|
|
SoCalPro Inner circle Southern California 1634 Posts |
Hey guys and gals,
I have a few questions about Quickbooks. I would like to personally talk to someone either on landline (I'll pay for the call) or Skype. Can anyone spare me a few minutes and answer a couple of quesions I have? Thank you. Jim |
jay leslie V.I.P. Southern California 9498 Posts |
Jim
My accountant told me that if I have the MAC version and I send her files - that se can't read them on her PC version. My Macs don't have the intel chip... but if they did I vet that would solve the problem, She also told me that Quickbooks was designed for people that were NOT accounts, (ie like me).
Jay Leslie
www.TheHouseOfEnchantment.com |
James Munton Inner circle Dallas, TX 1199 Posts |
Jim,
I thought you were going to call me. Did you get everything sorted out? Best, James |
SoCalPro Inner circle Southern California 1634 Posts |
No James...the last time we PM'd, you were heading out the door and I said "That's cool. Let me know when you get back. I appreciate it. "
Still waiting. Quote:
On 2009-07-27 15:58, jay leslie wrote: Jay, We do our own taxes every year. I just need to learm how to set it up so that it will keep track of everything for me. |
jay leslie V.I.P. Southern California 9498 Posts |
When you find out - let me know... I've been needing to install a copy for months.
Jay Leslie
www.TheHouseOfEnchantment.com |
James Munton Inner circle Dallas, TX 1199 Posts |
Sorry Jim, I thought I'd suggested you call me on Monday.
Anyway, I'll be in tomorrow between 2-4pm Central Time. James |
SoCalPro Inner circle Southern California 1634 Posts |
I think I may have some of my questions answered thanks to Jordan. I wanted to know how to keep track of income and expenses using QuickBooks.
Basically to keep track of income, I need to either create an invoice (I do this for my regular clients) or receipt for every client. I guess if I create a receipt for my non regular bookings that should do the trick. I just need to play with the program and learn how to input my expenses. James, if you know how to keep track of expenses, I'd like to hear your method. Thanks for any and all help you guys give me. Slowly and surely I hope to get better organized, making the business part of my show business a little easier. Jim |
Gordon Special user Chicago 692 Posts |
Not to hijack this thread, but if you're a Mac user, TinyBooks is more than capable of running your magic business without the weight and headache of QuickBooks. A Google search will turn it up for you.
|
cfrye Special user Portland, Oregon, USA 940 Posts |
You keep track of your expenses by creating a transaction based on how you paid the expense. For example, say you create a Credit Card account for your American Express card. Every time you charge something, you would click Banking |Credit Card Charges and use the form to enter the credit card, date, vendor, amount, account (e.g., Travel).
There's a lot going on, so rather than have you ask for advice on a piecemeal basis, I highly recommend the QuickBooks: The Missing Manual books by Bonnie Biafore. Her works are practical, inexpensive, and there's one for each version since at least QuickBooks 2006. Curt |
leapinglizards Inner circle 1263 Posts |
If you still need to talk, drop me a note. I use QB and have a love hate relationship with it. I Disagree that it was created for the lay person. If you are NOT at least somewhat fimiliar with double entry accounting, you can make a super duper mess of things really fast!
Leaping Lizards!!! Who knew it was possible.
<BR> <BR>www.LeapingLizardsMagic.com |
JordanB Special user dallas, tx 626 Posts |
I don't think QB is that bad, but imo Peachtree is simpler. I am working toward my CPA and found that the more I understood about accounting the harder QB was to pick up. It wasn't really until I better understood relational databases that I began to pick it up quicker. I also found out how to check my work using the "Reports" in both Peachtree and QB.
Sometimes the hardest part of QB is getting it set up. For an established business it can take several hours to enter all the vendors, customers, etc, etc. Some of the best advice I was given regarding this type of software is to get a general idea of what you are doing and then play around with it for several hours using a test corporation. You can check your work by looking at the income statement, balance sheet and other reports to make sure you are entering stuff where you want it to go. Another thing with QB is that depending on the nature of your business it can have more "bells and whistles" than you will ever need. For example, all the Credit Card, bank draft, Accounts Receivable, Accounts Payable stuff are things some businesses don't use. My brother bought Quickbooks Premier last year for his business. He buys and sells stuff on eBay and he only has 2-3 vendors and about 6-7 expenses that are relatively predictable. He was very confused by QB. I showed him how to work it, but I also showed him a much simpler way to do it via Excel. This isn't to say it isn't good....it just can have a lot of things that you may not use which can add to the confusion. If you aren't happy with the DIY route, or you just don't want to spend the time with it then you can always get a certified QB pro adviser. Most professional book keepers who work with QB will have this designation. I would check Craigslist or google for local book keepers and they can tell you more info. |
The Magic Cafe Forum Index » » Tricky business » » QuickBooks Help (0 Likes) |
[ Top of Page ] |
All content & postings Copyright © 2001-2024 Steve Brooks. All Rights Reserved. This page was created in 0.02 seconds requiring 5 database queries. |
The views and comments expressed on The Magic Café are not necessarily those of The Magic Café, Steve Brooks, or Steve Brooks Magic. > Privacy Statement < |