![]() Additional reports: QuickBooks Mac Plus 2023 added four new reports: adjusting journal entries, profit and loss (P&L) unclassified, P&L budget performance, and unpaid bills by job.Customer group reporting: You can now run reports on a specific customer group and create a group with certain criteria, such as high-balance customers.When a new bill is uploaded, QuickBooks will match the data to an existing transaction or create a new one automatically. Upload bills: You can now upload a photo of your bill using the iPhone scanner or QuickBooks Photo Sync feature.Pay bills online: QuickBooks Mac Plus 2023's Pay Bills Online feature lets you schedule and pay bills online without leaving QuickBooks.QuickBooks for Mac Deciding FactorsĬall back support (submit a request and they'll call you), live chat, chatbot, and user guides It offers almost all the same features as QuickBooks Online but is far more affordable, making it one of our best QuickBooks alternatives.Īre you looking for something different? Explore other comprehensive accounting platforms for business owners in our guide to the best small business accounting software. If you want something more affordable, we recommend Xero. Businesses seeking an affordable monthly plan: QuickBooks Desktop for Mac is only available with an annual plan.If you need access to your accounting files even when you're on the go, then consider Zoho Books, or explore our list of the best mobile accounting apps. Businesses that want mobile access to their accounting data: QuickBooks Mac Plus 2023 doesn't have a mobile app that performs basic accounting functions.Businesses that prefer cloud-based software: If an internet connection and speed aren't a concern and you dread lengthy installation and setup, then you may want to move your accounting to the cloud using QuickBooks Online, which is our top-recommended small business accounting software.However, if you want to deepen and tighten your relationships with loved ones, a tool like Monica or Circles is a great choice. If you are someone who is building a business and requires constant networking access, maybe go for a personal network relationship manager with more professional features like Dex or Nimble. ![]() Finally, a personal CRM can also expand your professional networking circles and provide you with more career opportunities.Īs you can see, the personal CRM tools vary from business-centric to solely personal ones. CRM tools allow you to keep track of important dates and events, make sure you make time for your loved ones, and maintain a healthy work-life balance. Personal relationship management is about taking care of the people in your life and not letting work and other responsibilities separate you from old friends and close relatives. Some programs will also help you keep track of your business performance, such as sales revenue and marketing campaigns. ![]() Users no longer need to check their professional and personal emails and text messages separately, which saves a ton of time and effort. This can help you maintain strong relationships and build a consistent and organized outreach strategy.įinally, personal CRM software can optimize your small business by unifying all of your communication channels. Using the reminder feature, you can set up regular check-ins with important contacts, clients, or potential leads. Besides storing your important information, a personal relationship manager can send you reminders of upcoming events, deadlines, meetings, personal affairs, birthdays, etc.Ī personal CRM can also be an effective way to send out just checking in emails to your network. Specifically tailored to the needs of sole proprietors, freelancers, and just plain busy people, a personal CRM is a great way to nurture relationships and find the much-needed work-life balance. This tool provides an address book to preserve important contact information, a calendar to organize personal and work events and deadlines, as well as a notebook for creating to-do lists. Also used for individual entrepreneurship, personal CRM systems allow users to organize their private and professional network circles. ![]() What is a personal CRM and why would you need one?Ī personal CRM is a suite of tools and features to streamline your communications, organize your day, and receive reminders about upcoming events. Before we take a look at every personal CRM tool individually, let’s learn more about this type of app and its business logic.
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