Accounting Pro 2007 and retainer clients questions

[Andrea]

Originally posted in Small Business Accounting discussion, then realized it
should be in here...

Hi all,

I've just converted from using Quickbooks Pro 2005 to Office Accounting Pro
2007. I imported all my information and data from Quickbooks, but I'm looking
for a report in Office Accounting that is the same as a Retainer Balance
Report in Quickbooks. I have several customers that pay me in advance for a
discounted rate when purchasing any number of service plans. I had this all
set up in Quickbooks and had the process down to where it was easy for me to
log time spent on client projects and apply the time to the pre-paid plans. I
am hoping the process in Office Accounting will be just as simple to
accomplish, but the Retainer Balance Report is crucial for me to keep an eye
on the balance of these retainers. Does anyone know much about dealing with
retainer or pay-in-advance clients and any corresponding reports?

I appreciate any guidance here.
Thanks!
Andrea Kalli

 

[Echo S]

I suspect that SBA really is the group you should have posted to.

 

[Andrea]

That's what I thought as well, but then found many accounting postings here.
I'm still waiting for a reply to my post there though, so that's why I
started wondering if I put it in the wrong place. Thanks for the heads up.
Andrea

I suspect that SBA really is the group you should have posted to.

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Originally posted in Small Business Accounting discussion, then realized
it
should be in here...

Hi all,

I've just converted from using Quickbooks Pro 2005 to Office Accounting
Pro
2007. I imported all my information and data from Quickbooks, but I'm
looking
for a report in Office Accounting that is the same as a Retainer Balance
Report in Quickbooks. I have several customers that pay me in advance for
a
discounted rate when purchasing any number of service plans. I had this
all
set up in Quickbooks and had the process down to where it was easy for me
to
log time spent on client projects and apply the time to the pre-paid
plans. I
am hoping the process in Office Accounting will be just as simple to
accomplish, but the Retainer Balance Report is crucial for me to keep an
eye
on the balance of these retainers. Does anyone know much about dealing
with
retainer or pay-in-advance clients and any corresponding reports?

I appreciate any guidance here.
Thanks!
Andrea Kalli

 

[Echo S]

Hopefully you'll get an answer in one place or the other!