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To create an invoice, go to Home and Create Invoice.ģ0. For the amounts listed in the “Earned Commission” column you will need to create an invoice and an immediate payment on the same day.Ģ9. You may highlight or bold the information in the excel spreadsheet so that you remember which payments you have already input.Ģ8. Click on Save and New and move on to the next payment following the same steps as above.Ģ7. If the payee is not already in the list, the Name Not Found popup opens. In the Payee field, select a payee from the drop-down list or type a payee name. In the Number field, type the check number. Determine the product type from the excel spreadsheet either in the product column or after the name of the policyholder.Ģ6. In the Date field, type or select the check date. The deposit to line needs to be changed so that the payment is posted to the appropriate insurance company. The date is the date of the report – for example for the renewal statement.Ģ5. The amount is the amount listed in the Earned Credit column.Ģ4. Type in the last name in the Received From section until you find the correct client.Ģ3. In Quickbooks, Click on the Home window.Ģ2. You can choose to enter these all separately, on the specific dates listed, or as one entry. The equity account should be called something like Partner Investments or something like that. For the amounts listed in the “Earned Credit” column you will need to input a payment into Quickbooks as follows:Ģ0. In your journal entry, debit the appropriate expense account (office supplies, etc) and credit your equity account. Hide all columns in Excel except for Policy No, Policyholder, Product, Earned Credit and Earned Commission.ġ9. Open your Customers file in Quickbooks.ġ8. Delete all rows for any agents other than Ethan Selph.ġ7. Select the remaining data for the entire document so that it is highlighted.ġ6. Delete all rows above the Policy No./ Policyholder titles that start the beginning of the data.ġ3. Delete the header information at the top of the spreadsheet. You will enter this information later, but don’t want it included with the renewal information.ġ2. In the excel file, go to the very bottom of the document and delete any rows that have information on chargebacks. Open the renewal statement file from the desktop.ġ1.
How to enter expenses in quickbooks 2010 pdf#
After the file opens as a pdf file, save the file to the desktop.Ĩ. Select the most recent renewal statement.Ħ. Go to your commission statements online.ģ. You can find his contact information within this blog.ġ. I would recommend Randy Russon for the job.
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If you just don't want to have to deal with all of this I would encourage you to get someone to do it for you so you can show a payment history of each client and the balance they have with you. This is for Quickbooks 2010 Premier Edition. You need to get the "Able2Extract" program in order to do this and if you are just starting out you can do this manually. This is a step by step guide to entering your monthly renewal statement into quickbooks by exporting and importing. Instructions – Inputting monthly renewal statement activity into Quickbooks