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SET UP TRIAL BALANCE IN QUICKBOOKS FOR MAC HOW TO
SET UP TRIAL BALANCE IN QUICKBOOKS FOR MAC UPGRADE

It might seem odd that as a web development company I hadn’t, until this point, thought to look at web based software. As I started trying to set up our accounts in it, I quickly discovered how badly designed the interface was and started to wonder if there was a different way to deal with this. The main point in it’s favour over Quickbooks was that it would run on our Macs and so I was resigned to having to use that. It fulfilled most of the above points however was yet another untidy interface and a piece of software that required bookkeeping knowledge to be able to use. At the Mac Expo I saw a demo of MYOB which does run on OS X. The Mac financial software market is pretty limited. I needed to be able to export the accounts in a way that was satisfactory to our accountant at the end of the year. I needed to be able to easily see our VAT liability and create the VAT return each quarter without spending days preparing it. I still intended to continue dealing with most of the financial side of the business but it was obviously important that both Directors of the company had a good overview on the finances. Ideally I wanted nice reports so that Drew could get a feel for day to day cashflow and budgets. We also need to track and reimburse a few expenses incurred by Drew and I – for example travel costs. Our day to day bookkeeping requirements are pretty straightforward – I send invoices, receive payments and spend money. So both Drew and I could use it on our Macs, I was less worried about Linux as I need a Mac for work anyway (until the glorious day when a version of Photoshop is available for Linux, but that’s another story) however needing to run a Windows desktop just for the accounting software was a nuisance. The most important thing was that any new software needed to run at least on OS X.

SET UP TRIAL BALANCE IN QUICKBOOKS FOR MAC HOW TO

I knew how to use it as I had been doing so for years but without investing a lot of time Drew didn’t really understand the day to day figures. Quickbooks was hard to understand if you don’t know accountancy terminology.

SET UP TRIAL BALANCE IN QUICKBOOKS FOR MAC UPGRADE

The copy of Quickbooks I had was out of date and I needed to upgrade, I didn’t want to pay a hefty upgrade fee for software that didn’t suit our needs.

In the UK Quickbooks only runs on Windows, I run Linux and OS X, Drew runs OS X.

Why move from Quickbooksīefore discovering I was already wanting to move our accounts out of Quickbooks. I’ve been asked for my opinions of Xero a few times recently and so thought I’d write this up here and it may be useful to others.

As I mentioned in my last post, last year we moved the business accounts for from Quickbooks to Xero.