Lacerte & Quickbooks DMS

I would love to understand what "work with QuickBooks" means to you. The tax version does not import customers and vendors from QB, but that really is kind of a one time thing. You can create the same structure in Non-Client Folders in just a few minutes. You can then print to PDF (to DMS) from QB - at this point the functionality is the same. The integration with Lacerte on the tax side is is what is not similar with the QB version - you lose a lot there....

Hope this helps -

Bill

I have only read the marketing blip about Quickbooks DMS that we have just received & looked at the demo. Using our Lacerte DMS, Will we have a DMS button on the QBks toolbar, or we manually have to open & file? Or do we have to buy a 2nd version for that functionality? Making it automatically available in bth programs would seem to make much more sense, since the button is available in the MS Office products.

Neither version is designed to save QB files per se. With either version, you can import the file (or drag and drop). That's not the "integration" that was built for the QB version - it was the ability to do an import of the lists for customers, vendors, and employees (like you do in tax for tax clients). As for reports, etc, the functionality is the same in both versions - print to PDF using the DMS PDF printer. As for 2nd version - no need to do that (and you can't load both anyway). You can accomplish what you need by using Non-Client folders in the Lacerte DMS (if the customer, etc is not a tax client). Simply create the folders and subfolders and begin storing files and documents...

Bill

Thanks Bill. That was what I was looking for.

Are they looking at putting the QBks importing into the Lacerte product eventually?

Do you recommend setting up another category such as "quickbooks" or "whatever other acctng program" or setting up each client individually w/ their own name w/ the non-client tab?

I think everything is fair game if there a lot of requests for it. I think ultimately we would like to have an "uber" DMS (like a premium offering) that does everything....on the radar I'm sure.

I think a category could work if they fit into the "both bucket" and then you could create clients manually for any others (or non-client folders) and give them the same category (clients can have multiple).

Bill