Home Page link  

2004 --> 2007 & payroll (yes, i think i've become an idiot)

 

QuickBooks Discussion board - Discussions about the popular financial software by Intuit

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
2004 --> 2007 & payroll (yes, i think i've become an idiot) fossil_2u 04-07-2007
Posted by fossil_2u on April 7, 2007, 12:51 pm
Please log in for more thread options
Help - Intuit has successfully made me recognize I'm an idiot. I'm hoping
for sane, hopefully non-sarcastic, friendly advice. I realize this makes me
a target for some of the clever folks in the newsgroup, but beggars can't be
choosers.

I do the day-to-day bookkeeping for my wife's business - a small hair salon.
She has an accountant that does the quarterlies & annual using reports I
give to him. I been using QB for the last 6 years - most recently QB2004
Basic, to keep the records and do the weekly payroll. The number of active
employees varies between 1 and 4, but is usually 2 or 3. Over the course of
a year there've been as many as 9.

The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
"do-it-yourself" payroll subscription is paid until 8/07.

Every time I look at the various upgrade options, I walk away with a
headache.

Please -- someone advise me as to the least-cost way to continue doing what
I've been doing - record & pay bills, payroll & provide the accountant the
reports needed for him to complete the quarterlies & annual tax forms.


TIA.
Les Wichtel
fossil_2u@yahoo.com




Posted by Allan Martin on April 7, 2007, 1:04 pm
Please log in for more thread options

> Help - Intuit has successfully made me recognize I'm an idiot. I'm hoping
> for sane, hopefully non-sarcastic, friendly advice. I realize this makes
> me a target for some of the clever folks in the newsgroup, but beggars
> can't be choosers.
>
> I do the day-to-day bookkeeping for my wife's business - a small hair
> salon. She has an accountant that does the quarterlies & annual using
> reports I give to him. I been using QB for the last 6 years - most
> recently QB2004 Basic, to keep the records and do the weekly payroll. The
> number of active employees varies between 1 and 4, but is usually 2 or 3.
> Over the course of a year there've been as many as 9.
>
> The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
> "do-it-yourself" payroll subscription is paid until 8/07.
>
> Every time I look at the various upgrade options, I walk away with a
> headache.
>
> Please -- someone advise me as to the least-cost way to continue doing
> what I've been doing - record & pay bills, payroll & provide the
> accountant the reports needed for him to complete the quarterlies & annual
> tax forms.

Take two aspirins and call me in the morning. In the mean time tell us
exactly what options you were given.


>
>
> TIA.
> Les Wichtel
> fossil_2u@yahoo.com
>
>
>



Posted by Golden California Girls on April 8, 2007, 1:17 pm
Please log in for more thread options
fossil_2u wrote:
> Help - Intuit has successfully made me recognize I'm an idiot. I'm hoping
> for sane, hopefully non-sarcastic, friendly advice. I realize this makes me
> a target for some of the clever folks in the newsgroup, but beggars can't be
> choosers.

Sometimes the profit of a business doesn't cover the costs of running a
business. Take a couple of Tylenol and tell us what choices you are
considering. Keep in mind that Intuit is a typical public company that must
show revenue growth of 10%+ a year so all products they offer must have a short
service life so they can generate repeat sales.

> I do the day-to-day bookkeeping for my wife's business - a small hair salon.
> She has an accountant that does the quarterlies & annual using reports I
> give to him. I been using QB for the last 6 years - most recently QB2004
> Basic, to keep the records and do the weekly payroll. The number of active
> employees varies between 1 and 4, but is usually 2 or 3. Over the course of
> a year there've been as many as 9.
>
> The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
> "do-it-yourself" payroll subscription is paid until 8/07.
>
> Every time I look at the various upgrade options, I walk away with a
> headache.
>
> Please -- someone advise me as to the least-cost way to continue doing what
> I've been doing - record & pay bills, payroll & provide the accountant the
> reports needed for him to complete the quarterlies & annual tax forms.
>
>
> TIA.
> Les Wichtel
> fossil_2u@yahoo.com
>
>
>

Posted by fossil_2u on April 8, 2007, 4:47 pm
Please log in for more thread options
Allan & Golden California Girls,

Thanks for the directness.
I've taken 4 Ibuprofen, and feel up to continuing.

