I finally upgraded to Lion — I got Snow Leopard just to make the upgrade, having not even bothered with that update either — and spent a fair amount of time researching and analyzing replacement software for programs I either didn’t want to pay to upgrade (Photoshop) or ones that simply won’t work any longer on this modern OS that is tuned to run on the Core Duo 2 chip set. This post is for one of the programs that falls into that latter grouping – a replacement for QuickBooks.
My copy of QuickBooks for Macintosh was actually not supposed to be run on Leopard but I had determined several work arounds to keep it alive, but it was a pain. I really wasn’t a fan of QuickBooks either and wanted something that would not only replace this so-called “business standard” but be better to use, too. Simply put, I never even liked QuickBooks. It was clunky, had reports I didn’t want or need, and was difficult to use. I got it because it was what seemed to be the “standard” in business. It was time to think differently about that.
For about a week, I researched and when possible tried out different Lion capable accounting software packages. Some were good, and several were better than QuickBooks, but it was iBank that really fit all of my needs.
iBank’s setup was simple. It walked me through the creation of my accounts, importing of records (done relatively easily, too, via direct logins to my banks), and has made maintaining my records far simpler than it was with QuickBooks. The built in help is extremely worthwhile. Here’s a sample screenshot (click on it for a larger view) —
I bought not only the desktop software, but also the iPhone app. The app syncs data both directions. This allows me to make an entry at the time I’m purchasing office supplies at Staples. The one missing element functionality wise for me was invoices. I believe I have found a suitable replacement for that, too, and will write about that software once I’m certain I’m sold on it. The total cost for all three pieces of software – iBank for my desktop and iPhone, and the invoicing software – was less than $60. That’s a very reasonable fee to pay to me, especially for something that is an improvement on what I had paid more for in the past.