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Computers and Software => Business/Shop Management Programs => Topic started by: terryei on January 04, 2012, 08:02:28 PM
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I know a lot of you don't use Quickbooks, we have for years. Just upgraded to the newest version...AWSOME.
We plan to go "almost" paperless this year. We have been fooling around with it a little the past few days. We can create an invoice, attach the art work file, e-mails, approvals, Po's, production paper work, etc. AND THROW ALL THE PAPER WORK AWAY!
We have it backed up on the net daily and also throw it on a jump drive weekly. I have it on my computor and also on another that my wife and bookeeper use.
This is one nice program.
We started using it before we were screen printers and kept it...Glad I did. Maybe it is a little different than some industry specific programs, but we have been able to adapt it to our screening/embroidery busness.
Just had to write, feeling good about 2012
Terry
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the only thing I don't like about QB.. my bank only offers Quicken download files :o
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the only thing I don't like about QB.. my bank only offers Quicken download files :o
Our bank is the same way.. although you can pay a monthly fee for quickbooks files.
I will say we just upgraded from QB 2009 to 2012 and i really like the upgrade. Amazon is running a nice upgrade special on QB 2012 right now
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I trust reviews from you guys more than Amazon, but damn the first three people are REAMING the new version.
What is better about this version? I have 2008 simple start and am looking to upgrade and probably still will.
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the only thing I don't like about QB.. my bank only offers Quicken download files :o
Our bank is the same way.. although you can pay a monthly fee for quickbooks files.
I will say we just upgraded from QB 2009 to 2012 and i really like the upgrade. Amazon is running a nice upgrade special on QB 2012 right now
I've got Navy Federal Credit Union and they don't even offer anything but the quicken filies. it seems to be a credit union thing.
I'll have to check that upgrade, I have 2011 pro now so unless it's a major change I'll hold off for a few months.
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Those with 2012, does it really do this?
Quote from Amazon reviewer:
"Do you want to save invoices as a PDF to email your customer? YOHOHO yeah you can do that... but Quickbooks is sneaky and they will tell YOUR customer to go to a website to pay online without asking you first and if you want to get your money, that's a subscription. "
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Those with 2012, does it really do this?
Quote from Amazon reviewer:
"Do you want to save invoices as a PDF to email your customer? YOHOHO yeah you can do that... but Quickbooks is sneaky and they will tell YOUR customer to go to a website to pay online without asking you first and if you want to get your money, that's a subscription. "
Ours does not do this, and I don't think it did with earilier versions. We are trying to get all customer to take an e-mailed invoice.
Terry
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Those with 2012, does it really do this?
Quote from Amazon reviewer:
"Do you want to save invoices as a PDF to email your customer? YOHOHO yeah you can do that... but Quickbooks is sneaky and they will tell YOUR customer to go to a website to pay online without asking you first and if you want to get your money, that's a subscription. "
No it does not!
We email all invoices easy as pie with no external links to anywhere.
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Those with 2012, does it really do this?
Quote from Amazon reviewer:
"Do you want to save invoices as a PDF to email your customer? YOHOHO yeah you can do that... but Quickbooks is sneaky and they will tell YOUR customer to go to a website to pay online without asking you first and if you want to get your money, that's a subscription. "
No it does not!
We email all invoices easy as pie with no external links to anywhere.
Ditto. We have been emailing invoices for years with this not happening. I have not seen the new version yet. I thought I saw that I can access some of the data from my iphone which would be nice.
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Hey Terry,
I'm curious about how you invoice in Quickbooks for screen printing. Can you post an example?
We invoice (in a different accounting program) by using an item priced as a base cost that includes a shirt and one color print in one location for each price break and then you can add colors and locations via additional items. For garments we simply have an item "GARMENT STYLE" that is priced at 0 for shirts in the included price range and then we up or down charge based on the price of other garments. We simply fill in the garment style in the description.
It works but you don't get the advantage of having an itemized "garments to purchase" list like in some mgmt programs and the invoice looks a bit odd to clients. Really interested to see how other use accounting software for quoting/invoicing/production mgmt.
It sounds like the newest version of QB has a lot of features that our web-based accounting software we used last year has and that's a good thing. Attaching receipts and paperwork as scans to the entry is the way to go, so much less paper work to file and sort (and go find later when neeed), just open up the attachment. I have a trial of QB Online Plus right now and some of it is very impressive some of it not so much.
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Hey Terry,
I'm curious about how you invoice in Quickbooks for screen printing. Can you post an example?
We invoice (in a different accounting program) by using an item priced as a base cost that includes a shirt and one color print in one location for each price break and then you can add colors and locations via additional items. For garments we simply have an item "GARMENT STYLE" that is priced at 0 for shirts in the included price range and then we up or down charge based on the price of other garments. We simply fill in the garment style in the description.
It works but you don't get the advantage of having an itemized "garments to purchase" list like in some mgmt programs and the invoice looks a bit odd to clients. Really interested to see how other use accounting software for quoting/invoicing/production mgmt.
It sounds like the newest version of QB has a lot of features that our web-based accounting software we used last year has and that's a good thing. Attaching receipts and paperwork as scans to the entry is the way to go, so much less paper work to file and sort (and go find later when neeed), just open up the attachment. I have a trial of QB Online Plus right now and some of it is very impressive some of it not so much.
Buy some shirts from me and I'll send you an Invoice.
Just kidding,
Let me grab one and I'll post it.
Terry
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Hey Terry,
I'm curious about how you invoice in Quickbooks for screen printing. Can you post an example?
