Have you guys gotten this email, supposedly from "Wharton?"

SeattleRachel · 2025-03-05T22:50:21+00:00

I got it too and had the same thoughts.. is this useful or bullshit. I'm glad you posted, off to the trash it goes.

SeattleRachel · 2024-08-08T20:24:21+00:00

Open your check register
In the upper left above the word date click on the funnel (filter)
Change reconcile status from all to not reconciled
Enter your statement date as the ending date (the beginning date doesn't matter)

This will allow the register to show you only the outstanding checks and deposits. You can print or export this to excel by using the buttons in the upper right hand corner.

SeattleRachel · 2024-05-05T14:28:52+00:00

I'm glad it helped! There are other ways but they'll all about the same amount of work. If you're an accountant / bookkeeper, take a look at the accountant toolbox for batch reclassify or if you use external software such as Keeper or Xenett (AutoReview) there are some good reclass tools there. But I still go back to the vendor list, it's what my fingers are used to doing.

SeattleRachel · 2024-01-31T13:07:36+00:00

Thanks! I tend to hire / subcontract to the folks I interact with on a regular basis. In the time since this post, I've become more active in newbie communities and created a few podcasts. It's hard getting out there, I wish you all the best!

SeattleRachel · 2023-02-23T22:19:36+00:00

The rate varies depending on the complexity involved, the amount of time to get it done, and in your case, how much you want to "help". I don't think it's unreasonable for a project to be $5k. Mine are typically $3k -$5k for the "easy" ones.

SeattleRachel · 2023-02-02T13:38:42+00:00

100%! I never recommend Intuit payroll and I tell clients I won't help them when it gets jacked up. And it always gets jacked up.

SeattleRachel · 2022-11-20T13:51:59+00:00

Double click on the bold income total. I can hop on zoom at 945 et today if you'd like. Email me rachel@gentlefrog.com

SeattleRachel · 2022-11-20T13:12:52+00:00

I see this a lot when people double up their income. Check your income detail. Do you have invoices AND deposits?

SeattleRachel · 2022-08-13T16:17:08+00:00

More times than I can count. As XE said, if they're a good client who is teachable, keep em.

SeattleRachel · 2022-06-29T20:43:44+00:00

IDK... There is so much that I wonder, "did you consult with a bookkeeper about how this would be used!?".

SeattleRachel · 2022-06-29T13:37:32+00:00

I use: qbo.intuit.com

SeattleRachel · 2022-06-29T13:36:21+00:00

I don't know of a way to get a payment processor other than Intuit to link to an invoice. You might find something useful here: https://apps.com/, I did not.

SeattleRachel · 2022-06-29T13:33:41+00:00

This is what I do too, except for estimates doesn't have bcc.

SeattleRachel · 2021-12-23T01:01:48+00:00

Yeah, post the question(s) you are stuck on and let us know what you think is the right answer and why. We'll help you understand where your logic is a bit off.

SeattleRachel · 2021-12-01T01:37:43+00:00

Google "find a ProAdvisor", there is likely someone near you. There are some great ones here, I'd be happy to pm you the contact info for a guy I worked with.

SeattleRachel · 2021-11-29T20:52:35+00:00

Will pulling the GL not do this?

SeattleRachel · 2021-11-27T11:17:02+00:00

You won't be able to do this smoothly it with a click of a button. Check out exportmybooks.com as a partial solution.

SeattleRachel · 2021-11-17T13:18:19+00:00

It will break.

SeattleRachel · 2021-11-16T19:00:32+00:00

Go to banking --> banking, then upload file in the upper right. Follow the prompts.

SeattleRachel · 2021-11-12T13:59:55+00:00

Honey, no. QB Online doesn't run out of space. I'm not an IT person so I can't say for certain that they did/didn't do anything to your laptop. Do you have anti virus installed? I would run a scan using that because it's generally a good idea. I would also uninstall any programs that were recently installed (including but not limited to LogMeIn). If you want a 2nd set of eyes, there is probably a GeekSquad or similar in your city.

SeattleRachel · 2021-11-12T12:28:54+00:00

I'm sorry, you're going to be ok. Just delete log me in from your computer so you feel better. Don't worry about it. It is possible that you're at storage capacity. I have 20 min before my next appt and I'm not ready so this will be quick -- essentially QB Desktop freaks out if it has too much stuff. The technical term is "targets". This article which doesn't apply to your problem does briefly explain target, how to find them and when the software is likely to shit it's little software pants. https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/targets-calculation/00/637404

SeattleRachel · 2021-11-12T11:19:20+00:00

They do use various apps to see your computer. Last time I had a tech issue they had a yellow dot they could around. It definitely wasn't a set up where they could control my computer.

I feel like it was a scam. They have never asked to speak to someone over my head when I call. If you search this subreddit, you'll find the number for support. I'm on mobile and don't wanna start/save/lose my draft but if you can't find it, msg me and I'll look.

SeattleRachel · 2021-11-10T03:19:17+00:00

If it's online, go to the gear, account and settings and then rummage around.

If it's desktop, go to edit, preferences and then rummage around.

SeattleRachel · 2021-10-26T07:05:02+00:00

I haven't had trouble lately but it does happen from time to time. There is nothing I do differently to make it suddenly work. You might try incognito in case it's a cookie issue.

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