Allan,
Not that you need my permission, but feel free to fire away. I've
appreciated your directness responses to dealing with others, so we'll see
if I can take it.


Golden California Girls -
The business is entirely my wife's - I have my own job-and-a-half. I don't
mix in as to the running of HER business. The only exception is computer
software/hardware. All other business decisions are hers, including the
"keep it / close it". I can say there are certain intangibles that get
figured into it besides the pure dollars & cents. I just help her as she
requests. So far, for the last 6 years, it's been to do the day-to-day
record keeping & payroll. As long as she's happy, that's good enough for
me.


Allan & Golden California Girls,
On to the matter at hand.

The immediate option presented from Intuit is to upgrade to QB 2007 Pro
because they tell me QB 2004 Basic will terminate operation on 4/31/07.

What I read about QB 2007 Pro says it's "not recommended" for XP HOME.
The machine I currently use has XP Home SP2. I'd like to avoid upgrading
the OS. I'm not looking don't use any networking feature for QB other than
to get updates over the internet. I'm hoping QB 2007 will work, but would
like to know what experience others might have reported. I figure others
have tried, but in reviewing the 27K+ articles my server has for the group,
I didn't see anything on the subject.. If there's a problem, I could switch
to a different machine elsewhere in the house that has XP Pro, but I'd
rather know before starting.

Question 1 - Have you any information to share about QB 2007 Pro (and/or
Payroll) running on XP Home?

When it comes to purchasing QB2007Pro , the current upgrade price seems to
be $170.

Question 2 - Any suggestions as to where to purchase the QB 2007 Pro
upgrade?

Next comes the issue of payroll. I currently prepare the payroll using
QB2004 do-it-yourself, getting only the tax tables from Intuit. The
subscription expires in 8/2007. The pay is based on a combination of hours
worked and commissions. I enter the hours work & commissionable amounts
into QB2004 payroll and print paystubs. She writes the checks by hand. At
the end of the quarter, I generate liability reports & the accountant does
the forms. My wife writes the liability checks by hand. I use QB2004 to
"pay liabilities", adjusting the amounts where necessary to match the
account's forms. The adjustments are minor, usually just pennies on the
company-paid items. The information from Intuit seems to indicate that
payroll is no longer directly available within QB2007 & a new QB Payroll
package needs to be purchased. I'm hoping they will refund/prorate/credit
the unused portion of my current payroll subscription. Going forward, there
appear to be two options appropriate for me - Basic & Standard. Basic
allows up to 3 employees. There's no mention of a limitation for Standard.
Her business has never had more than 3 simultaneously active employees, but
in the course of a year, because of turnover, there've almost always been
more - up to 7 in a year. I haven't been able to get anyone on the phone at
Intuit to commit to telling me if the Basic limit of 3 applies to
simultaneously active employees, or to an annual total of employees, or to a
total number of employees over the lifetime of the software. They just
repeat, "Basic is good for 3 employees and has limited functions. You
should buy the Standard version because it is a better product." - hehehe.
Available information says Basic & Standard can be upgraded, with credit, to
Enhanced, but again - no one will tell me if there's a Basic to Standard
upgrade with credit. I don't feel Enhanced is needed since I don't do the
forms, but would consider it, based on your responses.

I read about "Payroll Plus". Even though it's shown under the Standard
column,
http://quickbooks.intuit.com/product/add_ons/payroll_software_and_services/standard.jhtml
I think that's a typo. Everything else indicates that it requires Enhanced,
and includes QB 2007 Pro for a limited time.
But I'm not sure what Payroll Plus includes. In the write-up for Payroll
Plus, it says:
If you choose the "Plus" option ... your Payroll subscription will include
future QuickBooks financial software upgrades, delivered to you every time
there is a new release. You'll have access to the latest QuickBooks and
Payroll features and functionality-at a substantial discount! Order now and
get a free copy of QuickBooks 2007 and ongoing, automatic software upgrades
with Enhanced Payroll Plus..."

