What is considered as good customer records and good billing records?

Thanks, Kevin

Depends on your level of organization. A sole proprietorship could get away with a simple balance sheet and income statement. On the other hand a private corporation may need to comply with GAAP (Generally Accepted Accounting Principles) to comply with loan obligations and legal standards which can make record keeping more complex.

I use Quickbooks Pro 2005, I have enough accounting training to keep a good enough book for a small business. With QB you have a record of billing, invoice, checks, credit, etc...

I use Quickbooks Pro 2005, I have enough accounting training to keep a good enough book for a small business. With QB you have a record of billing, invoice, checks, credit, etc...

I've always been wary of keeping client details on computers. The only time which I would do this, would be if the system was bought/built just for that purpose, and never connected to the internet.

Ofcourse, maybe I'm just paranoid about the evil e-leprechauns coming and stealing my client's personal information.

Just out of interest, what safety precautions do you take while keeping client information on a computer? (Not trying to have a go at you or anything, it's just something that I've never actually felt comfortable with doing).

The only client information on it are address/billing. I don't process CC# so I don't keep that stuffs around. Accounting records are pretty safe at home, the biggest threat is a hard drive crash. It's possible to keep it on a PenDrive, but I'd still have to backup the thing on another HD somewhere.

Hello,

First, we keep all of our billing information located on our server like many Modern Bill clients do. I use Peachtree Complete for my accounting software. I have a college education in accounting so that has never been an issue.

From time-to-time I will throw a CD into the cd burner and make a backup of my company and my ModernBill database. The SSL cert's are in place along with many other secuirty measurements to keep client information protected.

I believe most of the industry probably keeps there information on there main server. I may be wrong but every hosting company I have been with or dealth with uses some sort of billing software.

:uhh: Wait wait wait....so am I the only one who uses an abacus, a pencil and a piece of paper? :D

Seems so.

I tried Microsoft Money for a while but as the name implies it did not work out too well. Too complex for something that did not do too much IMO.

:uhh: Wait wait wait....so am I the only one who uses an abacus, a pencil and a piece of paper? :D

Or at least the only one to admit it on these boards.

An abacus? wow hi-tech! makes my piles of pebbles look positively eroded :)

Or at least the only one to admit it on these boards.

I actually use Quick Books. I have a modern bill owned licsense but I really never got comfortable using it. I thought there documentation sucked too. All of my clients are local anyway and like their paper bills and check.

I still havent found reason to upgrade from good old Excel ;)