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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Know a carpenter and need an Ap or can I email him an excel he can save and edit on his phone ?

Thanks
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Industry Leaders: We Want Your Opinion!
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Hello EE,

I am reviewing my first SOW with a vendor who is looking to help integrate their application with a new system we are putting in.
It seems like a lot of generalizations:
1. "organize workshop"
2. "define strategy"
and a lot more, but I am curious for those experienced in these, what must you have in it?
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Hi,

Im trying to install Sage 200 on W7 box but keep getting this error?

The installation configuration file in the Logon folder does not contain information generated by the Sage 200 Application Server installation

Other users have got it installed (but alas I didn't do them installs) so Im just looking to get the client on this particular desktop (the database live on a server on the network).

Any ideas?

SycamoreIT
0
Hi,

I have been using Excel (Google Sheets) to manage my accounts / balance sheet for the last number of years.

- income with Tax breakdown on the left
- expenses with Tax breakdown on the right
- totals at the bottom

It works well for me, however I'm slightly concerned over how easy it is to update a cell in error with '10' vs '10000' without recognising it.

Can anyone recommend any software that provides the following:

- easy interface
- export for backup
- ability to duplicate line items (recurring expenses and income) so that when a recurring payment lands in my bank account, i can duplicate a previous record and update the date
- add note to each line item

Additional Benefits
- app
- receipt management

Thanks in advance for your help.
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My credit score has greatly improved and the value of my home has also skyrocketed compared to how much is left on my current mortgage.

I would like to refinance my current mortgage and also draw money through a home equity line of credit to pay off other higher interest rate debt.

What are some good banks, credit unions, or financial institutions for doing this?
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I am looking to get a home equity loan for my condo.

My condo is currently worth more than $70,000 more than what is left on the mortgage and I would like to get a home equity line of credit.

Please provide me with a list of the best companies/websites for brokerage firms or companies that can provide home equity lines of credit.
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I use the Neat company program, version 5.7. It has been working great, but after a backup, I can no longer open program. I get the "Neat has stopped working message" I tried to remove software and re-install to no avail. I attached the Neat log for reference. Any advise is appreciated.

Neat no longer supports this software as the have launched the cloud based program. I prefer to continue with the old software as I do not like my data on the cloud.

I also tried to restore systems. It seems all my restore points are corrupted. I ran a combo fix and would appreciate some advise on the outcome.
neatlog.txt
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I have a client with Sage 50 accounting and a time clock.  They have successfully exported the time clock data but sage is not able to import.  Indeed, when you try, all the Import Templates under every category is missing.

How can we get them back?!?
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Is there a chart or article or rule of thumb for consulting rate differentials?
If a consultant gets paid $X dollars per hour on a W-2 basis, what does that translate to on a 1099 basis?
Is it 50% more? 2% more?  I'm interested in the higher-tax states like NY, NJ, CT, CA
I realize that state and city taxes factor into this so perhaps there might be a chart with various states/locales listed.
1
Recently when I tried to reconcile, I get the message that there are no transactions to reconcile but there are many that are marked with a c which indicates that they have not been reconciled. I crossed a month boundary so there wouldn't seem to be a statement date issue. How can this be corrected?
0
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Technology Partners: We Want Your Opinion!

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Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

A client of mine believes that he might be entitled to a trust fund or other type of financial settlement fund and has asked for my advice in finding someone who will be able to look into this to see if any such accounts exist.

Are there any websites that can be used to research this information?

Or what type of attorney or financial adviser would be able to look into this for my client?
1
Two problems have cropped up on every workstation that I've installed the tax1099.com QB plugin.  Every workstation is either running Premier or Enterprise, both are running the 2016 version.  