Question 3 - Does that mean Basic & Standard do not get software maintenance
updates? or is it saying updates to new versions of QB & Payroll are
included? or - most likely - something else?

(this is where those Ibuprofen need a boost! perhaps Wild Turkey 101 or
Jameson's is called for?)

Once the feature set is determined, it comes down to $$$$.
Since I expect to be able to use this for 3 years, the TCO can be estimated
using current costs (but will probably increase over time):
QB 2007 Pro upgrade is $170 (unless you point me to a less costly source)
with Basic Payroll - $69 year one & $99 years 2 & 3 = $437.
with Standard Payroll - $149 year one & $199 years 2 & 3 = $717.
with Enhance Payroll - $199 year one & $299 years 2 & 3 = $967
Enhance Payroll Plus, which includes QB 2007 Pro - $299 year one & $399
years 2 & 3 = $1097

If there's a "pay the difference" upgrade from Basic to Standard, I'd think
basic is the way to go. If no upgrade path, then I'd think Standard is the
path to choose.
The extra $380 for Enhanced+Payroll Plus over Standard doesn't seem
worthwhile.

Question 4 - In your opinion which QB Payroll option, Basic or Standard or
Enhanced (w/wo Payroll Plus), is best suited for the situation?


I'm going to have my "extra medicine in a glass" & check back later.
Once again, I appreciate your taking the time to respond.

Les Wichtel
fossil_2u@yahoo.com



> fossil_2u wrote:
>> Help - Intuit has successfully made me recognize I'm an idiot. I'm
>> hoping for sane, hopefully non-sarcastic, friendly advice. I realize
>> this makes me a target for some of the clever folks in the newsgroup, but
>> beggars can't be choosers.
>
> Sometimes the profit of a business doesn't cover the costs of running a
> business. Take a couple of Tylenol and tell us what choices you are
> considering. Keep in mind that Intuit is a typical public company that
> must show revenue growth of 10%+ a year so all products they offer must
> have a short service life so they can generate repeat sales.
>
>> I do the day-to-day bookkeeping for my wife's business - a small hair
>> salon. She has an accountant that does the quarterlies & annual using
>> reports I give to him. I been using QB for the last 6 years - most
>> recently QB2004 Basic, to keep the records and do the weekly payroll.
>> The number of active employees varies between 1 and 4, but is usually 2
>> or 3. Over the course of a year there've been as many as 9.
>>
>> The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
>> "do-it-yourself" payroll subscription is paid until 8/07.
>>
>> Every time I look at the various upgrade options, I walk away with a
>> headache.
>>
>> Please -- someone advise me as to the least-cost way to continue doing
>> what I've been doing - record & pay bills, payroll & provide the
>> accountant the reports needed for him to complete the quarterlies &
>> annual tax forms.
>>
>>
>> TIA.
>> Les Wichtel
>> fossil_2u@yahoo.com
>>
>>


Posted by Golden California Girls on April 8, 2007, 8:32 pm
Please log in for more thread options
Perhaps the next set of Ibuprofen needs a vodka chaser.

I'm a user not an adviser; I'm just a user who is pushing Premiere out to its
limits.

For inexpensive software I would suggest costco.com if you are a member. If not
I believe there are several search for the lowest price search engines that
should point you in the correct direction.

As for payroll, you might consider a call to Paychex or ADP to see what an
outside service would charge and remember that they fill out the quarterly forms
so you can save the cost of the accountant when you compare prices. Your bank
may also offer a payroll service at a discount.

As for the phrase "not recommended" I believe that means that you can expect
slow performance rather than any sections that don't function. It may also be
that in their experience many "Home" machines lack the RAM and processor speed
to run SlowBooks effectively.

