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 How do you keep track of signings/payments/etc.?		  New Topic  Reply to Topic
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joanbergst

California
360 Posts
Posted - 04/17/2007 :  11:39:24 AM  Show Profile  Visit joanbergst's Homepage  Reply with Quote
I also use Quicken Home & Business. You can invoice off it and it has a mileage tracter to keep track of your business miles. It's easy to use and has many other great features.

I have been using Quicken since 1995 and it makes your taxes easy to do.



Joan Bergstrom
24/7 To Riverside & San Bernardino Counties
Over 3500 Loan Signings
www.joanbergstromnotarypublic.com
joan.bergstrom@yahoo.com
Cell: 951-522-4919
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mtek91

6 Posts
Posted - 04/16/2007 :  01:24:07 AM  Show Profile  Visit mtek91's Homepage  Reply with Quote
I use a software program called Invoices & Estimates Pro (Office Depot 29.99). It's really easy to use. I have it set up on a 30 day billing period. It will tell me how many more days until the invoice is due and if it is overdue how many days its late. I can also program how much I charge including any late charges. I also keep a paper log just in case my computer crashes or gets a virus. I hope this helps.
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Renee

Michigan
549 Posts
Posted - 02/08/2007 :  07:26:25 AM  Show Profile  Visit Renee's Homepage  Reply with Quote
I use Quicken Home & Business - 2007 is $80, and it does both my personal and my business records. I've used Quicken since around '86 - obviously, I find it suits me just perfect!

I've used Quickbooks (someone else's business) and hated it - I think if you're dealing with a company, employees, or wholesale/retail items it might be better for you, but most of us SA's aren't.
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Shannon

California
360 Posts
Posted - 02/07/2007 :  11:59:06 PM  Show Profile  Visit Shannon's Homepage  Reply with Quote
Don't know about quickbooks although I'm contemplating giving it a try.... I wrote my own excel spreadsheet but its difficult to use. Ultimately, I keep my paper invoices very organized and calculate sales manually. Aside from maintaining a complete Journal, I track everything through my email folders and since I utilize efax I pretty much have everything I need. The one thing you mentioned that I think would be helpful (as far as quickbooks) would be keeping better track of unpaid invoices....that can be a pain. I hope someone else steps up with a helpful solution out there...I'm glad to see I'm not the only one wishing for help....good luck
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macdeux

California
79 Posts
Posted - 02/06/2007 :  02:51:07 AM  Show Profile  Reply with Quote
How does everyone out there keeps track of signings, payments received, biling, etc. I, of course, want it for my taxes, but also want to keep the details of the signing in the same software. Does Quickbooks do the trick or do you use the specialy notary software out there?
Edited by - macdeux on 02/06/2007 2:17:32 PM
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