Got it. So this forum is primarily for the "Quickbooks Team" to offer basic canned responses on how to navigate the software. Does anyone know of a forum where business owners or accountants talk to one another for questions like mine?
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Brand new QB Mac 2019 user here: We run a small office with a very simple income stream. We want to implement QB to make tax season super fast and simple but don't need to track every single "customer", aka patient, because we have a much better software system for that already. Most of our income comes in as direct deposits from a handful of insurance companies, Square for most of our patient co-pays, occasional cash deposits, personal checks, and some insurance company checks. My first question is how detailed should I be in regards to identifying the payee? For example a cash deposit for the week would consist of payments from multiple people and I really don't need to identify them because we have a whole other software platform that keeps track of medical billing. Is it fine to just use an "Other" payee and call it "Patient Cash Payments", one for "Patient Personal Checks" (or combine those two categories), one for "Square Inc", and then break down a few of the big insurance companies so we can look at trends in who is paying the most? Should these payees be categorized as "Customers" or "Other"? Thanks for any insights!
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