May 2010 -- CSS now has a 3-user multi-user license to Quickbooks Pro 2010. The idea is to test how much more useful Quickbooks (QB) can be beyond DCAD -- targets of opportunity are DS MDS and PC Service.
Brainstorming Features to Test about Quickbooks
- can we make QB sufficiently multiuser in our technical environment to allow for these three teams to log in to either individual or a single shared company file?
- should we use individual company files?
- how do we make a common customer list among the several companies?
- What structure would we want to use for customer lists -- can we extract useful data from the Warehouse to prime the pump for the 200 or so DLCs we think there are?
- What is the relationship between a contact and a company in the company file?
- How can we use custom fields to record Cost Object and GL Account for these contacts?
- What is involved in creating a catalog of things to invoice for?
- What is involved in invoicing a client for something they've bought?
- How does emailing the invoice really work?
- How does generating a report to power a JV Upload file really work?
- Is a shared document space useful or necessary? -- where would Rashard put his PDF SLAs? Where would Jeff put copies of his contracts?
- Is the customer manager environment (basic CRM) useful or necessary? Does it imply a common company file, or merely a common customer list shareable across the companies?