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re: Accounting for arbitrary/abstract "commodities" (tickets, memberships, etc)
Posted on 9/3/20 at 11:35 am to Korkstand
Posted on 9/3/20 at 11:35 am to Korkstand
quote:
My idea is to, instead of using tools that perfectly fit a given set of problems, use a more generic tool and modify the problems slightly to fit the tool. In other words, the "right tool for the job" seems to be to modify the jobs.
If a member asks me "how much do I owe, am I registered for X event, and how far am I from earning X award?", currently I have to pull up the accounting package, then pull up the ticketing tool, then pull up the spreadsheet, and then hope it's all been updated properly to be in sync. I'd like to instead reduce every event down to a simple balanced transaction and store it all in the same format to be processed by the same tool. That way I can run a status report for a given member and instantly have the answer to any question they could have.
What you need, honestly, is a membership management program. Something that can track member info, purchases, events, balances owed, etc. That type of program should be able to handle all the things you want. Many of them can also tie in with QuickBooks, so for example, when a member buys a ticket, it will not only be recorded in that program, but it will also automatically update QuickBooks for the financial information.
I also found this article, which may help you.
LINK
1
Posted on 9/3/20 at 3:20 pm to LSUFanHouston
I appreciate the suggestion and thought, and trust me when I say that I understand the effort put into all of these programs and the value that they provide. And I know that for the majority of people, this type of purpose-built tool with automation and integrations with other programs is absolutely ideal.
But for me, I am considering more than strictly financial or time costs (though these things are important given the shoestring budget). My decision includes philosophical and other, uh, unconventional factors. For instance, something that is important to me is ownership of my data. And while your QuickBooks file is "yours" and your membership data in a cloud service is "yours", if you have to rely on software or a service controlled by a 3rd party in order to use that data, it's not really yours. So maybe this is philosophy, or maybe it just stems from me being IT-minded, or both, I'm not sure.
But for me, I am considering more than strictly financial or time costs (though these things are important given the shoestring budget). My decision includes philosophical and other, uh, unconventional factors. For instance, something that is important to me is ownership of my data. And while your QuickBooks file is "yours" and your membership data in a cloud service is "yours", if you have to rely on software or a service controlled by a 3rd party in order to use that data, it's not really yours. So maybe this is philosophy, or maybe it just stems from me being IT-minded, or both, I'm not sure.
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