The QuickBooks Link Program works with US editions of
QuickBooks 2004, 2005, 2006, 2007 or 2008 -- Professional or Premier.
In brief, it creates in QuickBooks a general-journal entry for
each day's sales activity. It breaks down sales into various
categories of merchandise, repairs, special orders etc (you can
customize the breakdown), and breaks down payments received.
Accounts payables that have been added to Shopkeeper are also exported
to QuickBooks where you can then use QuickBooks check-writing to pay them.
QuickBooks Link is free for users with a current Maintenance Plan
otherwise the full price is $195. You should have Shopkeeper Version 9.7
or higher installed.
You can find a copy of the new Jewelry Shopkeeper QuickBooks Link
Click and choose SAVE to the desktop. It's about 12MB.
After downloading it you can run it to install
the program. The installation password is
crackle (all lower case letters)
We suggest that for the first week or so you should try this program
out with a practice copy of your real QuickBooks file so you can
clearly see how it makes entries in QuickBooks
There's no problem exporting the data to a practice QuickBooks file and
then later re-exporting the same data to a real file. Don't export a year
or so at a time. Start with a day at a time so you can review the results.
A month at a time is quite doable - but eventually you'd be back to a day
at a time anyway since you'd be caught up.
After installation see the on-line Help section in the program for instructions.
Let us know of any problems or area that are confusing.
We may post program changes & updates in a smaller 2MB update file
available on the same page as above
David Geller has created a method of organizing
QuickBooks that works well for the retail jewelers.
This doesn't replace your or your accountants reviews -
it's a structure of setting up and using QuickBooks
to present the financials in a way to help you see
separately how the segments of the business are doing.