1) Ability to access mapped drives vanishes.  Rebooting the computer sometimes once or twice seems to fix this problem, but after a couple of days, QB will stop seeing the mapped drives.  Uninstall the plugin, and the problem vanishes for good.  Re-install the plugin, the problem comes back right away.   If I'm working in an office with 5 computers, one or two may lose the ability to connect to the mapped drive while the rest are OK.  You can ALWAYS access the mapped drive via run, CLI, and My Computer.  The next day, it might be another computer that loses access.  It seems random when the problem crops up.  

2) The next problem is that eventually, QB will stop running.  Event Viewer will show a 1000 error.  Running the QB repair tool works sometimes, uninstalling the plugin never helps, but occasionally I have to do a complete un/reinstall of the QB software, which includes reinstalling the Tax1099.com plugin, which brings back the problem I addressed in number one.
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I need someone who can figure out how to delete a "condensed" Journal Entry in QB and provide a utility to do this.  If you do not know what this type of entry is, please do not respond.
Thanks,
0
Ias-23(Borrowing Cost)
If interest of Specific Borrowing is paid from General Borrowing than Will Borrowing cost be Capitalized on by weighted average rate on this Payment of interest?
0
Hi Game programmers/ web / financial people who generally know about this kind of thing..

I saw an email for an opportunity to take online surveys and receive compensation.
Sounds too good to be true?

Anything that I have to provide credit card / banking information is a red flag consideration, right?

Thanks
0
apple must have 10% market share according to microsoft monopoly agreement
when apple goes below 10%, then microsoft helps (power pc, combining Microsoft office products)


could you please provide articles about this
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We are getting a message that we cannot file State/Federal taxes from an user account that has total access.  It says that we have to be signed in as the administrator  or an external account.

Is that correct or is there some permission I can give the person to allow them to file the taxes from their account
0
my client wants to get turbotax (a united states tax program)

turbotax premium is hundreds of dollars

my client is suggesting getting from peer 2 peer sharing program

my client thinks it is the actual .exe file with just a keygen to get past the signin

Can i explain to my client that his private important tax information can be uploaded and saved by the "bad guys"

Can i explain to my client that the .exe file could be infected

Only way I can describe is a 3 day course on "viruses".
I dont even know the answer which is why I would do a long 3 day course explaining "viruses" or "maleware" from the beginning with no end to this question and no answer

please dont tell me to download a bad file and scan it with antivirus
0
I have Peachtree 2012 and need help. I am looking for either answers or a link that will show me how to do the following:

Why some of my files will not let me enter invoices for them?

Thanks for any help!
0
SharePoint Admin?
SharePoint Admin?

Enable Your Employees To Focus On The Core With Intuitive Onscreen Guidance That is With You At The Moment of Need.

I have Peachtree 2012 and need help. I am looking for either an answers or a link that will show me answers on the following:

How to keep inserted text boxes on forms from moving when I want to print them?

Thanks for any help.
0
I have Peachtree 2012 and need help. I am looking for either an answers or a link that will show me how to set up forms.

Thanks for any help!
0
I have Peachtree 2012 and need help. I am looking for either an answers or a link that will show me how to run reports.

Thanks for any help!
0
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?
0
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 have worked 33 pay periods since Jan 1, 2016, when I leave at the end of the week. How can I calculate how much vacation time I've accrued?

I'm not sure if anyone here can answer, as it's basically an accounting question, but maybe, so here it is. Thanks.
0
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 PayPal required me to configure the service on PayPal. But now I have a WordPress site using WooCommerce, and my products are more conventional.

I sell a:
1) book
2) book as PDF
3) a deck of cards

Do I need to configure PayPal for these products? I suspect that regarding the Node site, since the user could select to make the service repeat monthly, I needed to manage this service through PayPal. And I right?

My WordPress developer says the sandbox sales worked, but I never shared the root password for PayPal. This makes sense to me if selling a book does not require that book to be listed in PayPal.

Please tell me your thoughts.

Thanks
1

Tax / Financial Software

1K

Solutions

6

Articles & Videos

2K

Contributors

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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