Ask the Accountant… Question: Is there anything I need to do if I have my bank and credit card data automatically downloaded into QuickBooks? Does all the information just get recorded? Answer: That sounds lovely, but it does not work that way, unfortunately. It is just a big dump of information into your QuickBooks, and…
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Ask the Accountant… Question: When I enter my credit card charges or bank entries, I don’t always know where to put them in QuickBooks. Do I have to wait until I know before entering them? Answer: QuickBooks has an expense account that allows you to “park” an entry until you can figure out where it…
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Ask the Accountant… Question: If I use SAGE for my presentations and orders, why do I need QuickBooks? Answer: SAGE Online has a comprehensive system with search, presentation, CRM, project, and order management system capabilities, to name a few. They are not, nor do they want to be, an accounting system. You will not be…
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Ask the Accountant… Question: When I am working in the Order Management screen in SAGE Online, sometimes I can’t see the right side of the screen. Can I fix that? Answer: Yes, it can happen and is quite annoying, as some of the icons on the right side of the screen, such as the Create,…
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Ask the Accountant… Question: When I create orders in SAGE and bring them over into QuickBooks, I like to create generic items, such as apparel, and change the description each time. It seems like I would have too many items otherwise. What do you think? Answer: In QuickBooks Premier, you can have up to 14,500…
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Ask the Accountant… Question: Is there any way to see what I make on an order? Answer: Unfortunately, QuickBooks does not have the function of showing the gross profit of an order for non-inventory items, which is what most of a distributor’s orders are. If you create orders in SAGE, however, you can see what…
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Ask the Accountant… Question: I am considering a software that says it integrates with QB. Is that all I need to know? Answer: Every product that says it integrates with QuickBooks has its own definition of “integrate.” In each case, the integration depends on what data is mapped into QB, which is defined by the…
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Question: I see that QuickBooks integrates with SAGE Online. What are the benefits of doing this? Answer: SAGE Online does integrate with the QB desktop products, Pro, Premier and Enterprise, and QuickBooks Online (QBO). It allows you to write orders in SAGE and export them into QB…
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Ask the Accountant… Question: I am integrating SAGE Online with QuickBooks Premier. I am getting duplicate customers and vendors. Why is that happening? Answer: When integrating two software packages, if any data in the receiving system is not identical to that being exported, it will be identified as a new and different entry. For instance,…
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