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View Full Version : Pinting using quickbooks?


Soupy
02-16-2004, 07:04 PM
Is it possible to keep track of everything in Gopher then export the info and use QuickBooks to print Invoices and Statements?

Soupy

AZTLANLC
02-16-2004, 07:47 PM
If you have the gopher plus version it can be done.

Check under the help section it clearly explains how this process is done.

Couple things I have found.

Make sure you make a QB backup before you attemp to import any information.

You might get some erros along the process just click OK.

The erros I have found is that when you have a customer in gopher that the mailing address and property addres are different, QB doesn't import this invoices.
If you collect sales tax from different counties, gopher will only import one county as default, you have to manually change the sales tax county.
If a customers has a late fee charge, the sales tax rate changes on that invoice, cause it considers the late fee as taxable and lowers the sales tax to match the invoice with gopher.
Again you have to change this manually.
If for any reason you have to change a customer name in gopher even a single letter, next time you export to QB it will create a new customer.

I recommend to print a invoice list from gopher and double check in QB that all those invoices were exported and also the totals are correct as well.

Personally I like gopher much better to print and create invoices, first of all it has the last payment you received plus the total balalnce not just the total for the invoice.

Maybe you want to add some color to spice up the invoice a little bit?.
I did bring this to the attention of gopher in the wish list forum long time ago. Hopefully they do something about this in the coming update.

I did create a a form under word which I print in color as a template, then I run it trought my laser printer and the result is a little be better sometimes it prints a little off from the lines, but at least is something.

Hey gopher what about at least an option to not print the lines on the invoices, it would resolve my problem and maybe you can sell some pre-printed templates for it, it would save time printing on a deskjet.

Here's the template for all gopher users.

hydrogreen
02-16-2004, 09:16 PM
Thanks AZTLANC been going to do that as soon as I could figure out how. Looks GREAT!!!

Soupy
02-16-2004, 09:25 PM
That sounds like a lot of problems. Quickbooks has more options to customize their invoices. What, I'm really after is a larger remitance stub. Everything else is fine.

Gopher said they are working on a template designer for the program. But I need something before my season starts, not after. I need to have my supplies ready for the first round of billing. I guess I could just buy a small quanity of paper that fits the remittance stub now. Hopefully We will be able to add return address on the new ones. Then we will need larger tear off's.

Another thing I was going to do was have my logo watermarked on the invoice paper. That is another reason why I wanted to figure out my invoice options.

Soupy

Soupy
02-17-2004, 10:01 AM
I wanted to add that I use the statement billing in Quick-Books now. What I do is leave the title "Statement" off, so it doesn't print. Then you basically have an invoice, but without the invoice #.This way you have the balance and aging report included.

I would rather bill through Gopher though, If it is as much trouble as you described to import to Quick-Books.

Soupy

Gopher Support
02-17-2004, 02:15 PM
The Invoice Designer is still under development. But we have heard a lot of people asking for us to change the height of the payment stub. We will try to include that option shortly and see what everyone thinks of it.

Soupy
02-18-2004, 11:07 AM
Gopher, What do you mean by shortly? Will this be something you will have in the next Month?

All I personally want, is the payment stub to fit a return envelope and have the customer and company address automatically inserted in the right location of the remittance stub.

If this is possible my the end of March? I will be able to hold off on my purchase of paper, envelops. If not, I need to work on other options.

I think something like this is critical to timing because of the start of the new season approaching. Nobody likes to change billing styles mid season.

Thanks,
ken