User Support Forum

I need some advise and encouragement on the efiling options. I am not the most avid (actually on the opposite end) software/computer/technology person and new online options scare me and the IRS double dog scares me. I know I should get the church to the most up to date methods of filing BUT I have ...

Thank you! Their format requires me to number the columns and not use the names specified. Is there a way to change that? And I need to insert my bank account number in the first column, I chose account number but do not see a way to add our checking account number.

Robin

Thank you! Wish sent....

Circumstances have lead us to secure our checking account by adding "Positive Pay". I am not sure if anyone has heard of this or uses it. I am on PC 12 and the bank has provided me with a delimited file information and as I print checks they need an uploaded file which includes the information they ...

I am back!!! Posting on this thread to keep my notes straight. I want to make sure I understand fully before I pay the invoice for the credit card, post accts payable and do the reconciliation. We have budget accounts - Fund 01 and Designated accounts - Fund 02 charged to this cc. I have entered all...

Yes, church credit card!

Understood! That answers my question, it was the "to the order of". Wish me luck

Do you make the manual check out to the business in which the card was used?

Chiming in on this question because I tried to do this once and I'm pretty sure I made of mess of it and then just quit doing it. However, when we have credits it's a nightmare. So you make a liability acct say 01-2012-000 but then can you give an example off multi holders of the cc? Do you enter th...

Thank you! I received the 2up form instead of the 3up, new order in. I wish I would have written it down before I wasted so much time trying to figure out how to align it. Lessons learned every single day! I appreciate this forum and all of the work you all do for us!

I answered my own question! Now to find the correct forms! Sorry
Robin

I am having a more severe issue with my form. I have 1099 misc and the calendar year is just marked 20__, the two digits are open and the form is totally different. This year it is 2 per page instead of 3 per page, last year had 1099-NEC. I just did a reorder and "assumed" it would be the same. If t...

I would also like to see if it can be addressed.

PC 12 user, good morning, I have noticed since the most recent update when entering open invoices with multiple lines the system doesn't automatically take you to the next line until you are in balance, at times you have to choose to add a line because the option to click on the next line is not the...

Not sure about anyone else but the last update on v12. fixed my emailing issues!!!!!!


Email

Port number disappears from the UI when sending emails, but emails are sent using that port number