We invoice (in a different accounting program) by using an item priced as a base cost that includes a shirt and one color print in one location for each price break and then you can add colors and locations via additional items. For garments we simply have an item "GARMENT STYLE" that is priced at 0 for shirts in the included price range and then we up or down charge based on the price of other garments. We simply fill in the garment style in the description.
It works but you don't get the advantage of having an itemized "garments to purchase" list like in some mgmt programs and the invoice looks a bit odd to clients. Really interested to see how other use accounting software for quoting/invoicing/production mgmt.
It sounds like the newest version of QB has a lot of features that our web-based accounting software we used last year has and that's a good thing. Attaching receipts and paperwork as scans to the entry is the way to go, so much less paper work to file and sort (and go find later when neeed), just open up the attachment. I have a trial of QB Online Plus right now and some of it is very impressive some of it not so much.
Buy some shirts from me and I'll send you an Invoice.
Just kidding,
Let me grab one and I'll post it.
Terry
;D Awesome. Thx. Here's one of ours.
We have a choice to use Item or Service entry for invoices so we use non-inventory "virtual" Items for custom printing. This is a pretty simple job- 1co in 2 separate locations. In our pricing structure it costs X to add a print location and X to add colors to any print location on the job.
It works but it makes our sales reporting look pretty screwy. The setup in T-Boss web is far better, allowing you to invoice multiple print jobs on one ticket but their invoice looks almost worse just due to the layout and fonts.
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Have a look at XERO as its awesome. Great integration between bank and lessens your accounting bill. It growing fast, I think they say over $50billion in transactions on it now this year.apparently it's the greatest out at present.
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Those with 2012, does it really do this?
Quote from Amazon reviewer:
"Do you want to save invoices as a PDF to email your customer? YOHOHO yeah you can do that... but Quickbooks is sneaky and they will tell YOUR customer to go to a website to pay online without asking you first and if you want to get your money, that's a subscription. "
We have premier 2011, and it "did" have a link like that in the e-mails. Somewhere in the settings it can be turned off tho. I will say it took a minute to find, QB has a ton of settings... Or just call tech support, and they can guide you to it.
We love QB!!
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With QuickBooks are you able to upload pricing from your apparel supplier?
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you probably can, but the problem with quick books is it's accounting. You are not running a business that fits into the accounting world. If you were selling off the shelf parts, yes, QB can handle that. We are selling thousands of SKU's with unlimited decoration options. Do not use QB as a production managing software.
Look at the many options out there. Your money is better spent on a newer version of that than QB. I just upgraded QB because T-quoter won't work with 2007. We used to buy it every 2 or 3 years. I went 5 this time.
I can do artwork in Word too, but that doesn't mean it does the job like it should. You will get more accurate quotes and more accurate costing from a program designed to do it. I promise.
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I second MK on that, though I have invoiced and quoted out of accounting software over the last year. I really feel cloud based is where its at as all your systems can tie into each other and sync via api. There's only one viable cloud system for embellishers out there, I'm doing some collab on it and guiding development and it's getting really close to being top shelf. It's not full-swing, at least not the way I'm using it, just yet but I will be posting about it after we are into the system for month or so and can give it a fair test overall.
I say eave accounting systems to doing just that- accounting. Use dedicated software for the rest. MKs MS Word analogy is excellent.
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I am having an argument with the mrs. because she doesn't understand the need for two programs
1 for invoicing and customer, inventory management and one for accounting. I understand it but getting her to buy into it is another story
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How involved is she in the day-to-day? Have her manually file every piece of info for every job and invoice everything that comes in.
Frankly, the best thing we did was go with management software. My mom would get pissed when I would drop a completed ticket on her desk with no pricing on it.
Seriously, it replaces an employee. Instead of somebody to file and recall job info, and input all of the invoices, it's done ahead of time.
She needs to look at the steps of an order. Draw her a flow chart with and without management software. She will like the difference.
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I'm thinking of loading QuickBooks and the T-Works manager on her computer so she can get used to handling all that while I concentrate on selling and printing. Right now I pretty much handle everything and give her paperwork to file and organize. Well I just did our taxes and it was a mess adding, sorting thru everything. And we were only part time last year. I figure since we are full time now, we need to be more efficient and organized.
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the earlier you start with a good management program, the better. We started in 2006, thankfully we don't get many people placing reorders from before then.
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I agree. I think I will invest tomorrow with her and get QuickBooks setup and then we will look at installing the shop software
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Approach it from this angle:
What data do you need out of the quoting program and into the accounting? - Sales and COS Purchases.
That's it and it's a very easy import or manual entry into the accounting program of your choice. This is like a 15 minute job daily, weekly or monthly depending on your workload for sales out of the quoting program. You could even do it on the fly, right after you receive payment on an order, it goes into qb. Most of these programs, I think, even let you manage payments and account balances from within and many have qb exports.
Pitch the idea that it's less work for her to do on the accounting side and less to muck it all up. In accounting terms it matters not what color or brand of Ts someone ordered or what they had printed on them. All that matters in that realm is how much you were paid by the client and what you paid for or owe your suppliers in materials on the project. Coming from a simplified ordering and quoting program it really is that simple.
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Does QB handle inventory tracking? How about different price levels for one product. I'm actually asking this for a product business we are starting. I want a software that can handle inventory, accounting, accounts payable and receivable, purchasing and invoicing etc. Will QB be the right choice?
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We've been using QBooks for 15 yrs. We have the premier version. It will do everything that you are asking about.
Go with the pro or premier version.