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  • Casual Articles - Why I Can Not Use QuickBooks

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    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decid

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    I really want to like QuickBooks. It has a wonderful user interface and processes things quickly. It allows me to create invoices, track payments, record expenses, etc, etc. But the best part of QuickBooks is its add-on module, Customer Manager. At first glance, it seemed to be perfect for my business because it had the ability to manage my customer database, while at th same time allowing me to assign projects and project-related tasks to each client. In my line of work, that is critical. Customer manager also has a calendar function that is very user-friendly.

    Customer Manager also allows you to keep notes (i.e. phone calls, pasted emails, etc) and assign them to Clients, Projects, and even Tasks. Customer information can be sync’d back and forth between QuickBooks and Customer Manager.

    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decide

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    ooks is its add-on module, Customer Manager. At first glance, it seemed to be perfect for my business because it had the ability to manage my customer database, while at th same time allowing me to assign projects and project-related tasks to each client. In my line of work, that is critical. Customer manager also has a calendar function that is very user-friendly.

    Customer Manager also allows you to keep notes (i.e. phone calls, pasted emails, etc) and assign them to Clients, Projects, and even Tasks. Customer information can be sync’d back and forth between QuickBooks and Customer Manager.

    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decid

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    When I am referred to the customer service department of a large company I let out a big groan. The dreaded customer service department is often a clearing house for questions and complaints. This is a typical telephone conversation I have had with a one of these departments:Ring Ring. Recorded message: "We are sorry but a
    ign projects and project-related tasks to each client. In my line of work, that is critical. Customer manager also has a calendar function that is very user-friendly.

    Customer Manager also allows you to keep notes (i.e. phone calls, pasted emails, etc) and assign them to Clients, Projects, and even Tasks. Customer information can be sync’d back and forth between QuickBooks and Customer Manager.

    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decid

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    you to keep notes (i.e. phone calls, pasted emails, etc) and assign them to Clients, Projects, and even Tasks. Customer information can be sync’d back and forth between QuickBooks and Customer Manager.

    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decid

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    Without Customer Manager, QuickBooks is OK, but not a “must-have.”

    I gave the two programs a full test through two weeks of my business cycle. Sadly, at the end of testing, I had to decide to NOT use the products. Here are the reasons why:

    * No Palm Support. My Palm Treo 650 is a key component of my business. My contacts, task list, and calendar are critical to my day-to-day organization. While on the road, I can check email, create accounts, and assign a task based up on any important messages/calls. Unfortunately, QuickBooks’ Customer Manager does not offer ANY sync’ing capability with the Palm platform. The only solution for me is to purchase Microsoft Outlook and sync the data there first — and THEN sync to Customer Manager.Forcing PDA users to go through Outlook baffles me, especially knowing that QuickBooks’ biggest competitor is Microsoft Accounting. You would think that they would embrace the Palm community! For my trial period, I did actually download Microsoft O

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