Category Archives: Quickbooks

Quickbooks – my favorite things

I’m not the biggest fan of Quickbooks. I never have been, ever since it came out years ago, disrupting the batch-based accounting software environment. I have never been comfortable with the way things can be deleted without a trace, despite having existed as an actual transaction. And the messaging – but that’s a different post.

In this post, I will describe what I do like about Quickbooks (desktop version)!

There are some features in there that I am very fond of – I wish other programs would pick them up, and in the meantime I will miss them.

One is 3-up checks: for personal accounting use, are much more applicable than 1-up.

Within transactions, I’ve always enjoyed how dates can be adjusted by the plus key/minus key. And that within the quantity field, you can do math! You can add up multiple amounts (within a grocery receipt, for instance) to be the amount for a specific gl account. I really miss that also.

As a Quickbooks Pro Advisor many years ago, I know they have done a lot in the name of ease of use. Those are my favorite things.

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Filed under Business, NonProfits, Quickbooks

Accounting & Payroll Software

I completely am a RTFM-er, I always prefer to read up on things before getting in to them whenever possible, and to consult the current resources before asking questions.

Currently I work at the U of MN, in payroll, using PeopleSoft. The problem is, there is no FM! I mean, not for our implementation, that is complete and up-to-the-minute. For instance, the whole ESST thing is being added now, so that’s all new. Only just getting added to resources etc.

So at the U there are various resources to use instead, and help staff and audit reports to check on things and so on. It’s a whole complex system, and it’s really great. I enjoy working within it a great deal.

But much of my career has been in Accounting using that software, more. I’ve used some great programs – really have liked using Abila’s MIP and formerly Great Plains Accounting which is currently Microsoft Dynamics. I’ve also used Quickbooks a great deal, including some exposure to the online version (not a favorite). Also Peachtree, currently Sage 50.

And that is what this site will be focusing on – one of the main topics anyway. Sage 50, it’s use and optimization.

I’m looking forward to the journey!

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Filed under Accounting, Business, MIP (Abila), NonProfits, PeopleSoft, Quickbooks, Resources, Sage 50 (formerly Peachtree), Software, Technology