Showing posts with label mac accounting. Show all posts
Showing posts with label mac accounting. Show all posts

5/20/2012

Marketcircle DayLite CRM for Mac OS X Review

Marketcircle DayLite CRM for Mac OS X
Average Reviews:

(More customer reviews)
I've been using contact managers since the late 1980's. I've always been partial to Act! in all of it's incarnations because it was fast and flexible. Goldmine has a ton of great features but it's difficult to use and its interface STILL seems to be trying to break free from its DOS roots.
Until now, I've had to remain on the PC platform because it's been difficult for me to justify using a Mac because I couldn't find a program that could handle my contact management in a way that I was comfortable. Daylite solved that problem for me and I recently switched to the Mac.
For me, the "killer" feature was the ability to assign "roles" to various contacts in the database. I'm a real estate broker and can frequently have a contact who is a home buyer and a home seller -- two completely separate roles. I've never been able to find an off the shelf solution that would allow me to easily create a project or opportunity and assign the same contact to 2 different roles in the same database.
The depth at which you assign roles, categories, keywords -- and even create CUSTOM FORMS and data fields -- makes this program incredibly flexible! But it also means, as the previous reviewer stated, that there can be a bit of a learning curve. I'm the kind of person who never reads a manual -- I just plunk down and figure out a program. That wasn't the case here. So be warned that if you really want to experience the power, there's some book reading to do.
I'm giving this application 4 out 5 stars for a couple of reason. #1 - as was previously mentioned; you need to buy the DMI module separately. Linking your e-mails is ESSENTIAL in today's business world and not including that as part of the program just doesn't make sense.
The second reason I'm not giving Daylite 5 stars is because of its lack of easy import/export to the basic Mac OSX tools like the calendar and address book. It does have impor/export capabilities but not "seamless", automated procedures. You have to manually sync the Address Book (very simple, but should be automated!) and you have actually save an export file to import iCal items - a bulky chore if you update your calendar frequently.
I think this program should be able to be set up to use iSync and automatically sync the data I put into my contact manager with the rest of the iLife tools I use. I'd really like to be able to share my professional calendar with my wife via iSync and iCal...I have a life outside of business contacts!!
These are rather nit-picky points to lose a star over...and in my "gut" I'd love to give this program a 5. But 4 will have to do. :)

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3/06/2012

PocketMoney Review

PocketMoney
Average Reviews:

(More customer reviews)
PocketMoney was the first software I purchased for my Palm IIIxe. It is easy to use, has a very friendly icon-based account list. Entering new transactions is very intuitive, very similar to Quicken on the desktop.
If you need to track your spending and only need to transfer data to your desktop on a rare basis, this is probably the best software for you.
However, you need to know that transferring data is fairly complex. If you are not comfortable using directories and subdirectories on your hard drive, you may want to consider Pocket Quicken instead.
Pocket Quicken has much better conduits (how data is transferred between your PDA and desktop). Everything is updated automatically, every time you hotsynch. Even though Pocket Quicken isn't as refined and easy to use as Pocket Money, it is still a very good program. But its weaknesses are more than made up for by the automated transfer of data.
But before you buy either product, go to Handmark's website for PocketMoney, and LandWare's website for Pocket Quicken. Download the 14-day free trial versions and play with them for a couple of weeks before you purchase the full version (here at Amazon.com)

Click Here to see more reviews about: PocketMoney

A robust financial management tool for your Palm Powered device. Now you can track spending, credit card balances and bank account activity on your Palm OS device then import and export the data to/from Quicken, and Microsoft Money.PocketMoney supports an unlimited number of asset, bank, cash, credit card and liability accounts.

