1 Reply by silvacourses

(23 replies, posted in Wish List)

apmuthu wrote:

Even in FA it is just one place and one time for each customer / invoice.
Refer Wiki Pages on Add and manage Customers and Sales Quotation Entry (and then convert to Invoice).

Please state the sequence of operations in FA that you used to achieve your end so that we may check on alternative quick modes to achieve the same to match or better QB.

Someone goes to our web site and clicks a Buy Now button, pays by PayPal and we get a notice from PayPal.

In QB, I click the Sales Receipt icon, enter the customer name and address info, hit the Tab key to go to the Sales Receipt screen, enter the item information, and I am done.

In FA, I select one of the invoice options, enter the customer on the Customer Information screen, then I have to go to the customer Branch page and enter info, then I finally get to enter sales information. I'm not sure how to enter payment... and when I was experimented, I tried to correct an error and couldn't... I was stuck with an erroneous transaction.

The process of going to a second page - Customer Branch - the the complicated process to look up customers and items seems to add a minute or so to each transaction. For 100 transactions a month, that's a couple of hours. I can save that time by paying QB $27 a month.

All I need is a simple retail sales process. Even our wholesale customers don't have "branches."

I'm not a bookkeeper, so if I am not explaining clearly, I apologize.

Ed

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2 Topic by silvacourses

(23 replies, posted in Wish List)

FA is by far the best program I have found that doesn't cost a lot of money.

I am sure that it is fabulous for B-to-B... not so much for retail sales.

With 100 orders a month, most from new customers, it would take me so much longer to enter the customers and the sales receipts that it would be cheaper for me to use QB online for $27 a month - and I don't plan on doing that.

It would be wonderful if someday you might make a few changes to the customer and order entry sections to make it faster and easier to use.

In QB I click on the Sales Receipt icon and paste in the buyers name, and find out if they are an existing customer or not (usually not). In FA I have to hit the space bar and then shift + the key that give me the * and then the tab key...

In QB I enter all the customer information once, on one page. In FA I have to enter it twice, on 2 separate pages.

I still haven't figured out how to process the customer payment in FA.

FA is a fabulous program, and the easiest to install that I have ever encountered. I have it set up the way I want it - but it just takes too much time to enter customer info twice, and the awkward search procedure.

I'd even be willing to pay $100 or so if somebody created a retail business version. Maybe others would be too.

Thanks for listening, and keep up the good work.

Ed

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3 Reply by silvacourses

(16 replies, posted in Accounts Receivable)

Hi, I just installed FA and love it - easiest installation I've ever done.

Most of the setup was easy too.

But I am also having the exact same problem adding Texas Sales Tax.

When I add an item, it indicates the "Price after tax." But it is only the actual retail price of the product - I didn't add the tax.

Then just above the Total amount, it shows the "Included TX sales tax (7.25%) 8.78" but it doesn't add it to the total.

UPDATE... I just found the answer - again, a little counter-intuitive.

"On Sales Types (on the sales page) DON'T set the Retail option to have tax included"

I think it would be more clear to me (I'm a writer, not an accountant) if the option was to "Add tax" to the item, or maybe to leave the option as-is but say something like: "Tax is already included in the item price."

Anyway, I'm happy because now it works the way I want it to.

Ed

Go to forum: Accounts Receivable

4 Reply by silvacourses

(10 replies, posted in Wish List)

Here is some information from another program, about converting QB data so you can import it into another program. They suggest that you put the items you need into a QB report, and then export the Report to Excel. They say:

The foundation of moving data out of QuickBooks will be QuickBooks’ ability to export almost any type of data directly to Excel. Do not use File > Utilities > Export feature within QuickBooks because this only exports lists of items, not live accounting data.

Most of the data we pull out of QB will be done from the Reports section of the software, and then exported directly to Excel

Hope that helps.

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