I want to understand more about your statement about deleting transaction history. That has not been my experience. Please contact me. Peachtree is a far superior program. Avoid Quickbooks at all cost.
It will bring you nothing but heart ache. Your email address will not be published. Save my name, email, and website in this browser for the next time I comment. The following two tabs change content below. Since you can export to Excel, you can do graphs that way. It's just a bit more of a hassle. There is an irrationally wide range of prices for Office. It's probably cheaper to get it pre-installed on your computer when you order it.
Microsoft Works is not the same thing. Many computer boxes imply they have Office installed when, in reality, all they have is a trial version that expires rapidly. Anyway, you probably do need a report system, it probably will be Excel, and you have to figure that in the total price. Apparently neither can use the others check forms. QB can print several formats, but not the one Peachtree uses which is one check in the middle of a page.
I gather Peachtree can't even print more than one check per page thereby wasting two thirds of a piece of paper. They're competitors. I can't be sure, but it seems like it would be a piece of cake for either company to make a check format to use up the old boxes of check forms you have.
I assume both are trying to coerce you into buying their forms. Don't do it. See supply ordering for alternate choices on buying checks and forms. I wonder how many people would like to switch but don't only because they would have to discard a lot of blank forms.
To either company, I'd say your first job is to get us to try your product. There are other ways to market rather than getting right in our face with your dadburn halitosis. Both allow only a modest customization of their screens, nothing like you have on your desktop. You'd like to be able to right-click an action and drag it to create a shortcut anywhere, but no.
Neither PT nor QB let you modify just a list of the individual transactions. One paycheck can be made up of a long list of transactions. Sometimes you'd like just to step through them looking for errors. And yes, in doing that, you could throw a monkey wrench into everything. I don't feel that is a good argument for not allowing it, but then I'm not doing tech support for them. Neither PT nor QB have a utility to delete companies! It's easier in Peachtree.
They have the whole company under one folder, so all you have to do is delete the folder. At least that worked for me. One user posted they had to remove the name of the company from the registry after deleting the directory in order to open any other company. QuickBooks has more than one file for a company and all the files are mixed under the same folder.
When you delete the four files of the company you are discarding, it can still show up as available in QuickBooks under "Open Previous Companies". In that same list, you can click to set number of previous companies. When you reduce that number by one, the deleted company will eventually vanish. Finding QB's files may not be straightforward, at least on Windows 7.
If you are in QB and browse to the files, you can see the path, but when you click on the top directory of the path in Windows, it says you don't have permission to access it. QBW and you'll discover the real path. When you change periods, PT asks if you want do do reports and other things. Mind you, you are going to be changing periods back and forth, so these questions get annoying.
One report is an internal accounting review to look for common errors. I thought this was going to be a super feature that made it stand out. Alas, that was not my impression. The first thing it said was that "9 of the checks have found no transactions". What the heck did that mean? What's wrong with the checks I wrote? After hunting on the web with no success, it finally dawned on me that what it really meant was that "9 of the tests we ran found no problems". The two "problems" it found included an account that had not been reconciled i.
It had no transactions at all at that point. I did try "reconciling" the empty account but without success. The other had to do with default information I was never going to use. This report just once did alert me to a minor problem. Posts in the future can be automatic drafts. They are common now, and getting more so, and they are probably not an error even though PT flags them.
QuickBooks optionally uses an account for receipts that are not deposited. When you make a deposit, a special transaction flags the items in that account, totals them, and then increases your checking account by the total. Once in awhile, you will have to change something in a deposited item. QB will scare you saying you have to delete the deposit first. But deleting the deposit does not delete the items. First, make sure everything else has been deposited.
Then go ahead and delete the deposit, make your change, and make the old deposit again. It's not too hard, but it is a minor run-around. Predictably, Peachtree takes a much more basic approach.
For both QB and PT, a blank check number tells the system a check needs to be printed. With Peachtree, a deposit ticket number tells the system the item has been deposited.
I prefer PT's system, I guess, but with QB, you can annotate the deposit itself — even adding items, like, for example, a refund check. Once in awhile, I find this very helpful. To me, the choice between QB and PT is not between products that are more or less intuitive.
It's more between a basic product and a product with more bells and whistles. You know exactly how the basic product works. It's reliable. A more complex product can do a lot more things, but in some cases, it isn't as reliable just because you can't see what's going on. For example, I have single simple receipts that show up on a general ledger as a list of transactions; the actual transaction and a list of other zero transactions. Click on any of them and all you get is the one, unchangeable normal receipt.
I just want to delete those zeroes. I can't get under the hood to do that. To me, that is not a good thing. Not too infrequently, when I make a QB backup, it will warn me that there is an error in the data and that it has to rebuild the database. It does it automatically, but it bothers me. What is going on deep in QB that allows an error to pop up? Is it something that Peachtree should do but does not? PT says they added a system check in the version.
