Questions about Quickbooks Pro

[Glasshog]

I'm new to this site, so forgive me if I'm in the wrong spot. My questions about the accounting software are actually about billing Lynx. I would assume that billing any other insurance carrier would be the same.
When I send Lynx a bill for a w/s replacement, they take $7.50 off for their processing fee. When I correct my invoice, it takes taxes off. That screws up my sales taxes due at the end of the month. Same thing with the deductible. For example, my total sales show $2000. My non-taxable sales show -$250. My taxable sales therefore are $2250. My invoice for Lynx has to show a negative cost for the deductible in order for them not to get charged for it.
If any other shops are using Quickbooks Pro, and knows how to create an invoice for Lynx without having this problem, I sure could use some help.:eusa_thin
Thank you in advance for any help.
Glasshog. WooPigSooie

[new2thebiz]

are you faxing in your invoices?

[Glasshog]

Yes. Should I be generating 1 invoice for both parties, and then filling out the insurance part after the customer gets their copy?

[jjcautoglass]

If you are using quickbooks you should also be using glassmate and edi billing lynx

[mafsu]

My quickbooks is old so forgive me if this doesn't help. What I have always done is when recieving the payment apply a discount for the processing fee and apply the discount to accounting fees.

[mafsu]

Just a warning. I'm not an accountant, I only play one on my computer.

[AGSS]

Have you set up your income and expense accounts in quickbooks?

The 7.50 Processing fee should be set up to apply as an expense and therefore will not effect sales and use. No sales and use tax will be applied or subtracted from a processing fee expense.

If you do not know how to set up these accounts, you can visit the quickbooks forum. Full of useful info. I have been using and setting up quickbooks since 99. I don't know what version of pro you are using, but all set up chart of accounts and items the same.

I would suggest anyone with QB upgrade to either2006 or 2007 Premier. Just the customer management built in is worth the upgrade.

-Chris