Rob has Quickbooks 2020 and Gmail is blocking his ability to send an invoice. Leo says there's a link in Quickbooks that says "mail this invoice." It will launch Gmail in your browser. If it blocks it, it sounds like Intuit hasn't made a deal with Google to do that. Rob may also have to log into Gmail and authorize it. The authorization can also expire.
Alan updated his app and now he gets an annoying popup. Leo says that Quickbooks uses Java, and most browsers have stopped using Java because of security issues. But he needs to have it or he gets that annoying popup. Leo recommends installing the Oracle JRE runtime plugin.
John recently bought a business, but the software that runs it is hard to use. Leo says that the problem with custom software is that it isn't usually documented or user friendly. Leo says that a good CRM program will serve him well. CRM stands for "Customer Relationship Management." Add in inventory control and he's looking at SalesForce.com as his best bet. It's cloud based, too. Quickbooks is good for accounting. Microsoft's CRM software is also very good.
Sam uses Quickbooks and he needs a new laptop. What are choices? Leo says that a basic Dell business laptop would be ideal for it.
Steve is looking to get an iPad Mini, but he doesn't want to use the Cloud. Can he avoid accessing his data on the internet? Leo says that because Steve is using Quickbooks, he'll need Windows for it. Leo advises going with the Microsoft Surface Pro or Lenovo Yoga. It'll also be beneficial for word processing.
He could use Quickbooks. They have software and a service online for a monthly fee, but this might be more than what he's looking to do.
Leo would suggest Mint from Intuit. It's free online, and instead of entering all the data himself, he would connect this to all of his accounts. It's completely safe to use because it uses the same backend service that all of the major banks use, Yodlee. So they have all of his banking information already anyway.