Sorry I can't answer your questions, but perhaps someone else in the group will.



fossil_2u wrote:
> Allan & Golden California Girls,
>
> Thanks for the directness.
> I've taken 4 Ibuprofen, and feel up to continuing.
>
> Allan,
> Not that you need my permission, but feel free to fire away. I've
> appreciated your directness responses to dealing with others, so we'll see
> if I can take it.
>
>
> Golden California Girls -
> The business is entirely my wife's - I have my own job-and-a-half. I don't
> mix in as to the running of HER business. The only exception is computer
> software/hardware. All other business decisions are hers, including the
> "keep it / close it". I can say there are certain intangibles that get
> figured into it besides the pure dollars & cents. I just help her as she
> requests. So far, for the last 6 years, it's been to do the day-to-day
> record keeping & payroll. As long as she's happy, that's good enough for
> me.
>
>
> Allan & Golden California Girls,
> On to the matter at hand.
>
> The immediate option presented from Intuit is to upgrade to QB 2007 Pro
> because they tell me QB 2004 Basic will terminate operation on 4/31/07.
>
> What I read about QB 2007 Pro says it's "not recommended" for XP HOME.
> The machine I currently use has XP Home SP2. I'd like to avoid upgrading
> the OS. I'm not looking don't use any networking feature for QB other than
> to get updates over the internet. I'm hoping QB 2007 will work, but would
> like to know what experience others might have reported. I figure others
> have tried, but in reviewing the 27K+ articles my server has for the group,
> I didn't see anything on the subject.. If there's a problem, I could switch
> to a different machine elsewhere in the house that has XP Pro, but I'd
> rather know before starting.
>
> Question 1 - Have you any information to share about QB 2007 Pro (and/or
> Payroll) running on XP Home?
>
> When it comes to purchasing QB2007Pro , the current upgrade price seems to
> be $170.
>
> Question 2 - Any suggestions as to where to purchase the QB 2007 Pro
> upgrade?
>
> Next comes the issue of payroll. I currently prepare the payroll using
> QB2004 do-it-yourself, getting only the tax tables from Intuit. The
> subscription expires in 8/2007. The pay is based on a combination of hours
> worked and commissions. I enter the hours work & commissionable amounts
> into QB2004 payroll and print paystubs. She writes the checks by hand. At
> the end of the quarter, I generate liability reports & the accountant does
> the forms. My wife writes the liability checks by hand. I use QB2004 to
> "pay liabilities", adjusting the amounts where necessary to match the
> account's forms. The adjustments are minor, usually just pennies on the
> company-paid items. The information from Intuit seems to indicate that
> payroll is no longer directly available within QB2007 & a new QB Payroll
> package needs to be purchased. I'm hoping they will refund/prorate/credit
> the unused portion of my current payroll subscription. Going forward, there
> appear to be two options appropriate for me - Basic & Standard. Basic
> allows up to 3 employees. There's no mention of a limitation for Standard.
> Her business has never had more than 3 simultaneously active employees, but
> in the course of a year, because of turnover, there've almost always been
> more - up to 7 in a year. I haven't been able to get anyone on the phone at
> Intuit to commit to telling me if the Basic limit of 3 applies to
> simultaneously active employees, or to an annual total of employees, or to a
> total number of employees over the lifetime of the software. They just
> repeat, "Basic is good for 3 employees and has limited functions. You
> should buy the Standard version because it is a better product." - hehehe.
> Available information says Basic & Standard can be upgraded, with credit, to
> Enhanced, but again - no one will tell me if there's a Basic to Standard
> upgrade with credit. I don't feel Enhanced is needed since I don't do the
> forms, but would consider it, based on your responses.
>
> I read about "Payroll Plus". Even though it's shown under the Standard
> column,
>
http://quickbooks.intuit.com/product/add_ons/payroll_software_and_services/standard.jhtml
> I think that's a typo. Everything else indicates that it requires Enhanced,
> and includes QB 2007 Pro for a limited time.
