Showing posts with label financial software. Show all posts
Showing posts with label financial software. Show all posts

QuickBooks Invoice Manager 2010 Review

QuickBooks Invoice Manager 2010
Average Reviews:

(More customer reviews)
I wanted more information about this software but I was unable to find it on Intuit's site. I contacted Intuit and they said Intuit has discontinued selling and support for the standalone version of Invoice Manger. They said this was included in QuickBooks. QuickBooks is way more than I need.

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Invoice Manager is an invoicing software to create and track professional-looking invoices, so you can get paid accurately and on time. It's so easy to learn and use, you can start producing your first invoices in minutes. As your business grows, you can easily transfer your records right into QuickBooks financial software and keep going.

Invoice Manager helps you easily create and track professional looking invoices, estimates and sales receipts.
Simple to set-up, learn and use--start creating invoices in just minutes.
Easily create customized professional looking invoices, estimates and sales receipts for your business
Get paid accurately and on time by tracking your invoices and managing your receivables.
Save time you would otherwise spend on manual data-entry and redundant tasks
Protects your investment when you are ready to move to other QuickBooks products.
60-Day Money Back Guaranteed.

Get started in minutes. Just enter your company name and address, and you're set up and ready to go. There's no need to enter customer, service, or product information ahead of time—it can be added as you go. The simple Home Page puts key tasks right at your fingertips.
Create professional invoices, estimates, and sales receipts. Start with any of the templates designed for your type of business and with a few clicks, you can add your logo, change colors and fonts, and even add special messages. When you're done, forms can either be printed on ordinary printer paper or emailed to your customers.
Track payments, see who has paid and see who's late. Choose an invoice from a dropdown list to easily apply payments by cash, check, or credit cards. See all unpaid invoices at a glance, and click any invoice to view contact information for quick follow-up.
Get the complete view of your business. One-click reports make it easy to see unpaid invoices, customer histories, and even how much money you're making.
Calculate sales tax and discounts automatically. Invoice Manager can automatically apply discounts, calculate sales tax, and calculate invoice totals. Change any item and the totals will recalculate instantly.
Never enter information twice. Once you've entered a new customer name or product on an invoice, you'll never have to type it again. Just enter the first few letters of any previously typed name or item, and Invoice Manager fills in the rest for you.
Email invoices in one easy step. Invoice Manager automatically converts any invoice, estimate, or sales receipt into a PDF file and attaches it to an email in one step. Just add a note, and send.
Accept credit cards online. Offer your customers the convenient option of paying by credit card any time of the day or night at a special secure Web site. You don't even have to have your own site to use it. And it costs less than most typical merchant services accounts.
As your business grows, upgrade to QuickBooks. With Invoice Manager, you get exactly what you need--right now--at an affordable price. And when your business is ready for the next step, you can easily transfer your records right into QuickBooks financial software instead of starting over from scratch.
100% satisfaction guaranteed. Try Invoice Manager at no risk with our 60-Day Money Back Satisfaction Guarantee.3

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Quicken Rental Property Manager Review

Quicken Rental Property Manager
Average Reviews:

(More customer reviews)
I've been managing rental property for about 15 years, starting with 2 buildings and 10 units at the beginning and now with 25 units in 5 buildings, containing a mix from studios and 1-bedrooms up to 4-bedroom apartments.
I recently decided to update from a very old version of Quicken, and since they had this program specifically for rental properties, I thought I'd found a perfect match. I couldn't have been more wrong.
You would think that a company that has made accounting software for this long would understand the most basic needs, like a running total alongside each transaction (which even my 7-year old edition of Quicken had). Nope. There is only a single running total. Make a mistake, and it is virtually impossible to backtrack and find. How about a field for your check number, the singular way to identify your checks/transactions? It doesn't have one. One of the 8 or so automatic fields they do give you is unit number. Problem is, it's a simple numeric assignment based on the number of units you input when you create each building's account, and it can't be altered. Apartments lettered instead of numbered, numbered in partial sequence, alpha-numeric, by floors, cardinal direction, etc? Tough luck. These are just a few of the problems or basic design flaws I've come across. It took several painstaking hours to transfer the entries from my old software and books into this new software, and now I'm stuck until I either find the time to transfer the data to something I trust, or I continue to use this program until the end of the year. It's half baked, and that's putting it lightly. I wouldn't recommend it for even the most entry-level rental property owners or managers. I can't imagine a big firm using it. Regular quicken costs half as much (though even that's getting horrible reviews on Amazon). The previous reviewer said it's no better than a simple excel spread sheet. I'd go further and say it's worse. Save your time and money, and just create a simple excel file.


