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
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...