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» The Letterville BullBoard » Old Archives » What do you use for invoicing / tracking customers?

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Author Topic: What do you use for invoicing / tracking customers?
Dan Donnelly
Visitor
Member # 94

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I saw the post below for QuickBooks, which seems to be popular. What do most of you use for invoicing and marketing your customers?
Is it Quicken? I am looking for software that will let me access customer information and track sales and expenses relativley easily (of course!). I realize there is the ol' learning curve, but I don't need anything too elaborate for my operation.

Thanks in advance for any responses.

DD

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Dan Donnelly
www.DonnellyArt.com
Atlanta
donnelly@bellsouth.net


Posts: 139 | From: Atlanta | Registered: Jan 1999  |  IP: Logged | Report this post to a Moderator
Ken Morse
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Member # 1799

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Quick Books Pro is what I use and almost everyone else that has a small business. Never had a problem, we do shipping, sales, sales tax, statements, pending estimates, job status...everything! Good luck.

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Ken Morse
Jamn Graphics
Santa Cruz, CA


Posts: 213 | From: Santa Cruz, CA. USA | Registered: Nov 2000  |  IP: Logged | Report this post to a Moderator
Ken Henry
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Member # 598

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I use my wife...she could get blood out of a stone if necessary, so getting invoices paid promptly is a cinch for her.

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Ken Henry
Henry & Henry Signs
London, Ontario Canada
(519) 439-1881
e-mail kjmlhenry@home.

Some days you get to be the dog....other days, you get to be the fire hydrant.


Posts: 2689 | From: London,Ontario, Canada | Registered: Feb 1999  |  IP: Logged | Report this post to a Moderator
Mike Pipes [in a cubicle]
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Member # 1841

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I use Microsoft Excel right now because Im familiar with it and it does everything I need it to now that I've developed my own scripting, macros and other customized things.. my inventory, sales and estimating are all tied together.

Then thanks to database technology, I can also use Excel to build a database of stock items I carry and use it to aid in building my online shopping cart.

Quickbooks is probably the best option as it is already setup for what you want.

I like Excel because I've customized it to the point that it does 10 times the work Quickbooks could even dream about doing, but I have also spent the past few years learning the programming that's required to make it do all this stuff.

At the end of the month, doing my books is as easy as hitting the print button and walking away... then coming back to file the papers away.

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Mike Pipes
-----trapped in a box with a computer and a slice of cheese-----


Posts: 145 | From: Lake Havasu City, AZ | Registered: Dec 2000  |  IP: Logged | Report this post to a Moderator
David Fisher
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Member # 107

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Ditto what Mike said except I use MS Access.
I looked at quickbooks and MYOB (Mind Your Own Business)when the tax system changed here at the beginning of the financial year.
Both were packed full of features but about .01% of them were applicable to my business and both were an extrordinarily steep learning curve for such a relatively simple process.
I now have one database that keeps all my customer/contact details, financial details, quoting package and invoicing, with more additions being added as I think they are needed.
When I was originally learning to use MS Access it took me about 3-4 days to get a decent handle on the program and about a week of evenings to write the application.
7 months since it was installed I'm still trying to figure out MYOB at the place I contract to.
But then again, it eventually boils down to "what you're used to".
Good luck,
David

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D.A. & P.M. Fisher Signwriting
Brisbane Australia
da_pmf@yahoo.com


Posts: 1450 | From: Brisbane Queensland Australia | Registered: Nov 1998  |  IP: Logged | Report this post to a Moderator
Mike O'Neill
Resident


Member # 470

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Been using Simply Accounting for a quite few years, works great, easy to learn / use, does everything including payroll. Whatever you get, just make sure it's something your accountant is comfortable with, these guys charge by the minute and if they have to spend time figuring something out, you're the one who pays more.

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Mike O'Neill

Trans-Labrador Signs
Labrador City, Labrador

'Durn vinyl won't stick to ice'

moneill@labrador-west.com

"The best things in life aren't things"
Art Buchwald



Posts: 3094 | From: Labrador City, NF, Canada | Registered: Nov 1998  |  IP: Logged | Report this post to a Moderator
Mike Pipes [in a cubicle]
Visitor
Member # 1841

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There's another accounting package available by a company called Peachtree.. I've heard from the accountants here at my contract job that it's the best stuff on the market.

You might want to check it out.

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Mike Pipes
-----trapped in a box with a computer and a slice of cheese-----


Posts: 145 | From: Lake Havasu City, AZ | Registered: Dec 2000  |  IP: Logged | Report this post to a Moderator
old paint
Visitor
Member # 549

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QUICKEN HOME &SMALL BUSINESS......will do the job...

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joe pribish-A SIGN MINT
2811 longleaf Dr.
pensacola, fl 32526
850-944-5060
BEWARE THE TRUTH.....YOU MAY NOT LIKE WHAT YOU FIND


Posts: 11582 | From: pensacola, fl. usa | Registered: Nov 1998  |  IP: Logged | Report this post to a Moderator
   

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