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Accounting
Accounting
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6 questions
23 posts

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Accounting
Just Getting Started with Realm accounting after using QB for 20 years. I have just got my closing balances as at Dec 31st 2020 in QB and I am ready to post Opening Balances as at Jan 1st 2021 in Realm. The Bank Checking account has me held up. I know the opening balance but there are around 30 checks cut in December and 5 Deposits. These will not clear till January. Do I (and How) enter each December check and deposit so I can do a bank rec January 31st and then how do I prevent them from impacting... (More)
Discussion
Accounting
Julie Hansen
Non Profit Accounting Solutions, Owner
I've just converted to Realm after 15 years of using ACS. It seems there are several missing links for ease of accessing data. For example:

1. Inability to "edit" vendor addresses while posting invoices
2. Inability to "view" vendors prior "history" while posting invoices
3. Inability to "edit" 1099 flag while posting invoices.
4. Inability to "open" multiple windows i.e. Edit budget in one "window" while the "account inquiry" screen is open in another.

If anyone can assist me, I would be very grateful!

Does anyone know how to run a report which would show all gifts/contributions recorded as "Nondeductible" year to date? Is this a possibility?
Discussion
Accounting
NEW TO REALM!!!!!!!!!! Starting from scratch and I wanted to get an example of your CORE accts?!?!?! I have the previous software chart of accounts and it is massive!! Hoping to minimize the possibilities...….can you guys give me your lists?