For 2015 I have several business changes that require me to make process changes and to select some new software for my business. I use the Apple Macintosh as my primary computing platform, so when it comes to software selection I try very hard to keep all of my workflows in that environment.
The first system I need to upgrade is my accounting. Over the last few weeks I have been reviewing and testing accounting packages. I really wanted to move my accounting to an online system where it did not matter what device or operating system I used. With the changes in business model I will be doing payroll in 2015 so that has added cost / time / complexity. My current system for invoicing clients is online but it requires double entry and double management of contacts. In addition I may decide that I need professional accounting review later so the ability to get an accountant involved is a requirement.
I need to keep this as lightweight and fast as possible. Researching online accounting systems I looked at several tools and did some testing of Xero, and researched Quickbooks Online. Neither of them met all the needs of my business and workflow requirements. I then looked at Mac native applications that I could use Quickbooks for Mac and AccountEdge seemed to be a good place to look. I have a license for AccountEdge but the user interface and a few other things just do not make it feel right to me. Quickbooks for the Mac is missing several features that I have on my list.
So I have selected to Quickbooks Pro 2015 for Windows. I am using Parallels virtualization software to run Windows 7 on my MacPro desktop. It means that I have to maintain another "computer" within my computer just to run my accounting system. With Quickbooks I have 60 days to "test" the system. I have high hopes it will work for me.
As a technology consultant I have to balance a lot of customer specific requirements. Sometimes the ideal solution does not exist and we need to make compromises. Balancing this for myself reminds me how hard it is for some of my clients. A nice little new years lesson!
Welcome to 2015!