So you made a post in January 09, 2024 06:53 PM to @prbrown09 about options. This is essentially what the very nice representative told me today.
His repsonse:
1. Purchase the annual subscription Desktop Enterprise Gold Platnum for $1620. This platform does include the payroll functionalities.
2. Keep the Quickbooks Desktop Pro Plus 2021, however it will just have calculating capabilities that include data entry and reporting. It does keep all my records so that I can access them. I will have the payroll module, however it will not get updated. So I can use it to keep track of things and for the 2 employees I have, it will "record" my transaction after I manually process it. It should generate a "check" based on the employe and tax data I enter, but that data will not be updated from any system. So I will have to manually enter the data and file my EFTPS and quarterly/annual forms. I also loose any bank downloads or uploads, which I did not use. I manually enter in all banking and credit card transaction because we are that small of a business.
3. Go to another program.
Overall, the representative was not trying to "sell" me products, which was great. He was providing information on the best course of action for my small business.
For those in a similar situation:
1. I have multiple companies that I keep track of. All of them are small and fewer than 4 employees, if any.
2. I use quickbooks mainly for a checkbook register to include reporting.
3. I barely use "Enter Bills" option. I generally enter data directly into the chart of accounts check register.
4. I do use the "create Invoices", "Create Sales Receipts", "Receive Payments", "Record Deposits", "Reconcile", and "Statements" options. However, I rarely email invoices, so for those occasions I do, I can convert to a PDF file and send them through my email. I do not need to have tracking capabilities for that.
5. My main purpose for QB is to record check register transactions, Keep track of customer invoices and payments, general accounting reporting, payroll is a nice feature, but I can process on my own for the cost.
6. I do not download any billing transactions from credit cards, and we do not accept credit cards (and if I did I would manually enter the data).
7. I do record online payments from Zelle, Paypal, and Venmo, but I enter those as I would a cash/check.
8. I do loose the option of sending my data to the accountant. Not sure he'll be happy about that, but he isn't covering my costs, so he will have to manager.
If your small business is similar to mine, then keeping the basic desktop options may work for you. I hope this was helpful!
