customer base

Sep 28, 2005 7 Replies

I'm using the 2004 premier edition, but I find it very stubborn. It looks promising when you first look at it, but you then quickly reach a precipice or a dead end with quickbooks. I have moderate to good computer skills and still have trouble with this program. I own a service company and am trying to create a customer list that will include name adress price, etc, so that I can then add all my income and see how much I'm making without having to do it by hand. All I've managed is to create a name list of all customers and that's it. I can't create a graph, a projection of sales...nothing. It's very irritating. Does anyone have similar problems?



Andre



See your accountant, he/she will guide you through.

Yes, and then my accountant can charge me more money for teaching lessons.

Then take a $100 class at your local community college or Learning Annex. You can also get a QB mentor to come over, help you set up your books, and show you the basics. Another $100 for a couple of hours.

This is the best value you'll ever get for $100-200. I sincerely doubt ANY expert on this group will quibble in the least with this advice.

snip...

Oh my, you know better to say such a thing

There are also a couple of free/mostly free ways to get help:

  1. this group obviously (but you need to ask specific questions, and give details on what you're trying to accomplish) - FREE!
  2. formatting link
    - moderated and maintained by Intuit, Inc. - FREE!
  3. formatting link
    - not affiliated with Intuit in any way - FREE! (I believe)4. Buy a book on QuickBooks 2004 from:
    formatting link
    (pretty decent prices!)5. -or- EBAY:
    formatting link
    (ditto!)
  4. Many local community colleges also offer QuickBooks classes for like - 0/credit hour for a 3 credit class (a steal for the number of hours of classroom instruction you get!)
  5. You might want to look for a ProAdvisor in your area (someone who's certified in QuickBooks) who might cut you a break on an introductory QuickBooks earning session. Pro Advisors typically charge anywhere from - 0+/hr. Look for them here:
    formatting link
    (Some Pro Advisors are better than others - get references if possible) That help?

-Elw00de

Or you can contiue to screw things up and your accountant can charge you three times as much to undo the damage.

>

Thank you Elw00de, sounds like excellent advice.

Andre

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