QB users

May 16, 2008 16 Replies

While reading the thread about envelopes, i noticed that several of you are using quickbooks. are you using the memorized transactions for your billing?



I was using it for my recurring but it didn't do all i wanted so i moved to Alarm 2004 and it does the billing and account maintenance like i want , but doesn't play nice with quickbooks.



Just wondering how everyone else handles the recurring billing.


QB for me. Works pretty well. I use their payroll and credit card processing too.

On May 15, 10:17=EF=BF=BDpm, motley me wrote:=

I've been using "Alarm" for a very long time (10 ...15 years) It does more for the recurring billing than I 'can't' do with Quickbooks. I use QB as a ledger and bill everything out of Alarm and just run reports and enter the totals in QB. It would be nice if it just transfered the data from Alarm to QB with an export command ...... but ....it doesn't take that long to enter the data into QB and alocate income and expenses. I write a few checks but most is done via on line banking or credit card ( for air miles).

Besides, I don't actually do any of it myself.

Lucky man. I do it all.' There is supposed to be an update this summer to the Alarm software that has better integration with QB.

I hate the way QB doesn't handle recurring billing the way I want.

In my REALLY old accounting system I was able to build billing groups, like Q72S was my billing group for Quarterly 24$ p/m for City of Snotsdale. Pushed one button and it spit out all the invoices (eventually). You can't do that with QB you have to use recurring billing by client which I find annoyng.

I'm pretty sure you can do that in QB too. I have a quarterly group, and 12 groups (JAN, FEB, MAR, etc.) for the ones that want to be billed annually. Why couldn't you set up specific groups as well?

That's exactly how I *want* to do it too. How are you doing it? I gave up (I hate accounting). Groups for quarterly, and then 12 groups for yearlies by annualality (?)

I also have to track by city due to different sales tax rates on monitoring (this is a MAJOR PITA) but I don't think I'd need separate city tax groups since each client's city rate is internal to their account.

Thanks, R.

Open up the memorized transaction list, and select new group. After you create a group, you can put your new (or existing) memorized transactions into that group when you create them. When it's time to bill that group, just double click on the group name, select the date you want on the invoices, and click ok.

QB keeps track of the sales tax by jurisdiction too, but I have to look at the help file to do it every time. (CRS)

I knew an update was coming but not about the QB integration.

This is the last update for Alarm4. It'll still be supported for a number of years but the next issue is in their new format, which isn't backward compatable with Alarm4, and the new version is over a $grand.

hmmm...ok I'm gonna look at it in a minute. thanks.

ahhhh this is gonna take some brain space me thinks.

"alarman" wrote in news:TXgXj.28279$ snipped-for-privacy@newsfe11.phx:

That's the way i was doing it before Alarm 4. One of the things i didn't like was having to have a generic invoice. It won't change the dates for the invoice description. Such "monitoring for MM/YYYY thru MM/YYYY.

Ay-yup. I killed off a lot of brain cells in my twenties that I wish I still had.

Yeah, it's not perfect. You could set up separate invoices for different billing periods, but what a PITA. I just modify the footer text every time I run a batch, with "Service period April - June" or some such, then remove it after I print them. Only takes a second.

I have used Dillo Ware

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since the early 80's. It has evolved into a good billing program. It is designed specifically for the recurring revenue businesses. It allows you to set up invoicing anyway you want. I have mine earmarked "QTR","MON","NOV". When I want to print my annual customers, I designate the group I want to invoice ("QTR") and it will invoice just the quarterly people. It provides whatever reports you need and aging.

While they were a little difficult to deal with >>> I'm pretty sure you can do that in QB too. I have a quarterly group,

A little difficult? Heh. I used to use Dilloware s/w, but had trouble with it. Every March 15 it would quit working, and I had to pay for their tech support, (had to purchase an entire year's worth,) to get it working again. I've since found out that this was intentional; the s/w was designed with a "time bomb"to quit on 3/15, so they could sell more tech support. Look here:

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owner, Mike Kelly, is a real piece of work. I look forward to meeting him someday.

No not ever buy Dilloware.

On May 17, 11:11=EF=BF=BDpm, "Allan Waghalter" wrot= e:

=EF=BF=BDIt has

nt to print my

Yeh ..... I did try them also. It seemed like it promised to be good. But as you say, they just weren't up to speed back then. I had to drop them because they just didn't get back to me. But I see that they're still around, so they must be doing something right. Could be that it might be some advantage in using them. Anyone who's using Alarm right now, for the long term, is in for quite a price increase when there's no longer any support for the present version. There just might be some advantage to using Dilloware for someone just starting out. Z micro seems to be catering to the larger companys now-a-days.

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