Author Topic: QuickBooks  (Read 17769 times)

Offline etech0

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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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Offline aygart

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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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Offline etech0

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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!
Workflowy. You won't know what you're missing until you try it.

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?

Offline etech0

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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.
Workflowy. You won't know what you're missing until you try it.

Offline etech0

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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?
Workflowy. You won't know what you're missing until you try it.

Offline aygart

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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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Offline etech0

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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!
Workflowy. You won't know what you're missing until you try it.

Offline Centro

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Re: QuickBooks
« Reply #30 on: March 16, 2016, 09:14:03 PM »
Here's my issue,

My hard drive broke and I'm trying to restore my QuickBooks file on my new computer,

I have a backup (QBB) on my flash drive created on 3/7, 
After creating the backup (back than) I sent my company file to my accountant using an accountant copy (QBX) and my accountant sent me back a file with accountant changes (QBY) to import,

So I now installed QuickBooks on my new computer and restored my backup file I had on my drive, I then tried to import the QBY file but I couldn't since my backup was from before I sent the QBX to my accountant,
So I tried to create now a new QBX file and then import the QBY I received back than from my accountant and I got this error;


QuickBooks cannot import the Accountant's Changes.  Possible reasons are:

You have the wrong company file open.
You removed the Accountant's Copy restrictions from the company file.



Is there anything I can do?

TIA

Offline etech0

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Re: QuickBooks
« Reply #31 on: September 08, 2016, 11:42:18 AM »
Does anyone have any experience with Microsoft Dynamics?
Workflowy. You won't know what you're missing until you try it.

Offline yoruel

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Re: QuickBooks
« Reply #32 on: September 11, 2016, 11:28:15 PM »
Does anyone have any experience with Microsoft Dynamics?
GP?

Offline etech0

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Re: QuickBooks
« Reply #33 on: September 11, 2016, 11:30:32 PM »
GP?
Yes. Looking to hear about other peoples' experiences, positive or negative.
Workflowy. You won't know what you're missing until you try it.

Offline A3

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Re: QuickBooks
« Reply #34 on: November 03, 2016, 09:23:25 AM »
Good morning,

Maybe one of y'alls can help me out. (QB Desktop)

I am setting up QuickBooks payroll, I need to add Roth IRA deduction. The deduction is after taxes.
I put in the % based upon NET Pay, the problem is that there are other deductions that are included in NET pay, not just tax withholding.
If there a way for the calculations to be based upon the total pay after only deducting taxes? (Not health insurance, loan repayments, etc.)

Thank you

Offline Bh101

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Re: QuickBooks
« Reply #35 on: November 03, 2016, 11:44:17 AM »
im pretty sure you can, play with it a bit

Offline Entrepreneur

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Re: QuickBooks
« Reply #36 on: November 08, 2016, 10:20:36 PM »
Not sure if this is the right place, but anyone looking to sell QB Pro 2015 or 2016?

Offline Bh101

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Re: QuickBooks
« Reply #37 on: November 09, 2016, 01:17:14 PM »
amazon gets pretty cheap, especially because '17 is out

Offline mercaz1

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Re: QuickBooks
« Reply #38 on: November 09, 2016, 01:50:47 PM »
anyone know anything about QBox?

Offline yoruel

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Re: QuickBooks
« Reply #39 on: December 15, 2016, 09:34:00 PM »
Quickbooks Plus- Can i have 2 companies under 1 account?