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8 Replies Last post: Jun 6, 2008 12:46 AM by dtominus

Insurance Agency - QuickBooks & QuickFile

Sep 16, 2009 2:30 PM

Click to view ASU2009's profile Start-up ASU2009 1 posts since
Sep 16, 2009
Hello,

We are an insurance agency and use QuickBooks for the accounting and QuickFile to keep track of our customer data. We've never used QuickFile to keep track of the accounting side of the business because their accounting functions are not really advanced, in my opinion. We manually enter the payment transactions into Quickbooks as checks, but that is too time consuming.

Does anyone have an insurance agency? How do you track your accounting for your Trust Account? Any other ideas?

Thanks in advance for your feedback...

ASU2009
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Click to view danishm84's profile Authority danishm84 11 posts since
Sep 21, 2009
1. Re: Insurance Agency - QuickBooks & QuickFile Sep 22, 2009 3:56 PM
in response to: ASU2009
i can do these services for you online, pls contact at danishm84@yahoo.com
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Click to view GitaFaust's profile Professional GitaFaust 7 posts since
Aug 30, 2009
2. Re: Insurance Agency - QuickBooks & QuickFile Sep 27, 2009 4:51 PM
in response to: ASU2009
You can track your trust account in QuickBooks by creating a liability account. Is it possible you can integrate both the softwares?

Another option is to use a check scanner, which automatically record in QuickBooks and make an electronic bank deposit. Not all bank provide integration with QB. No trips to the bank. We can help you with your check scanner and bank.
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