PDA

View Full Version : Customer/job lists


Archived
05-03-2008, 08:05 PM
====================================
(2/27/2001 8:40:27 AM) Scott wrote:
I am having a difficult time deciding how I should set up either classes or customers/jobs to break down income and expenses for individual farms I farm....
====================================

Such solutions often need to be tailor-made to individual situations & specific record-keeping goals.

The Classes list would let you assign income/expense to different farms. Then you can print a P&L for an individual farm, filtered for that farm's class.

But the accounting job is usually tougher than that solution applies. You have to handle things like how to allocate overhead (depreciation, or specific cost center enterprises, etc.) to the different farms, and that can be tough.

Probably the best thing to do is create a new QuickBooks company file just for trying out your ideas. Actually enter some dummy entries similar to those you'll need to make for the various farms. Experiment with the reports you can get (such as for using the Customer:Job list as you mentioned), to learn what is possible.

Really, that is probably the fastest way to figure out if you will be able to get the kind of information you want into and out of QuickBooks.

Mark Wilsdorf
Flagship Technologies, Inc.
http://www.goflagship.com

==========
====================================
(2/28/2001 4:50:52 AM) Scott wrote:
Could you give me an example of the class list that would best suit my situation.
====================================

Not sure exactly what you need, but here's a short example of a Class hierarchy that keeps records down to the field level:

Crop Year
Farm Name
Field Number

...but an example of this is in the Cookbook, so what else do you want it to do?

Mark Wilsdorf
Flagship Technologies, Inc.
http://www.goflagship.com