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    2 Replies Latest reply on Sep 27, 2009 4:51 PM by GitaFaust

    Insurance Agency - QuickBooks & QuickFile

    ASU2009 Wayfarer

      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...