Quickbook notes from quickbook stuff

Sit down and critically think about quickbooks. Go back through service orders for this year only and do the taxes correctly. Also make sure that this months is all input for sales tax. Remove previous years invoice from magnolia but find out whether billed or not.
Need to know hwo to fix account balance if I download transaction details. Need to be correct for month of march. How to go back and fix bank balance from beginning of quickbooks start. Also how to tell when sales tax is due and when paid what do I put?
When we get a one check payment that is for five work orders from optima, how to organize them in quickbooks etc? How to let it be known what the orders are.

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1. We need a place where we can keep model and serial numbers forever associated with a customer. Not efficient to have it on work order somewhere written. Not able to find it. An example is customer--Gusso - no model and serial number on the computer. Would be nice for dispatch program - keeps all model and serials by name

2. Snatchley - Could not find what was going on with this. Vague description - would be nice for dispatch program to have notes that are updated.

3. Have somewhere to put customers in Database. Two sets - Aarons and Jennifer , or at least a place where that we can know they have been referenced.

4. Keeping all notes, old and new so that its not just in summary of a document. Cannot tell what is up to date and what isnt unless go through the whole list

5. A how and what billed. Using quickbooks lets me actually invoice and keep track but no where to find out exactly how they were billed, what date and who I spoke with etc. That is key.


6. Keeping a place besides the excel sheet for contact info, what numbers are contractor relations, who they are, how to bill and who to talk to and who I talked to on a reg basis etc. When I have made contact with them. Ex. Normo called and asked about this. or Normo email, phone, fax to bill etc. Important for company contact info and up to date notes, just like customer contact info and up to date notes.

7. Somewhere that we can scan stuff in and save it for customers and contractors. Service orders etc. I belive ayanova has this feature. This means it would not have some thing scanned for some people etc. Make it routine and easy to find. Saves a lot of time.

8.Keep track of estimates we give people - may be able to be done in quickbooks. Good for proposals and stuff for associates.

9. Program so I dont have to find and ask different times. Ex. Boyarottano- since I was told over phone it was kind of understood. But needed to know this stuff when I spoke to someone about billing, when I billed, when I put it in quickbooks and when I had to write her the letter. This is four times. If it was easily accessible in quickbooks.

10. Referencing the status or progression of authorized servicers, LP gas and more. Nice to have that in database so we can track where and what is going on with them. Finding notes.


Go over quickbooks and find a place for everything- accounts payable etc. Find initial balance for 2008 bank.





I finally solved all above or most of it. Let me know if you have questions. Ill will email you.