I have never been able to figure out how to produce a balance sheet, AR and AP reports or reconciling retained earnings in Quicken, mind sharing how to print out those reports? I am asking this question, because I have dealt with corporate clients that walk in with their quickens reports and I have to manually prepare financial statements to prepare the tax return.
Thanks
Are you referring to corporate tax returns or individuals? I've been doing corporate tax returns for a while now always have to adjust for a dollar or two for rounding.
In the 2013, I notice the program takes the liberty of rounding on the balance sheet. This happened twice to me already, not a biggie I like matching the financials to the tax return, I was off by $3 due to rounding and the program reduce the the balance sheet cash by $3, I am not complaining either I wished they had this feature before instead of putting a plug to balance.
Ok, here is my issue, rolled over 2012 client, I get a forms are not available (rollover when available) for the state, but I go to add forms, damm forms are available now, why isn't the program automattically downloading them?
MAS
In my case, I provide hands on support to a few of my clients that do their own books on Quickbooks, for example if they get stuck reconciling an account, they call me and I log into their computer or if I am out the office need to check a file on my computer.
What program do you use to connect remotely to your client computer? I've been using Logmein (free) for a while, but it's no longer going to free, so I wanted to see what else is out there.
Thanks
MAS
ATX for taxes
Quickbooks for accounting and payroll including 941's
Fund-EZ for not-for-profit accounting
FAM for fixed asset tracking
I also have access to Proseries and Drake for taxes.
In my area they are not showing the commercial you are referring too, they are showing the one with the football stadium, same message though.
http://youtube.com/watch?v=b1cuotqCbhs
I haven't worked on Peachtree in ages, but try to do a rebuild and data verification, here are the instructions:
http://www.ehow.com/how_7214135_rebuild-data-peachtree.html
MAS
I bet Mr. Berroyer is eventually going to get caught playing golf again or having sex with his mistress more then once a week Remember the 911 respondents who recently got caught.
Does the find feature really work? Every time I want to search for a client, if I enter the last name or first name I get something else, anyone notice this?
I might have to do a little more research, what's the address. And I agree with Michael Mars on the life style audit, you'll be very surprised the amount of money they rack up, no pun intended.