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).
