Share this content

New client is on Sage - can I change

New client is on Sage - can I change

Didn't find your answer?

Hi

I am a self employed bookkeeper and work from home.  I have a new client who wants me to do their bookkeeping but his previous bookkeeper used Sage 50 Accounts.  If I buy Sage 50 Accounts I don't think I can add more than one client.  I usually use Quickbooks and have been very pleased with the programme and I am not a great fan of Sage.  However how do most accountants and bookkeepers deal with this problem?  Should I start again and put him on my Quickbooks or buy Sage just for one client?  Do I need to buy another package if I gain another client who wants me to use Sage?  It doesn't seem right to have a Sage programme and it only allows one client and yet Tas and Quickbooks allow multiple clients.  Any help would be greatly received.  I live near Banbury.  Thanks

Replies (13)

Please login or register to join the discussion.

avatar
By jpcentral
30th Apr 2010 08:18

What does client want?

You should ask the client what they want. If they just want figures and don't care what software they are produced on, then switch to QB. If the client insists on it being done on Sage you have to decide whether or not you are prepared to incur the expense of purchasing Sage. Generally clients are only interested in the actual figures - not the software.

One of the problems is that there are several versions of Sage (usually one for each year) and they aren't backward compatible. In other words, if you create a file in Sage V12 it can't be opened in earlier versions. Of course the same applies to QB where files created in QB2008 can't be opened in QB2006. If you are not careful you will find yourself running multiple versions of the same software.

You said you were doing the bookkeeping which implies that someone else is producing the final accounts. You may need to liaise with them.

John Perry

www.centralbusiness.co.uk

Thanks (0)
avatar
By Anonymous
30th Apr 2010 08:54

My reply

Hi, Many thanks for your reply.  I don't think the client minds what software I use it's just he said his bookkeepr/accountant does it on Sage 50 Accounts.  Anyway I looked at purchasing this package but cannot seem to be able to add more clients unless I go to great expense.  If I use my sofrtware eg QuickBooks then I'll have to start from scratch with opening balances won't I?  I would rather buy a more up to date version of either Tas or Quickbooks where I can add further clients.  I think I should speak to his accountant but if they don't have Quicvkbooks then what do I do?

Thanks (0)
By aiwalters
02nd May 2010 23:45

Either buy the multi-client version of Sage (Client Manager) or

Thanks (0)
avatar
By ZMBookkeeping
03rd May 2010 07:30

Restore

Yes that's a good idea as long as my restore is OK!

Thanks (0)
Sarah Douglas - HouseTree Business Ltd
By sarah douglas
04th May 2010 11:53

Switch to what your client wants

Hi 

All the above ideas are good .  As a practice you need to be able to provide various softwares.  In 2010 there is no way you can expect all your clients to use the same software as you.    

-- Kind Regards [email protected] Douglas Accountancy & Bookkeeping Services, Glasgow

Thanks (0)
avatar
By emilefrode
04th May 2010 12:26

Sage Client Manager may be the answer

You will probably encounter this problem again so I would recomment Sage Client Mangager. You can then offer a service on both Quickbooks and Sage. Sage Client Manger is a multicompany version of Sage 50 and if your client wants access to the system there are tools that will let you merge your own data files with those of your clients.

Thanks (0)
By StephenElms
04th May 2010 12:42

Sage / Quickbooks

If you client just wants end of year figures, or monthly running total, then enter in QB.  However for multi user and unrestircted  use, with no annual fees - go and check out Money Manage by Moneysoft.

Thanks (0)
David Ross
By davidross
04th May 2010 13:44

Do you REALLY need an Accounting Program?

 Does your client have a Sales and/or Purchase Ledger? If so I suppose they will need the program to maintain their relationships with Customers/Suppliers.

But there is nothing to prevent them carrying on that way and you using a Spreadsheet to maintain a cash book analysis. I strongly suggest you have a chat with the Accountant as we do not all live in a sophisticated World in which data is magically transferred here and there. End of Year Accounts preparation is a subject of its own.

Thanks (0)
avatar
By chatman
04th May 2010 15:36

VT Cashbook (free) v Spreadsheets

Why use a spreadsheet, when you can use VT Cashbook for free?

Thanks (0)
avatar
By vowlesj
04th May 2010 16:01

stay with quickbooks

Hi there

My answer is to stick with Quickbooks.   It is what you know and are comfortable with and you won't incur any additional software costs.   Also You get to start with a clean sheet as you can simply post the opening balances into Quickbooks.

I know that lots of accountants have favourites, but any decent accountant won't care if you use Quickbooks or Sage as long as your work is good quality!   Similarly the client just wants you to sort it and tell him the answers and won't mind which software you use.

Sage has multi-client versions, but you pay extra for them and I wouldn't go there unless the client is prepared to pay extra for you to purchase the software.

Thanks (0)
David Ross
By davidross
04th May 2010 16:16

"Why use a spreadsheet, when you can use VT Cashbook for free?"

Well that occupied 20 minutes of my valuable time, but here is the answer;

VT Cashbook (as I have just discovered) is just another enter-one-at-a-time Accounting program.

Spreadsheets (also available for free - see openoffice.org) are completely free form and flexible, and fast - just the fill-down and series functions for example. Since most computer users have a spreadsheet program they are common currency and are cross-platform (not just Mac and Windows but Linux as well), with small file sizes for emailing.

The recipient can re-format, re-organise and correct the data at will.

The spreadsheet is the natural recipient and processor for data downloaded from internet banking.

I would go on but I still have 33 P35s outstanding

Thanks (0)
avatar
By chatman
04th May 2010 17:39

Spreadsheets v VT Cashbook

Sorry, I was not basing the comparison simply on cost. All I meant to say was that was cost was not a factor.

I always thought that dedicated bookkeeping programmes were better than spreadsheets as they have built-in controls and spreadsheets are so flexible that errors can creep in. A dedicated bookkeeping programme will prompt you or allow you to specify which account a payment or receipt should be booked to, and do the double/entry for you. It also has a bank rec function already designed for you.

So what I was saying was that a specialised bookkeeping programme is better than a spreadsheet, and that you can get either for free, so why not get the better option?

Don't rush to respond; P35s clearly have priority.

Thanks (0)
avatar
By Anonymous
05th May 2010 07:50

Bookkeeping in Banbury - Sage v Quickbooks v Tas v VT

Hi

Many thanks for all your replies they have been very useful - it seems very odd that you can add customers for free with Quickbooks and have to pay to add them to Sage (or you can restore which is risky and a pain).  I think I will try out this VT and possibly Moneysoft and then I can offer lots of different software to clients.  Anyway I also do visit clients and do their bookkeeping on Sage, QuickBooks and Tas so if you know of anyone near Banbury who needs a bookkeeper then please let me know.  www.bookkeepingbanbury.com

 

Thanks (0)
Share this content