> But I'm not sure what Payroll Plus includes. In the write-up for Payroll
> Plus, it says:
> If you choose the "Plus" option ... your Payroll subscription will include
> future QuickBooks financial software upgrades, delivered to you every time
> there is a new release. You'll have access to the latest QuickBooks and
> Payroll features and functionality-at a substantial discount! Order now and
> get a free copy of QuickBooks 2007 and ongoing, automatic software upgrades
> with Enhanced Payroll Plus..."
>
> Question 3 - Does that mean Basic & Standard do not get software maintenance
> updates? or is it saying updates to new versions of QB & Payroll are
> included? or - most likely - something else?
>
> (this is where those Ibuprofen need a boost! perhaps Wild Turkey 101 or
> Jameson's is called for?)
>
> Once the feature set is determined, it comes down to $$$$.
> Since I expect to be able to use this for 3 years, the TCO can be estimated
> using current costs (but will probably increase over time):
> QB 2007 Pro upgrade is $170 (unless you point me to a less costly source)
> with Basic Payroll - $69 year one & $99 years 2 & 3 = $437.
> with Standard Payroll - $149 year one & $199 years 2 & 3 = $717.
> with Enhance Payroll - $199 year one & $299 years 2 & 3 = $967
> Enhance Payroll Plus, which includes QB 2007 Pro - $299 year one & $399
> years 2 & 3 = $1097
>
> If there's a "pay the difference" upgrade from Basic to Standard, I'd think
> basic is the way to go. If no upgrade path, then I'd think Standard is the
> path to choose.
> The extra $380 for Enhanced+Payroll Plus over Standard doesn't seem
> worthwhile.
>
> Question 4 - In your opinion which QB Payroll option, Basic or Standard or
> Enhanced (w/wo Payroll Plus), is best suited for the situation?
>
>
> I'm going to have my "extra medicine in a glass" & check back later.
> Once again, I appreciate your taking the time to respond.
>
> Les Wichtel
> fossil_2u@yahoo.com
>
>
>
>> fossil_2u wrote:
>>> Help - Intuit has successfully made me recognize I'm an idiot. I'm
>>> hoping for sane, hopefully non-sarcastic, friendly advice. I realize
>>> this makes me a target for some of the clever folks in the newsgroup, but
>>> beggars can't be choosers.
>> Sometimes the profit of a business doesn't cover the costs of running a
>> business. Take a couple of Tylenol and tell us what choices you are
>> considering. Keep in mind that Intuit is a typical public company that
>> must show revenue growth of 10%+ a year so all products they offer must
>> have a short service life so they can generate repeat sales.
>>
>>> I do the day-to-day bookkeeping for my wife's business - a small hair
>>> salon. She has an accountant that does the quarterlies & annual using
>>> reports I give to him. I been using QB for the last 6 years - most
>>> recently QB2004 Basic, to keep the records and do the weekly payroll.
>>> The number of active employees varies between 1 and 4, but is usually 2
>>> or 3. Over the course of a year there've been as many as 9.
>>>
>>> The machine I use runs XP Home SP2 with 1GB and tons of disk space. My
>>> "do-it-yourself" payroll subscription is paid until 8/07.
>>>
>>> Every time I look at the various upgrade options, I walk away with a
>>> headache.
>>>
>>> Please -- someone advise me as to the least-cost way to continue doing
>>> what I've been doing - record & pay bills, payroll & provide the
>>> accountant the reports needed for him to complete the quarterlies &
>>> annual tax forms.
>>>
>>>
>>> TIA.
>>> Les Wichtel
>>> fossil_2u@yahoo.com
>>>
>>>
>

Similar ThreadsPosted
Simple IRA is not in Payroll Liabilities List after QBooks 2004 to 2007 Upgrade April 24, 2007, 7:58 pm
QB 2004 Payroll Options April 1, 2007, 3:56 pm
Quickbooks 2004 Standard Payroll Sunset October 29, 2006, 1:03 am
Unable to update Quickbooks 2004 Pro - Payroll Tables November 19, 2006, 8:47 am
QBPro 2004 to QB Premier 2007 March 28, 2007, 12:18 pm
QB 2007-Overdue Payroll Liabilities April 8, 2007, 7:37 pm
Re: Quickbooks 2007 one-time payroll update January 10, 2007, 9:33 pm
Quickbooks 2007 one-time payroll update January 3, 2007, 7:57 pm
QuickBooks Payroll $99.99 at OfficeMax till 1/20/2007 January 17, 2007, 12:12 am
fudging quickbooks payroll start date if not using qb payroll service September 29, 2006, 10:01 am

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap