Search results by user ID 5808

Re: Question from potential customer re: reports/extracts

CatHouse — Mon, 31 Dec 2012 21:06:28 GMT

And I should clarify that we're using QuickBooks Online. The standard reports don't meet all of our needs, but if it's possible to enhance them with some additional data, they could work.

Thanks,

Faye

Re: Question from potential customer re: reports/extracts

CatHouse — Mon, 31 Dec 2012 18:57:21 GMT

Thanks, Ashur. This does help. I was going to sign up for a free trial to see what I could do with this, but it appears that Report Designer is PC-only. Is that correct? If so, I'll have to find a PC to work from - I don't want to buy a Windows OS and emulator for my Mac just to check this out.

Are there other Method components that won't function on a Mac?

Faye

Question from potential customer re: reports/extracts

CatHouse — Sun, 30 Dec 2012 23:37:56 GMT

I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system. Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available. QBOE is adequate, although not great, for non-profit accounting, but we've ended up keeping an Excel spreadsheet to track donors and adopters and generate a mailing list because we can't easily extract data from QBOE. Duplicate data entry, as might be expected, can create a mess. It's also proven to be impossible to generate year-end donation reports for donors to use for tax reporting without a lot of manual effort. (The reports of transactions categorized as donations that we can get from QBOE don't include mailing addresses.)

Would Method CRM be helpful to us? I'm particurly looking for a way to extract mailing lists (could be email or physical mailing addresses) for donation campaigns with logic along the lines of "anyone who has donated any amount or adopted in the last year, or who has donated a total of $XXX in the last three years". We also need a way to generate donation reports at year-end; generation of receipts at the time a donation is recorded would be a real bonus.

Any advice would be appreciated!

Thanks,

Faye

The Cat House, Lincoln, NE