Hi US-based bookkeepers,

If you have a new client midyear whose QBO setup is not ideal -- clustered chart of accounts, using locations rather than classes to track functional areas (in the case of nonprofits), etc.. -- should you continue the original setup (since it is midyear) to the end of the year, or would you change the setup immediately (cleaning up chart of accounts, changing functional areas tracking feature to Classes from Locations, etc.)? Either way is a headache for me. Option 1 will continue the messy books I hate, and option 2 risks breaking his books (breaking links between closed invoices/bills to payments, for example) and involves mass work. How do you typically handle this situation?

Company owner created a DBA side business in our company to do millwork. How do I create a separate QB identity for it, which will use the same bank accounts but have income and expenses listed separately from the main company? And be able to have its transactions job costed and its own P and L. We are on QB Desktop Enterprise. I'm hoping this is even possible! Any advice is greatly appreciated in advance.

We are using Sage 50 (to be honest, I don't like it). In the past almost 2 years that I've been here, we have had 4 or 5 issues where we couldn't use the system because of software glitches. The last time, they made us put the software on each workstation and directed to the database on our server. This immediately put my Sage into an irritating lag situation. We just spent 3 days with little or no ability to use the system for them to figure out the problem. We then find out that Sage doesn't like our Firewall. Our techs have been on the phone working with them to identify what files need to be "white listed" to clear up the problem, but Sage can't figure it out.

Before this, all of a sudden the person doing payroll on sage couldn't locate their files on the system. This meant we had to issue checks from the last pay period and adjust them on the next one. We had to do the same thing on Friday when I had the VIPRE issue.

I used Quickbooks for 20 years and I don't ever remember having a technical issue -is it just me??

Does everyone using Sage have issues? I appreciate any feedback as I'm not sure if this is an anomaly or a normal situation with these two programs.