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Organize your rental income and expenses in one place.New! Quicken Rental Property Manager, offers the easiest way to organize critical income and expense records in one place. We'll help you eliminate the paperwork hassles, making tax preparation a much easier process. •Integration with Quicken Personal Finance or Turbo Tax software is not available.

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Day-Timer Organizer 2000 (Single user) Review

Day-Timer Organizer 2000 (Single user)
Average Reviews:

(More customer reviews)
OK, first off, I like this product. As a matter of fact, I use it all the time and if I didn't have it I would grow extremely anxious and start acting out, so it is a big part of my daily routine. That being said, here are the probems. First, it is very hard to get it to print your notes (or some of the more complex reports), and your relationships, although all this stuff is perfectly visible and available and linkable in the computer, which makes for a certain amount of swearing all around. If you have no problem keeping all this stuff in the database and then exporting it via the always popular copy-and-paste method, that's one thing. But I've got over 5,000 records in this database after only a year and I must admit that the old reliable copy'n'paste is growing a tad stale. On the good side, Daytimer continues to provide freebie updates over the internet. On the bad side, you have to accept their cookies into your machine for them to do this, which makes the more paranoid among us a tad nervous. But hey, it is much more natural for me than the Franklin Planner software, which was a kind of "Hal open the pod bay doors" experience," so that's good. And it's made for people like myself who thought ACT was just way too complicated, so that's also a positive thing. I think it is a good product as long as you are prepared to accept the above conditions, and of course the fact that Daytimer's software techies are really hard to get ahold of, so don't even think about it. But overall I think my world is better with this product than without, and having gone through a fair number of its competitors, I think it is a decent use of the money. The price is reasonable. It's just these little niggling annoying faults that make me think no one really tested this by using it, they just slammed together a bunch of different modules and said, hey, it looks good to me. Oh, right, it also links reasonably well with my Palm V. It's definitely easy to link and my issues are more from the software interaction there (i.e. you can't display the information in the same way and some of the info of course doesn't make it over to the Palm) than any shortfalls in the Daytimer software function. About every other time, after my Daytimer software closes, it announces to me and the whole world that it has had a fault and is closing (duh). The one techie I finally managed to get ahold of after making the phone pilgrimage to Utah or wherever they do this stuff said something along the lines of "oh yeah, we're working on that," but this fault has done nothing to the integrity of my data and really doesn't seem to be more than an annoying cosmetic fault.

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Maximize your time with the indispensable Day-Timer Organizer 2000 from Kensington Technology Group. Put yourself in control of your day. Enjoy the same simplicity of a paper organizer. Keep data synchronized on a desktop, laptop, home PC, or hand-held PDA, so you never worry about retyping information. Day-Timer's has always been a leader in the field of time management.

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Peachtree Complete Accounting 7.0 Review

Peachtree Complete Accounting 7.0
Average Reviews:

(More customer reviews)
I have used Peachtree Accounting for about 5 years now. I am happy with it's capabilities, but it is not particularly user friendly. The interface is not at all intuitive and there is a lot of redundancy. It is a very mouse intense program (five mouse clicks to complete a task when two would have sufficed). The account reconciliation program for balancing your checkbook is cumbersome and difficult to use.
I have an MBA and a strong accounting background and it definitely helps in using this program. I think this is more of a useful tool for accountants or professional bookkeepers than your average entrepreneurial Joe running his own small business. For that type of user, I would probably recommend QuickBooks.
Peachtree is far superior for keeping track of inventory and its payroll features are excellent. It also has a job costing feature that I use that I don't think can be matched by any other software in its price range.
Overall, if you are an intermediate to expert computer user and have a strong knowledge of accounting, or do a lot of job costing or work with inventories, this is an excellent tool. But it is clearly not for everyone. If you don't need some of these features, or if you want the program to demystify accounting and make it easy, you might want to look for a product that is easier to use or more appropriate to your accounting needs.

Click Here to see more reviews about: Peachtree Complete Accounting 7.0

Whether your business sells products or services, Peachtree Complete Accounting 7.0 has the accounting and business-management tools you need to get the job done. From basic accounting features--check writing, invoicing, and payroll--to advanced features--job costing, project tracking, and time and billing--Peachtree Complete has everything you need to do your business accounting.

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Quicken Rental Property Manager 2.0 Review

Quicken Rental Property Manager 2.0
Average Reviews:

(More customer reviews)
This will be a great piece of software one day. It is not yet. It is still essentially a "beta" version with many "known issues" (i.e. flaws and things that don't work) that you don't find out about until you visit Intuit's help site. I'm disappointed that Intuit would release a software package like this and charge full price when it still clearly needs a lot of work. The basic functionality is there, but I broke it four different ways just using it the first night. Like I said, when they get all the bugs ironed out, it will be a great piece of software. As of now, I feel disappointed and ripped off that they are charging full price for a prototype that doesn't work completely.

