Tax / Financial Software

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The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.

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In one vendor's visits, they asked the client yearly revenue.  Is that important in  an initial vendors visit in order to present a quote?  Whys is this question asked every time?

316 views
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Both credit memos and invoices are already in GP 2013 R2 and posted.  We need an automated way of applying the credit memos to specific invoices, without using the Auto Apply button in Apply S…

127 views

Hello:

In GP 2010, I have seen instances in one of our foreign GP companies that the sales invoice would post in US Dollars.  But, the resulting journal entry would post in British Pounds.

I did som…

134 views

In the recent past, I had a Node enveloper create me a website and customize the javascript to enable site visitors to purchase monthly subscriptions for a service I offered. This "handshake" with Pay…

231 views

Hi, I'm moving away from a job where I was a contractor. I worked and got paid 110 hours every 4 weeks. I also, over the years, always got 4 weeks off, so I got 110 hours off every year.

I've will …

1041 views

Any one else having issues with Sage Line 50 Data service on Server 2012 and having lots of data corruption. Solution so far is to move data onto a clean Windows 7 machine and share data from there to…

10102 views

I am looking for websites that will allow me to enter my current and projected 2016 earnings (including all taxes and other withholdings) so that I can get a good idea of how much I will owe for my 20…

341 views

Hi,
Is there a particular field layout an Excel file needs to be in to convert to OFX?

252 views

Hi

I have a request to add a 4-4-5 Fiscal Calendar to CRM 2011.  The client believes this to be "out of the box" functionality.  I do not see this as OOTB and believe it would require customization…

242 views

In October of 2015 I purchased a condo in the San Francisco, CA Bay Area  for $215,000.

This condo had been appraised at $220,000 in August of 2015.

I have now received a supplemental property t…

748 views
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I've reviewed the history of Accounting..... from a multitude of sources ..... but I cannot find the history of "The Balance Sheet".  Does anyone know the history or any website that can help me under…

541 views

I would like to establish a working relationship with an expert in Quickbooks online.  There will be an initial amount of hours to help us set up our system in a way that works for us.  After that, we…

366 views

Hi all,

We have an old copy of Sage Job costing that we don't have support for now as it's ended but when we double click on the desktop icon it brings up the "open company" box which shows our com…

440 views

Hello,

This is a tax questions, because I haven't received yet the 1095 A form from my Health Insurance I have been advice from them to file for a tax extension. I found the form 7004 and related …

243 views

A user with a Windows 7 64-bit OS computer has reported an issue where QuickBooks continues to run in the background on a computer even after the program has been completely exited out of.

As a res…

462 views

We are currently using Sage 50 Peachtree for all of our accounting needs, but the finance department is thinking about switching to Quickbooks. Has anyone ever made this switch? Is there any reason no…

484 views

Please provide me with a source or method I can use to lookup the legally recorded square footage of a condo.

I understand this information might be available from the county assessor's tax records…

359 views

My customer is telling me I must quote the two digit country code before their VAT number. How can I do this is Sage?

Thanks

354 views

Hi,

I'm editing the invoice layouts for my company, and I need to total up cost of labour and materials for each invoice.

If I enter line items under the right nominal codes, is there then an ex…

473 views
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I want to hire a Canadian web developer to work in Canada remotely for my U.S. business. I know I need to submit a 1042-S.

I know what all the websites say about this. Some say I have to take out U…

368 views

We currently have our peacthree files spread across two servers. We are going to upgrade to Sage 50 2016 this week and need to install it on a new server since the new version doesn't support the OS t…

1360 views

Hi guys,

I am trying to move from Freshbooks (www.freshbooks.com) to Quickbooks. I can do an export of my contacts through Freshbooks, but i cannot do anything with all my invoices.

Does anyone kno…

3143 views

Our AP staff would like for the "Distributions" window to open in "expanded mode."  Right now, they are manually expanding the screen. There is VBA code out there somewhere for this.  I have attached …

6120 views

Hello,

I am trying to set up an ODBC connection between Excel and SAGE Line 50. SAGE is stored on the network. However just confused as to what information is required in stage 2 of the pop up below …

12145 views

Hey guys,

We have a company file here we've been working on for some time, all of a sudden today we get the message; "the user name admin is not a recognized user" any ideas on how to fix it?

3113 views
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