View Full Version : Premier Nonprofit Edition
Looking to possibly purchase the Nonprofit edition. Have a training CD's from QB.
We are a membership based org that has chapters in other states. I must incorporate their monies into my financial statements. Some of their monies already reside in my account, but they have accounts of there own also. Is there a way to add their monies into my company for reporting purposes to the board, etc. at the end of a quarter.
03-08-2005, 01:04 PM
My suggestion would be to use a product from Synergration that can combine reports from several QB files. If your chapters uploaded their data files to the Intuit backup facility, you could download them, point the utility at the files and have them incorporated into a single report. How many files would you ned to point at?
We have 6 chapters who download their info to me. I need to:
1: P&L from each chap on their account (for our records)
2: P&L in my account for them on their monies
3: P&L, Summary, Budget vs Actual combining all monies for the financial committee & board at the end of a quarter.
It looks to me that I can use class for each chapter as well as projects of our own & allocate their monies to inc & exp categories as we go along.
03-11-2005, 02:10 AM
When you say they "download their information", what do you mean? What format is it in and how do you get it into your QuickBooks file? If you have to re-enter the information, how long does it take and is this a problem?
My thrust was towards eliminating having to re-enter data again rather than how to actually enter the data in QuickBooks. You are correct that a "Class" attached to each will allow you to report each individually and as a total.
Thanks for answering me. Regarding the chapters, I have their companies in my computer -- they send me a backup of their company info and I restore it to my computer. So I have their companies, but they are not in my company. Right now, I enter everything into excell.
03-16-2005, 03:10 PM
This comes back to what you really need. We have worked on a program that exports transactions and re-writes them for import into another file. We only did about half the transaction types when we found major flaws in the developer's kit for Australia. It means we can export correctly, re-write correctly, but cannot be sure that what goes in replicates the original. This is a problem that will be for all Countries having value added tax system. So we ceased. We used xml exclusively, with no in-between. There are a couple of utilities in the US that purport to do this process on all transactions. But from what I have seen they all use an inermediate database and require a degree of expertise to master. q2q is one. My belief is still that it is better to simply merge reports rather than the data where possible. It gets the same result, but without the difficulties. Synergration produced a utility that can handle (I think) six different companies. You decide on a predefined report, aim it at the six comanies and it brings them all together. This may be the best way.
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