Category: Product Reviews

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. […]

Continue Reading

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, […]

Continue Reading

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 […]

Continue Reading

Creating QuickBooks Invoices with Adobe Acrobat Pro

| October 7, 2008

One of the intriguing “new features” that Intuit lists for QuickBooks 2009 is the ability to work with “Adobe Acrobat Forms”. This is a way to use Adobe Acrobat Pro 9to create PDF forms that can be used to import invoices, estimates and purchase orders into your QuickBooks company file. Today I’ll give you a […]

Continue Reading

Review: Keyword Search for QuickBooks

| July 18, 2008 | 16 Comments

You have a lot of important business information in your QuickBooks company file, and it is very important that you have the ability to search through this information quickly. Today I’m going to talk about a free plug-in product that may be able to help you.

Continue Reading

Review: PayPal Payment Request Wizard for QuickBooks

| June 3, 2008 | 19 Comments

Many businesses (particularly those that sell items on the Internet) use PayPal to process payments. If you are using PayPal but aren’t using an integrated web store application, PayPal offers a Payment Request Wizard that integrates with QuickBooks to let you send invoices to your customers with a PayPal payment button. Today I’ll take a […]

Continue Reading

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 […]

Continue Reading