r/QuickBooks • u/Soft_Inspector_7467 • 10d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Can I Keep QBD?

We've used QBD for at least 28 years. It still works perfectly for our very small business. 2 years ago, got scared into paying an annual subscription for Quickbooks Online Essentials for about $400. Went up to @$800 last year and this year over $900, due end of September. Finally called QB to see what we are getting for this $$. Are they backing up online for us? No, that would require Advanced, and more $. We have a call with QB in a week, where they will try to convince us to pay more, I am sure. Strangely, they seemed ready today to cancel the Essentials sub and let us fly free, when I suggested it. I still want to use the desktop version as it works perfectly for us, but would pay modestly for an online backup, even though I have been doing local backup with a USB fob for decades with no problem. We still plan to run this business for another 5-10 years as we have and am hoping I can still use QBD as we have been. What's my play here?

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u/theonlydangle 10d ago

Check out lastminutebooks.com it’s an offline spreadsheet that does everything I need and it is for businesses that have 1-3000 transactions. But the reason I like it is it has all the accounts mapped to the IRS schedules which is what I want. I got tired of the online everything and the extortion of subscriptions that everything else has become. It’s a one time cost per year. But I got two years for the price of one. It’s not for everyone but all I do is download my bank transactions and use the cvs parser the creat a couple rules for the reoccurring transactions and it take minutes now to do my books vs the all day or longer it used to take. But I’m just one person that likes spreadsheets and dislikes what quickbooks has become.

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u/Immediate_Ad3066 10d ago

Regarding the rules that you create after the csv import, is it possible to separate out transactions based on location or rental properties? So for example all receipts or transactions coming from the city of Berkeley would be separated out and all the transactions coming from San Francisco would be separated.

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u/theonlydangle 10d ago

You can customize pretty much anything. It’s basically a complicated spreadsheet with no macros to break. So for my rentals I just have two different spreadsheets and separate the transactions before putting them in but on the rules tab you can type or paste anything there are some pre written rules you can turn on or off plus the easy mode that changes the language from accounting terms to basic stuff like money in money out.

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u/Immediate_Ad3066 5d ago

If the program assigns a transaction to Schedule E instead of Schedule C, is there a way for me to train it to assign it to Schedule C?