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2/04/2012

Quicken Personal Finances 2007 for Mac Review

Quicken Personal Finances 2007 for Mac
Average Reviews:

(More customer reviews)
I've used Quicken for Windows since 1994 and have been quite pleased with it. I've updated every few years, and am currently using Quicken 2005 Deluxe for Windows XP on my PC. I have no major complaints about the Windows versions that I've used.
Last year, I bought my first Mac (the last of the G5 iMacs). I fell in love with it and I now use it for everything except finances. My Mac came with a free version of Quicken for Mac, and I assumed that I'd just be able to start it up and have instant access to the Quicken data on my PC over my home network. However, Quicken for Mac would not recognize my Quicken file, nor would it restore the backup files. So I assumed that this was because it was some sort of free stripped-down trial version that had expired, or something like that. I therefore recently purchased the latest and greatest version of Quicken for Mac (2007), assuming that this would do the trick and that I could finally junk my rusty PC.
WRONG.
The full-priced "full-featured" 2007 version of Quicken for Mac wouldn't read my existing Quicken files, either. So I looked in the instructions and found a blurb about converting a Quicken for Mac file to a Quicken for Windows file, but found nothing about converting from Windows to Mac.
I had to search the Quicken website to find a document explaining how to convert a Quicken database from Windows to Mac. It quickly became very clear that if you're a long-time user of Quicken for Windows and you want to convert to Quicken for Mac, you're basically screwed. Unless, that is, you've only been using Quicken for a few simple tasks such as balancing your checkbook. If, like me, you have multiple investment accounts of various types with records going back many years, you might has well forget about converting to Quicken for Mac.
For starters, it turns out that there are a lot accounts and reports that simply won't convert at all, so you'll just have to lose those. For example, Quicken for Windows handles 401(k) accounts (a fairly common type of account). Quicken for Mac does not. So you can kiss your 401(k) data goodbye. Same with Accounts Receivable and Accounts Payable (fairly common things for those of us with home businesses). Same with Memorized Reports, Security Price Histories, etc.
If you decide that you can live without such things, you can proceed with the adventure of converting your Windows data to Mac data. Note that no conversion utility exists, so you have to do an enormous amount of hand-editing of the database.
The conversion process requires that you go through all transaction categories supported by the Windows version and look for those with names longer than 15 characters. The instructions don't make it clear whether a blank space counts as a character, but I assume it does. You're supposed to rename these categories to bring them within the 15 character limit. Quicken 2005 for Windows has at least one such category that cannot be renamed (Quicken simply won't let you do it). The others can be renamed, however.
Then you have to rename any accounts that are longer than 15 characters.
Then you have to edit your securities list to make sure every ticker symbol is all-caps.
Then, if you have a mutual fund account that contains any RtrnCapX transactions, you have to change that mutual fund account to a regular investment account.
OK, now you've done all that. The next step is to go through all your accounts one at a time, look at each transaction, and manually change the categories for certain transactions. There are 7 transaction types that exist in the Windows version but not in the Mac version. For example, MargInt (margin interest expense) does not exist in the Mac version, so you have to find every single margin interest event in your records and manually change it to a miscellaneous expense, with a note in the comment field that it's for margin interest. Then you have to do similar conversions for the six other transaction types that aren't supported. For example, every MiscIncX transaction has to be manually changed to a combination of a MiscInc and an XIn. If you have multiple accounts containing more than a decade's worth of transactions (as I do), this becomes a formidable task.
There's more to do after this, but this was the point at which I threw up my hands and decided that it's just not worth it. I'd have to hand-edit hundreds of transactions in my Quicken database and hope that I got them all right. Then I'd have to live with a version of Quicken that lacks many of the features to which I've become accustomed over the years.
Quicken offers an option where you can send them your file and have them convert it for you, but they won't convert the non-supported transactions to supported ones. So, for example, you'd simply lose all records of your margin interest expense. They claim, however, that they'll arrange things so that the correct balance is preserved in each account even though all those transactions will be missing. How nice. And if you want to use their conversion services, you have to go through a lot of rigamarole just to get them to do it.
So, I'm stuck with a useless piece of software that I downloaded from Intuit's online store for $60.
Looks like I'll have to keep my PC running until I get an Intel Mac that will allow me to use Bootcamp. Also, rumor has it that the Leopard version of OS X, when running on an Intel Mac, will allow you to run Windows XP applications directly under OS X (without rebooting and without emulation), but this is still just a rumor.
This experience has left me with a very low opinion of Intuit.

