Paula
May you have enough happiness to make you sweet, enough trials to make you strong, enough sorrow to keep you human and enough hope to make you happy.
Joined: Apr 30, 2004
Points: 785
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Re: Quick books or Peachtree
Reply #8 Mar 7, 2005 1:26 pm |
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Mints There is software out there that will adjust your inventory on the basis of a shipping ticket or with invoicing....wouldn't have to be separate entries. The rest sounds pretty standard stuff you are looking for. I set up inventory for a food distribution company years ago and that is how it worked but this was customized software. There are more prepackaged options out there now. I'd be happy to do some digging around online tonight and see what I can find, if that helps any. Paula
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robmints
Joined: May 13, 2003
Points: 4691
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Re: Quick books or Peachtree
Reply #9 Mar 7, 2005 6:16 pm |
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Mints I'd be happy to do some digging around online tonight and see what I can find, if that helps any. Paula Paula, You have helped me plenty already. I'm pretty well set on the Quickbooks. I'm crying at the price, but when you get these programs you invest a tremendous amount of time setting them up with all the inventory, customers, employees, and vendors. Not something I would want to pick the wrong one and be sorry. Thanks very much for your help.
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whyme
Let it Snow, Let it Snow, Let it Snow.....
Location: Westchester, NY
Joined: Jan 2, 2004
Points: 114
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Re: Quick books or Peachtree
Reply #12 Mar 8, 2005 9:45 am |
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Thanks all. 8 empolyees, 100 customers, 100 vendors, 5000 parts. Inventory is seat of the pants right now. I would not mind it being tracked, but that sounds like a lot of work. I would like to enter an order, print an invoice, packing slip and a UPS ticket (that enters it into the UPS record for pick up). Inventory OK. Also I would like to able to issue po s and pay invoices from the po s. No payroll, it is done outside. Just a weekly journal entry. Use it on more than one machine or load it on a external hard drive so I can take it. what am I missing? Robmints,
Purchase orders - Can be done on QB though I've never used it. Invoicing - Can be done & you can use items (materials), labor (if you use timesheets) w/ associated rates & track sales tax as well as mark-ups. Keep in mind all this would need to be set up in advance. Inventory - Can be done on QB though I've never used it. Packing Slips - Can be done on QB though I've never used it. UPS Ticket - I've never seen this, make sure this is available if someone told you that. Weekly Journal - Can be done on QB, but only as good as the information you put in as you probably already know. Load on more than one machine - You can get as a 5 user package. This allows you to allocate rights to certain aspects of the books. For instance someone can enter bills while someone else is entering invoices. Just be careful, you cannot have two people doing the same thing at the same time. FYI, the database file (books) gets large very quick. If you plan on taking the file home with you on a laptop, just remember that it's a live file & that you need to freeze the copy in the office if you are working off-site. Otherwise you would be overwriting entries by the office staff. Also, don't plan on using floppies, my file is somewhere around 30-40 MB. The one nice thing about Quickbooks is that I can give the file to the Accountant & he uses the information & reports to generate what's required for filing taxes, 1099, W4's...etc., but it's only as good as the information inputted into the file. FWIW, if you can get a copy of the software from a friend, I would try it out & set up a test company. I found that I got better at using the QB features each time I set up a company (3 so far & should be doing it again in a month or so).
GeorgeCAriens 1128LE and various other grown-up toys....
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Paula
May you have enough happiness to make you sweet, enough trials to make you strong, enough sorrow to keep you human and enough hope to make you happy.
Joined: Apr 30, 2004
Points: 785
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Re: Quick books or Peachtree
Reply #15 Mar 12, 2005 3:59 pm |
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Rob, I got one of the Indians the other day.
He asked where I lived, I told him, he asked me to repeat it, then spell it. I asked where he was from and he said Missouri. BS, anyone in Missouri knows where Tulsa Ok is and how to spell it both words. (roll eyes) Marshall What...you couldn't hear the Missura accent? That was my chief complaint with Dell (that and the fact that my computer sucked)....all the tech guys were Indian and would get pissy if you had to ask them to repeat stuff (won't even get into their whole attitude towards women....). . Sorry Mints...that is a big drawback in my book....but unfortunately, it seems like more and more companies are going that route...my sister who works for GE said that they did it too in their parts departments. Paula
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