10 Indicators That You Have Outgrown Quickbooks

Here are the 10 most common indicators that you have outgrown Quickbooks, Zoho, or your entry-level accounting software.

1. You spend hours outside of your Quickbooks or your current application
2. It takes hours to create an invoice
3. It difficult to track information, for example, quote to purchase order
4. Your staff has limited visibility of information details from consolidated and operational sources
5. You have difficulty in managing multi-company transactions and/or management of multi-currency transactions
6. You are not able to track items inventory and warehouse locations
7. You can’t update a bill when you receive items in batches from a vendor
8. You can’t create a work order
9. You need timely information on key performance indicators that drives better decision-making.
10. You realize that your systems are holding you back from new business opportunities.

Related blog posts:

1. I have outgrown Quickbooks and Zoho
2. Purchase Order Application
3. Field Service Software for Medical Device
4. Purchase Order and Inventory
5. CRM Software
6. Quickbooks invoice and bill synchronization
7. Sales Order Management Software

As a business owner, you realize to support anticipated growth you need to provide the software tools to your staff. Entry-level business applications like QuickBooks were good solutions when you started your business and even during years where growth was flat. To support your vision of growth, you need software tools that will empower your staff, make them efficient, and provide insight into the performance of the business. If you have experienced any of these indicators, it is time to assess your business management software needs.

Now it is time for you to look for a solution which can you can use for the foreseeable future of your business growth.

Datamoto for Outgrown Quickbooks

Invoice and Quote in Datamoto

Instant Invoice & Quote

Create invoice instantly, convert from quote, email PDF to customer, track it, create the recurring invoice. Create an invoice for Kit. Integrate with Quickbooks for accounting.

Multi-Currencies & Languages

Many languages support in invoice, create invoice with foreign currencies, reconcile account with base currencies.

Invoice Templates

Create your own invoice template, advanced customization, upload your logo, create terms & conditions once and use it in all invoices. Customizing invoicing

Payment

Process payment for each invoice and generate an account report instantly. You can restrict only your accountant to use this module.

Email

Email your invoice, quote, and order PDF document to customers. Attache additional files in the email.

Invoice Tracking

Track your invoice, understand customer’s account standing, improve your cash flow.

Dashboard and Report

What is selling and what is not? What is your cash standing and tax liabilities? Get insight of your invoices and business.

PDF and Printing

You can instantly download a quote or invoice PDF. You can print your PDF or print web page directly from the browser.

Uploading Clients and Inventory Items

You can upload your existing client list and inventory items in the Datamoto. Importing inventory and clients

Inventory System in Datamoto

Keeps track of your inventory. At a glance, you can find your current quantity in the inventory, quantity in the sales order, and the quantity in the purchase order. Select items in the invoice from inventory.

Upload Inventory

Populate your inventory by simply uploading a CSV file inventory items.

Multiple Warehouses

Maintain multiple warehouses and search and track item across all warehouses. Transfer items between warehouses.

Items Kitting

Kit inventory items and process process the kit from quote, invoice and sales order. It automatically adjusts the inventory when invoices or sales orders are processed.

Inventory Tracking

Track item history in detail as well as find item by lot#, serial#, barcode etc.

Alerts

Set inventory alerts at the inventory level as well as the item level. Create PO in one click from an Alert.

Sales Order in Datamoto

Quote to Cash

Create a sales order from a quote by just one click. No data input is required. Track the original quote from Sales Order.

Kit Order

Create sales order for kit and items. Full life cycle: quote to order, fulfillment, return and cancel for Kit is supported. Inventory for kit items are auto adjusted.

Order Fulfill

Ship all line items of the order in one go or split the order. You can pick, pack, ship and track the remaining orders. Invoices are auto generated.

Returns and Cancel

Handle returns and cancels. For return it tracks original invoice and generates negative invoice.

Create PO

Create a purchase order from sales order in just one click.

Services & Goods

Handles sales order for both services and goods.

Purchase Order in Datamoto

Service & Goods

Create a purchase order for goods or services. Instantly generate purchase reports.

Approve PO

Streamline your purchases through approval.

Budget Control

Control purchases though budget. Easy to set cost center and track remaining budget.

Multi-currencies

Create a purchase order in multiple currencies. The budget and report are auto-adjusted.

Order Receive

Receive orders and auto-generate bills. For goods – receiving goods auto-generates the bills and adjust inventory.