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New - Rental property information all in one place:Organize your property information in one placeTwo steps and you're set upIncome and expensetracking for taxes:Save time retrieving financial informationCapture deductions along the wayFlag deductions you're not sure aboutTax Reporting for Schedule EExports to TurboTax SoftwareRent tracking:Instantly see who has and hasn't paid rent thismonth.With the new Rent Center feature, you can record rent collected, partial payments, late fees, and also print rent receipts.Find everything you need to know at a glance. Access a tenant's rent payment history and balance due easily in the new RentCenter.Tenant tracking:Now with just a click, you can find tenant contact information, lease terms, and security deposits.Property performance:Get an instant snapshot of where your money is goingCompare performance month-to-monthDrill down for details
Offers an easy way to organize income and expense records in one place
Divide an expense over multiple categories such as mortgage interest and principal
Record payment types and check numbers to improve yourrecord-keeping
Rent Center feature lets you to record rent collected, partial payments, late fees, and print rent receipts
Quickly produce income and expense reports across all your properties

Factory Sealed RetailBox


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Quicken Home & Business 2007 Review

Quicken Home and Business 2007
Average Reviews:

(More customer reviews)
Been using Quicken for years, and this is by far the worst version ever. On my 2GHz PC I can see the screen redrawing because of all the fancy stuff they are trying to do with the interface - stuff that BTW adds little value to the overall application. It's a total dog!
I'd stick with the 2006 version if I had the opportunity to go back. Unfortunately now that I've upgraded I believe I'm stuck.

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Quicken 2007 Home & Business

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Quicken Deluxe 2009 Review

Quicken Deluxe 2009
Average Reviews:

(More customer reviews)
I've been using Quicken Deluxe for about 6 years. I just upgraded to Quicken Deluxe 2009 and it 20 seconds to look at an account and 10 seconds to process any transaction which makes it basically unusable. After working with Quicken support for an hour and verifying the data file, support said that 2009 didn't support large data files well, they suggested I just delete all my old transactions every year and it would be much faster. Of course that defeats the whole purpose of using Quicken.
My quicken data file has about 20MB of data and quicken 2007 used about 200MB of ram to open it. Quicken 2009 now uses about 1.2GB of ram to open the same file.

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Quicken Deluxe simplifies personal finance by helping you find ways to save more, so you can afford the things you really want.

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QuickBooks Premier Accountant Edition 2009 Review

QuickBooks Premier Accountant Edition 2009
Average Reviews:

(More customer reviews)
DON'T USE QUICKBOOKS PAYROLL!!!!!
I am a QB Pro Advisor and have many QB clients. I am fairly happy with QB overall, but their payroll systems have a MAJOR SECURITY FLAW in them that everyone should know about. I lost a client over this and suffice it to say I'm not happy. QB Enterprise Edition also has this flaw by the way, and QB does not know what to do about it. They don't seem to care either. Apparantly, even though you can lock people out of QB payroll transactions etc., if they have access to the general ledger, then they have access to detail payroll data. The reason for this is that QB posts the detail of every paycheck to the G/L. So if you want to prevent someone in the accounting department from seeing payroll (a typical client need), user permissions doesn't do the trick. Because even though they can't see the payroll transactions in the payroll module, they can see every gross payroll transaction for each employee in the general ledger!!! Great job designing this part of the system QuickBooks!!!!
DON'T USE QUICKBOOKS PAYROLL!!!!!

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Premier Accountant Edition is an integrated accounting solution with all-in-one bookkeeping, write-up, and financial reporting solution to help accounting professionals work efficiently with multiple QuickBooks clients.

