How to use QB for an small insurance agency??
Is QB easy to use in an insurance agency? Has anyone used it for an insurance agency that is set up as a sole proprietorship?
Is QB easy to use in an insurance agency? Has anyone used it for an insurance agency that is set up as a sole proprietorship?
I've been using it for almost 3 years and honestly it's a complete pain in the butt. Insurance doesn't work how other businesses do so accounting for it requires hacks and work arounds. Especially on the commissions side.
THAT SAID, it's most certainly cheaper than going with just about ANY of the big name management systems so...
my .02