Help - Intuit has successfully made me recognize I'm an idiot. I'm hoping
for sane, hopefully non-sarcastic, friendly advice. I realize this makes me
a target for some of the clever folks in the newsgroup, but beggars can't be
I do the day-to-day bookkeeping for my wife's business - a small hair salon.
She has an accountant that does the quarterlies & annual using reports I
give to him. I been using QB for the last 6 years - most recently QB2004
Basic, to keep the records and do the weekly payroll. The number of active
employees varies between 1 and 4, but is usually 2 or 3. Over the course of
a year there've been as many as 9.
The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
"do-it-yourself" payroll subscription is paid until 8/07.
Every time I look at the various upgrade options, I walk away with a
Please -- someone advise me as to the least-cost way to continue doing what
I've been doing - record & pay bills, payroll & provide the accountant the
reports needed for him to complete the quarterlies & annual tax forms.
Sometimes the profit of a business doesn't cover the costs of running a
business. Take a couple of Tylenol and tell us what choices you are
considering. Keep in mind that Intuit is a typical public company that must
show revenue growth of 10%+ a year so all products they offer must have a short
service life so they can generate repeat sales.
Allan & Golden California Girls,
Thanks for the directness.
I've taken 4 Ibuprofen, and feel up to continuing.
Not that you need my permission, but feel free to fire away. I've
appreciated your directness responses to dealing with others, so we'll see
if I can take it.
Golden California Girls -
The business is entirely my wife's - I have my own job-and-a-half. I don't
mix in as to the running of HER business. The only exception is computer
software/hardware. All other business decisions are hers, including the
"keep it / close it". I can say there are certain intangibles that get
figured into it besides the pure dollars & cents. I just help her as she
requests. So far, for the last 6 years, it's been to do the day-to-day
record keeping & payroll. As long as she's happy, that's good enough for
Allan & Golden California Girls,
On to the matter at hand.
The immediate option presented from Intuit is to upgrade to QB 2007 Pro
because they tell me QB 2004 Basic will terminate operation on 4/31/07.
What I read about QB 2007 Pro says it's "not recommended" for XP HOME.
The machine I currently use has XP Home SP2. I'd like to avoid upgrading
the OS. I'm not looking don't use any networking feature for QB other than
to get updates over the internet. I'm hoping QB 2007 will work, but would
like to know what experience others might have reported. I figure others
have tried, but in reviewing the 27K+ articles my server has for the group,
I didn't see anything on the subject.. If there's a problem, I could switch
to a different machine elsewhere in the house that has XP Pro, but I'd
rather know before starting.
Question 1 - Have you any information to share about QB 2007 Pro (and/or
Payroll) running on XP Home?
When it comes to purchasing QB2007Pro , the current upgrade price seems to
Question 2 - Any suggestions as to where to purchase the QB 2007 Pro
Next comes the issue of payroll. I currently prepare the payroll using
QB2004 do-it-yourself, getting only the tax tables from Intuit. The
subscription expires in 8/2007. The pay is based on a combination of hours
worked and commissions. I enter the hours work & commissionable amounts
into QB2004 payroll and print paystubs. She writes the checks by hand. At
the end of the quarter, I generate liability reports & the accountant does
the forms. My wife writes the liability checks by hand. I use QB2004 to
"pay liabilities", adjusting the amounts where necessary to match the
account's forms. The adjustments are minor, usually just pennies on the
company-paid items. The information from Intuit seems to indicate that
payroll is no longer directly available within QB2007 & a new QB Payroll
package needs to be purchased. I'm hoping they will refund/prorate/credit
the unused portion of my current payroll subscription. Going forward, there
appear to be two options appropriate for me - Basic & Standard. Basic
allows up to 3 employees. There's no mention of a limitation for Standard.
Her business has never had more than 3 simultaneously active employees, but
in the course of a year, because of turnover, there've almost always been
more - up to 7 in a year. I haven't been able to get anyone on the phone at
Intuit to commit to telling me if the Basic limit of 3 applies to
simultaneously active employees, or to an annual total of employees, or to a
total number of employees over the lifetime of the software. They just
repeat, "Basic is good for 3 employees and has limited functions. You
should buy the Standard version because it is a better product." - hehehe.
Available information says Basic & Standard can be upgraded, with credit, to
Enhanced, but again - no one will tell me if there's a Basic to Standard
upgrade with credit. I don't feel Enhanced is needed since I don't do the
forms, but would consider it, based on your responses.
I read about "Payroll Plus". Even though it's shown under the Standard
I think that's a typo. Everything else indicates that it requires Enhanced,
and includes QB 2007 Pro for a limited time.
But I'm not sure what Payroll Plus includes. In the write-up for Payroll
Plus, it says:
If you choose the "Plus" option ... your Payroll subscription will include
future QuickBooks financial software upgrades, delivered to you every time
there is a new release. You'll have access to the latest QuickBooks and
Payroll features and functionality-at a substantial discount! Order now and
get a free copy of QuickBooks 2007 and ongoing, automatic software upgrades
with Enhanced Payroll Plus..."
Question 3 - Does that mean Basic & Standard do not get software maintenance
updates? or is it saying updates to new versions of QB & Payroll are
included? or - most likely - something else?
(this is where those Ibuprofen need a boost! perhaps Wild Turkey 101 or
Jameson's is called for?)
Once the feature set is determined, it comes down to $$$$.
Since I expect to be able to use this for 3 years, the TCO can be estimated
using current costs (but will probably increase over time):
QB 2007 Pro upgrade is $170 (unless you point me to a less costly source)
with Basic Payroll - $69 year one & $99 years 2 & 3 = $437.
with Standard Payroll - $149 year one & $199 years 2 & 3 = $717.
with Enhance Payroll - $199 year one & $299 years 2 & 3 = $967
Enhance Payroll Plus, which includes QB 2007 Pro - $299 year one & $399
years 2 & 3 = $1097
If there's a "pay the difference" upgrade from Basic to Standard, I'd think
basic is the way to go. If no upgrade path, then I'd think Standard is the
path to choose.
The extra $380 for Enhanced+Payroll Plus over Standard doesn't seem
Question 4 - In your opinion which QB Payroll option, Basic or Standard or
Enhanced (w/wo Payroll Plus), is best suited for the situation?
I'm going to have my "extra medicine in a glass" & check back later.
Once again, I appreciate your taking the time to respond.
Perhaps the next set of Ibuprofen needs a vodka chaser.
I'm a user not an adviser; I'm just a user who is pushing Premiere out to its
For inexpensive software I would suggest costco.com if you are a member. If not
I believe there are several search for the lowest price search engines that
should point you in the correct direction.
As for payroll, you might consider a call to Paychex or ADP to see what an
outside service would charge and remember that they fill out the quarterly forms
so you can save the cost of the accountant when you compare prices. Your bank
may also offer a payroll service at a discount.
As for the phrase "not recommended" I believe that means that you can expect
slow performance rather than any sections that don't function. It may also be
that in their experience many "Home" machines lack the RAM and processor speed
to run SlowBooks effectively.
Sorry I can't answer your questions, but perhaps someone else in the group will.
Another low cost payroll solution is Paycycle. Most people find it cheaper
than ADP or paychex who both nickel and dime you for every little thing they
do for you. Paycycle does not plus it downloads into QB.
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