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gusbuster

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Discussion starter · #1 ·
So I have been using Quickbooks since back in the bad ol days or dos computer programs. I have only upgraded the software only when the current version was no longer supported.

All i ever did was invoice by memorized invoices (batched invoicing) since the monthly fee was always the same except the occasional extra work. By batch invoicing what i mean by that is pretty much i would do the same 10 clients on the same day. Lets call the group crestmoore. All i would do is click on the crestmoore group and all 10 invoices would be created. Then either i would email, print and drop at house or if need be, send invoice via usps.

Of course i would be able to produce a transaction history report if a customer forgot to pay me and on that report was the invoice number and their check number and amount/month paid.

Create an estimate every blue moon and once completed, it would automatically be converted to an invoice to give/send client

Basic banking....keeping track of my various expenses for tax purposes.

I also used it for my rental using its own company

But i had it with Inuit's corporate greed. Like i said, i had no issue upgrading the software when needed, but now they will require an annual subscription fee of over $650 ....screw that crap...I don't understand why they got so damn greedy and support the software for 3 years like before and now they are forcing you to update every year.

So bottom line, what kind of basic bookkeeping software are you all using. I don't need all these hoyty poyty features other than what i currently use with my current quickbooks for desktop and i prefer to get paid via checks instead of online. Too much old school and i don't trust everything out in the open and online.
 
I pay about $30 a month for QB business. It does what I need and what my cpa needs which is just to pull info from my business account and categorize it. But we send all invoices and get payments through Field routes which runs me around $235 a month plus cc fees and other miscellaneous fees.
 
Discussion starter · #9 ·
I pay about $30 a month for QB business. It does what I need and what my cpa needs which is just to pull info from my business account and categorize it. But we send all invoices and get payments through Field routes which runs me around $235 a month plus cc fees and other miscellaneous fees.
I tried to it online, however you can not memorize the invoice, create a group (lets call the group tuesday. in that group are the invoices for harry mary jules david . all have different monthly rates...double click on tuesday...boom all the multiple invoices created.), then have it create all invoices at once from multiple customers.

Only the desktop version has this capability...really asinine the online version doesn't...i did like the online version and some of the features, but when you have over 400 clients and invoice them the same amount every month...i don't have time to do it the way the online version wants it done.
 
I tried to it online, however you can not memorize the invoice, create a group (lets call the group tuesday. in that group are the invoices for harry mary jules david . all have different monthly rates...double click on tuesday...boom all the multiple invoices created.), then have it create all invoices at once from multiple customers.

Only the desktop version has this capability...really asinine the online version doesn't...i did like the online version and some of the features, but when you have over 400 clients and invoice them the same amount every month...i don't have time to do it the way the online version wants it done.
Are you wanting a monthly recurring bill for each customer?
 
Discussion starter · #12 ·
Are you wanting a monthly recurring bill for each customer?
That is part of the reason i went to a computer back in the bad old days of dos/windows. The ability to memorize an invoice, create a group that has multiple memorized customers, double click on the group and and all those memorized customer's invoices are created.

I pretty much bill as i complete customer's monthly service.
 
Discussion starter · #14 ·
You can not set up batched memorized invoicing....you have to go through each memorized invoice to generate. You can not have as i have been pointing out, have a group with 100 memorized clients, click on the group name and all 100 memorized invoice would be entered.

I spent enough time with support on this issue until one of them understood what i was talking about.
 
I think it’s horse pucky that I have to pay an annual fee for the MS office suite but they figured out a better money maker for them. Ongoing annual revenue, I too miss the days of owning a disk.
 
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