Excel compatible Invoicing & Purchase Order software?

Question

Hello,

I work in a small-to-medium size company and I would like to organize and standardize the company's invoicing & purchase order processes by utilizing a software, which is compatible with Excel, that automates these two tasks as much as possible. This includes: creating quotes, invoices, and purchase orders with as little time spent as possible, as well as having an automated reporting feature. This software needs to be compatible with Excel (importing/exporting). I've tried the demos for QuickBooks, Microsoft Accounting, SliQ, Peechtree, Sage, as well as Excel Invoice Manager (the macro-based Excel template), but I couldn't find a single software that satisfies my needs. At the same time, I wouldn't want to consult with an outside company to customize my own software as it would be very expensive. At the moment, I'm not looking for a full-fledged accounting software, just something pretty straight-forward and simple. If Excel Invoice Manager also had the features of creating and reporting quotes and purchase orders, it would be great. Any suggestions?

Answer 1

I use Quickbooks to manage 90% of my business. You have to change your ways to work within QB. I also use Jobboss to manage incoming orders as well as track costs and time per job. Unless you want to spend big money to have custom software designed than you need to work within over the shelf software. The nice thing about QB is that it is so widely used, they have support forums of people in your industry that can help you or at least tell you how they use QB to there advantage. And its cheap.

Answer 2

This can be done for you in Visual Basic, you need to set up a database, decide on report formats, and the GUI. Not sure how busy he is, but a former instructor of mine writes custom software that will perform all these functions for you. I would offer my services, but am too busy with my current job. here's his website.... ask him about his long lost cousin Conan O'Brien

Answer 3

Oppss ... maybe your requirement is too complicated and standard product cannot suit your need. I'm using xin invoice software http://www.xininvoice.com which is so far meet my requirement.