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TOPIC: Quickbooks Pro - help!!!

Quickbooks Pro - help!!! 05 Mar 2009 16:37 #1

After years of using a manual system coupled with some simple Excel spreadsheets, I finally decided to upgrade to an accounting system. There seems to be a lot of you who like Quickbooks Pro so I gave 2009 a shot.

Until I can figure out how to tailor it to a shoeing biz, I hate it. Spent hours watching the tutorials and just trying to "figure it out". I took Accounting 200 in college and understand the basics but what the hell kind of accounting software is so complex that you can't run a simple business on it? I don't have employees, multiple bank accounts, use credit cards, payroll, etc...

After hours invested, I still have no idea how to simply enter a new customer, show that I shod a horse, show that I was paid with a check, the check was deposited into my business checking account and list the inventory used for that job.

Anybody have a simple system they follow?

If I don't figure this out soon, at the end of 2009 when I Turbotax my books, I'm going to show a $200 waste of money under expense.

I'm fairly computer savvy and have used a lot of different software packages and apps over the years - most are pretty user friendly. I didn't think I was ****** but Quickbooks Pro has made me think twice about that.

Thanks,

Brad
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RE:Quickbooks Pro - help!!! 05 Mar 2009 17:59 #2

If I were you I would use Forge Ahead. Its very simple and my accountant likes it. Every report I need is right there. I said you want to see my profit, "here it is." You want to see my mileage, "here it is." A few click of buttons and I can print any report he needs.
Cody Gilreath, CF
www.certifiedtexasfarrier.com
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RE:Quickbooks Pro - help!!! 05 Mar 2009 19:11 #3

  • Gary_Miller
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I'am using 2006 so I will try and help you set this up the best I can.

The first thing you need to do is add a new company. After you open up Quick Books go to file and click on add a new company, follow the easy step interview process it will take you through the process step by step. When you get to the where it says select you industry you need to look through the list and find an industry that is close to what you do. I use a Veterinary Office, under Animal Services and it worked real well for me to get started then I tweeked it as I went. You may also find a better one under Misc Services. 2009 may have a better choice.

Just follow the tutoral and answer the questions that pertain to your buisness.

BEfarrier wrote:
After hours invested, I still have no idea how to simply enter a new customer,
You add customers in the customer center.
BEfarrier wrote:
show that I shod a horse,
You do this under customers, Create Invoices.
BEfarrier wrote:
show that I was paid with a check,
You do this under customers, Receive payment.
BEfarrier wrote:
the check was deposited into my business checking account
You do this in Banking under, Record Deposits.
BEfarrier wrote:
and list the inventory used for that job.
I don't keep detailed track of my inventory. But I know you can do this.

I have found the helps section to be very discriptive and have been able to figure out how to do anything I wanted to do using help.

I hope this helps you.
Gary Miller, PF

Ride hard, shoot straight, and always speak the truth.
Gunfighter Motto

"Our level of quality is how well our eye can see it." (Eric Russell, Oct 2008, Horseshoes.com)

"Discover what it is that makes you passionate then grab a firm...
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RE:Quickbooks Pro - help!!! 06 Mar 2009 02:23 #4

Thanks, Gary. Will work on it tonight.

Brad
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RE:Quickbooks Pro - help!!! 06 Mar 2009 03:17 #5

  • beslagsmed
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I have Quick Books, but now really enjoy my Forge Ahead. I understand your mental state about all the question. Was hard for me as well, but once figured it out, wasn't too bad.

With Forge Ahead, I can also track horses with pics, and setup for each horse, owner and stable. It is great!
Mikel Dawson, RJF

(Denmark)
What part of "NO" don't you understand!!

Caution: Watch for hoof in mouth disease!!!
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RE:Quickbooks Pro - help!!! 06 Mar 2009 11:06 #6

  • tbloomer
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I setup a "Customer:Job" named Checks and Cash Deposits

I setup an "Income" account called Farrier Services

Since I get paid for my work at the end of the job, I don't keep track of "customers" in Quick Books. ALL income and expenses go through the Business Checking account. So when I make a bank deposit, I just enter the total amount of that deposit in Quickbooks as a "Customer:Job" that provides revenue under the Farrier Services "Income" account.

When I buy supplies, I enter my purchases in the Business Checking account. You create vendors when you make entries in the checkbook register. Payments are assigned to various expense categories like "Horseshoeing Supplies," "Postage," "Telephone," etc.

I do track customers for credit card processing. I use Quick Books merchant services for credit card processing. So customers that pay me by credit card are handled in the customer center. I create an "Invoice" and then "Recieve Payment" for that invoice - which kicks off the credit card processing over the Internet.

Since I am incorporated, I also use Quick Books payroll.

I run my scheduling and contact database on my smart phone.
Tom Bloomer
http://blackburnforge.com
302-222-6404


Here's the deal. I'm trying to keep it simple.
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RE:Quickbooks Pro - help!!! 11 Apr 2009 04:01 #7

  • klacaze1
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I have been using QB for 10 years, if you get stuck, PM me and I will try to help. :-) It;s really easy once you get the hang of it.;)
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RE:Quickbooks Pro - help!!! 12 Apr 2009 19:35 #8

  • franjurga
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Great discussion, thanks. I recently did a trial version of Quickbooks and was ready to completely dismiss it as WTC (Way Too Complicated). Thanks for giving me confidence. I may try it again. Or get one of you guys to come over and help me set it up!
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RE:Quickbooks Pro - help!!! 14 Apr 2009 18:58 #9

Well, still using the 'ole pen to paper method until Smartypants (the wife) finishes her final exams this week and can help me figure it out during her break.

klacaze1 - Julie's the genius in the family so I'm going to let her set it up for me but if I have any further questions, I'll PM ya.

Thanks!

Brad
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