Designed For Accountants
Exchange and work with client files from all QuickBooks 2009 programs QuickBooks' master program, designed for accountanting professionals. With 9 different QuickBooks 2009 accounting programs built-in, it's the best way to share files and work with QuickBooks accounting clients.
Anytime, anywhere internet access to client QuickBooks files for one year Save travel time and boost client satisfaction. Any time, anywhere internet access to your client's accounting records free with purchase of Accountant Edition.
Review balances, adjust entries and enter workpaper references in one screen Review & adjust client balances from one screen. QuickZoom shows you transaction detail from account balances. You can even enter workpaper references next to account balances.
Find and fix client entry errors; from one screen adjust account balance detail & lists, clear open A/P & A/R, and cleanup sales tax and payroll liability accounts From one screen, find and cleanup G/L account balances, client changes to QuickBooks lists, open items in A/P and A/R and sales and payroll tax accounts. Changes are documented leaving an audit trail.ÒSet Closing DateÓ to help preserve changes by password protecting prior periods.
Free dedicated Accountant QuickBooks technical support for 30 days Get your Accountant Edition experience started with 30 days of service for free. This includes assisted data conversion from most programs to QuickBooks and free dedicated Accountant QuickBooks technical support for 30 days.
Assisted data conversion & Peachtree and Microsoft to QuickBooks Conversion tool Free data conversion from Peachtree and Microsoft Office Accounting to QuickBooks with the QuickBooks Conversion Tool
Track financial information in one place
Track sales & expenses Get rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each customer and vendor with just a few clicks.
Pay bills & print checks Easily create and print checks. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going.
Create & e-mail invoices Use the data you already have in QuickBooks--such as customer contact info & products/services--to make creating invoiced a snap. Choose from pre-designed QuickBooks templates or customize the layout yourself.
Organize data on customers, vendors, and employees all in one place No more hunting through piles of files or trying to remember where you stashed that important paper. QuickBooks organizes all your important small business information in one place, giving you easy access to a complete picture of your business.
Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office Accounting Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.
Save time & be more efficient
Reduce data entry by downloading your bank & credit card transactions into QuickBooks Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.
Enter bills and set due-date reminders QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date.
Export data into Excel Export data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis or graphing in Excel.
Track international sales & expenses with multiple currency support QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks.
Manage products & inventory
Create purchase orders You can create purchase orders in seconds by selecting from vendors and inventory already in your QuickBooks. When you get the inventory in-house and record it in QuickBooks, QuickBooks will remember you have an open purchase order and automatically match the PO to the inventory bill.
Track inventory Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder.
Advanced Tools to track raw & finished goods QuickBooks Premier and Enterprise Solutions help you address your more complex inventory & product management needs including: tracking both raw materials & finished goods, adjusting inventory as you creating bills of material (BOMs), and receiving inventory in one unit of measure and selling in another.
Monitor performance & gain insights
Generate reports with one click to see how your business is doing Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel--your QuickBooks formatting and formulas go with it. Access industry-specific reports In QuickBooks Premier and Enterprise Solutions.
Create budgets to keep your business on track Create a working budget automatically, based on your recent spending history. Adjust figures individually or across line items. The spreadsheet-style format makes it easy to see the results of your changes. Refer back to the budget to see how your actual spending compares to your original budget.
Get a real-time snapshot of your business, in one central location with the Company Snapshot Stay on top of your business- see who owes you money, who you owe money to, important reminders, and income/expense performance, all in one centralized location
Easily create a business plan; Forecast sales and expenses Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.
Manage Employees
Manage payroll & payroll taxes ; offer Direct Deposit (paid subscription required) Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right.
Automatically populate and print 1099s for independent contractors and federal filing Create and print 1099 tax forms for you and your independent contractors.
Track time & billing
Track employee time and expenses Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client.
Assign different billing rates for different types of employees QuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set a fixed hourly rate for each employee or create custom hourly rates by service.
Allow employees to enter billable & non-billable time online, from anywhere with an internet connection Time tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro and Premier, an optional subscription service, is the fastest, easiest way to collect and record billable and non-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. No more paperwork! Employees or contractors only need an internet connection to submit billable hours Download timesheets right into QuickBooks with one click.
Attract Customers & Manage Customer Relationships
Track customer information and related transactions Keep customer contact and transaction information in QuicKBooks, so you can follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer.
Accept credit card payments right in QuickBooks Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.
Easily create a professional website with customizable templates and drag-and-drop tools. Save time with easy-to-use website creation tools including customizable templates, one-click publishing, and website hosting. Everything is included to get your site live within minutes. Point-and-click, drag-and-drop tools. Know how well your site is doing with website tracking and statistics.
Create & customize professional-looking invoices and other forms with advanced customization tools Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices & sales receipts. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers.
Create sales orders & track back orders QuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and other sales forms show which items have been invoiced, which items have been backordered, and the quantities backordered.
Set price levels QuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such as customize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with more price levels (up to 100).
Multiple Users & Multiple Locations
Work simultaneously with other QuickBooks users on your company file Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data.
Set individual access levels for each user Restrict access for other users to only certain parts of your QuickBooks data so that employees only see the data they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broad categories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specific tasks and information. Customize each user's access level to view-only, create, modify, delete, print or any combination thereof for Enterprise Solutions.
Real time remote multi-location access service included Access your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Online subscription, so there's no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 year free access to your QuickBooks data through WebEx. You can use Windows Terminal Services with Enterprise Solutions to allow password-protected access by authorized users.
Support for your product & data
Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks Ask a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to grow your business. Chances are, someone else has had the same question you do. Discover Answers: See what others are talking about. You will be able to see Questions & Answers relevant to what you're looking for, so you can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks.
Industry Specific Features
Create customizable reports designed for your industry Access over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as:--Profitability by Product for manufacturing and wholesale businesses--Job/ Project Costs for professional services firms & contracting businesses--Donor Contribution Summary for nonprofit organizations--Sales Tax Liability for retail businesses.
Easily Get Started
Import Data from Excel Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.
Import Data from Quicken, Peachtree, and Microsoft Office Accounting Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006, and Microsoft Office Accounting/Office Accounting Express, you can also easily convert your data into QuickBooks 2009.
Get Set Up and Running Quickly Answer a few basic questions, and get a customized setup you can change at any time.
Step-by-step Coaching for New Users to Help you Learn QuickBooks Faster Get up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data.
Learn QuickBooks Quickly with Built-in Tutorials Learn QuickBooks skills as you need them--in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.
Upgrade your QuickBooks Effortlessly Easily transfer your existing data file into QuickBooks 2009. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists.
Get Help When You Need It
Find Answers Fast Help functionality allows you to find the information you need quickly and easily. You'll find answers to most questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by keyword.
Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business problems.
Reports With QuickBooks reports, you'll always know where your business stands. See who owes you money and how much. Find out who your best customers are and what they're buying. Learn where your business is profitable and where you're losing money. You can also customize report templates to best meet your needs.
QuickBooks Premier Reports
Profit & Loss StandardHow much money did my company make or lose over a specific period of time?
Inventory Stock Status by VendorWhat is the detailed information about each inventory item, organized by vendor?
Purchases by Item SummaryFor each item or service, how many has my company bought, and what is the total amount spent?
A/P Aging DetailWhich bills are due and overdue?
Profit & Loss Budget PerformanceHow do the actual income and expenses compare to what has been budgeted for the current month and year?
Statement of Cash FlowsWhat was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time?
Income Tax DetailWhat transactions make up each amount on my company's income tax forms?
Forecast OverviewWhat are my company's forecasted income and expenses each month?
Forecast vs. ActualHow did my company's forecast compare with its actual performance?
Closing Date Exception ReportWhat changes were made after the last closing date was set to transactions dated on or before that closing date?
Open Sales Orders by CustomerWhat are the open sales orders for each customer or job?