Click Here to see more reviews about: Quicken Personal Finances 2007 for Mac

Intuit Quicken Mac 2007 Optimize your investments. Maximize your return. Enlarge your smile with Quicken Mac 2007. Quicken for Mac gives you all the most powerful tools for your personal finances, designed specifically to work with the Mac operating system. Also runs on Mac OS 10.5 ("Leopard"). You'll enjoy software designed for – and by – Mac users with special Mac exclusives. You'll get immediate access to all of your accounts from one place, and be able to organize your tax information so you can easily find the tax deductions you deserve. And with Quicken Mac 2007 you can plan investments, monitor your portfolio and download directly from your financial institution. You'll also be able to keep your files safe and secure with encrypted back up to Mac. Tax deadlines are approaching fast. Make filing easy and get the most out of your investments with Quicken Mac 2007.

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11/28/2011

Quicken Basic 99 Windows Review

Quicken Basic 99 Windows
Average Reviews:

(More customer reviews)
Write a review about the Quicken Basic 99 Windows is very ease. In my country, Brazil, the better homebanks has compatibles Quicken's files. Actualy, the time is very short and Quicken is the solution.

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11/17/2011

Modeless Liquid Ledger 2 Money Manager Software Review

Modeless Liquid Ledger 2 Money Manager Software
Average Reviews:

(More customer reviews)
Thankfully I downloaded a trial version of this application before ponying up the cash. The interface is challenging to say the least - certainly not a typical Mac-style. I gave it about an hour of trying to import data from Quicken and entering a few transactions before I dropped it into the Trash. I'm sure there are many features I didn't investigate, but considering how un-intuitive the interface was, there was no point in spending more time with this application.

Click Here to see more reviews about: Modeless Liquid Ledger 2 Money Manager Software



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10/10/2011

Modeless Liquid Ledger Personal Finance Software (Mac) Review

Modeless Liquid Ledger Personal Finance Software (Mac)
Average Reviews:

(More customer reviews)
The only reason I bought Liquid Ledger was that Quicken for Macintosh got such horrible reviews on Amazon, but now I wish I'd taken my chances. I was converting from a PC to Mac and needed financial software to take the place of Quicken. My experiences with Quicken for Windows were all fairly positive; however, with LL, it's been nothing but frustration and headaches.
First off, it didn't want to play nice with my exports from Quicken, so I had to try over and over to find a format that it would accept, and even then things didn't translate cleanly. Beyond that initial frustration with getting my existing data loaded, I just find Liquid Ledger to be very unfriendly and not at all intuitive - things are not grouped logically under the menus, nor are the functions named in a way that makes a lot of sense. I understand that most software comes with a learning curve, but I'm a pretty sharp guy with a good deal of computer savvy (been working with computers and various operating systems professionally for a good 16 years now), and I find LL confounding.
My biggest gripe about it is the bugs. For one, things rarely sort correctly. If I click on a column header, I expect it to sort my data by the values in that column, and clicking the header again should reverse the sort. However, with LL, if I make a change in a column (e.g. clicking the "cleared" box next to a transaction) and then immediately try to sort on that column, the sort is incorrect; it is as though it does not recognize the modification I just made, and the only remedy is to sort by ANOTHER column first, then sort on the column I originally wanted. UNACCEPTABLE!!!
If I'm on the last transaction that's displayed in the window and tab off the last field, the cursor jumps to the very FIRST transaction. NOT what I would want or expect - how about just going back to the first field of the current transaction???
The most frustrating bug is the disappearing details pane. LL allows you to sub-itemize a transaction in a separate pane on the main window by entering individual line item transactions that comprise the main transaction. I most often use this for tracking transactions on my Visa credit card - I'll have one line item for the total bill, and the details pane allows me to record the individual purchases separately, which I can then use to reconcile my statement when it comes in. So, the details pane works fine, until I decide to toggle to another window or open application. When I do, the details pane is usually gone when I return to LL, and the only way I have found to recover it is to QUIT LL and restart it. Not only does the pane disappear, but the scroll bar on the right edge of the window goes away also, and the transactions generally run past the bottom of the page. In other words, the application becomes all but unusable until I restart it.
Also, I've got years worth of data, but LL absolutely bogs down unless I restrict the transactions to just a month or two. I've never had any issue with this in Quicken.
The "help" within the application is anything but helpful. There are plenty of descriptions of the sorts of things you can ostensibly do with LL, but just try and figure out how to actually accomplish any of those things! The procedural descriptions, if they exist at all, are very well-hidden. The only available customer support appears to be "Online Support Forums," which I take to be a cop-out on the part of Modeless. Let the customers gripe to each other about the buggy product, rather than actually do anything to fix it. The bugs I've noticed are pretty major - and I've submitted my share of bug reports - but in the five months I've used this piece o' c*** there hasn't been a single software update available.
It doesn't surprise me that there's only one other review of this product at the time of this writing. Perhaps LL's reputation is well-known and more people are opting to deal with Quicken for Mac. I certainly wish I had!!!

