Forum Replies Created

  • Kate Young

    Member
    12/20/2019 at 11:07 AM in reply to: QUICKBOOKS BRIDGE QUESTION

    This is very helpful information.

    I’m wondering…..where the AP sub-ledger doesn’t reconcile to BS – and CPA provides AJE at yearend to correct ledger balance, wouldn’t the journal entry have to be entered through the AP module – not a general ledger direct entry.

    In retrospect, we did some AJE’s at 12-31-18 to correct balances in sub-ledgers to reconcile to “scrubbed” BS. Since January, however, the ledgers do not reconcile to BS.

  • Kate Young

    Member
    10/09/2019 at 12:09 PM in reply to: QUICKBOOKS BRIDGE QUESTION

    Our company is considering the QB bridge. What are the pros and cons that users have determined? We aren’t entirely happy with the Quantum financial reports.

    Any comments would be greatly appreciated.

    Kate

  • Kate Young

    Member
    06/20/2019 at 8:20 AM in reply to: AR/AP SUB-ACCOUNTS

    Karen, I had come to this conclusion as well . How do other Quantum Acctg Module users handle miscellaneous bank debits (miscellaneous expense purchases for fuel, shop supplies, etc. using debit card as well as miscellaneous expenses that automatically debit our checking account for insurance, loan pmts, etc)? I do several monthly GL entries listing out these miscellaneous debit transactions. Do you enter individual entries through the AP module for each and every one?

  • Kate Young

    Member
    06/11/2019 at 8:56 AM in reply to: CUSTOMER DEPOSIT APPLIED TO WRONG ACCOUNT

    Yes, both the invoice and payment were to the wrong company/customer.

    I can void the CR – but not until reconciliation of the bank statement (correct).

    I figured out that I can do an adjustment (ADJUST) to posted invoice and reverse the deposit charge amount.

    Thank you for your response – it led me in the right direction!

  • Kate Young

    Member
    04/30/2019 at 7:27 AM in reply to: CUSTOMER DEPOSITS

    Jonathan,

    I came up with the same scenario. I appreciate your input very much.

    Thank you,

    Kate

  • Kate Young

    Member
    04/29/2019 at 10:49 AM in reply to: CUSTOMER DEPOSITS

    The GL increases/debits cash and credits the Cust Deposit Liab Acct. Deposit amounts don’t post as a negative AR. The deposit amount is posted against the deposit invoice – deposits are charges…

  • Kate Young

    Member
    11/02/2018 at 12:02 PM in reply to: CHECK WRITING

    You may do a “quick check”. Refer to Chapter 12-Accounting-COD’s and Prepaid Inventory.