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Welcome to the QuickBooks and Your Industry board

February 16 2001 at 7:17 AM
QBSupport  (Login QBSupport)

 
Welcome to the QuickBooks and Your Industry message board. Come here to share your experience with other QuickBooks customers. While I won't participate by providing direct customized responses to the questions asked here on the boards, I will be active.

I'll make sure each thread is closed by making sure we have documented the issues at QuickBooks.com when possible, and then link out to the document. I will also make sure your issues are escalated and noticed by the right people.

With your participation, together we can make the QuickBooks message boards a productive, active community of successful small business owners. I'm looking forward to reading what you have to say.

Sincerely,

QBSupport

 
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AuthorReply

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Need help to know how to set up real estate rentals

February 24 2001, 10:43 AM 

I don't understand how to set up the quick books for rental real estate. Have tried entering the rent under customer accounts but am unable to edit the amounts if they get added in by wrong amounts. Please tell me how to do this, I've tried to use the account and delete transaction button.

 
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Covering rents

April 28 2001, 5:30 AM 

You can do this by making a deposit and separating each unit into a property. You would go to banking, then make deposits, then if you have a categorie for rent that would go in the fitrst blank, then the amount would go in thenext blank, then you could put the tenants last name into the next blank under memo, then the next blank should be the adress so it wil do you splits for the spreadsheet automatically.

 
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Real Estate Rentals

June 3 2001, 7:34 PM 

I have 5 properties which makes up 7 units. I am still a little confused the easiest way to set it up. I would like to keep track of income and expenses by property at least or unit. Not quite sure how to set it all up.

 
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integrating POS devices

February 27 2001, 7:51 AM 

Who makes programs so that I can tie in cash register sales by item on a daily basis? I suspect this is both a hardware and software problem, and that it has been done already. Any advice?

 
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look for cvs or excel options

March 22 2003, 10:41 AM 

any pos software that can download to a cvs or excel spreadsheet can then be uploaded to QB. HTH! Baubie

 
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Subscription to payroll tax features

March 1 2001, 5:20 PM 

I started my business in 2000 and handled the payroll issues manually. My business has increased and I would like to you the payroll features that QuickBooks offers. My business involves bookkeeping services for small businesses. Some of the businesses that I have contracts with have more than 10 employees. I want to sign up for the payroll services under my company name so that I can use it with each of the companies that I have contracts with. Please let me know what I need to do to get this procedure rolling.

Thank you
Tina Simon

 
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HELP

March 28 2001, 10:44 AM 

I attended a 2 day Quickbooks seminar 2 weeks ago, I was told in setting up our construction company that I should use items for the following; We have a job number assigned to each job, then each invoice that comes in is assigned a code, then it is assigned another code that tells what type of item it was (labor, material, subcontract). Basically when an invoice comes in it is coded as follows Job #105, 350 (code for reinforcing steel) and then 2 for materials.
So it looks like this 105-350-2 but how do I set all of this up in Quickbooks - its not working as they said and I have never worked on Quickbooks so I am learning how different areas talk to each other and what each requires to get to certain points. Can you help me please or refer me to someone who can. I am truly frustrated. Thank you.

 
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HELP

March 28 2001, 10:46 AM 

I attended a 2 day Quickbooks seminar 2 weeks ago, I was told in setting up our construction company that I should use items for the following; We have a job number assigned to each job, then each invoice that comes in is assigned a code, then it is assigned another code that tells what type of item it was (labor, material, subcontract). Basically when an invoice comes in it is coded as follows Job #105, 350 (code for reinforcing steel) and then 2 for materials.
So it looks like this 105-350-2 but how do I set all of this up in Quickbooks - its not working as they said and I have never worked on Quickbooks so I am learning how different areas talk to each other and what each requires to get to certain points. Can you help me please or refer me to someone who can. I am truly frustrated. Thank you.

 
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Law office

February 20 2002, 1:14 PM 

I've been searching the boards and tech support for any information on Price Levels for a law office. So far, no help anywhere. The manual is useless. Does anyone know how to make Price Levels work for a non-inventory company? The only thing we have to sell is time.

