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Good thing, right?
I get about 15 orders a day. All orders come in through PayPal or Google Checkout. I used to copy and paste the information for each order from PayPal or Google right into Quickbooks. Now that I get more orders, and the business grows, it's taking way too long to do this. Very tedious.
What do you suggest as a better option to keep track of overall numbers, such as total sales, shipping, sales tax collected, etc?
Is there an easier way to do this?
Running PayPal reports takes forever! And Google reporting is not up to par yet.
I do believe there are quite a few programs out there that will "bridge" the gap between QB and other data.
Hey P1R, LTNT! :-) I'd be interested to see how these programs actually do this. I experimented with QB integration for quite some time and the problem is inherent in QB. Following their documentation, I was able to get the IIS files to import, but the problem is inventory items don't have their own "list" category. All inventory items go into the standard "item list" along with "other expenses . . . . " etc. For over 1000 items, it makes a real mess of things.
Secondly when you attempt to import daily inventory changes, it doesn't update properly. When you manually enter inventory changes in QB it alters related accounts in QB. These changes don't occur when importing daily inventory changes via the IIs files.
QB ... need anything other than totals for tax purposes.
This is also the solution we arrived at, "daily sales." Using QB 2007 retail here.
We use QB Pro and my people can copy/paste shipping address, billing address, phone number, alternate phone number, email, and miscellaneous notes in the blink of an eye. Another minute and the shipping label has been printed. Not an issue at all, IMO, until entering data at a rate of at least 100+ orders per day. Then worth popping for a high-end automated system. Our order intake and shipping desk is setup as full-out office with large dual monitors which makes transferring data and switching between applications a lot easier for my people. Even got a cam that I can control from here. Too cool - although they like to put up little notes that they know I'll see:)) I've got good people and manage from another location. But, I am only about a four hour drive if a crisis requires that I be on-site. Otherwise, I just visit as needed and get a complete eyes-on view of standards and procedures.
QB not good for inventory management IMO, but I like it for simple and easy database.
If having growing pains at 15 orders per day - efficiency, procedures and management are at root. Data entry, packing, billing, shipping, everything... should take take, what, 10 minutes? (Depends what you are selling to some extent.) Still, one person can ship 40 - 50 orders a day easy. Two people that work well together nearly triple efficiency. People first. Fancy software second. When they need more, they get more - and only the best.
The most productive day of my life was the day that I turned over personal handling of data entry, shipping, product handling, et cetera, and brought in family as first employees.
About to a point where I need to look at some more sophisticated options that will ease our own growth. In the meantime, we pay top-dollar for top people. Nobody leaves by choice. They could not afford to go anywhere else and wouldn't be treated as well. Helps that it is a family business, and all members are professionals - so no 'family issues' because it is understood that business is always first 'on the job', and that also gives us a lot of extra protection in hiring and building good people for future growth. (A family member that 'coasts' will get whacked before a hired hand that might do the same thing - a standard is expected and it is simply understood.)