Click Here to see more reviews about: Modeless Liquid Ledger Personal Finance Software (Mac)

Liquid Ledger is a personal accounting solution that can help you analyse monthly spending and find cash you never knew you had. It offers a comprehensive set of accounting tools to help you track banking and credit card activity, balance your chequebook, setup reminders to pay bills, generate reports and graphs, and more. With modern features such as Multiple Currency support, the ability to import account activity downloaded from financial institutions, and over a dozen time-saving features, a few minutes each week is all it takes to start feeling more confident about how you manage your money.

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9/18/2011

FirstEdge for Mac - Small Business Management and Accounting Review

FirstEdge for Mac - Small Business Management and Accounting
Average Reviews:

(More customer reviews)
I was excited to install First Edge on my MAC and get busy setting up the accounting for my small graphic design business. The install went without a hitch. MYOB includes a lot of information about accounting in the box and after reading it all, I think I finally understand what double-entry bookkeeping is all about. Definately a plus.
The program provides most everything you need for a small business if you can figure out the somewhat weird interface you are presented with. Could stand improvement.
The biggest drawback to this product is the complete lack of tech support that ships with it. You get NO!!! support without paying [money]. I could not get it to link with my mail program to send email invoices and when I called, I was told I would have to spend [money] to sign up for 90 days of tech support. That [essentially raises] the cost of the program.
I am sorry I bought it. I have never purchased a piece of software where the manufacturer provided no help initially.

Click Here to see more reviews about: FirstEdge for Mac - Small Business Management and Accounting

MYOB FirstEdge provides all the basic accounting and business management tools for your small business in a package that is easy to use and quick to learn. Everything you need in FirstEdge is a click away and organized sensibly for an easy-to-navigate work environment.
Getting started with FirstEdge is quick and easy. The New Company File assistant walks you through a few simple steps to help you name your company data file, choose your accounts list from the charts provided, and assign your fiscal year. FirstEdge provides "at-a-glance" looks at all your business transactions, so you know who owes you money and when it's due. You can also view and create all financial transactions from a single window in the Bank Register, e-mail invoices in PDF format to your customers for faster payment, and import your downloaded bank statements with just one click.

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8/23/2011

QuickBooks 2010 for Mac Review

QuickBooks 2010 for Mac
Average Reviews:

(More customer reviews)
Updated to delete mention of issues that were fixed in the R4 patch...
Intuit's Quickbooks for Mac team has been busy fixing bugs since this product was released, already having published four bug-fixing updates. There are still some issues with the product which can be read about in the Intuit Community forum, but it is clear that Intuit is working to correct reported issues.
Some reports still do not work properly. For example, a Time by Job Summary report is not sorted, and cannot be sorted. Sorting in most reports is somewhat problematic, only sorting a single field (and often not sorting that field in order). The team needs to look at the Windows version of the product to see how data is supposed to be organized.
Itemized statements duplicate some lines and omit others, so that the sum of the items does not add up to the total shown.
There are a few rough edges that require extra mouse clicks vs the Windows product. For example, if you delete a transaction in a screen such as Enter Bills, the window closes and you have to re-open it to delete another. Of, if you are entering certain kinds of time or transactional activity, you only have an OK button to save the result, and then have to click to open the dialog to make another entry. In the Windows version, the dialogs/windows stay open until closed and there are "Save and New" and "Save and Close" buttons.
The Invoice screen on Mac has a pure white background. On Windows, every other line is highlighted in pale blue to make it easier to read the data for the line. Little things like this make Quickbooks Mac feel less polished.
Enter single activity time - has no timer function as on Windows. On Windows you can click start/stop to accumulate time without jotting down the hour from your watch. Intuit provides a new applet called My Time which provides this stopwatch capability, although it is not as full-features as the Windows Quickbooks Timer app. My Time has some very rough edges, most notably that it can only record time for a single employee for a single company.
Windows users have many more shortcuts available for data entry than Intuit offers in their Mac version. For example, in Windows you can use the Ctrl-S shortcut, as in Quicken, to open up the split transaction view of a register entry, or in a date field you can enter "t" for "today", "m" for the first day of the current month and many other date shortcuts. With QB Mac 2010, none of these are available.
Also, QB Mac does not use context menus (right click pop-up menu) consistently or well. When in a checking account register, for example, a right click offers no QuickBooks commands. The Windows version offers most appropriate commands there. QB Mac does use context menus in other areas, so this must just be an unintended omission.
Two service companies without payroll seemed to import fine from QB Win 2008. A third company with payroll brought over less employee information than I would have hoped, even given that Intuit advertises Quickbooks Mac as not having integrated payroll. First, there is no nice Employee Center as there is in QB Win; you just get a list of employees. Second, double-clicking an employee name brings up only the basic address information along with SSN and hire date from "Personal Info". Date of birth and gender are gone - not even automatically created as custom fields to preserve the data. No payroll and compensation data is brought over to QB Mac . Zilch. So, no items, pay rates, frequency, filing status, allowances, withholding, etc. All gone. Presumably all of this has to be entered manually into the online payroll service that Intuit sells. There is no built-in (private and secure to your computer) payroll option as with the Windows version. The online payroll costs considerably more than basic payroll (1 to 3 employees) for QB Win and does not make economic sense for a firm with a small payroll.
Existing paychecks and payroll liability payments, however, display full split detail, but no payroll liability accounts were created in QB Mac, so proper reports for converted payroll cannot be generated. (Actually, NO reports for payroll can be generated - the option just is not there. My memorized payroll reports came across and do report on the payroll items which are otherwise inaccessible in QB Mac. That is really bizarre. If I had not had any memorized payroll reports, then none would be available in QB Mac for my converted transactions.)
The split detail refers to Payroll Items as in QB Pro Win, but there is no way to access, edit or report on these items in QB Mac. It seems impossible to create a new check with the same format. How hard would it be to have a "New paycheck" or "New liability payment" option that gave you the same split info for new transactions? Intuit KB article 1009746 suggests that you must create liability accounts manually and issue checks in a completely different way than the imported checks. So, how can you generate coherent payroll reports for an entire year, where you switched from Windows to Mac in the middle of the year? I don't think it is possible.
A 570 page e-book is part of the product, downloadable from the Help menu. This book, "Quickbooks Mac 2010 The Official eBook" by Maria Langer and published by McGraw Hill, is a tremendous value for anyone just starting out doing accounting with Quickbooks Mac, and even for experienced users looking at features that they may not have used before.
I recommend that you download the free trial of this product before purchasing if you have any questions about whether it can handle your accounting needs.

Click Here to see more reviews about: QuickBooks 2010 for Mac

Easily manage your business on a Mac. Let QuickBooks help your business be more profitable. Organize your finances, track money going in and out of your business, and spot areas where you can save. Stay on top of it all with important information all in one place.

Create invoices, pay bills, and manage expenses
Gain insight into your business with over 100 reports
Access key data fast with Customer and Vendor Centers
Easy to learn and use
Built for the Mac OS--Looks and works like you'd expect


QuickBooks 2010 for Mac looks and works the way you'd expect a Mac to
Back up to MobileMe Prevent painful data loss by backing up your QuickBooks file to MobileMe. Choose one-time or ongoing automatic backup. You can restore it at any time.
Synchronize contacts with Mac OS X Address Book Never enter a phone number or address twice. Save typing time and errors by effortlessly synchronizing contact information between QuickBooks and your Mac Address Book, cell phone, PDA or other iSync-compatible applications. Activate QuickBooks Contact Sync, and selected contacts appear automatically in Address Book. Update a contact in Address Book...the changes automatically appear in QuickBooks. Leave the feature active to keep contact information, including email addresses, up-to-date at all times.
Add reminders to iCal QuickBooks integrates with iCal so you can be reminded to print invoices and checks or to pay bills in one consolidated calendar and never miss a bill payment. Simply check the box next to "Show in iCal" on any invoice and a reminder is added to your calendar. And if you later decide to change the payment terms on the invoice in QuickBooks, iCal is automatically updated with the new due date.
Share data with your accountant or other Windows-based users Share your QuickBooks data with Windows-based users, such as your accountant. Send a Mac file to a Windows user (who can update it) and the Windows user can send it back. Just click the toolbar icon: "Backup to QuickBooks Windows". As QuickBooks creates the backup, it simultaneously creates a PDF file of simple instructions for opening and sending back the file. Send both files to your accountant or Windows user.

Save time when tracking your finances
Easily print checks, pay bills & track expenses Easily print checks, pay bills & track expenses. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going. Enter bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each vendor with just a few clicks.
Track sales, sales taxes & customer payments Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one place, you'll be able to access all past payments for each customer with just a few clicks.
Accept credit and debit cards in QuickBooks Receive payments from customers easily using integrated credit & debit card processing.
Manage payroll & payroll taxes; offer Direct Deposit (sold separately) QuickBooks Payroll for Mac allows you to easily manage payroll online and export data into your QuickBooks software.
E-mail invoices, estimates, reports & statements Save time and work more efficiently when you e-mail forms to your customers and vendors.
Track time and job costs Make billing customers faster and easier when you track time and job costs.
Create professional-looking invoices and forms Personalize forms, like estimates, invoices, and statements quickly and easily. Add logos, images, and fonts to templates and create your own custom forms.

Get insights so you make better decisions
Organize data all in one place with Customer and Vendor Centers Find what you need, when you need it with the Customer and Vendor Centers. These Centers consolidate key information onto a single screen. The next time a customer calls with a question about his account, simply go to the Customer Center to see his contact information and complete transaction history.
Get a customized overview of your business with the Company Snapshot Customize the Company Snapshot to create a personalized overview of your business and see what's most important to you.
One-click business reports Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel--your QuickBooks formatting and formulas go with it.
Import data from Excel, Microsoft Office Accounting & prior QuickBooks versions Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.
Effortlessly track bills & set due-date reminders QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date.
Track inventory, set reorder points & create purchase orders Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder.
Download your bank & credit transactions into QuickBooks Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.

Save time completing everyday tasks
Get all the tools you need Save time completing everyday tasks like invoicing, bill tracking, check writing and payroll.13 Track sales and manage expenses. Quickly create estimates, invoices and purchase orders. Track inventory, employee time and job costs.
Create estimates and invoices in minutes Duplicate and edit previous estimates to create new ones without rewriting all the details. Use the date picker to quickly and easily enter dates into forms. Simply click in the date field and a pop-up calendar appears to help you select the right date. When it's time to bill your customer, turn any estimate into an invoice with one click or create a new invoice using a familiar form.
Accept credit and debit cards directly in QuickBooks With Intuit Merchant Service for QuickBooks for Mac you can save money and time by processing card transactions directly through QuickBooks for Mac. There's no additional software to purchase, phone line to add or terminal to buy. Just process the credit card and debit card transactions directly in QuickBooks for Mac and the data is automatically recorded in your QuickBooks software.
Run your payroll right within QuickBooks using QuickBooks Payroll for Mac Handle your end-to-end payroll needs, from paychecks to W-2, directly from QuickBooks--or any Web browser, anywhere with Intuit QuickBooks Payroll for Mac. No set-up fees, no minimum contracts and free support from payroll experts.
Track time and create time sheets Save time by tracking employee billable hours with My Time time-tracking software. This free software is included with QuickBooks 2010 for Mac. My Time helps you track billable time, instantly generate timesheets, and easily import timesheet data directly into QuickBooks 2010 for Mac to reduce data entry errors.
Track and make payments with ease Paying vendors is as simple as filing out familiar on-screen checks, printing them, and dropping them in the mail.
Track inventory, set reorder limits and create purchase orders Track inventory automatically as you log sales. When it's time to reorder, create a purchase order with one click. Edit as needed and print. Or email the purchase order as a PDF file.
Easily map and obtain directions to your saved customer and vendor addresses--from within QuickBooks--using Google Maps Open up any record in the Customer or Vendor centers to access links to maps and directions to customer and vendor locations.

