Does anyone know about the Intuit product EasyAcct?
Does anyone know about the Intuit product EasyAcct?
All I know is a client using EASYAcct asked me to convert him to QuickBooks. There was much celebration and joyful shouting and dancing in the streets when I completed the job and he was free of EASYacct.
I know what you mean - my client's bookkeeper used the program and he passed away - no one knows anything about the program and quite frankly I have been frustrated trying to figure it out. I have been able to get the transactions and payroll recorded but the W-2 forms and 1099 forms are looming in the future.
Our experience would be the opposite of "shdytxmn1"'s reply.
To a degree I'm sure it depends on which product you have the most experience with. We've been using EasyAcct for at least 10 years. We're a small accounting firm, and while our primary product is EasyAcct, we do work with clients that use quickbooks and we do import quickbooks data into our EasyAcct system to prepare the clients financials.
Our firm, as well as myself individually, have computer design and programming backgrounds, in addition to an accounting degree and we've actually designed & programmed custom accounting packages in the past, so I feel I come from a fairly decent background to express an opinion.
I personally find EasyAcct more intuitive to accountants and the type of general ledger work that's involved in accounting services that we provide. But I believe that is probably due to the audience that each of the products are designed for.
When EasyAcct was purchased by Intuit, I spoke with an Intuit representative and was told that Intuit purchased EasyAcct because Intuit didn't have a professional writeup package and wanted one. I believe that to be an accurate statement.
If you are asking which product might work best for you - I think the decision is helped by asking your experience level - if you're not experienced as an accountant then indeed Quickbooks may be your best answer. If you go the quickbooks route, be sure to understand how to set up the books to begin with and get your installation built correctly - it can be very difficult to undo the setup - of course it can be just blown away and restarted, but many times it isn't known that you need to do that until you have quite a bit of data already entered, so starting over may be problematic.
There are other features of EasyAcct that quickbooks doesn't have for the accounting service provider, but if that's not your business then there's no need to go into those.
As normal, it comes down to which product you think will work best for your invironment.
WRS Accounting Inc
I have a job for a client whose bookkeeper used EasyAcct. The bookkeeper died and no one knows how to use the program. I have been stumbling through it and frankly it is frustrating. I have been able to enter transactions using the screen that resembles a ledger and I assume is similar to a journal entry. The client is a catholic church and they will be using a program designed for churches in the new year. I just need to get them through the rest of this year. W-2 forms and 1099 forms. I think I have the payroll entry in and was going to make a print out and just run them in Quickbooks which is the program I use. As far as the 1099 folks I have not gotten to the point of trying to figure out what report(s) I need to run to be able to identify who should receive a form. Any suggestions?
Thanks for the reply
If the checks were written within EasyAcct (they could have been manually written & then simply recorded in EasyAcct) but the key here is to look for a "Vendor ID" in the transaction screen - if the payments were recorded using vendor id's then it's a very simple process to go to the Write Up Option, Print Reports, Vendor Reports, Vendor Summary - input the beginning and ending month and year and the report will kick out a summary report for each recorded vendor. If some payments were recorded without vendor ID's, then it's the old process of reviewing the general ledger.
Once the vendor summaries are printed and/or the GL is reviewed, then you'd have to decide who should or shouldn't get a 1099, which then could be printed in any number of different systems.
If loaded, EasyAcct has a module called the IRS System, where by you can export the vendor records to the IRS system and print 1099s from there. For each vendor, within the Vendor Master record you have to record the appropriate 1099 box number, but it's not difficult.
You will need to get into the manuals in order to fully understand the process.
As for payroll, if you've recorded the payroll, and it's been coded correctly you can print the W-2s directly from EasyAcct. Under Batch Payroll, Tax Reports, forms W-2 & W-3. Depending on the employee of the Church, Church W-2s can be really strange as compared to other employers, specifically the Minister's W-2.
If you're more familiar with Quickbooks and EasyAcct isn't to be used in the future, it indeed may make more sense to simply get as much data printed out of the EasyAcct System & then print the appropriate tax forms in another system.
Hope this helps some - been there done that - good luck.
This indeed does help. I appreciate your expertise!
Ok I have tried the vendor summary report and it is hundreds of pages long. It includes every vendor - telephone company, utility company etc. Is there a way to filter for only the 1099 folks? I also would like to be able to print a report that shows me the address info of only the 1099 folks if possible. Otherwise it looks like I will have to try and filter the general ledger report for the 1099 accounts and try and do it the hard way and add manually. Ugh!
If you have the IRS System (Information Reporting System) that is bundled with EasyAcct and the vendors are "marked" than you can transfer the 1099 & W2 data from the EasyAcct client file to the IRS system.
That transfer will only transfer the vendors that have an IRS Code & Box Number in their vendor record. If the vendors aren't marked, than you could do that & then transfer them.
If you don't have the IRS system, the next best method would be to simply view the vendor summary report & manually write down the vendors that your expect to be 1099'd and then go back & print them using the range from & to filter. To my knowledge there is no "1099" report of vendors that are marked as 1099, outside of the IRS system, and even then it only works because the non-1099 vendors aren't transfered to the IRS system.
Another method would be to view & filter the general ledger looking for vendor names & codes, writing those down, then printing/viewing the selected vendor summary to see if they exceed the 1099 reporting threshold.
Then there would also be options such as exporting the vendor data into a database program or even a spreadsheet, but all of that would take it's own analysis & design time that would probably exceed the time spent on the "manual method".
Sorry it's not the best news, but if it helps any, we've all been there before, at least once or twice.
I am going today to begin this process. Thanks for your advise and expertise. I have a game plan now.
That's the spirit - go get 'em !
I hate to keep bothering you and am so glad I have a resource. I am at the client's office and we are trying to close the payroll for the year and keep getting a messge that there are payroll checks to be printed. We have tried and tried to see where to locate these checks. There aren't any that have not been printed. The only thing I can think of is that is is some of the manual entries for handwritten checks. But we went back and printed each of those and still get the message. They all have check numbers too. Unlike QB where you can go to the print que and see unprinted checks. Would appreciate your advise. We are going to use this program in tandem with the new Parish Data System for awhile and the client wants to use the program to process payroll and write vendor checks until they are up to speed in the other program - so I assume we have to close the payroll and general ledger - anything else?
I've seen the issue of "unprinted payroll checks" on the bulletin board (others asking about the message) but I don't recall ever being in that situation myself. I'm sorry, I don't recall what the issue or the fix was related to that problem.
My only thought is to search the board and/or post the general question hoping that Mel or someone else would have the solution.
I would advise that you make a backup of your file before getting to far into closing out the current year (and in terms of trying to make the fix on the printed check issue).
In the normal situation, when you open Jan 2012 (assuming a calendar year end) the system will prompt you to close the "unclosed" modules, and walk you through those closings. Normally this is a seemless process, but some problems can arise. Too varied to try and explain them all and if you don't encounter any than it just a waste of your time to read through them.
Query the board to see if you can get a response on the unprinted checks issue, be sure to have a backup copy prior to making any changes. Then see where you can qet on the closings.
Sorry I'm not much help on this one.
Thanks - we actually got in touch with Tech Support and they told us to go to the calculated checks screen - there were checks there that acually didn't need printing but we printed to blank paper anyway and poof it worked! Now we have loaded the new version and are going to soldier on. Thanks for your help.