Roger
LawnSite Fanatic
- Location
- McMurray, PA
After many years of using using less-than-efficient software (Quicken, plus some other software) for tracking work and creating invoices, I swore 2006 would be the year of change. After reading many threads speaking about the value of QuickBooks, and the ease of use, I got a copy the other day.
By now, I've spent endless hours trying to set it up. In returning to read many threads about QB, I find a subtle language choice. The words usually are all about "using," but nobody speak about the process of making the initial setup out of the box. Did you have your accountant, or another party who was familiar with QB. do the setup making it ready for you to use?
QB makes Quicken look so simple and easy. Yes, I've gone through the tutorials, but when I ready/listen closely, some of the critical steps are missing. Or, maybe the terminology is so foreign to me. To be sure, after setup, showing how easy to use looks like a dream. However, one cannot use QB until it is set up properly.
I'm still a long way off from getting the initial setup done. But, my goal is to get a shadow company setup and running well with all the characteristics of mine, then establish the real one intended for day to day use. My intent is to get all this done before the season begins, so that I'm not fumbling around when data entry, payments, deposits, expenses, etc are for real.
I believe my needs are so elementary that all the options and choices and variations make the simple processes so difficult. Maybe I'll junk the whole thing and buy a new copy of Quicken and write new software for invoicing.
Maybe I'm missing something with regard to low level introductory material. The tutorials seem to address the person in an office who does this task day in, day out. Or, is there a book available with some sample setups for many kinds of small business? Or, is a BBS, or Forum ( like LS) available to read, ask questions? Remember, setup is the issue -- no need to tell me how easy QB is to use. Plenty of threads address that topic.
I'm at the point of putting QB out of my misery with a heavy foot to the CD, and the DEL icon.
By now, I've spent endless hours trying to set it up. In returning to read many threads about QB, I find a subtle language choice. The words usually are all about "using," but nobody speak about the process of making the initial setup out of the box. Did you have your accountant, or another party who was familiar with QB. do the setup making it ready for you to use?
QB makes Quicken look so simple and easy. Yes, I've gone through the tutorials, but when I ready/listen closely, some of the critical steps are missing. Or, maybe the terminology is so foreign to me. To be sure, after setup, showing how easy to use looks like a dream. However, one cannot use QB until it is set up properly.
I'm still a long way off from getting the initial setup done. But, my goal is to get a shadow company setup and running well with all the characteristics of mine, then establish the real one intended for day to day use. My intent is to get all this done before the season begins, so that I'm not fumbling around when data entry, payments, deposits, expenses, etc are for real.
I believe my needs are so elementary that all the options and choices and variations make the simple processes so difficult. Maybe I'll junk the whole thing and buy a new copy of Quicken and write new software for invoicing.
Maybe I'm missing something with regard to low level introductory material. The tutorials seem to address the person in an office who does this task day in, day out. Or, is there a book available with some sample setups for many kinds of small business? Or, is a BBS, or Forum ( like LS) available to read, ask questions? Remember, setup is the issue -- no need to tell me how easy QB is to use. Plenty of threads address that topic.
I'm at the point of putting QB out of my misery with a heavy foot to the CD, and the DEL icon.
