Dell All-in-One w/touchscreen
How to Book Client Prepayments in QuickBooks Mac
Published 08/06/2011 | 
I’m using QuickBooks Pro for a Mac 2010. I have a personal training company, and I have trainers who work on my behalf (i.e., subcontractors).
Everything has been going great in QuickBooks Pro, I receive “items” for the sessions my trainers work- this way the price I pay them is set up already in the system and the price I bill the client is set up. It’s easy to invoice the client, I simply select the corresponding items to bill for. Perfect.
I run into a problem when I client wants to pre-pay for a package of sessions. If I don’t invoice for it, and simply receive the payment it posts as a credit. Which is good. Because then on the statement for the client, they can see how much credit they have left. I continue to receive ‘items’ for each session as completed, the trainers being my vendors. I can pay out my vendors, i.e., trainers, on sessions completed and invoice the session to the client so it posts to them. The invoice is not sent, since they have a credit balance or a zero balance now.
What do you recommend I do however if I’m giving a discount for a pre-payment package? Without messing up all my pricing structures (paid out to teachers and charges to clients) I haven’t found a way to invoice for it- b/c then once I receive the payment the credit balance goes away. I can’t be trusted to remember which clients have credits when I’m in the billing window, plus there is no efficient way to see that they have 6 sessions left. My cost to pay my teachers remains the same, it’s just there is a discount on the customers end.
ugh. help!
When you invoice for prepaid sessions add an additional line using the prepayment item with a negative amount for the prepayment.
Since the prepayment won’t show up on your statements, you’ll want to send them a report on their share of the “customer prepayment” account. I’d start with a custom transaction detail report and modify it to only include the customer prepayment account and the customer.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | QuickBooks Sale | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Download Old Versions of QuickBooks
Published 06/29/2011 |
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | QuickBooks Sale | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
How to Work with Mac Clients Without the Software in QuickBooks
Published 02/19/2010 | Just remember that there was a huge change in Windows 2006, so the earlier versions aren’t going to look the same at all. Also, Intuit sunsets their software after 3 years, so anything before 2007 can no longer do things like payroll, online banking, merchant services, and even simply emailing forms and reports. 2007 will sunset on May 31, 2010.
To be honest, we never ever do a Mac > Windows > Mac conversion (which is called a round trip) because of the limitations. Here are a few to be aware of:
- Reconciliations are significantly affected
- Reports and/or memorized transactions might not function properly or they might cause error messages during conversion
- Round Trip Errors can occur when upgrading a data file to a later version of QuickBooks between platforms.
Like many ProAdvisors, we don't have a copy of QuickBooks for Mac; in fact, we don't even have a Mac. But we have quite a few QuickBooks Mac clients and our Mac consultant, Brandon, supports all of them either onsite or via remote access. You might also try to get your client to use VMWare so they can run the Windows version of QuickBooks. Quickbooks Mac 2010 is a huge step forward but it still lacks a lot of the functionality of the Windows version.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | QuickBooks Sale | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
QuickBooks for Mac 2010: What’s New
Published 11/05/2009 | We are pleased to announce that Intuit has released QuickBooks for Mac 2010. For the second year in a row, Intuit has given us a compelling reason to upgrade. Here's a look at the new features included in 2010:
New! Accept Credit Cards in QuickBooks for Mac
Get paid faster by processing credit card transactions directly through QuickBooks for Mac with Intuit Merchant Service for QuickBooks for Mac.
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No additional software or terminal to buy
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Store all your transaction information in one place
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Improve accuracy and save time on data entry
Improved! Company Snapshot
Get an instant view into your bottom line with more at-a-glance reports featuring easy-to-read graphs. Customize the Company Snapshot to create a personalized overview of your business and see what’s most important to you.
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Select from new reports including: Year-over-year expense comparison, Year-over-year Income and Expense Comparison, Income Breakdown, Expense Breakdown, Top Customers
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Drill down on the data behind the graphs with just a click
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Filter charts and graphs to include the information you want
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Add and remove snapshots with simple drag and drop functionality
New! My Time Time-Tracking Software
Track billable time, instantly generate timesheets, and import timesheet data directly into QuickBooks 2010 for Mac with free My Time time tracking software.
Improved! New User Setup Assistant
Get up and running faster with the improved New User Setup experience. Go from installing QuickBooks for Mac to creating your first invoice faster than ever before. It takes only a few screens to create your company file.
New! Guide Me and Live Community
Let the new Guide Me feature help you get familiar with everyday tasks (like creating invoices) until you’re ready to start working on your own. While you’re learning, Live Community22 connects you with other QuickBooks for Mac users and experts to get the answers you need.
Improved! Looks and works like a Mac
Update your QuickBooks preferences quickly and easily with a Preferences window that sports a familiar Mac OS X look and you can find the setting you’re looking for using the built-in search box
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Save time entering dates into QuickBooks forms by clicking in the date field and a pop-up calendar appears to help you quickly select the right date
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Change print settings and preview your job using a familiar, modern Mac interface
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | QuickBooks Sale | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise