Posts by tim

Create Professional A/R Statements in letter style – These highly-customizable letter-style statements include addresses for windowed envelopes, custom text, transaction details, your logo, and signature. Optionally include sales receipts! Transactions can be shown in full detail, merged detail, and summary styles with customizable columns that can include most data fields from your sales – including custom fields!  Also, custom sort… Read more »

Fully convert QuickBooks Enterprise company files to Pro/Premier – All data including transactions, lists, budgets, memorized transactions, payroll, inventory, users, rights, and preferences are converted. Send your file using our upload page and we’ll do the rest. Open your converted company in Pro/Premier and pick up right where you left off. Convert Enterprise files next-day – or use the same-day… Read more »

Create NACHA direct deposit files to submit to your bank – Create direct deposit orders for employees & vendors.  Up to 7 DD orders per check or paycheck for all or part of the check.  No fees except what your bank charges. Read more…

Import transactions into QuickBooks from Excel – Import transactions including checks, deposits, bills, invoices,  journals, and most others. Integrates with your company file and automatically adds new names, items, and accounts used on transactions for import. Customization options handle different data styles. Read more…

Create Donor Statements directly from your QuickBooks data – Statements include everything needed for official, compliant statements in US and Canada: Includes addresses, a donations details table, custom text with mail-merge capability, disclaimers, statement numbering, and other options – as well as your company logo and signature images. Customize the donation table data fields to display. Sort and group donation… Read more »

Create Positive Pay files from your QuickBooks bank account – Also known as secure pay, positive pay services let you submit an approved list of checks to pay to your bank.  This tool will pull your check data directly from QuickBooks to create the positive pay file. It supports predefined file formats for more than 100 banks. Also, you can… Read more »

Copy transactions from one QuickBooks company file to another – Most transaction types can be pulled from one QuickBooks company and imported into another company file.  Transactions are pulled into Excel for review. Filter the transactions to copy based on date, account, transaction type, and paid status. Read more…