I am currently working on helping my company become more organized. We have a lot of things going on and things often get lost in translation. We use Quickbooks Pro to organize our finances, but from what I’m reading, it sounds like Quickbooks can be used for much more than just finances.
We are looking for something where we can input open jobs, keep track of when the invoice is written (which is handwritten, before it goes to accounting), when the invoice is input, and when it’s paid; we’re also looking for a way to email employees with a premade list of open jobs that need attention. Currently, our plan is to make a MySQL Database to handle all of this, but we’re hoping that maybe we can use what we already have at our disposal.
Can Quickbooks be used in the manor I’m suggesting? If anyone has any insight on using Quickbooks (or Quickbooks Pro) for more than just accounting, I’d really like to hear about it. If you have any books or websites that can help, I’d like to know.
Comments
I use Quickbooks Pro, contractor edition.
Create items, for supplies, services, items whatever your company produces.
Create an estimate for your customer/open job for the total amount, by using items in the estimate for services/products, tax, freight, etc.
Create an invoice against the open estimate for the amount you are billing for services/products rendered, or for a percentage.
Receive payment against the invoice.
You can track all expenses, gas hours, assembly costs, etc, against open jobs.
There are premade reports to show accounts payable aging, accounts receivable, budget, forecasts. How much of a job is complete. You can also create custom made reports.
Once you dig into the inner workings of quickbooks you will be pleased with the things it can do.
If you get stuck always click on the help button, it is good about walking you through.