Quickbooks
Curt Fluegel
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
Robert Gilstrap
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Curt Fluegel
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
Robert Gilstrap
Curt Fluegel
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
Robert Gilstrap
David Gillette
I guess it is time to bring this issue to the forefront
again. I'm a QuickBooks user. All my actual reports and financials I use in
reporting taxes is strictly out of QuickBooks. I've been toying with
Propertyware strictly for keeping track of rents as an introduction or test to
using Propertyware for accounting. Importing and/or Exporting between
Propertyware and QuickBooks would just seem to be double work if not very messy
and riddled with complications. Obviously, anyone who has grown up on QuickBooks
has developed a comfort level with the software.
First I agree with the previous user question which appears not to have gotten
answered. How many folks are using Propertyware for their primary, shall we
say, enterprise system leaving QuickBooks behind.
Second, what is the best way to prep and leave QuickBooks behind switching to
Propertyware without it being an F-16 jet ride straight up into the heavens?
I'd appreciate everyone’s thoughts.
I'm really thinking of leaving QuickBooks behind if I can be confident enough
that Propertyware can handle it and I will not have to go back to QuickBooks.
Dave
For more options, visit this group at
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Michael Vinocur
Regards,
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patty....@gmail.com
revelstokepro...@gmail.com
Eve Northmore
Controller
Revelstoke Property Services | Revelstoke Vacation Rentals
Office: 250.837.7000
Fax: 1.250.814.2596
Email: e...@revelstokepropertyservices.ca
Web:
Warren Sloane
Broker in Charge, Sloane Realty
Hey Guys,Robert, what do you use for the companies operating accounting?We have struggled significantly with this as well and the tech support from PW on the accounting function is extremely limited.We are Quickbooks users and have been trying to work out a solution to use both and found it a bit of a mess syncing our PW file into our operating QB file.From everything I can tell from performing the sync, the PW accounts are not set up to be merged with the management companies operating account: A/P in PW are the management companies A/R. ie; management fees. PW support could not give me a straight answer on what you are supposed to do.This year we switched to 2 Quickbook files, one for PW and one for our companies operations. I found the PW sync works best with a new blank file as it needs to match an account in QB with PW. We sync all information and we do the trust account bank reconciliations in the PW file and track the companies details in the company file.We are still struggling with our external accountants to find the ideal solution that avoids double entry and streamlines everything.Eve
Eve Northmore
Controller
Revelstoke Property Services | Revelstoke Vacation Rentals
Office: 250.837.7000
Fax: 1.250.814.2596
On Monday, December 19, 2011 at 9:40:49 PM UTC-8, Curt Fluegel wrote:Does anyone out there use the Quickbooks sync? I tend to sync once a year for the tax man and that is it. I am having some issues so curious if anyone can lend a hand before I try with support.
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
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Robert Gilstrap
I cannot even imagine the nightmare of using Quickbooks with Propertyware and hoping everything syncs correctly. We use PWARE for all accounting and I think it works great. You can run your company books out of PWARE just fine and we even run some ancillary businesses accounting out of there as well (our maintenance company and inspections company).
How did we do?
 |  |
Hey Guys,Robert, what do you use for the companies operating accounting?We have struggled significantly with this as well and the tech support from PW on the accounting function is extremely limited.We are Quickbooks users and have been trying to work out a solution to use both and found it a bit of a mess syncing our PW file into our operating QB file.From everything I can tell from performing the sync, the PW accounts are not set up to be merged with the management companies operating account: A/P in PW are the management companies A/R. ie; management fees. PW support could not give me a straight answer on what you are supposed to do.This year we switched to 2 Quickbook files, one for PW and one for our companies operations. I found the PW sync works best with a new blank file as it needs to match an account in QB with PW. We sync all information and we do the trust account bank reconciliations in the PW file and track the companies details in the company file.We are still struggling with our external accountants to find the ideal solution that avoids double entry and streamlines everything.Eve
Eve Northmore
Controller
Revelstoke Property Services | Revelstoke Vacation Rentals
Office: 250.837.7000
Fax: 1.250.814.2596
On Monday, December 19, 2011 at 9:40:49 PM UTC-8, Curt Fluegel wrote:Does anyone out there use the Quickbooks sync? I tend to sync once a year for the tax man and that is it. I am having some issues so curious if anyone can lend a hand before I try with support.
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
--
Steven Watts
Thanks Warren….appreciate the recommendation as always!
Thanks- Steve
Steven G. Watts
Direct: 651-260-4990
From: Warren Sloane [mailto:war...@sloaneteamrealty.com]
Sent: Tuesday, July 18, 2017 1:51 PM
To: propertyw...@googlegroups.com; Steven Watts <steve...@sbcmn.com>
Subject: Re: Propertyware-Users: Re: Quickbooks
Eve,
Have never run my company books in Pware. Always used quickbooks as it would also handle my payroll stuff. HOWEVER I can not reccomend highly enough Smart Business Consultants for PWare accounting issues. They handle our reconciliations now and do a great job. I am sure they have someone that can help. BTW just found out they also have a Mail Merge and Lease Docs consultant that we plan on using to take advantage of the Docusign part of Pware...
Steve Watts
Smart Business Consultants, Inc
9188 Tewsbury Gate
Maple Grove, MN 55311
steve...@sbcmn.com
Please feel free to contact me if you have any questions.
Book a call here: Schedule a call
J Warren Sloane
Broker in Charge, Sloane Realty
Club President, James Island Youth Soccer Club
| www.SloaneTeamRealty.com | 1982 Maybank Hwy Charleston SC 29412
How did we do?
|
|
|
|
On Tue, Jul 18, 2017 at 2:42 PM, <revelstokepro...@gmail.com> wrote:
Hey Guys,
Robert, what do you use for the companies operating accounting?
We have struggled significantly with this as well and the tech support from PW on the accounting function is extremely limited.
We are Quickbooks users and have been trying to work out a solution to use both and found it a bit of a mess syncing our PW file into our operating QB file.
From everything I can tell from performing the sync, the PW accounts are not set up to be merged with the management companies operating account: A/P in PW are the management companies A/R. ie; management fees. PW support could not give me a straight answer on what you are supposed to do.
This year we switched to 2 Quickbook files, one for PW and one for our companies operations. I found the PW sync works best with a new blank file as it needs to match an account in QB with PW. We sync all information and we do the trust account bank reconciliations in the PW file and track the companies details in the company file.
We are still struggling with our external accountants to find the ideal solution that avoids double entry and streamlines everything.
Eve
Eve Northmore
Controller
Revelstoke Property Services | Revelstoke Vacation Rentals
Office: 250.837.7000
Fax: 1.250.814.2596
On Monday, December 19, 2011 at 9:40:49 PM UTC-8, Curt Fluegel wrote:Does anyone out there use the Quickbooks sync? I tend to sync once a year for the tax man and that is it. I am having some issues so curious if anyone can lend a hand before I try with support.
Curt Fluegel
Trikin Properties
Broker / Property Manager
cu...@trikinproperties.com
651.964.3812 x101
651.964.3814 fax
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