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June 11, 2024
Question

How do you record revenue from axcess practice to quickbooks enterprise desktop?

  • June 11, 2024
  • 1 reply
  • 0 views

We just switched from billing, invoicing, and time entry in QB Enterprise Desktop, to CCH Axcess Practice and we need to record revenue based on type in our QB.

1 reply

June 11, 2024

Let me help you record revenue in QuickBooks Desktop, @userofqkbooks24.

 

There are different options on how to record revenue in the program. This usually depends on how to receive the revenue. If this comes from sales, you can create an invoice, sales receipt, or bank deposit in QuickBooks. 

 

Here's how to create invoices in QBDT:

 

  1. Go to the Customers menu and select Create Invoices.
  2. From the Customer: Job drop-down, choose a customer or customer job. If the customer or job is not on the list yet, you can select Add New.
  3. In the Detail area, select the item/s and the amount.
  4. Click Save & Close.

 

In addition, you can check these resources as a reference in recording sales receipts or bank deposits:

 

 

You can also reach out to your accountant to help you with recording your revenue in the program. They can provide you with the right guidance to ensure your books are accurate.

 

In addition, you can run several pre-custom financial reports in QuickBooks to know how well your business is doing.

 

Please let me know if you need further assistance recording your revenue in QBDT. I'm always available to help. Have a good one.

June 12, 2024

Thank you for this information; however, we want to avoid entering the same invoices in both systems.  We have moved away from QB billing and into CCH Axcess billing, but still need to record the invoices billed.  The easiest way I was thinking would be a journal entry, monthly...