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Old 01-14-2016, 09:47 PM
123bobcat 123bobcat is offline
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Join Date: Jun 2003
Location: florida
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Rep Payee Accounting

We currently operate as rep payees for over 60 disabled people. Each has there own bank account that we pay all their expenses (rent, utilities, groceries, spending money ect) from. We currently use quicken for this procedure and quickbooks for our gl accounting for the main organization. we do a significant amount of loan monies and reimbursable expenses so are looking for a consolidated way to do this within quickbooks. The issue is that all the rep payee activity is not included in any of the main organizations financial reporting. Any ideas how to do this more efficiently?
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Old 01-23-2016, 03:17 PM
Lorin Browning Lorin Browning is offline
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Location: Landrum SC
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Try assigning a unique Job description (which could be a number) for each Customer (to use the QuickBooks terminology). Then that Job name or number can be assigned to each transaction and reports can be filtered by Jobs.
Lorin Browning, Ph. D.
Fellow -- National Tax Practice Institute
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