All Entries in the "Product Reviews" Category

QuickBooks Hosting: An Overview

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? One option to consider is QuickBooks Hosting.

Creating QuickBooks Reports with XpandedReports

QuickBooks holds your company data, and you want to pull info out in a format that YOU want. Unfortunately, you don’t have a lot of control over many reports that QuickBooks can generate. Today I’ll talk about a useful tool that can help you get reports out of QuickBooks with the information you want, using XpandedReports for QuickBooks.

QuickBooks Inventory Analysis with EZ Analytics

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.

QuickBooks CRM with Legrand CRM Pro

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 be focusing mostly on how it integrates with QuickBooks.

Importing QuickBooks Transactions with Transaction Pro Importer

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), the Transaction Pro Importer from Baystate Consulting.

Review: Intuit PaymentNetwork

Intuit recently announced the Intuit PaymentNetwork, a low cost method of sending and receiving payments. As someone who collects and makes payments via online services every day, I was intrigued by the extremely low fees for this service. I’ve been playing with it lately, so here are some thoughts.

Review: SmartVault Documentation Management for QuickBooks

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 computer. In addition, you pay a monthly fee rather than making a one-time purchase. In addition to storing your documents you have the ability to store backups of your company file.

Review: PaperSave Plus Documentation Management for QuickBooks

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. For example, a customer PO to associate with your invoice. A written contract to associate with an estimate. A statement or bill to associate with a check.

Exporting QuickBooks Transactions with Transaction Pro Exporter

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, which is an excellent program for extracting transactions from QuickBooks.

Using Online Backups to save your QuickBooks Data

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 how they are making backups of their data. Not just their QuickBooks data, but all important electronic business information. All too often I find that there is no comprehensive backup and recovery plan in place. Some businesses have a plan, but they aren’t being implemented correctly. The most common reason is that backing up data is time consuming, complicated and a major hassle to perform. That is why I like online backups – they are simple to implement and don’t take a lot of effort to run.