QuickBooks Premier Accountant Edition 2009 Reports With QuickBooks reports you can review and adjust your clients' accounting records and then generate a wide selection of financial reports. Your clients will use the reports and always know where their businesses stand. See who owes them money and how much. Learn where their business is profitable and where they are losing money. Customize the report templates to best meet both your needs.
Reports Found in Premier Accountant Edition:
Adjusted Trial BalanceWhat are the effects of my adjustments on the trial balance?
Forecast vs. ActualHow did my company's forecast compare with its actual performance?
Adjusted Journal EntriesLists all adjustments you've made.
Fixed Asset ManagerOver 20 different reports including asset schedules and property tax listing.
Forecast OverviewWhat are my company's forecasted income and expenses each month?
Closing Date Exception ReportWhat changes were made after the last closing date was set to transactions dated on or before that closing date?
Open Sales Orders by CustomerWhat are the open sales orders for each customer or job?
Inventory Stock Status by VendorWhat is the detailed information about each inventory item, organized by vendor?
Profit & Loss Budget PerformanceHow do the actual income and expenses compare to what has been budgeted for the current month and year?
Purchases by Item SummaryHow much has my company spent on purchased items or services?
Profit & Loss StandardHow much money did my company make or lose over a specific period of time?
A/P Aging DetailWhich bills are due and overdue?
Statement of Cash FlowsWhat was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time?
Income Tax DetailWhat transactions will need to be included on my company income tax forms?


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Quicken 2005 Deluxe Review

Quicken 2005 Deluxe
Average Reviews:

(More customer reviews)
If you have the 2003 Deluxe version stick with it. It is the last Intuit version worth using. I regret upgrading to 2005.
When installing Quicken 2005, it removes Quicken 2004 from your system, converts your data and you will not be able to go back. If you do decide to upgrade, make sure you make a backup - you will want it.
(...)
Intuit's claimed benefits for Premium are misleading - nothing of particular value is offered.
The "over 100 enhancements" they claim to have made to 2005 are nebulous and difficult to find. Subjective as well.
I am a professional financial advisor and have helped people for years with their use of Quicken. Out of concern, I persisted and actually manged to get through to a manager in product development on the telephone. She was surprised I got through- and she was too busy to talk with me as she was getting ready to leave for the weekend.
I have several sugestions for upgrading the product and expanding their market- but since they don't matter to Intuit- no need to bore you with the details. You would never see them anyway.
The qif problem is real. They are pitting their customers against the finance industry. It doesn't look like a work around is in the near offing. I looked at Money several years ago and thought it was way below the quality of Quicken. I haven't been back since but have now re-thought. Quicken should talk to the Work Perfect people about competing with Microsoft- uh I mean Word What or something like that? Let's see - they didn't listen to their customers either - then of course there was Lotus 123 - but I don't remember what that was for......

