Tracy: Created page with "This is a edge case. It is not preferred as it creates more work. * Receive receipt from member * Go to the register for Paid By Others * Add deposit Payee: Member Cla..."

2019-01-26T12:44:47Z

Created page with "This is a edge case. It is not preferred as it creates more work. * Receive receipt from member * Go to the register for Paid By Others * Add deposit ** Payee: Member ** Cla..."

New page

This is a edge case. It is not preferred as it creates more work.

* Receive receipt from member
* Go to the register for Paid By Others
* Add deposit
** Payee: Member
** Class: General
** Account: Accounts Receivable
** Deposit: Amount
* Add expense
** Payee: Member
** Class: Whatever is appropriate class for this purchase
** Account: Whatever is appropriate purchase account for this purchase
** Expense: Amount
** Scan receipt and add as an attachment
* Go to Member's page
** If member is overdue in dues, choose the most overdue payment and click "Receive Payment"
** Quickbooks should automatically match the new deposit and bring the person's balance down
** If member is caught up in dues, click the + sign at the top and create a Receive Payment for the appropriate amount.
** When the next month's invoice drops, it will automatically pay out of that balance

Reimbursing purchases to pay dues - Revision history

Tracy: Created page with "This is a edge case. It is not preferred as it creates more work. * Receive receipt from member * Go to the register for Paid By Others * Add deposit ** Payee: Member ** Cla..."

Tracy: Created page with "This is a edge case. It is not preferred as it creates more work. * Receive receipt from member * Go to the register for Paid By Others * Add deposit Payee: Member Cla..."