mailings to customers, isn't really an accounting task or an accounting issue. There are probably programs that do that (customer management software), but most accounting software performs accounting tasks.
Reply With Quote
  #9  
Old 12-29-2007, 12:27 AM
JTAlves JTAlves is offline
Registered User
 
Join Date: Dec 2004
Location: Honolulu
Posts: 322
Send a message via AIM to JTAlves Send a message via Yahoo to JTAlves
Kentucky,

I am becoming very disappointed with QuickBooks inability to do some very critical accounting let alone marketing things for me so that's why I'm in this forum. I am seriously thinking of moving to another system. So, here's my 2cents on your question from research Iíve done on several software packages.

QuickBooks works fine for generating invoices and most other accounting activities but doesn't handle client management very well or if at all. And sorry Suzanne, but doing a merge with MS word just doesn't make it at all. It works but it's a beast to manage.

There are other accounting software packages out there that might solve both of your problems. Peachtree is one that comes to mind that from what I know, somewhat seamlessly integrates with a customer management software package called ACT which is from the same software company (Sage). I think that company offers a trial package of both software solutions. Depending on the size of your company and accounting needs you might be able to get away with a low cost solution.
__________________
Jeff
Jeff@Ifdesigninc.com
Reply With Quote
  #10  
Old 01-24-2008, 08:10 PM
YourVirtualAsst YourVirtualAsst is offline
Registered User
 
Join Date: Oct 2007
Location: Oklahoma
Posts: 82
Send a message via MSN to YourVirtualAsst Send a message via Yahoo to YourVirtualAsst
I hate Peachtree, I am having to use it for one of my clients now and it's horrible. I much prefer QuickBooks. They have an inexpensive add-on called Customer Manager that is great for client management.

QuickBooks does let you set up reminders as well, so that should solve your postcard reminder problem.
__________________
Rebecka Melson ~ Virtual Business Services ~ www.vbsofok.com
Bookkeeping & Administrative Support
Reply With Quote
  #11  
Old 03-23-2008, 11:23 PM
kreese kreese is offline
Registered User
 
Join Date: Mar 2008
Posts: 3
Intacct can do this... They have a contract renewals module that can even automatically enter a new opportunity in salesforce.com at the appropriate time.
Reply With Quote
  #12  
Old 11-13-2009, 07:15 AM
D.meave D.meave is offline
Registered User
 
Join Date: Oct 2009
Location: United States
Posts: 10
Send a message via ICQ to D.meave
Need Help deciding which software for me

I doubt he will want to drive to T.O. for a racquet...the cost of gas alone will probably exceed the cost of AT500x2. Of course, it all depends on the type of vehicle hes got...maybe as much as AT800OFx4 for a hummer?
Reply With Quote
  #13  
Old 07-20-2010, 09:26 AM
pietersen pietersen is offline
Registered User
 
Join Date: Jul 2010
Location: singapore
Posts: 1
Hai everybody, i am a new member to forums, so i am intereseted
and want to gain knowledge on this topics..........................thank u
Reply With Quote
  #14  
Old 07-20-2010, 04:36 PM
JTAlves JTAlves is offline
Registered User
 
Join Date: Dec 2004
Location: Honolulu
Posts: 322
Send a message via AIM to JTAlves Send a message via Yahoo to JTAlves
What do you need help with?

What kind of help are you looking for?
__________________
Jeff
Jeff@Ifdesigninc.com
Reply With Quote
Reply

Bookmarks
Bookmark and Share
Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is On

Forum Jump


All times are GMT -5. The time now is 03:09 PM.


 

Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
All contents copyright (c) by AccountingUsers Inc.
You Rated this Thread: