Author Topic: QuickBooks  (Read 2622 times)

Offline yitzf

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Re: QuickBooks
« Reply #15 on: February 08, 2016, 08:04:44 PM »
Question for the quickbooks experts out there:

Is there a way to generate a Donation Receipt for multiple donations? I want to create one receipt for all of someone's donations in 2015.

Thanks!

Not a QB expert, but can't you run a report with his donations and export to Excel. Should be pretty easy to make a little receipt template there.

Offline Joe4007

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Re: QuickBooks
« Reply #16 on: February 08, 2016, 08:05:44 PM »
Each one is on a different sales receipt, because they were on different dates. (He sends in a donation once a month).

Can I have different items from different dates on one Sales Receipt?
Not that I know of. Create a report listing all of his transactions.

Online etech0

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Re: QuickBooks
« Reply #17 on: February 08, 2016, 08:14:49 PM »
Not a QB expert, but can't you run a report with his donations and export to Excel. Should be pretty easy to make a little receipt template there.
Yep, pretty easy, but if I'm doing a bunch of them it's a pain to set up each one.
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Re: QuickBooks
« Reply #18 on: February 08, 2016, 08:40:15 PM »
IIRC you can create a statement which will show all
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Offline Sport

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Re: QuickBooks
« Reply #19 on: February 08, 2016, 08:42:37 PM »
What's the best way to record payments that are not done with checks or cc i.e. bill pay ?
Currently I record it as a check and put in my initials as the check number but that seems like a backwards way to do it.

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Re: QuickBooks
« Reply #20 on: February 08, 2016, 08:46:39 PM »
IIRC you can create a statement which will show all
I'll look into that.

Thanks everyone!
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Re: QuickBooks
« Reply #21 on: February 08, 2016, 09:33:04 PM »
IIRC you can create a statement which will show all
In QB15 and probably other versions as well under customers on the top ribbon is an option to create statements where you can choose customer:job and date ranges.
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Re: QuickBooks
« Reply #22 on: February 08, 2016, 10:41:32 PM »
In QB15 and probably other versions as well under customers on the top ribbon is an option to create statements where you can choose customer:job and date ranges.
Cool!
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Offline mgarfin

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Re: QuickBooks
« Reply #23 on: February 09, 2016, 09:30:16 AM »
What's the best way to record payments that are not done with checks or cc i.e. bill pay ?
Currently I record it as a check and put in my initials as the check number but that seems like a backwards way to do it.

I have a similar question, when I download my cc transaction feeds I take the payments on the statement and match it to a check I create, but there must be a way to do without the 2 steps?

Offline Sport

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Re: QuickBooks
« Reply #24 on: February 09, 2016, 09:34:57 AM »
I have a similar question, when I download my cc transaction feeds I take the payments on the statement and match it to a check I create, but there must be a way to do without the 2 steps?
Yes for that theres a section for cc transactions.
It doesnt always eliminate the 2 steps should be a more accurate way to track and record cc expenses. After you reconcile you can write a check for the full statement amount (or if you pay directly from your bank account do the same thing I do for all bill pays).
I happen to dislike bank feeds as it causes more issues than it resolves.
« Last Edit: February 09, 2016, 09:44:47 AM by Sport »

Offline dovy2

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Re: QuickBooks
« Reply #25 on: February 09, 2016, 11:43:08 AM »
I use QuickBooks mainly for the "class" feature, as we have many diff programs from one account.
Anyone know:
1. a way to add a class straight from the register, without ctrl-s

2. Edit a rule to auto assign a class?

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Re: QuickBooks
« Reply #26 on: February 12, 2016, 11:50:13 AM »
In QB15 and probably other versions as well under customers on the top ribbon is an option to create statements where you can choose customer:job and date ranges.
I'm trying that now, but it doesn't show donations, only amounts due and past due.
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Re: QuickBooks
« Reply #27 on: February 12, 2016, 12:30:24 PM »
It looks like I can create a report for all these donations and total by customer, with one customer per page. However, I need a sentence about tax exempt at the bottom of each page, and it's too many characters to put it into the report footer.

Any workarounds for that?
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Re: QuickBooks
« Reply #28 on: February 12, 2016, 01:24:49 PM »
To export it to excel and add it there? Maybe to have an existing spreadsheet and use the update existing spreadsheet?
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Re: QuickBooks
« Reply #29 on: February 12, 2016, 02:30:28 PM »
To export it to excel and add it there? Maybe to have an existing spreadsheet and use the update existing spreadsheet?
True. If I export it to an existing spreadsheet, will it leave the headers in the spreadsheet and just replace the data?

That sounds like the easiest option.

Thanks!
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