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Author: motley me
Date: May 15, 2008 20:17

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.

--
Tommy Lee
23 Comments
Re: QB users         


Author: alarman
Date: May 15, 2008 20:44

motley me wrote:
> Just wondering how everyone else handles the recurring billing.

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

--
js

The voices in my head told me to clean my guns today.
no comments
Re: QB users         


Author: Jim
Date: May 15, 2008 20:48

On May 15, 10:17�pm, motley me leesecurity.nospam.net> wrote:
> 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.
>
> --
> Tommy Lee
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Re: QB users         


Author: motley me
Date: May 15, 2008 23:26

>
> 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.

--
Tommy Lee
no comments
Re: QB users         


Author: Crash Gordon
Date: May 16, 2008 06:58

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.

--
**Crash Gordon**
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Re: QB users         


Author: alarman
Date: May 16, 2008 07:34

Crash Gordon wrote:
> 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?

--
js

The voices in my head told me to clean my guns today.
no comments
Re: QB users         


Author: Crash Gordon
Date: May 16, 2008 07:40

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.

--
**Crash Gordon**
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Re: QB users         


Author: alarman
Date: May 16, 2008 08:09

Crash Gordon wrote:
> 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.

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)

--
js

The voices in my head told me to clean my guns today.
no comments
Re: QB users         


Author: Jim
Date: May 16, 2008 10:27

On May 16, 1:26�am, motley me leesecurity.nospam.net> 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...
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Re: QB users         


Author: Doug
Date: May 16, 2008 10:52

"Jim" aol.com> wrote in message news:7d6c8020-2a51-4d76-a933-
>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.

I bought Alarm2004 several years ago, but I still have never implemented it.
I have been receiving faxes from Z-micro about the new product Alarm 7 and
offering a pre-release update price of $399 with the regular update price
being $599. I don't know if that also applies to alarm 4.

The blurb on the fax states over a hundred enhancements,including extensive
QB integration

Import/export integration or automatic posting directly into QB
Transfer of customers from Alarm 7 to QB
Transfer of invoices including sales tax from Alarm 7 to QB
Transfer of payments and credits from Alarm 7 to QB
Transfer of inventory from Alarm 7 to QB

Doug
no comments
 
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