Stay organized, accurate and on top of your business
Access key tasks quickly QuickBooks for Mac has a user interface designed to help you find what you need fast. The Home Page brings key tasks to one screen and uses arrows to show how they are interrelated, giving you one-click access to commonly-used tasks like creating estimates or invoices. Badges and placards, at a glance, identify select tasks that need your attention. For example, wondering if you have open invoices? Look for the red badge next to the invoice icon on the Home Page. It tells you how many invoices are open. Then simply move your mouse over the badge and a placard pops up showing you the total balance of those invoices with one click access to a report showing you the detail.
Stay on top of your business Get an immediate view into your bottom line the way you want to see it. Customize the Company Snapshot to create a personalized overview of your business and see what's most important to you. Choose the reports that are most crucial for your business including year-over-year expense and income comparisons, expense and income breakdowns, top customers by sales, and more.
Locate critical data fast Find what you need, when you need it with the Customer, Vendor, and Transaction Centers. These Centers consolidate key information onto a single screen. The next time a customer calls with a question about his account, simply go to the Customer Center to see his contact information and complete transaction history.
Keep an eye on the bottom line Access over 100 customizable reports in the Report Center and quickly see where you're making and spending money. Scroll or search to find the report you need. The Report Center tracks your Favorites, manages your Memorized reports, and helps get you up and running with Suggested reports.
Easily import downloaded bank and credit card transactions Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions download them from over 3000 participating financial institutions that support either Web Connect or Direct Connect, and easily import them into QuickBooks.
Apply one customer payment to multiple jobs Track payments easily by accepting one customer payment for open invoices across multiple jobs.
Streamline estimating and invoicing, and get paid faster Click a button to turn any invoice, estimate, purchase order, or report into a PDF file. Attach it to an e-mail and send it off right away, or group your mail-ready forms together and send everything off in one batch when it's most convenient for you. Either way, you won't have to wait for the post office to deliver.

Customize QuickBooks to meet your unique needs
Create your own custom forms using Layout Designer Personalize forms, like estimates, invoices, and statements quickly and easily with Layout Designer. Add logos, images, and fonts to create your own custom forms. Built for the Mac, it uses familiar tools--including a formatting palette, drag-and-drop interface, and easy-to-use toolbar.
Customize your toolbar to access key tasks in a single click Choose from over 40 icons to customize your toolbar for quick access to the tasks that you do most often. Resize and reposition the toolbar to fit with how you work.
Quickly customize reports Use the Report Center to preview report templates and quickly find the report you need. Select a report to see a preview. Sort, reorder or hide columns. Set date ranges and filter as needed.

Exclusively for Mac
Work on the platform you prefer Designed from the ground up by Mac engineers, and built for Mac OS X (v 10.5.7, 10.6, or later), QuickBooks for Mac looks and works like a Mac, with familiar printing, preferences, and customization. It operates as you'd expect and looks as clean as the Mac you run it on.
Change settings easily QuickBooks for Mac Preferences now has a true Mac look and feel. It's similar to the System Preferences you're used to using. Quickly find the setting you need using the built-in search box.
Share your data with your accountant or other Windows based users Send your QuickBooks data to your Windows-based accountant and open the updated file on your Mac.
Keep contacts organized and up-to-date Synchronize contacts automatically with OS X Address Book or with other iSync-compatible applications.16 Update a contact in QuickBooks and Address Book is updated instantly... and vice versa.
Play it safe with MobileMe Prevent painful data loss by backing up your QuickBooks file to MobileMe Choose one-time or ongoing automatic backup. You can restore it at any time.
Add reminders and to-do's directly to iCal Stay on top of due dates and create reminders to invoice customers in iCal. Any changes you make to the original transaction in QuickBooks will also be reflected in iCal.

