<html xmlns:v="urn:schemas-microsoft-com:vml" = xmlns:o="urn:schemas-microsoft-com:office:office" = xmlns:w="urn:schemas-microsoft-com:office:word" = xmlns:st1="urn:schemas-microsoft-com:office:smarttags" = xmlns="http://www.w3.org/TR/REC-html40"> <head> <META HTTP-EQUIV="Content-Type" CONTENT="text/html; = charset=us-ascii"> <meta name=Generator content="Microsoft Word 11 (filtered medium)"> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" = name="State"/> <o:SmartTagType = namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="City"/> <o:SmartTagType = namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="place"/>  <style>  </style> </head> <body lang=EN-US link=blue vlink=blue> <div class=Section1> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'>Terry:<o:p></o:p></span></font></p> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'><o:p> </o:p></span></font></p> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'>I’ve used Quicken Home & Business since 1999 and it = works well.  Actually, I got QH&B 1999 and I haven’t upgraded = it yet, and don’t see a need to.<o:p></o:p></span></font></p> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'><o:p> </o:p></span></font></p> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'>dp<o:p></o:p></span></font></p> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'><o:p> </o:p></span></font></p> <div> <p class=MsoNormal><font size=2 face="Times New Roman"><span = style='font-size: 10.0pt'>David M. Porritt</span></font><o:p></o:p></p> <p class=MsoNormal><font size=2 face="Times New Roman"><span = style='font-size: 10.0pt'><a = href="mailto:dporritt@smu.edu">dporritt@smu.edu</a></span></font><o:p><= /o:p></p> </div> <div> <div class=MsoNormal align=center style='text-align:center'><font = size=3 face="Times New Roman"><span style='font-size:12.0pt'> <hr size=2 width="100%" align=center tabindex=-1> </span></font></div> <p class=MsoNormal><b><font size=2 face=Tahoma><span = style='font-size:10.0pt; font-family:Tahoma;font-weight:bold'>From:</span></font></b><font = size=2 face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'> pianotech-bounces@ptg.org [mailto:pianotech-bounces@ptg.org] <b><span style='font-weight:bold'>On Behalf Of </span></b>Farrell<br> <b><span style='font-weight:bold'>Sent:</span></b> Friday, July 15, = 2005 10:12 AM<br> <b><span style='font-weight:bold'>To:</span></b> Pianotech<br> <b><span style='font-weight:bold'>Subject:</span></b> Re: Bookkeeping = Programs</span></font><o:p></o:p></p> </div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'><o:p> </o:p></span></font></p> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> <div> <p class=MsoNormal><font size=2 face=Arial><span = style='font-size:10.0pt; font-family:Arial'>----- Original Message ----- = </span></font><o:p></o:p></p> <div> <p class=MsoNormal><font size=2 face=Arial><span = style='font-size:10.0pt; font-family:Arial'>From: "Cy Shuster" <</span></font><a href="mailto:741662027@theshusters.org"><font size=2 = face=Arial><span style='font-size:10.0pt;font-family:Arial'>741662027@theshusters.org</s= pan></font></a><font size=2 face=Arial><span = style='font-size:10.0pt;font-family:Arial'>></span></font><o:p></o:p= ></p> </div> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> </div> <div> <p class=MsoNormal><font size=2 face=Arial><span = style='font-size:10.0pt; font-family:Arial'>>I use Quickbooks and a Palm.  There seems to = be a natural division of data <br> > between customer tracking, scheduling, and accounting.<br> > <br> > For example, in Quickbooks, I don't have a full customer database = (and their <br> > customer database add-on is very primitive): I enter most = transactions as <br> > Sales Receipts (since I'm paid on the spot), and use a handful of = dummy <br> > customers: Mr. Cash Taxable, Mr. Cash Non-Taxable, etc.; those = totals are <br> > good enough.  I only enter into Quickbooks the customers who = don't pay the <br> > same day (and those I enter as Invoices).  These are the only = ones that I <br> > enter twice -- and I don't need driving directions, etc., in = Quickbooks...</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=3 face=Arial><span = style='font-size:12.0pt; font-family:Arial'>I'm familiar with Quickbooks - I used it back when I = did environmental consulting. I see you idea of the dummy customers - = indeed, that would keep a lot of stuff real simple. Do you give your customers a = receipt? If so, how & what kind?</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> <div> <p class=MsoNormal><font size=3 face=Arial><span = style='font-size:12.0pt; font-family:Arial'>I know the functions/features of Quickbooks are quite extensive. My guess is that we would only use the basics. Would = something like Quicken Home & Business have all the functionality the = piano technician might need?</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> <div> <p class=MsoNormal><font size=3 face=Arial><span = style='font-size:12.0pt; font-family:Arial'>FWIW, I have been using PTBiz for years. I like it - = I don't love it - but it does what I need it to. The one BIG thing I don't like = about it is that I can't run it on a PDA-type computer like a Palm Pilot or = whatever it is they have now.</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=2 face=Arial><span = style='font-size:10.0pt; font-family:Arial'> <br> > My full schedule and customer database are on my Palm, so my = schedule is <br> > always at hand and current.  On the Palm, you can enter data = into the Note <br> > field on almost any record type.  For customers, I put driving directions <br> > and service history there (there's a nice shortcut "ds" = for "date stamp" <br> > that inserts today's date; see Prefs | Shortcuts).  Don't = forget that data <br> > flows both ways between the Palm and Palm Desktop, so you can do = major data <br> > entry on your PC and then just sync = up.</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> <div> <p class=MsoNormal><font size=3 face=Arial><span = style='font-size:12.0pt; font-family:Arial'>Are there places for recording stuff for calling = for next appointment? Piano type, model, serial number, etc.? Can you search = the database? Can it do things like give you weekly list of calls for = appointments that need to be made? This is critical for me because I have a group of = clients that wish for me to call them at their regular intervals to schedule the = next service appointment.</span></font><o:p></o:p></p> </div> <div> <p class=MsoNormal><font size=3 face="Times New Roman"><span = style='font-size: 12.0pt'> <o:p></o:p></span></font></p> </div> <div> <p class=MsoNormal><font size=3 face=Arial><span = style='font-size:12.0pt; font-family:Arial'>Terry Farrell</span></font><font size=2 = face=Arial><span style='font-size:10.0pt;font-family:Arial'><o:p></o:p></span></font></p= > </div> <div> <p class=MsoNormal><font size=2 face=Arial><span = style='font-size:10.0pt; font-family:Arial'><br> > I looked at Time and Chaos, and honestly didn't see many more = features than <br> > what Palm Desktop has.<br> > <br> > Of course, I'm only tracking 150 customers, but I'm still only = using half of <br> > my Palm's 2 Meg of memory.<br> > <br> > --Cy Shuster--<br> > <st1:place w:st="on"><st1:City w:st="on">Bluefield</st1:City>, = <st1:State w:st="on">WV</st1:State></st1:place></span></font><o:p></o:p></p> </div> </div> </body> </html>