Account management
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Hello!We were keeping the books all together the last year, but since this year we needed to separate one of the accounts into an independent Company File. We started the new Company File, but the funds are still there in the old old one. Probably we did it the wrong way and we had to ask earlier, but what solution you would recommend at this situation for fixing the original Company File (basically how would you get rid of the remains of the removed account together with its old funds)?I hope I explained it clear enough? :)Thank you!
I work with a Father/Son Home Remodeling business and they work very differently in Quickbooks. And we have three sets of hands in these accounts! The son needs to run his invoicing through the father's Home Services business because of insurance and licensing reasons. When the son gets a new client, he sends them an estimate on the work to be done through Dad's Home Services. As the work is going on, they are sending me receipts and invoices as well as time sheets through expensify. I create a separate invoice with what Dad calls 'a running total' of the exact expenses. When the work is completed, Son then goes into Quickbooks and creates an invoice for the client with the 'projects' that have been completed. For instance: Tile work $1000 (in this total he has figured his costs, labor and profit). Meanwhile, I've got this running total for that client with the expenses listed out: Labor, Services & Material. Which is what shows up on the P&L.What we want do is dele
