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Old 11-25-2008   #12 (permalink)
Worm324
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Default Re: Software for managing the buisness (Mac)

Thanks guys for your input and thoughts!!

I think I'll pick it up pretty quick, it's just so new to me. I have zero accounting experience so it's very odd to say the least. You guys cleared it up some for me

I'm really small time so I don't think I need all the features, but can certainly use a few

Question:

A customer wants a portrait session. I charge $100 dollors for that. So I would add the customer to quickbooks and then create and invoice for $100 and put it in accounts recievable?

Then when the customer pays me I would create a sales recipt for the customer and I need a recieved funds entry of some kind and I need to put the funds somewhere. In my case I put it into the undeposited funds category.

Then when I actually deposit the funds I would add the funds to the checking account by depositing the funds in Quickbooks? That part is confusing to me. I ended up having multiple deposits for the same invoice somehow? Clearly I did something wrong, but I'm not sure what it is.

I entered about 5 invoices so far in this manner and when it comes to actually depositing the funds I have more than there should be.


Also, I have a new policy where I'm requesting a 50 dollor deposit for my portrait sessions. So I would again make an invoice for the customer for $100. Then when I recieve the check for $50 I need to add that to recieved funds area, but I still need it attacthed to the origional invoice somehow? That part I have no clue how to do.

In any event I found a few web sites that offer some tutorials that should help me out

Thanks again guys!!

Best,
Jay
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