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JimBAgde Guest
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Posted: Mon May 12, 2008 1:34 am Post subject: Question On Downloading of AMX Statement Into Quickbooks As |
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Question On Downloading of AMX Statement Into Quickbooks As A Bill
When entering my AMX statement manually into Quickbooks’ “Enter Bills”
module, all categories are either picked or defined fresh for each
charge. Then when we go to “Pay Bills”, we pay this bill (or part of
it,) and all charges (categories,) are accounted for.
Have recently started to download the statements to automatically
enter them into QBK’s. However, the entering process does not seem to
produce a bill statement which requires payment. What am I doing
wrong? The results do not appear the same
Appreciate any thoughts you might interject to assist?
Jim B |
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QBConsultant Guest
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Posted: Mon May 12, 2008 3:09 pm Post subject: Re: Question On Downloading of AMX Statement Into Quickbooks |
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On May 11, 8:34 pm, JimBAgde <j...@agde.com> wrote:
| Quote: |
Question On Downloading of AMX Statement Into Quickbooks As A Bill
When entering my AMX statement manually into Quickbooks’ “Enter Bills”
module, all categories are either picked or defined fresh for each
charge. Then when we go to “Pay Bills”, we pay this bill (or part of
it,) and all charges (categories,) are accounted for.
Have recently started to download the statements to automatically
enter them into QBK’s. However, the entering process does not seem to
produce a bill statement which requires payment. What am I doing
wrong? The results do not appear the same
Appreciate any thoughts you might interject to assist?
Jim B
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You should reconcile the credit card acct (just like a bank rec).
When you click reconcile now, it will ask you how you want to pay it--
write a check now or enter it as a bill (so you can pay bills later).
Try it & you'll see it works fine!
Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
http://www.SuccessfulQuickBooksConsulting.com
http://www.amazon.com/Successful-QuickBooks-Consulting-Comprehensive-Starting/dp/1434810690 |
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Haskel LaPort Guest
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Posted: Mon May 12, 2008 7:08 pm Post subject: Re: Question On Downloading of AMX Statement Into Quickbooks |
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"JimBAgde" <jimb@agde.com> wrote in message
news:7978532b-a64e-47bd-a934-d5bea17e0d06@l17g2000pri.googlegroups.com...
Question On Downloading of AMX Statement Into Quickbooks As A Bill
When entering my AMX statement manually into Quickbooks’ “Enter Bills”
module, all categories are either picked or defined fresh for each
charge. Then when we go to “Pay Bills”, we pay this bill (or part of
it,) and all charges (categories,) are accounted for.
When recording a purchase and payment at the same time (which is what you
are doing) you shoud go directly to the payment screens. You should enter
bills only when payment will be at a latter date.
Have recently started to download the statements to automatically
enter them into QBK’s. However, the entering process does not seem to
produce a bill statement which requires payment. What am I doing
wrong? The results do not appear the same
You were recording the transaction wrong manually, the program is doing it
correctly by bypassing the enter bill phase.
Appreciate any thoughts you might interject to assist?
Jim B |
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