Showing posts with label bookkeeping. Show all posts
Showing posts with label bookkeeping. Show all posts

5/25/2012

Quicken Home & Business 2007 Review

Quicken Home and Business 2007
Average Reviews:

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Been using Quicken for years, and this is by far the worst version ever. On my 2GHz PC I can see the screen redrawing because of all the fancy stuff they are trying to do with the interface - stuff that BTW adds little value to the overall application. It's a total dog!
I'd stick with the 2006 version if I had the opportunity to go back. Unfortunately now that I've upgraded I believe I'm stuck.

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Quicken 2007 Home & Business

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5/18/2012

Quicken Rental Property Manager 2.0 Review

Quicken Rental Property Manager 2.0
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This will be a great piece of software one day. It is not yet. It is still essentially a "beta" version with many "known issues" (i.e. flaws and things that don't work) that you don't find out about until you visit Intuit's help site. I'm disappointed that Intuit would release a software package like this and charge full price when it still clearly needs a lot of work. The basic functionality is there, but I broke it four different ways just using it the first night. Like I said, when they get all the bugs ironed out, it will be a great piece of software. As of now, I feel disappointed and ripped off that they are charging full price for a prototype that doesn't work completely.

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4/19/2012

QuickBooks Customer Manager 2.5 Review

QuickBooks Customer Manager 2.5
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I have used, or should say TRIED to use, this product though version 1.x, 2.x and now 2.5. When it works it is very useful. My trial of version 2.5 went very well so I purchased the upgrade. The day my purchased version was on the UPS truck I moved the balance of my customer data into the trial version. I went to look at the "Names" tab and had a big red "X" across the screen. Several calls to tech support later I found that the computer screen font resolution - actually the "DPI" setting **MUST** be 96 DPI or the software will corrupt the database. I have a high end notebook with a screen resolution of 1680x1050 and my DPI setting was set to 120 so the fonts and icons were more readable. I have about 60 programs running on the same computer that run fine at 120 DPI and there is NO REASON WHY I SHOULD HAVE TO CHANGE IT TO FIT THE SOFTWARE.
The result >> The database I had been loading and working with for about 25 days AND the balance of it I had just put it were trashed! It took me over 6 hours to reload, resysnc and cleanup the data in Outlook, QuickBooks and Customer Manager. Even after that Customer Manager stills trys to push what it thinks is customer info that it got from Outlook into QuickBooks - even though there is nothing in the records that would indicate it is customer data (no groups or categories even remotely flagged as "customer".)
One thing that should make you suspicious is that when you call QuickBooks tech support option >>> #1

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Quickbooks Customer Manager 2.5

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2/16/2012

Quicken Home & Business 2009 Review

Quicken Home and Business 2009
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I've used Quicken for 15yrs+, buy every major upgrade. But this one has no new significant features, it adveritses some, but they don't stand out. I think there might be some extension of current features, but it's not changed my organization or advanced my reporting or insight in any new ways. I would not buy this particular upgrade had I known how insignificant this upgrade is for current users. I gave three stars because overall Quicken is still a GREAT product, just a useless upgrade for current users.

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Quicken Home and Business makes it simple to manage all your personal and business finances in one place— so you can see how your business is doing.

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12/24/2011

Quicken 2008 Home & Business Review

Quicken 2008 Home and Business
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I recently upgraded to Quicken 2008 from Quicken 2005. I did this since the online downloading capabilities for Q2005 would end in April 2008.
(Quicken's policy is to support the current version, plus the prior two years)
I've been a Quicken user & fan since 1994. Quite frankly, I'm not overly impressed with 2008. It has a new navigation bar, a new look and feel, and some (very minor) enhancements. Underneath the look and feel, it acts just like Quicken 2005.
If you're familiar with Q2005, you'll feel (almost) at home with Q2008. Obviously, Intuit is having a challenging time making a great product even better.
Overall, I can't recommend upgrading to Q2008 if you're not forced by Intuit. There aren't enough compelling new enhancements to justify an upgrade. It's still a great product, but the upgrade to Q2008 isn't a major improvement.

