> Date: Thu, 03 Jul 1997 12:45:13 -0700 > From: Warren Fisher <fish@communique.net> > Organization: Fisher Piano Co. > To: pianotech@ptg.org > Subject: Re: Tuner software? > Reply-to: pianotech@ptg.org I concur with Warren on QuickbooksPro. Much more suited to business than Quicken. I use Quicken for the Household books. I have been using Reyburn's PSM for DOS for years and still like although it is the only DOS program I run. It is my customer database and scheduler in one. David ilvedson, RPT Pacifica, CA > Glenn, > > I use Quickbooks Pro, to keep track of all my financial end, and print > out estimates and mail in invoices. You can have as many categories as > you like. Also it will keep track of your sales taxes by city,county > and state, then automatically figure the amount of taxable income to > report and how much tax to pay. The beautiful part about this program > is that once you have a customer in there, the details each new > transaction will be filled in by the software! Usually the first 3 > letters of the last name is enough to find it for you. It will fill in > the rest of the full name, the amount of the last transaction (which you > can change if this one is different), the tax category (tuning, gr. > sales, moving,etc.) the date of this transaction and any memo notes from > the last one. > > On invoicing, you build a file of codes for various repairs and tuning, > and use the same descriptions for both invoicing and estimates. When > you type in the (3-5) code characters the program fills in the > description, price, tax category and totals everything at the bottom of > the page. The only other thing you have to do is enter the quantity of > each item you are selling. It takes me about five minutes to generate a > ten item estimate or invoice complete with grand total and tax included. > Each person has their own sales tax code determined by where they live. > > For keeping track of customers, I use a Personal Information Manager > software like SideKick for Windows or Lotus Organizer as a schedule, > label generator and customer database. You search on the date last > tuned to find out who to contact, then print mailing labels or call the > the ones it finds. > > The problem with one program that does everything is that quite often it > isn't as convenient as commercial programs that have been developed > specifically for one use, simply because there is not as much a market > for it. > > The programs above probably will probably not talk to each other, but > they do their own things superbly! > > Hope this helps, > > Warren > > > Glenn wrote: > > > > What is a good tuner program to catalog clients, remind me when tunings are > > due, then tally everything for tax time? > > > > Does anyone have an Excel or other spreadsheet doing this? Care to share > > the file (without your data, of course!!) > > > > Glenn. > > -- > Home of the Humor List > Warren D. Fisher > fish@communique.net > Registered Piano Technician > Piano Technicians Guild > New Orleans Chapter 701 > >
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