Easy to Set Up, Learn and Use
Gain confidence using step-by-step tutorials in the interactive Tutorial Center See how QuickBooks is organized, learn how to complete everyday business tasks, understand how to use new features through simple interactive step-by-step instructions.
Get up and running quickly and confidently Go from installing QuickBooks for Mac to creating your first invoice faster than ever before. It only takes a few screens to create your company file with the New Company Setup Assistant. And Guide Me helps you quickly become familiar with key tasks (like creating invoices) until you're ready to start working on your own. While you're learning, let Live Community connect you with other QuickBooks for Mac users to help you get the answers you need.
Enter data into familiar forms QuickBooks uses onscreen forms that look like the checks, invoices and sales receipts you use every day. The moment you see them, you'll know how to use them.
Quickly access comprehensive help whenever you need it The QuickBooks Help feature enables you to simply type a question and quickly receive detailed help, tips and troubleshooting information right within QuickBooks.
Upgrade quickly, easily and accurately Easily import data from previous versions of QuickBooks for Mac, QuickBooks for Windows, New User Edition or Quicken for Mac.
Get help when you need it Intuit offers a variety of free resources to help you find fast answers and get back to business. Get instant answers using QuickBooks in-product Help. Visit the Intuit Community to connect with other users and experts to ask questions and share advice. Or, search or browse the QuickBooks Support Website with thousands of detailed support topics and frequently asked questions. Personalized assistance from QuickBooks experts is also available for a fee.


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7/21/2011

Quicken Essentials for Mac Review

Quicken Essentials for Mac
Average Reviews:

(More customer reviews)
I bought this software Feb 18, almost as soon as it hit the stores. Believe me, it was the biggest disappointment ever. As a Quicken user of 12 years, this software is not recognizable. It's nothing but a budget tracker, with none of the advanced features of Quicken for Windows. Actually, this software is like Quicken for Windows, minus 90% of the functionality. Quicken Essentials is really just that, the bare bones basics. You cannot even set up your paycheck, cannot use online billpay, cannot use with TurboTax, and you cannot even download or manually enter individual stock transactions. And most shocking of all, you can't even back up your data!!!! Am I angry? You bet I am. Instead of Quicken Essentials, it should be called Quicken Kindergarten. The following is quoted directly from their setup guide. I wish they put this stuff on the box.
"As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been used to using in Quicken for Mac (or Quicken for Windows) that we didn't include in this version of Quicken Essentials.
Investments
Quicken Essentials lets you to track the overall value of your investment accounts and the value of specific holdings, but the software does not track individual buys and sells, nor will it provide some advanced investment performance reports.
Exporting to TurboTax
Quicken Essentials does not currently support the ability to export your data to TurboTax.
Direct bill pay
You can track your bills in Quicken Essentials, but the program doesn't have the direct bill pay capabilities that allow you to pay your bills directly from the program.
Other advanced features
Quicken Essentials does not include many of the advanced features in other versions of Quicken, including Business features, Rental Property, lifetime planner, cash flow forecast, spending plan, debt reduction plan, emergency tax records, tax planner, and home inventory manager."
If Quicken for Windows is worth a retail price of $60 to $70, then this new version of Quicken for the Mac is worth at most 5 bucks. Seriously, it does nothing more than downloads transactions and helps you track your spending or maintain a budget. I feel like a total fool for purchasing this product and will be returning it to Intuit. And to think I waited almost 3 years for this product. I was really expecting to be impressed. After Intuit's horrible experience with TurboTax last year, I really can't believe they have the temerity to unleash this worthless product on the market. I expect people at Intuit to get fired over this disaster, and deservedly so. This product looks like it was designed by an 8th grader in order to help a 3rd grader do his arithmetic. And did I mention the graphics? Oh, so elementary. That little pink pig next to my savings account makes me want to scream !!!!!!

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Quicken Essentials for Mac personal finance software makes understanding your money a snap. Our interface has been completely reimagined, resulting in an intuitive, elegant application designed by-and for-Mac users.
Quicken for Mac automatically categorizes your transactions to show you exactly what you've been spending money on.

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