Category: Product Reviews

QuickBooks Reporting is Simple with QQube

| January 7, 2011 | 13 Comments

Getting useful reports from QuickBooks, in the format that you want, can be a real chore. Your options are to use the built-in QuickBooks reports, struggle with a complicated data access tool, or use a complicated add-on product that has limitations. This is all about to change with the release of a product that I’m […]

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QuickBooks Hosting: An Overview

| August 19, 2010

QuickBooks is essentially a desktop program, designed to be installed on your local computer. That is fine if you always work out of your office, and if all of the people who need access to the data are connected to the same local area network, but what if you need “remote” access, via the Internet? […]

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QuickBooks Inventory Analysis with EZ Analytics

| May 25, 2010 | 3 Comments

Intuit has been promoting a new class of add-on applications that work with your QuickBooks desktop application, but are accessed via the web. In this article I’ll review one of these applications, EZ Analytics for Inventory, an excellent inventory planning and management tool that will work with your QuickBooks data.

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QuickBooks CRM with Legrand CRM Pro

| April 28, 2010

A CRM program is used to manage your relationship with your customers. There are many CRM programs available these days, with a wide variation in pricing and capabilities. As I’m interested in QuickBooks, I’ve been looking at CRM programs that integrate with QuickBooks. Today I’m taking a quick look at Legrand CRM Pro. I will […]

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Importing QuickBooks Transactions with Transaction Pro Importer

| January 14, 2010 | 33 Comments

QuickBooks has a “closed” database – they control access to the data very tightly. While you have some limited ability to import list data (items, customers), it is generally difficult to import transaction data (invoices, checks). Today I’m reviewing an excellent tool that you can use to import transactions into QuickBooks (and lists as well), […]

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Review: SmartVault Documentation Management for QuickBooks

| September 7, 2009 | 6 Comments

I’ve talked about documentation management systems (DMS) and their value to a business in my article on PaperSave Plus. Today I’ll review another DMS system that works with QuickBooks:SmartVault. This product takes a different approach than PaperSave Plus – it stores your information in an online server rather than in a database on your local […]

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Review: PaperSave Plus Documentation Management for QuickBooks

| August 22, 2009 | 30 Comments

A Documentation Management System (DMS) is a program that is used to store electronic documents and/or images of paper documents. In this article I’ll talk about PaperSave Plus, a QuickBooks Compatible documentation management system. If you are working with QuickBooks you may find that you have various documents that you want to associate with transactions. […]

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Exporting QuickBooks Transactions with Transaction Pro Exporter

| June 10, 2009 | 26 Comments

QuickBooks uses a “closed” database that you cannot access directly. If you want to extract transaction data, such as invoices or checks, you have to use a third party tool to extract the data (or get the SDK/ programming toolkit and write your own program). Today I’ll review the Transaction Pro Exporter from Baystate Consulting, […]

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Using Online Backups to save your QuickBooks Data

| May 11, 2009 | 15 Comments

In my Backing Up QuickBooks Data article I talked about the importance of a good backup plan for your business. Today I’ll talk a bit about one portion of a good plan, using online backups. When I’m hired to evaluate a business and their QuickBooks procedures one of the first things I look at is […]

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Review: Data Transfer Utility

| May 20, 2008 | 65 Comments

There are times when you want to move information from one QuickBooks company file to another. You might want to merge records from your salesperson’s laptop to your desktop company file. Perhaps you want to set up a new company with just the open records. QuickBooks doesn’t make this an easy chore. Today I’ll discuss […]

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