Tax / Financial Software

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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Hey, we have been having a strange problem with our Quickbooks POS ver 13 multi user installation in a club setup (4 machines). Customers have to recharge their accounts before ordering and the big problem we have is discrepancies between current and available balances. However,the sale transactions are posted in real time but the balances take seem time to synchronize(happens  to a random member account irregularly ) and we have changed the LAN routers and cabling and the problem is still persisting. The charge to account is posted after some delays of a few hours. We have integrated the solution to Quickbooks premier for financial exchange. Our company file is 500MB big and the connectivity tool doesn't post any errors. The environment is available for remote access any time. Any pointers?
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Cloud Class® Course: CompTIA Healthcare IT Tech
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Cloud Class® Course: CompTIA Healthcare IT Tech

This course will help prep you to earn the CompTIA Healthcare IT Technician certification showing that you have the knowledge and skills needed to succeed in installing, managing, and troubleshooting IT systems in medical and clinical settings.

Which industries use the "end of period" and "beginning of period" options in the PMT, FV, PV and other financial functions.
When I've taken out a personal loan at the bank, I was never asked "Would you like to pay at the end of the month? or would you like to pay at the beginning of the month?"

Which types of transactions?  Is it non-USA entities?  Is it real estate? Asset-based loans?
Can anyone point to an article, blog post, or video that discusses who uses the last option in these financial functions.
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A while ago, I could enter a bill that had to be paid into quicken and then when it does the update with the bank, it would push that payment to the bank's bill pay system. If it was a new payee, I'd have entered the mailing info, account number all in quicken and quicken would push that all to the bank's bill pay system.

Then my bank changed things and now when I enter a bill into quicken, it doesn't go anywhere. I have to go to the bank's website, log in and enter the payment in their website to get them to generate a check.

That extra step of entering it in quicken and then enter it in the website worked... till now, when I accidentally set up a payment of $6,000 going to company B which was right below company A in the list on the website and company A was supposed to get the money. Then before the payment date, looking on the website / activity for company A, I see I didn't set up the payment!? i coiuld have sworn I did! So I set up the payment for $6,000 to company A.

Now company A AND B got the same amount, my overdraft kicked in and I have $60 in fees.

Anyone know if banks still let quicken pay bills through quicken? What is that called where quicken lets you do that? I guess the bank has to pay quicken some money to let them interface with quicken?

The bank won't do anything about reimbursing these fees so we're going to another bank that offers the quicken bill pay interface.

But which ones?
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Problem with Turbo Tax copying data from Quick Books 2016. It is too late now but I need to solve this problem. I keep all my business details in QuickBooks 2016 and need to have Turbo Tax to pull the data over at the end of the year. This is the first year it could now. Keep getting an error "We are not able to access this company file because we cannot login to the file automatically. If the file is password-protected, enter the password in the password window, otherwise open company file in QuickBooks and try again." I have done all that but still have error.
Any help please. Thank you.
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Does anybody know what a BK line is?
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okay so when I ordered some squishies it says that the price adds up to 3.68 because tax now when I check it its only 1.69 no tax I'm trying to figure out if its 3.68 or 1.69

ON AMAZON
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Windows 10. Sage 50 Accounts Professional 2017, perpetual license. I'm out of the first year free tech support. I've only ever upgraded every 3 or 4 years because I'm a one man band but I do need the sales and purchase order processing functions. Moving to Sage Cloud including sales and purchase order processing is too expensive. I've been using previous versions of this for 20 years. It's been nagging me to upgrade for a month or more. I finally accepted it and would have stopped if it had asked for payment, but it didn't so I continued to the end. Everything seemed fine until I tried to print a purchase order. I discovered that ALL the layouts had disappeared. I can print invoices because one suitable layout is still there. But only one. I checked sales order printing and found ALL of these layout are gone too. So I installed the program on another machine. So far it has NOT asked me to upgrade. I've exported the 2 layouts I want to a USB stick but can't figure out how to import them to the old machine's Sage. How can this be done please? This is my preferred solution. Plan B would be to see if I can roll it back to before the upgrade. Plan C would be to uninstall Sage and reinstall it but not upgrade when requested to do so. By the way, during the upgrade I recall it telling me I needed a 1.8MHz PC and this  was a 1.3MHz. Could that be the cause? I'm fairly sure I got this message 18 months ago when I upgraded to the 2017 version but it worked fine.
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I have a client running a Server 2012 STD server as domain controller and remote desktop server.   On that same server, they have Sage 50 US installed and hosting 4 Sage company files accessible via the local network workstations and through remote desktop services.    We now have a need to isolate one of these company files.   My thought is simply to install another 2012 or 2016 Standard server and to install Sage 50 on that box for that single company.   I'm assuming local workstations could still access that file through a different drive mapping.   Is that correct?   Would I need all new RDP licensing to keep users of this lone company ONLY on this new server when accessing it remotely?