 
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(Login MzGib)

Therapists

February 24 2004, 11:23 AM 

I am also trying to set up QB Basics for a counseling practice. We sell our time and our information. Just two of us, and we're a small, new practice. Whatever help you found might be workable for us. Thanx in advance and hope it worked for you. Patricia

 
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counseling practice setup?

March 1 2004, 7:19 AM 

Susan, Have you had any luck finding info. on setting up your business with QB? We have a similar situation, all we sell is in our heads, no inventory per say. I have spent days trying to locate something to set up this kind of business, with no good results. I was hoping you may have found a resource we missed, that doesn't cost 2-3 hundred $$$$. Our practice is small, two counselors, I keep thinking I should be able to figure this out. Any help you could offer would really be appretiated, thanx in advance. Patricia

 
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mema
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TRUCKING COMPANY

August 10 2002, 7:33 PM 

TRYING TO SET IT UP IN QUICKBOOKS PRO. WHAT INDUSTRY WOULD YOU PUT IT UNDER? PAY SHEET ? TRACK FUEL , MILEAGE, STATES, WEIGHT, PRODUCT, RATE, PAY #, ETC......SOLE PROPRIETER/ DELIVERS COMODITIES. ANY HELP WOULD BE GREATLY APPRECIATED. THANKS

 
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(Login jtipton)

Aug 10, 2002 Setting up company question

February 1 2003, 12:59 PM 

Just wondering, if you ever got an answer as to how to set up the trucking company in QB Pro? I, too, am having trouble setting up our owner/operator trucking business. We have QB Premier 2002. Should I just buy software that is specifically designed for the trucking industry?

Please email me, as I am interested in what solution you found.

Thanks, Janet

 
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(Login JANESGANG)

TRANSPORTATION

November 6 2003, 7:03 PM 

LOOKING FOR THE SAME THIN. ALL OTHER TRANSPORTATION PROGRAMS COST AS MUCH AS ONE OF MY RTRUCK DO AND TAKE AS LONG TO LEARN HOW TO DRIVE PLEASE WORK SOMETHING IN TO QB AT LEAST DO BILL OF LADINGS FUEL REPORTS.
AND SOME KIND OF DISPATCH PROGRAM...

 
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Setting up QB for Stock Trading

October 3 2002, 8:14 AM 

How do I set up quickbooks for stock trading business? I cannot seem to be able to set up a brokerage account like in Quicken

 
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Helen
(Login helen65)

Book Selling business - Business Type

March 14 2004, 8:33 PM 

I choose Quickbooks Pro 2004 for my on-line book selling business. I have tried to setup my company using all the business types within my software but without much success.

Can you suggest a type I can use?

Presently, I only sell books through Amazon.com and Amazon does not charge the customers sales tax so I pay the tax on any of the books I sell through Amazon (at years end).

I never bill Amazon for payment, nor do I bill my buyer. Payment is automatically sent to me every 14 days. The payment i receive may be for one book or 40 books, depending on what I sold

I would like to Keep tract of who my Amazon customers are but i don't know who to set up my customer list for this type of situation

Is it a good idea to enter all the books I have to sell as inventory items / as sub items listed under my main customer (which is Amazon). I want to track each item sold along with Sales Tax to be paid (if any)?

How can I track the sales tax so that I know which items are taxable. I pay the tax on items sold in my state?

Appreciate any help you can give me. thank you....


 
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MEDICAL FIELD

May 4 2004, 7:46 AM 

I AM LOOKING FOR A FINANCIAL SOFTWARE THAT WILL HELP ME KEEP THE RESIDENT CENSUS (I.E. NUMBER OF DAYS ON WITH WHAT PAYOR). CAN YOU HELP?

 
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Chiropractor Setup

June 12 2004, 6:00 PM 

How do I handle patient billings where the patient pays a portion of the total treatment and the remainder is billed to their insurance company? Using QuckBooks Pro 2004.

Thank you

 
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