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See your complete financial picture in minutes! Find out what you have and where it is going pay bills plan for your future help save more money and take control of your finances. * Smarter categorization of your spending. (New!) Hide categories you do not use; rename downloaded payees; eliminateclutter by expanding collapsing or merging categories - and other newcustomization features. * Forecast your cash flow with the Monthly View. (New!)See upcoming bills and scheduled transactions so you will know exactlywhat you need to spend and how much you will have in reserve once billsare paid. * Pay bills on time. (Improved!)Avoid late fees - whether you use Quicken Bill Pay write checks or godirectly to your billers web site.* More flexibility with scheduled transactions. (Improved!)Quicken now accommodates more scheduling options for payments anddeposits so you can manage Social Security checks property taxesschool tuition paychecks and more.* Reach financial goals. (Improved!)Dozens of charts and graphs give instant answers to long-term financialquestions. Better categorization gives you improved spending reportdetails.* Monitor your retirement plan. (Improved!)Get your complete retirement picture in minutes by downloading from top401(K) providers. * Easier export into Excel. (Improved!)Now it is easy to move your Quicken data into Excel. * Back up and archive your Quicken files quickly and easily. (Improved!) Online features require Internet access and are subject to change.Services vary among participating financial institutions or other partiesand may be subject to application approval additional terms conditionsand fees. REQUIRES- IBM or compatible Pentium 200 (Pentium II 300 recommended)Windows 98/2000/Me/XP32 MB RAM (128 MB RAM recommended)100 MB free hard drive space plus 45 MB for Microsoft InternetExplorer if IE 6.0 or higher is not already installed (IE 6.0included on CD-ROM). SVGA (800x600) with 256 colors ...

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QuickBooks Customer Manager 2.5 Review

QuickBooks Customer Manager 2.5
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I have used, or should say TRIED to use, this product though version 1.x, 2.x and now 2.5. When it works it is very useful. My trial of version 2.5 went very well so I purchased the upgrade. The day my purchased version was on the UPS truck I moved the balance of my customer data into the trial version. I went to look at the "Names" tab and had a big red "X" across the screen. Several calls to tech support later I found that the computer screen font resolution - actually the "DPI" setting **MUST** be 96 DPI or the software will corrupt the database. I have a high end notebook with a screen resolution of 1680x1050 and my DPI setting was set to 120 so the fonts and icons were more readable. I have about 60 programs running on the same computer that run fine at 120 DPI and there is NO REASON WHY I SHOULD HAVE TO CHANGE IT TO FIT THE SOFTWARE.
The result >> The database I had been loading and working with for about 25 days AND the balance of it I had just put it were trashed! It took me over 6 hours to reload, resysnc and cleanup the data in Outlook, QuickBooks and Customer Manager. Even after that Customer Manager stills trys to push what it thinks is customer info that it got from Outlook into QuickBooks - even though there is nothing in the records that would indicate it is customer data (no groups or categories even remotely flagged as "customer".)
One thing that should make you suspicious is that when you call QuickBooks tech support option >>> #1

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Quickbooks Customer Manager 2.5

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QuickBooks Pro 2002 Review

QuickBooks Pro 2002
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I own a small engineering consulting business and have used Quickbooks since 1995. I was very happy with Quickbooks 99, but am very disappointed in Quickbooks 2002. This version is generally more difficult to use than others. Additionally, the program has a tendency to crash and close without warning, particularly while using online features. It also does not import files from Zoskware's Expenspro (an expense account program for Palm handhelds), no such importation problems occurred with Quickbooks 99. Intuit now offers ABSOLUTELY NO TECHNICAL SUPPORT WHATSOEVER, unless you want to pay them for it. Essentially, Intuit is selling a bug-filled product, then forces the customer to pay for the exterminating.
This product was purchased only because Intuit ceased supporting online banking and stopped offering their payroll subscription services (apparently they approximately [money] yearly charge was providing insufficient income, forcing users to replace software which is only 3 years old). Customers who desire continuance of these features were forced to upgrade, then charged for tech support when this program failed to function as intended. If you upgrade to this version, expect problems and expect to be forced to upgrade again in a few years. If you are purchasing accounting software for the first time, purchase something else.

