I've used MacNail for years. How do I switch to Goldenseal?
Here's how to switch to Goldenseal software, from the
estimating software and construction
When to Start
Pick a date when you'll start using Goldenseal.
You can stop using MacNail at that date, or you can use both
for a while until you are completely familiar with Goldenseal
small business software.
The Getting Started manuals will help you to get
started with Goldenseal. You'll find that both programs use many of the same concepts, so it's not that
hard to make the switch.
Here is a list of MacNail features, and the Goldenseal equivalents:
macnail Accounting Setup:
MacNail Master Index -> Employee
Supplier accounts, Subcontractor accounts
Cost accounts. Also
accounts and Project
accounts for your jobs.
MacNail Employee Index -> Employee accounts.
MacNail Payroll Blanks-> Payroll
Tables and Tax Packages
Accounting Data entry:
MacNail Checkbook Ledger -> Checking
Transactions (also Cash, Savings, Credit Card and Loan transactions)
MacNail Labor Log -> Labor
MacNail Material Log -> Material
MacNail Subcontractor Log -> Subcontractor Costs
MacNail Other Log -> Other Costs
MacNail Payroll Report- the Write
Payroll command, and Payroll
MacNail Payroll Files- no direct equivalent. Check Payroll Records, tax payments in Other Costs records, or various
MacNail Cost Control sheets- the Job
Costs command. Also the Billing command and Billing
Records for progress
MacNail Estimates -> Estimates
Fixed Costs- Set wage rates in labor Cost
Items. Enter "fudge factor" adjustment in the Adjustment Percent
field in estimates. Enter specific line items for overhead, profit, contingencies and other "soft costs".
Dimensions- Choose Estimate
Dimensions from the Options menu, and choose one of the dimension layouts.
Specifications- Choose Estimate Dimensions from the Options menu, and choose Specifications. Goldenseal
only lists the items you are including in this estimate. To add a row, choose Table from the Edit menu and choose
Insert Row from the submenu.
Clearinghouse- Click the Show Report button, or choose Estimates from the Reports menu and choose Subcategory
Breakdown or Itemized by Subcategory from the submenu.
Summation- Choose Estimates from the Reports menu and choose Category
Breakdown or Itemized by Category from the submenu.
Schedule info is part of each Estimate-- check
the Start Date column. To add a delay, insert a row and enter Delay into the Cost Area column. To set working
hours and delay factor, choose Cost Setup from the Costs menu, and choose Working Hours from the submenu. To create
material takeoffs, choose Estimates from the Reports menu, and choose Material Takeoff or Material Takeoff by Item
from the submenu (these commands will change to Bill of Materials and Bill of Materials by Task starting with Goldenseal
Goldenseal is much simpler than MacNail. To see unit cost details, choose Cost
Items or Assemblies from the Costs menu.
To update prices, choose Material
Purchases from the Costs menu, and enter purchases with an Items breakdown.
There is no need for "move prices", "update prices" or other posting commands, since Goldenseal updates prices
Choose Contracts from the Income menu to write spec sheets or contracts. To edit "boilerplate" clauses, choose Contract
Setup from the Options menu, and choose Clauses from the submenu. To edit specification text for each line item in
an estimate, choose Assemblies from the Costs menu.
Importing MacNail Data:
You can import most of your data from MacNail
to Goldenseal. Check the
MacNail Conversion folder on the CD.
Click here to return to Beginner
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