TOPIC: Setting up a Missionary FILE: 2025-09
Organization on QuickBooks (QBs) DATE: September 2009TOPICAL OVERVIEW: Features of various editions of QBs and related electronic movement of data to and from.
Onliner #1:
Thank you for recently talking with me, Jim, and sharing your personalized web pages with me. It worked out very well for you to place this information on your http://www.bcidot.org web site as it enhanced our mutual communication abilities rather than rely completely on phone, email and/or attachments thereto.
You will remember that I am poised to have the needed Deposit/Donation details placed into our DonaMail system and then electronically export it to our QuickBooks (QBs) Online Edition (QBOE) system via the he "Intuit Interchange Format (IIF)" file format. Here is what I have discovered:About our DonaMail System:
>> Our DonaMail system version does NOT allow us to electronically export this data via the "IIF" resource.
>> Our DonaMail provider is working on such an export tool but it would not be completed until sometime in 2010 and -
>> We would be the first customer to use this feature so we would have to join with them in working out the bugs.About the QuickBooks Online Edition (QBOE) system.
>> In an online chat with a Intuit/QBs rep today, I was told that many customers were requesting this "IIF" option for the (QBOE) version, but they did not know if/when it would be available.
>> We would obtain the needed Deposit/Donation information as efficiently as possible via the existing resources at our DonaMail System, then -
>> Manually make journal entries into QBs until the "export IIF files" tool is available.Onliner Jim Bee/JRB:
Thank you for bring me current ..... below are some "If JRB was in your place" thoughts:
1> http://www.bcidot.org/hlp/0079-02.htm
Non-QuickBooks (QBs) legal and tax issues -
a> Your complete name and history; tax exemptions fiscal year, IRS form 990; CPA/return preparation helps; missionary clergy status and issues.
b> Relationship understanding between your Ministry and ourselves.
c> Your Computer System and resident computer expert.
d> Your Ministry Finance Team - MFT - and our serving thereon for a short time.
e> Use of existing mailing list and Donation accounting.QuickBooks (QBs) issues -
f> Hopefully QBooks version 2000 (No need for Pro)
g> Exact steps re proposed To/Fro endeavor.
h> Chart of Accounts - Designated Funds/Projects
J> Integrated or separate Donation accounting.
K> Missionary expenses and payroll accounting.Looking forward to next step.
QuickBooks (QBs) issues -
f> Hopefully QBooks version 2000 (No need for Pro)
g> Exact steps re proposed To/Fro endeavor.
h> Chart of Accounts - Designated Funds/Projects
J> Integrated or separate Donation accounting.
K> Missionary expenses and payroll accounting.Looking forward to next step.
As most of you know, we here at www.bcidot.org dialog by email with Onliners regarding Ministry Finance (MinFin) issues. Above is an "Edited Onliner Dialog", or an edited version of an actual dialog with one of you, but we have honored your privacy and have not used your name or that of your Ministry. Our purpose is to take this information and make it available to any interested Ministry Finance Team (MFTeam) so you can learn from one another. Let us know if you would like to dialog on a Peer to Peer basis with the other Onliner involved and we will try to put the two of you together. Thanx - Jim Bramer - Proverbs 9:10
Updated last on May 31, 2010
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