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QuickBooks Pro 2002 includes everything in QuickBooks Basic, plus advanced tools for managing your business finances. It's fast and easy to set up, learn, and use, and starts saving you time right away. Enjoy the convenience of organizing all your financial information in one place with no accounting knowledge necessary. Easy transactions help you get paid and pay others.
With just one click of a mouse, you can create reports to see how your business is performing. This includes estimating, time tracking, integration with other business software applications, and many new features. QuickBooks Pro 2002 also includes many improvements to the options for small businesses, such as improved customer tracking, a find function, and customized forms.
Keep accurate accounts-receivable data by applying credits to specific invoices or applying one payment to multiple jobs. Create estimates and convert them to bids, or create multiple and duplicate estimates easily. Track time throughout a job, and print job-cost summaries when the work is done. Save more time by letting up to five users access the same QuickBooks file at the same time. Share information with Outlook, Word, Act!, and Excel. Integrate key data with other software applications for your type of business.

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QuickBooks Pro 2006 Review

QuickBooks Pro 2006
Average Reviews:

(More customer reviews)
Sadly Quickbooks 2006 is only a minor upgrade from Quickbooks 2003. Users should also be aware that they will be forced to upgrade this software. at considerable expense, every 3 years. Also payroll services are not included and cost $150.00 more PER year. See "QuickBooks Standard Payroll Subscription" on Amazon.
The upgrade from Quickbooks Pro 2003 went very smoothly. Unfortunately the software, with no notification to the user, adds a second user to the XP operating system, necessitating logging on as a particular user when your computer boots.
We've found no real benefits from this "upgrade". The software boots much slower thanks to the DOUBLING of the company file. New users may find the redesigned home page useful and despite a great deal of verbage - that is about all that is new here.
New users should take advantage of the 30 days of free support - after that Quicken's dubious support is very high priced.
Quicken's business model is important to understand. They do not tweak their software, from year to year, for increased useability. The only changes that Quicken seems to devote their programming talent toward are new features, some well implemented and some poorly implemented - I don't think it matters to them - anything that will suggest a reason to purchase or upgrade the software. How easy the software could function on a day to day basis seems to be never given a thought.
Secondly Quicken expects your purchase of this software to be the first of many purchases from them. New business owners often will need expert help to set it up. Quicken, will of course, provide you with the name of a certified Quickbooks consultant, who for a fee, will set up the software. The software now comes with an on screen tutorial that may help some new users but it seemed less than complete.
New business owners should test all competing software to see what works best for them. Quickbooks is not bad software but it doesn't seem to evolve in a manner that is really sensitive to user's needs.
New users should also be aware that Quickbooks update feature routinely downloads very sizeable files that seem to do little if anything. A high speed internet connection is strongly suggested.



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QuickBooks: Pro Edition 2006 is the leading choice of small businesses for fast and easy financial management. Track money going in and out of your business more accurately.Routine tasks like payroll, invoicing, tracking bills and check-writing can be done in minutes instead of hours. With the click of a button, you can see past-due invoices or overdue bills. Or instantly see your entire business relationship with any customer or vendor. If you ever want to get in touch with them, all the contact information you need is right at hand. Also at your fingertips are invaluable customized reports. These reports let you slice data any way you wish. You'll see what's really going on with your business in a way never before possible. Isolate expenses. Identify your largest customers. Track your areas of biggest growth. The possibilities are endless. And when you need to share your data, you can easily import and export from Microsoft Excel and a number of other programs. QuickBooks Pro helps you enhance your professional image as well. You can customize and print professional forms. Easily add graphics and personal messages. Seamlessly print letters and envelopes with Microsoft Word. QuickBooks gives you the time, resources and knowledge you need to grow your business like never before.

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Dave Ramsey's Personal Finance Software Version 5.0 Review

Dave Ramsey's Personal Finance Software Version 5.0
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I love the snowball calculator that calculates how long it will take to pay off a debt given your payment amount and interest rates. It really helps to see how much even a small amount extra added to the principal payment goes a long way towards paying it off early and saving lots in interest fees. The budgeting worksheets are also useful. Very user friendly.

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Microsoft Money 2003 Deluxe Review

Microsoft Money 2003 Deluxe
Average Reviews:

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Please read the EULA (end user license agreement). Microsoft, in their usual sneaky fashion, have inserted a new clause that makes certain online update features expire after a certain period of time forcing you to purchase the next version of this software in 2004.