Sometimes Peachtree will say it cannot connect to the server when, for other programs, there is no problem. Repeating opening Peachtree fixes that. Minimized Peachtree reports re-minimize the first time when double-clicked.
It bothers me these bugs aren't being fixed. I'm not the only one who has noticed them. But quirks or not, people I wonder how many use them both with great success. Just make sure you keep your eyes open for glitches. When it abruptly quit giving basic customer statements, and I realized I was stuck with a reinstall anyway, I decided to downgrade to a new version of QB Pro. Premier Non-Profit QB could not even do a complete end of year contribution statement for donors.
That's the most important report for a church. QB does do the basic customer statement for payments against an invoice. For a church, that would be payments against a pledge — but what about plate and flower donations? Why spend the extra money if the package doesn't even fit the company's basic needs? Big Red Consulting sells an inexpensive package that adds-on to Excel there's Excel again to do the donors' statements, but Big Red is limited by what QB will export.
You don't always get the check number exported because "the number" to QB may be a transaction number or a check number — QB gets to choose.
And since QB can automatically create the transaction number, what it prints on reports, if not the check number, may as well be a random number. It sure would be nice if they had "check number" in their list of items to print.
They also get to choose which memo to give you, the one on the check or the one filled in on the split list below. So far, the only thing I've missed with QB Pro that I had with Premier is that I can't export a report template then import it to another ledger. You can import report templates with Pro. Go figure. And QB, why don't the reports keep a tiny template identification?
I have learned to tuck one in a footer. It's a real guessing game to decide what template a memorized report started out with. QuickBooks may be more complicated internally than Peachtree, but not on the surface. It is not harder to use. In general, it isn't terribly easier to use, either. Peachtree could add true sub-accounts without changing how it interfaces with its users.
But a whole lot of programming went into QB to add those features. Marketing did apparently lean on development in both companies to make a conversion package.
Because Peachtree does not have true sub-accounts, when you convert from QB to PT, the result is a mess. The super accounts get moved as simple accounts, and their balances added in with the sub-accounts duplicating a lot of transactions. What you'd have to do first is to move all the QB accounts to the same level. I'm unsure what would happen if account identifiers were turned off in QB. I moved data the other way with success prior to I tried to move PT ledgers to QB in and could not.
It wasn't just me. The QB tech could not take control and do it either. I suspect the free conversion program is not compatible with 64 bit Windows 7. The PT backups were uploaded and returned converted the next day.
Peachtree "closes" periods. You can start fresh at a new year. Actually, you have to. PT will only deal with two years at a time. QuickBooks pretty much leaves everything open indefinitely.
For QB, for most uses, an accounting period is a day. You can lock and password-protect it, but QB history sits with all of its errors and megabytes.
You cannot delete items, accounts, or anything used in even the most antique transactions. They do have a utility to condense or clean up your ledgers. One would hope it would replace old transactions with a single start balance then let you delete old vendors and customers. It just isn't that simple because they try to allow you to retrieve reports from the closed periods. It is much cleaner to keep the old data as a separate company.
The result of condensing is only a somewhat reduced data base. Hey, my legacy system at least closed years. Yes, you can start a new QB ledger as a new company and ditch it all. They do not make it easy. Actually, it is so bad that I need to tell you how.
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This article will describe how both of these packages are alike, as well as where they are different. Quickbooks is perfect for businesses who need a simple solution with plenty of built-in reports and integration options. Peachtree is better for companies that need a more robust, customizable, and versatile accounting software. When Quickbooks was first launched in the early s, it quickly became one of the fastest-growing accounting software packages on the market.
The simplicity of the interface and ease of use led to its extreme popularity. Now more than 25 years later, Quickbooks dominates the small business accounting software landscape.
Many businesses choose Quickbooks because it allows them to keep track of expenses, income, invoices, payroll, and other tasks in an efficient manner. However, it also comes with a high price tag and the ability to only run on one computer in the office. Here are some of the features that Quickbooks has to offer:.
With these features, Quickbooks is a great choice for companies looking to simplify their financial management while still getting the ability to track important information. One of the biggest advantages Quickbooks has to offer is its integrations with third-party apps. Here are some of the integrations it has:.
These integrations allow Quickbooks to serve as more than just accounting software. It can also handle invoicing, direct deposit of employee checks, sales tax compliance tracking, managing licenses, vehicle management, and more. This simplifies the workflow for accountants and bookkeepers who have to deal with additional tasks besides just accounting. Quickbooks also allows accountants and bookkeepers to focus more on accounting and less on time-consuming tasks. The design of Quickbooks is fairly simple, which makes it easy to use.
It allows you to click on the type of document or report you want, and the program will pull up a list of transactions that match your search parameters. The software then allows you to quickly enter the information into the blank spaces provided.
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