I am just starting my new genealogy business and want to get it all started correctly! I need suggestions for which software to use to track of income, expenses, etc. Obviously, I need something fairly basic and easy to use as I am a "one person show" at this stage. Thanks! Connie Bradshaw

I have always used Quicken Home and Office, or Small Business, whatever the current names. It is, pardon the pun since it is made by Intuit, very intuitive, and has an easy learning curve. For the most part it is just like completing a checkbook register. Quickbooks, Peachtree and the other accounting software where too much for me. Now, bookkeeping I could handle and Quicken produces the reports for my accountant to do his magic. Home and Office has invoices, estimates, and more features than I've ever needed as a small business. best regards, Dee ----- Original Message ----- From: Rvsailor@aol.com To: transitional-genealogists-forum@rootsweb.com Sent: Wednesday, January 16, 2013 5:43:04 AM Subject: [TGF] Business Accounting Software Suggestions I am just starting my new genealogy business and want to get it all started correctly! I need suggestions for which software to use to track of income, expenses, etc. Obviously, I need something fairly basic and easy to use as I am a "one person show" at this stage. Thanks! Connie Bradshaw The Transitional Genealogists List was created to provide a supportive environment for genealogists to learn best practices as they transition to professional level work. Please respect the kind intentions of this list. ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

Forgot to mention, you can open as may files as you wish with as many accounts in each as you need in Quicken Home and Office. You can set up a business, or multiple business files, that contain all your accounts for each business. If you do your personal finances, you should keep them in separate files. If you already use Quicken, you may be able to upgrade to Quicken Home and Office for much cheaper than buying it from scratch. best regards, Dee ----- Original Message ----- From: "Dee Dee King, Certified Genealogist" <king@forensicgenealogyservices.com> To: Rvsailor@aol.com Cc: transitional-genealogists-forum@rootsweb.com Sent: Wednesday, January 16, 2013 8:15:26 AM Subject: Re: [TGF] Business Accounting Software Suggestions I have always used Quicken Home and Office, or Small Business, whatever the current names. It is, pardon the pun since it is made by Intuit, very intuitive, and has an easy learning curve. For the most part it is just like completing a checkbook register. Quickbooks, Peachtree and the other accounting software where too much for me. Now, bookkeeping I could handle and Quicken produces the reports for my accountant to do his magic. Home and Office has invoices, estimates, and more features than I've ever needed as a small business. best regards, Dee ----- Original Message ----- From: Rvsailor@aol.com To: transitional-genealogists-forum@rootsweb.com Sent: Wednesday, January 16, 2013 5:43:04 AM Subject: [TGF] Business Accounting Software Suggestions I am just starting my new genealogy business and want to get it all started correctly! I need suggestions for which software to use to track of income, expenses, etc. Obviously, I need something fairly basic and easy to use as I am a "one person show" at this stage. Thanks! Connie Bradshaw The Transitional Genealogists List was created to provide a supportive environment for genealogists to learn best practices as they transition to professional level work. Please respect the kind intentions of this list. ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message The Transitional Genealogists List was created to provide a supportive environment for genealogists to learn best practices as they transition to professional level work. Please respect the kind intentions of this list. ------------------------------- To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

Connie, I am a one-man genealogy business as well. I use Quicken Home and Business to track my finances. In addition to handling both personal and business checking/savings accounts, it allows me to invoice the client, pay vendors and other business related transactions. It is as easy to use as Quicken Home and includes business reports like Profit and Loss. It will also export directly into Turbo Tax. Eileen _______________________________ Eileen A Souza, P.L.C.G.S. Eldersburg, MD Old Bones Genealogy LLC info@oldbonesgenealogy.com www.oldbonesgenealogy.com > -----Original Message----- > From: transitional-genealogists-forum-bounces@rootsweb.com > [mailto:transitional-genealogists-forum-bounces@rootsweb.com] On Behalf Of > Rvsailor@aol.com > Sent: Wednesday, January 16, 2013 6:43 AM > To: transitional-genealogists-forum@rootsweb.com > Subject: [TGF] Business Accounting Software Suggestions > > I am just starting my new genealogy business and want to get it all started > correctly! I need suggestions for which software to use to track of income, > expenses, etc. Obviously, I need something fairly basic and easy to use as I am a > "one person show" at this stage. > > Thanks! > > Connie Bradshaw > > > The Transitional Genealogists List was created to provide a supportive > environment for genealogists to learn best practices as they transition to > professional level work. Please respect the kind intentions of this list. > ------------------------------- > To unsubscribe from the list, please send an email to TRANSITIONAL- > GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' > without the quotes in the subject and the body of the message

The big three have been named: Quicken, Quickbooks, and Sage (formerly Peachtree). I'm a Sage man, myself, but I've always been a numbers person and in a former life I was the Quality Manager for a software company producing investment accounting systems. I thoroughly dislike Quickbooks due to many limitations in the program, but it seems to be the most popular (better marketing). If you use an outside accountant, you might check with that person, as well -- any file conversions that don't have to be done just cut down on the possible errors! Dave Liesse Skingco Services, LLC On 1/16/2013 03:43, Rvsailor@aol.com wrote: > I am just starting my new genealogy business and want to get it all started > correctly! I need suggestions for which software to use to track of > income, expenses, etc. Obviously, I need something fairly basic and easy to > use as I am a "one person show" at this stage. > > Thanks! > > Connie Bradshaw > > > The Transitional Genealogists List was created to provide a supportive environment for genealogists to learn best practices as they transition to professional level work. Please respect the kind intentions of this list. > ------------------------------- > To unsubscribe from the list, please send an email to TRANSITIONAL-GENEALOGISTS-FORUM-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message >