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Microsoft Money 2003 Deluxe lets you manage your day-to-day finances,pay bills, track investments, prepare and file your taxes, and build a financialplan for your future. New features include auto balancing, a bills estimator,spending comparison reports, and investment reminders.
With Deluxe you can manage all aspects of your investment portfolio. Track yourinvestments, including stocks, mutual funds, equity, index, and employee stockoptions. Estimate capital gains and view performance reports. Researchinvestments and keep up with market developments with MSN Money tools. Achieveyour future financial goals, such as reducing your debt, forecasting your cashflow, planning for retirement, financing an education, or saving to buy a houseor car.
Money 2003 Deluxe features improved register reconciliation, better billmanagement, and the ability to save up to five scenarios to compare options ofrealized capital gains. Automatically balance accounts when they match yourdownloaded statements. Track equity and index calls, puts, and LEAPs. Evendefine the way payees are matched in downloaded statements to suit yourpreferences. Money 2003 Deluxe is a complete solution for finance management onyour PC.

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Microsoft Works Suite 2005 Review

Microsoft Works Suite 2005
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This version of Works Suite offers almost the same exact features of version 2004. The only difference is Money, Streets and Trips, Picture It! 10.0, Encarta, they included version 2005 instead. For users who might have stuck with version 2000, 2001 or 2002 of Works Suite, this will suit you more. The collection of software included is amazing for the value at which it is being offered. From powerful and easy to use Word Processing solutions such as Microsoft Word and quality photo-editing with Picture It! My only problem with Word is that they did not include version 2003 instead. Word 2002 is included instead and has been out since May 2001, kind of lame by Microsoft's standards. This is a recommend set of programs for the home user and some businesses who need only the essentials. The package includes Works 8.0, with basic spreadsheet and database applications. You also get great money management solution; Money 2005 makes it a synch to keep your budget on track and in tact. With its online integration you can pay bills online or get further information to better manage your financial data. These applications I still consider not to be as strong enough as Microsoft Excel and Access. The database in Works approach to creating queries is limited and unreliable. The Spreadsheet does not offer the powerful calculation tools found in Excel and integration between both applications is very limited. But if you need only the essential tools for managing the essential aspects of your life whether at home or school Works Suite 2005 is truly a bargain. Getting the latest versions of Encarta is always great and it includes version 2005, so information is once again updated and accurate and you get the benefits of updating it weekly, so your information is never outdated.
Remember if you are a user of Works Suite 2003 or 2004, this update might be unnecessary to you because the majority of the products in version 2003 have not had a drastic overhaul in version 2005. I would probably recommend this to existing users running 2000, 2001, 2002 and persons running versions 99 and really older, I think its time you upgrade!


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Microsoft Works Suite 2005 gives customers the home products they need for easier, more efficient home computing. Six complete, award-winning products help you get the most out of your PC. Works Suite 2005 features Works 8 and Word 2002, plus new versions of Encarta, Money, Picture It! and Streets & Trips.
Microsoft Word is the same premier word processor featured in Microsoft Office XP, with helpful features like smart tags, task panes, and improved formatting assistance that make it easy to create professional-looking documents in a snap.
Works helps you get your household shipshape with easy-to-use spreadsheets, databases, and much more. You can read and edit documents created with Microsoft Excel, and keep tabs on all the important events in your life with the Works calendar and address book.
Works helps you get your household shipshape with easy-to-use spreadsheets, databases, and much more. You can read and edit documents created with Microsoft Excel, and keep tabs on all the important events in your life with the Works calendar and address book.
Picture It! Premium 10 gives you all the tools you need to manage your digital photos. You can make every picture perfect, create cool photo projects, and share your photos online. It's the easiest way to preserve and share your photo memories.
Encarta Standard gives you access to thousands of fascinating articles and photos, as well as hundreds of videos, animations, and audio files. It's the ultimate multimedia encyclopedia, a safe and trusted resource that will keep your kids excited about learning for years to come.
Say goodbye to tedious chores like balancing the checkbook. Money Standard helps you organize and manage all of your personal finances quickly and easily. You can automatically track account balances, spending, and budgets with the click of a button.
Streets & Trips gives you quick access to over 1.3 million points of inter

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QuickBooks Pro 2008 W/Payroll 2008 Review

QuickBooks Pro 2008 W/Payroll 2008
Average Reviews:

(More customer reviews)
Intuit will no longer support the payroll portion of this product and I had to re-order through an online customer service rep when I was having difficulty with the payroll portion. I had to remove the product and download a new Enhanced payroll and then mail back my copy to QB for a refund. Then it was more costly for me with postage return and a new product price, etc. They told me I would get a refund from QB but time will tell. You should not sell a product that Intuit will not support.

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QUICKBOOKS PRO 2008 w/PAYROLL 2008 RETAIL DBL WIDE BOX SET

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Quicken Basic 2007 Review

Quicken Basic 2007
Average Reviews:

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As of this writing, Quicken's servers have been non-functional 90% of the time, meaning that I cannot download my financial institutions' online data. The program itself is good, but don't expect it to be able to download your financial data.

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