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OpCenter.VIEW - QuickBooks Desktop Data on the GO!

OpCenter.VIEW - QuickBooks Desktop Data on the GO!
  • #: 9788
  • Price: free ($0.00) In Apple Store
  • Category: Business
  • Updated: 2008-11-03
  • Current Version: 1.1
  • 1.1
  • Size: 0.50 MB
  • Language: English
  • Seller: Opcenter, LLC
  • Requirements: Compatible with iPhone, iPod touch, and iPad. Requires iOS 2.1 or later
  • © 2008 OPCENTER, LLC
  •  Add to Favorite apps

 

Description

“WHO did WHAT to my $???”

Business owners, you can view QuickBooks Enterprise, Premier or Pro data on your iPhone. View all customer contact AND transaction information on the road. See the latest checking, A/R and A/P balances with full drill down.

[Note: Works only with US versions of QuickBooks 2006 or later, and not with Mac, SimpleStart or QBOnline. This is a Viewer only; uploading your QuickBooks desktop data requires you to install 'OpServer' on your PC to extract data from your QuickBooks company file, convert to iPhone format, and upload to your iPhone via a secure Web connection. $4.99/mo Subscription required].

The Viewer toolbar has 5 icons: Accounts, Customers, Vendors, Reports, and Alerts.

1. ACCOUNTS

* Single screen for Account Balances, and MTD/QTD/YTD figures for Income, COGS, Expenses, Estimates, Sales Orders and Purchase Orders – any account in your Chart of Accounts (you choose).

> Drill down to Transaction Register, and drill further down to complete transaction details.

> Drill down to Accounts Receivable and Accounts Payable. View customers and vendors by bucket: Total, 0-30, 31-60, 61-90, or 90+. Drill further down to the Invoice or Bill.

> Drill down to lists of Invoices, Bills, Estimates, Sales Orders and Purchase Orders. Drill further down to the instrument itself.

2. CUSTOMERS

View Customer name, contact name, address, phone, email and job. View all transactions, and drill down to the instrument. Click on Phone to make a call; click on email to send email.

3. VENDORS

View Vendor name, contact name, address, phone and email. View all transactions, and drill down to the instrument. Click on Phone to make a call; click on email to send email.

4. REPORTS

* Balance Sheet.

* Profit and Loss (Month to Date)

* Profit and Loss (Fiscal Quarter to Date)

* Profit and Loss (Fiscal Year to Date)

Drill down to selected Accounts (Bank, AR, AP and Credit cards in Balance Sheet; All accounts in P&L). Drill down to the Register or List of transactions; drill further down to the instrument, and where applicable, to the Item Details.

5. ALERTS

Every time someone in your office receives Payment, makes a Deposit, cuts a Check, creates an Estimate or PO, enters a Sales Order or Invoice, or produces a Journal Entry, you will automatically get an Alert as per filters you set. The Alerts page lists all these Alerts. Drill down to the instrument.

This Viewer enables you to READ, but not modify. It requires data to be STREAMED to it by OpCenter Server (OpServer). OpServer works with QuickBooks Windows Pro, Premier or Enterprise; 2006 or later, but not QuickBooks Online. US Editions only [i.e. Not compatible with MAC or non-US Editions].

THE DATA IS CONTINUOUSLY STREAMED FROM OUR SERVERS.

THERE ARE TWO OPTIONS:

1. SAMPLE DATA: Hosted on our Live Server. You can use this data to understand how the software works. This account automatically closes in 30 days.

2. YOUR OWN COMPANY DATA: IF you would like to see data from your office QuickBooks on your iPhone/iPod, you will need to install our proprietary OpServer on your desktop to sync your Desktop QuickBooks with your iPhone.

SUBSCRIPTION:

$4.99/mo

Instructions are instantly emailed when you register from your iPhone or iPod. Please use a valid email address! If you do not receive an email within 60 seconds, check your spam folder. Else uninstall and reinstall OpCenter on your iPhone, and use the correct email.

SUPPORT:

1. NAVIGATION VIDEOS on our website.

2. SETUP & 1-on-1 TRAINING. For those customers who desire it, we will complete installation, and provide one-on-one training.

What's New in Version 1.1

Version 1.1 includes:
- Two new reports - Sales by Customer and Payments by Vendor
- Navigation to Customer/Vendor/Account directly from Instrument views
- Reinitialize button removed
- Data width increased to accommodate full QuickBooks data
- Minor bug fixes
OpServer changes:
- Separate installer for XP and Vista
- 2009 capable
- Wipe your iPhone if lost, restore if found

iPhone Screenshots

OpCenter.VIEW - QuickBooks Desktop Data on the GO! iPhone Screenshot 1
OpCenter.VIEW - QuickBooks Desktop Data on the GO! iPhone Screenshot 2

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Rated 1/5 based on 3 customer reviews.

 

0/5 stars

Decent app, horrible customer service

:
I had high hopes for this app, but they were dashed in less than 2 weeks. The app functions *mostly* as it is advertised -- namely OpServer is a fairly non-intrusive piece of software which enables your iPhone to pull Quickbooks data.

HOWEVER, here begins my problem - and the problem I believe is indicative of the type of company you're dealing with when you open a subscription with these people. When I bought my subscription, there was a FAQ under the "iPhone" heading on the website which said "I'd like to have my colleagues get OpCenter on his (or her) iPhone to access my company data. Can I have more than one user?" The answer was "That requires a multi-user OpServer, available immediately" at $4.99 per month per user.

So I download the software and the app and prudently test it out (thankfully) before advising my COO and CEO to download the app themselves, but I can't find any means of activating more users. I email the company, and I am told that the app is a "private circuit from my desktop to my iPhone" and that, regarding other users, the company "has another product coming" for $20 per month that does a whole bunch of stuff I don't want (accept credit cards, create transactions, etc.) -- and amazingly doesn't even offer multiple users.

So I email back and I cut/paste the FAQ section which clearly states that a multi-user option is available and ask what the deal is... I received another reply which talked about the $20 per month product and ignored my multi-user question.

So again, I asked for clarification in plain language, "Does your app AS IT STANDS RIGHT NOW allow for multiple users at the $4.99 per month as your website states in the FAQ section?". A few days go by without a response -- which is odd, since the strange response to my initial query came within minutes -- so I emailed back and asked if there was an answer. A few MORE days go by without a response, so I decided to peruse the website again and -- lo and behold -- the FAQ regarding the multi-user option has been completely deleted.

So, to recap:

(1) I demo-ed the app on my iPhone for free
(2) I was assured by the website that a multi-user OpServer software was available for $4.99 per user per month
(3) I paid my subscription fee of 3 months in advance and demo-ed the program with my own company files
(4) I found it was impossible to add multiple users despite what the website claimed
(5) When I asked about the discrepancy, my question was deflected and I was told that a new software is coming out "soon" that has a subscription fee that is 4 times as expensive has all kinds of bells and whistles (but not multi-user capability)
(6) When I still tried to seek an answer, I was still deflected to this new product (called OpCenter.CREATE) that will be available "soon", and my question was still ignored
(7) When I tried to follow up again, I was ignored completely and the website was amended to get rid of the issue entirely

Interestingly enough, I emailed the company a few minutes ago to notify them that I had canceled my subscription and to expect a negative review for refusing to address my question, and they replied with this gem of a response:

"I thought I had mentioned (in some detail, too) that we have a future product .CREATE that enables this. Only after it is approved by Apple will it become available!"

Beware of these guys -- wrote this out in such detail in hopes that others won't get duped like I did...

0/5 stars

Ridiculous that they don't work with MAC!!!!!

:
I can't believe these guys would go through the trouble of developing an application and NOT support Mac! Makes NO sense whatsoever.

5/5 stars

CEO

:
This app and this developer deserve a ton of credit. I had installed the app several weeks ago and due to a credit card error (mine) the system stopped working. I assumed the program was bad- after all Quickbooks is a monster program with a zillion quirks- and stopped using OpCenter. Well, the developer CALLED ME to ask why I had stopped using the program. I told him, and he spent the better part of an hour walking me through fixing the system and reinstalling the software. Now itcworks flawlessly and I understand that there are some amazing new functions (accepting checks, adding new customers) coming.

Also for those of you who think it's too expensive- seriously you need to be using Excel to handle your finances. Quickbooks is very expensive, support with Intuit is $39.95 per month, and I paid $300 for a software program that does commissions. OpCenter is $4.99 and I have already told them it should be $9.95 or more. So stop whinging about the price. This software is the best I have seen on iPhone. If you have Quickbooks and you run a business and you'd like to be able to see at a glance the financials you need then $4.99 is a STEAL. If you are seeking a .99 app then you are clearly not really a QB user.

Finally I cannot say enough about Mr. Singh at OpCenter- the service was professional and he genuinely cared about making the system work for me. Great job. I would buy anything I needed from this gentleman.

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The information may be outdated (2011-03-27 09:20:43). For actual information go to iTunes

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