QB pros:please help with bookkeeping and company invoices
Hey guys,
i really need your expertise with this situation:
We incorporated our business in 2014. I managed to enter vendor invoices myself for some time. Then we got bombarded with business and decided to give these bookkeeping tasks to our accountant (been with him for the last 5 years).
We have QB 2011 Pro that we paid for
Accountant has to do reconciliation for 2014 with Chequing and Savings accounts.
We use QB almost every day to bill our clients by issuing Customer Invoices.
Dilemma:
Accountant's company file copy does not allow him to enter vendor invoices and reconcile bank accounts. We gave him a copy of company file on Feb 3 so he can have things done for 2014.
At the same time we are using our desktop copy to enter Customer Invoices and already billed our clients with these.
When he is done with with his tasks, we will be missing this info in OUR file version.
What do you do in this situation?
Does he send us his finished version up to Feb 3 and then we have RE-ENTER our invoices into his version to keep everything up to date????
I am really worried about this whole thing.
I tried calling QB and inquire about Cloud service - nothing good came out of it.
Plus users are extremely unhappy with QB cloud service (i am also concerned with privacy on QB servers as our file includes client's names).
i really need your expertise with this situation:
We incorporated our business in 2014. I managed to enter vendor invoices myself for some time. Then we got bombarded with business and decided to give these bookkeeping tasks to our accountant (been with him for the last 5 years).
We have QB 2011 Pro that we paid for
Accountant has to do reconciliation for 2014 with Chequing and Savings accounts.
We use QB almost every day to bill our clients by issuing Customer Invoices.
Dilemma:
Accountant's company file copy does not allow him to enter vendor invoices and reconcile bank accounts. We gave him a copy of company file on Feb 3 so he can have things done for 2014.
At the same time we are using our desktop copy to enter Customer Invoices and already billed our clients with these.
When he is done with with his tasks, we will be missing this info in OUR file version.
What do you do in this situation?
Does he send us his finished version up to Feb 3 and then we have RE-ENTER our invoices into his version to keep everything up to date????
I am really worried about this whole thing.
I tried calling QB and inquire about Cloud service - nothing good came out of it.
Plus users are extremely unhappy with QB cloud service (i am also concerned with privacy on QB servers as our file includes client's names).