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View Full Version : Switching from gopher to quickbooks questions


exmarkking
02-04-2013, 09:46 AM
So I'm switching from gopher to quickbooks. I'm still using gopher just for scheduling and printing out my daily route sheets. It's kind of tricky to switch programs so I'm doing it now while its slow. For the guys that have done this what do I need to make sure I do in order to not mess up any customers account?

I need to enter customers opening balance but what about past invoices?
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Marek
02-04-2013, 09:57 AM
Or you can open a new account and start it all fresh then when all outstanding balances are paid you can close out the old one

exmarkking
02-04-2013, 10:04 AM
stupid me!! That's makes more sense. I guess I tend to over think everything lol. Thanks
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Marek
02-04-2013, 10:24 AM
You will want to start QB with a new account anyway. It just makes life alot easier

exmarkking
02-04-2013, 10:30 AM
So I'm going to get my bank account info setup and reconciled, then enter all the customers with a zero balance, and as people pay on past invoices ill mark those paid thru gopher, but all new work I will create invoices thru quickbooks? Tell me if I have it right
Thanks
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KG26
02-08-2013, 10:15 PM
I like excel it lets me create my own formulas.