a community of practitioners

Quickbooks and Massage business

I'm having issues with getting QuickBooks Simple Start 2009 set up for my massage business, does anyone have any suggestions, or advice on how to obtain templates, make templates specifically for a massage buisiness?

James

▶ Reply to This

Replies to This Discussion

Permalink Reply by Susan G. Salvo on August 17, 2009 at 11:09am

I've been using Quickbooks since 1992 (my latest version is 2006).

The easiest way to get started is to create a Chart of Accounts.
Bank (your financial institution)
Fixed assets (property, cars, equipment)
Other current asset (petty cash, for example)

Don’t forget a credit card account.

Next, create a list of income accounts (clients, teaching, retail sales, interest income, etc) and then a list of expenses (rent, utilities, travel and lodging, supplies, ect).

Then start entering transactions. I do this once a month (when the bank statement arrives).

At then end of the year, I just hand the program over to an accountant and he runs with it.

Also, Under the HELP menu, there are several options including a learning center and tutorials.

Some people like Microsoft Money (but quickbooks does the trick for me).

Good luck and let me know if you have a specific question.

You learn as you go, really… and repetition is the key to learning!

▶ Reply

Permalink Reply by James Weitz on August 17, 2009 at 4:27pm

Biggest issue I am having is getting the online banking to integrate with Simple Start 2009. I have set up the Chart of Accounts, but I guess with Simple Start it doesn't have the access for a .QBO file and I have to download a template, but when I attempt that, it says the folder isn't created to install to. Weird it doesnt give an option to set the folder up. Maybe I need to upgrade to Pro?

James

▶ Reply

Permalink Reply by Susan G. Salvo on August 18, 2009 at 5:13am

You may be right - I checked I do have QB Pro.

James Weitz said:

Biggest issue I am having is getting the online banking to integrate with Simple Start 2009. I have set up the Chart of Accounts, but I guess with Simple Start it doesn't have the access for a .QBO file and I have to download a template, but when I attempt that, it says the folder isn't created to install to. Weird it doesnt give an option to set the folder up. Maybe I need to upgrade to Pro?

James