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10/08/2011

Macware MacFreelance Review

Macware MacFreelance
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MacFreelance bills itself as 'Invoice and billing software made for Creative Professionals'. Having recently taken on a consulting job, I thought this might just be the software to make things in my life a bit simpler. I don't have any experience with other hour-tracking/billing software on the Mac, so
In the box, you'll receive a CD and a brief, ten-page Quick Reference Guide. Installation of the software is simple and on par with most any other program - open the disc, drag the program to your applications folder. Simple and easy.
Once you open the program, you're presented with the main window of the program, which presents a series of icons along the top edge and shows you clients, projects and ongoing charges tied to those projects. The first thing you'll want to do is set up your business. You can do business and send bills out as John Q. Public, as CreativePublic LLC, or under whatever name suits. You can enter multiple businesses for various project or clients with ease. Importing from the Address Book is also possible.
After getting whom you'll be billing as sorted out, you can now move onto adding clients. You can accomplish this by either double-clicking in the 'Clients' field, clicking on the Clients icon along the top bar, or through the menu system. While there are a variety of ways to accomplish this task, I found this to be somewhat cumbersome: double-clicking in the clients field isn't mentioned anywhere, and I stumbled on it by chance; the clients icon in the top bar is grayed out at various times for reasons not immediately apparent. That said, once you have the clients window up, it is simple to add clients, either manually or from the Address Book. You can also configure how invoicing is handled and which company or companies you use to bill the client.
Setting up projects is simpler and more straight forward than the troubles I encountered with clients, though not without some quirks. To add a new project, simply click the '+' button below the Projects field. You can title the project and enter any additional information in the tab below, who will bill the project, whether to produce a quote, tax information, mileage, discounts and add any dates to the calendar in iCal. Adding various Timed Items or Fixed (rate) Items is straight forward. The program does not allow you to add new items when you've got the clock running, as you wouldn't want to be billing for administrative activities, now, would you?
Once you're set up, you can start working. MacFreelance puts a small icon in the upper right-hand menu-bar icons where you can start and stop time-tracking for any hourly projects you've set up. You can also bring up a larger Task Monitor window to keep track of information. Finally, you can also start and stop timing from the main program window.
Once you've finished a project, or at least come to the point where you need to create an invoice, MacFreelance provides a variety of options. You can customize your invoice header and information through the program preferences. With your invoice preview created, you can easily print or email it out. MacFreelance also has an invoice book which allows you to keep track of the outstanding bills, advances, paid bills, and any other tracking information you might need. The main window in the program also has a Statistics tab which gives a variety of time worked, billed, paid and other information in concise form.
Mileage tracking, which is a must for some projects, is also available. This feature is initially disabled and must be turned on in the preferences. You can track either through the entry of actual mileage or odometer readings. Entering miles traveled was simple, though I could not figure out how to enter the odometer readings into the program, and the help function was of little help, other than to let me know the feature was there and how to enable it.
Generally, I found the software to be adequate. MacFreelance integrates with a number of other applications seamlessly, which makes for simple billing and calendaring. The program itself has some frustrating user interface inconsistencies which keep it from achieving its full potential. Additionally, the help features are relatively thin and not completely up to speed with current version of MacFreelance. With some time to gain familiarity, MacFreelance will enable you to easily take care of invoice and billing tasks, but some of the features are not intuitive. With a few changes, I feel MacFreelance could go from adequate to quite good.

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7/18/2011

AutoSoft Online Small Business Edition - Automotive Shop Management Software Review

AutoSoft Online Small Business Edition - Automotive Shop Management Software
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Hard to configure because the configuration screen text is in spanish!!! hard to navigate through.. too many restrictions. If it had a nice english configuration wizard it would be better. I had to go through a bunch of crap and wait for the company to e-mail me the key to activate the program.

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6/12/2011

Quicken Deluxe 2011 Review

Quicken Deluxe 2011
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It was bad enough when Quicken simply littered your desktop with icons linking to Quicken Loans, Free Credit Reports (which are never free) and a sundry of other financial pay-to-play products. Now they've taken things to a whole new level with ads literally BUILT INTO the GUI (Graphic User Interface: the 'skin' with which you engage with the program). An example: in the new 'refinance calculator' there is a large banner ad for CHASE BANK. The refinance calculator itself is poor and majorly inferior to free ones available online, but more on that later. I don't expect to pay upwards of $50.00 for a piece of software that contains banner ads! That is simply unacceptable. In freeware, I understand it, but not in something I paid full retail for!
Adding insult to injury, INTUIT has actually removed one of the best features of previous Quicken releases, the CASH FLOW monthly chart. They've replaced it with a projected balances chart which is ugly, harder to read, and doesn't convey nearly as much information as the previous version. A line chart is inferior for the purpose, and INTUIT hasn't even managed to make the data points (low and high balance points along the chart) display the actual balance when you mouse over them. This is a miserably bad design--they've managed to take a very useful tool and turn it into garbage.
The supposed new features are junk. The refinance calculator is extremely simplistic compared to far better online versions (check out Equitrend Financial Calculators if you're looking for sophisticated, free calculators). It doesn't allow the user to enter current mortgage interest rate or PMI, and instead makes you enter the total payment and then the "impound / escrow amount." If you have your mortgage set-up to be tracked in Quicken, the tool cannot incorporate that data into your analysis. You must manually enter everything. The tool also does not take into account the tax implications of your refinance. Overall it is a tacked on, basic calculator that is nearly useless.
The obligatory re-skin of the program (which INTUIT trots out each year rather than making substantial or meaningful changes) is adequate, but unnecessary. Every year they tweak fonts, colors, and layout, and design elements. This year is no exception. None of the changes make the program more efficient for the end user. I don't have a problem with utilitarian designs, as long as the underlying software is substantial. INTUIT seems to leverage much of their development budget into GUI tweaks, while doing little to improve the software itself.
Another major issue is that INTUIT cannot manage to keep their data file consistent from year to year. 2011 is no exception and required me to convert my 2010 data file. Admittedly this was much more painless than the massive difficulty many experienced with upgrading from 2008 or 2009 to 2010. I wish that the developers at INTUIT would make a forwards compatible data file type and just stick with it.
SUMMARY:
PROS:
1) Potentially better GUI (depending on your preferences)
CONS:
1) Ads built into the GUI itself
2) Removal of a significant feature (cash flow and balance chart)
3) No substantial improvements to the underlying programs
4) Added 'features' are poor quality, even when compared with free alternatives
5) Requires yet another data-file conversion
6) Expensive! Especially considering the ads built into the program
FINAL THOUGHTS:
What am I getting for my money here? If you love this version of Quicken, can you kindly explain to me why it is worth upgrading? I have yet to find a single compelling reason. Am I missing something or did I just flush my money down the toilet?

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Quicken Deluxe 2011 gives you money management and budgeting tools to help you watch your spending and increase your savings.

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