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Old Dec 30th, 2010, 09:54 AM   #1
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Mac accounting software - what a pain.

Hi folks,

I know this has been discussed before, but I thought I'd raise it again considering the threads seem to be older without any new info.

Here's my situation:
I use Daylite (and love it btw). I really do. Helps me out big time. Especially having the iPhone version. Such a time saver.

For invoicing and reporting, I use Quickbooks for Windows on my older macbook pro. I'm selling that mbp and would prefer a mac based solution. This would save me duplication of records (client data and invoicing etc..). A further timesave would be a link b/n DL and the accounting so I don't have that record/client duplication, plus as it stands now, I export a PDF out of Quickbooks and over the network, attach it to an email to send to a client.

I see that Daylite has connectors for accountedge and moneyworks. Does anyone know if the Mworks edition needs the Gold version 100% for sure? I know it's a silly question, but given the jump in cost from the express to Gold, I'll ask it OR, maybe I could suffice with the Express vesion and import client records out of daylite? I know it's not the way to go, but maybe a solution?

I'm a basic Quickbooks user - I have my product and service offerings listed and create estimates and invoices for clients. I also like looking at reports - sales per month and service breakdowns (ie. how many slideshows did i produce last year or how many extra DVD copies).

I'd need to import my QB data into accountedge or MWorks as well.

In terms of a business model, I'm a small business. I'm a stay at home parent running my own little business so I don't make millions, but I do help with the bills. So, cost IS an issue, but i'm investigating what is my best option to maintain cost and time efficiency.

I know that having everything integrated is the way to go and if money wasn't an issue, I'd do it.

Any recommendations would be appreciated. Sorry for the long winded questions

Cheers,
Keebler

wanted to add that I have 7 years worth of data in Quickbooks so that would also need to be imported. I like looking back at trends etc...
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Old Jan 4th, 2011, 01:35 PM   #2
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If you need to track individual products/inventory then you need MW Gold. Express does fine with invoicing, managing customers, etc., and we used it when we had just a few products - but didn't track inventory numbers with it. We moved up to Gold when we expanded the business to thousands of products and many more customers & suppliers. As an accounting program I'm quite happy with MW; moved from MYOB when we upgraded computers and it was no longer compatible. It was not easy to find a Canadian compatible (for taxes etc), Mac compatible accounting program at the time (this is going back at least several years); Moneyworks could do both.
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Old Jan 4th, 2011, 01:46 PM   #3
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Thanks for the feedback Stephanie.
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Old Jan 5th, 2011, 12:38 AM   #4
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For the Daylite - MoneyWorks Connector, you require MoneyWorks Gold.
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Old Jan 6th, 2011, 06:38 PM   #5
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Thanks Oakbridge.
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Old Jan 6th, 2011, 08:22 PM   #6
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I don't have direct experience in these two programs, but I have done some in other accouting programs, and be prepared for major headaches transferring data between two different accounting programs. I would bet that transferring prior years' history is a no-go.
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Old Jan 6th, 2011, 08:27 PM   #7
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I only run 1 program under Windows 7 using Parallels (V6) and it is a circa 2001 version of MYOB. Simple and easy to install on an Intel machine and runs flawlessly. Worth looking into - Parallels $99, W7 is worth $100 as OEM install and you are good to go.
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Old Jan 6th, 2011, 08:35 PM   #8
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you are right CRam. I actually got an amazingly detailed email back from the NZ MoneyWorks folks. I think I would just create a pile of summary reports in Quickbooks (PDF or excel format) then archive and leave that to start fresh.

We'll see. For now I'm holding pat, but I would like to stop this damn duplication in Quickbooks where I enter in client info, then their estimate/sale then repeat BOTH in Daylite.

BUT, my challenge is that I don't have a ton of transactions so it's 'doable', but we all know, 'time is money'
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