Any other solutions anyone can think of?
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I purchased BOTH Turbotax Premier and Business.  Does the sequence in which I install them make any difference?
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Install BOTH TurboTax2017-Premier  AND TurboTax2017-Business
Do I want to install Premier first followed by Business?  Last year (2016) i installed them separately and it seemed to make a difference.   Last year I installed Business FIRST and then Premier and there were some issues with the Premier seeing and importing the Business content to my Premier return.
Thanks.
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Cloud Class® Course: SQL Server Core 2016
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Cloud Class® Course: SQL Server Core 2016

This course will introduce you to SQL Server Core 2016, as well as teach you about SSMS, data tools, installation, server configuration, using Management Studio, and writing and executing queries.

I have tried everything i know and i can not get quicken 2017 home and business to install.  When it comes to the installing netframe 4.6.1 page (also on that page is install quicken 2017 and update quicken 2017) it hangs up.  hard to know what it is hung up on because the check boxes do not visually get advanced or checked.   I have manually gone to microsoft and installed 4.6.1 and 4.6.2 and on the progess bar it always hangs at the same spot.  I have tried runing as adminstrator and i have looked to delete what has already been installed but do not find where that has landed.  I do not see it in the x86 folder. i am running the latest version of Windows 10 64bit.
Any suggestions.  Thanks
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Can the main Sage 50 company file be backed up from client PCs as opposed to logging into the server?

Reason: server being decomissioned and one last backup is needed so it can be transferred to new server (Win 10 Pro)
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Hi guys

My program includes a simple query on Sage 50 via ODBC, something I've programmed hundreds of times before. The Sage data tables are on a network drive. On this particular client's PC (Windows 7, 64 bit), the query ran perfectly every time when run manually, but threw the following errors when scheduled:

ERROR [08001] Cannot find all files in data path
ERROR [01000] The driver returned invalid (or failed to return) SQL_DRIVER_ODBC_VER: 23.1
ERROR [IM006] [Microsoft][ODBC Driver Manager] Driver's SQLSetConnectAttr failed
ERROR [01000] [Microsoft][ODBC Driver Manager] The driver doesn't support the version of ODBC behavior that the application requested (see SQLSetEnvAttr).

I checked all the DSNs, drivers and registry and everything seemed OK. I did a search and the only relevant post was one here by RogerMoquin:

Problem with ODBC connection when run from a scheduled task
      
His solution was to insert a two minute delay, though I think his issue was with login.  In my case the program runs long after login. Using his idea, however, I found one solution was to set the program to try to connect, then each time an error exception is raised, it waits two minutes. After 3 tries it consistently connects. (Please note that I changed to a DSN-less connection string, but it still uses the 3 tries).

' Original 
'Dim 

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Submit all the tax forms that affect your small business.
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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?
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I am running Sage 50 v.21 on windows 10. Every time I print an invoice the application stops and closes with the message "sbd desktop has stopped working". Any help in resolving this would be welcome.
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I am unable to make corrections in Sage Instant v.15 via File/Maintenance/Corrections.

The list of transactions are shown and I can search a trans number via the Find key but then the software freezes and I have to either Control Alt Delete or Esc to exit the screen.

There seems to be no data corruption and everything else is running fine.  When the software is loaded onto my desktop the correction wizard works.  

Your help would be appreciated.
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I wish to delete the entries under "Sage" from the C:windows\assembly but keep getting the "access denied" message.

How do I get round it?
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Hello,

I am using Sage Line 50 on a 64 bit machine runnings Winfows 7. I want to export data from SAGE to Excel. I need data from what I be three reports / tables in SAGE:-

1) A list of all sales items by product - showing:-
                          i) the date of the sale
                          2) the items sold
                          3) the number sold
                          4) the price of the items
                          5) the total revenue

2) A list of all the operational costs by date

3) the trial balance

I have already set up the ODBC connection between SAGE and Excel. However I can't seem to create the data extract within excel. At this point, I only need to use the practice data in SAGE but will later on need to switch to the true data.

Also I would like to implement a button as a Macro to pull in all the data. Thanks

Regards
Kaps
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Tax / Financial Software

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.