u/CreativeAdvantage380

Realizing I might have screwed up.

So we have a product that people often order as gifts for their loved ones. At the holidays they often call us and order for multiple people over the phone rather than place an individual order for each person.

What we've done in the past is enter all their orders, mark them as paid and then run the card as one large transaction for the total of all their orders, so we're not doing the dance of running a single card 3-4 times in a couple minutes. But I realized today that basically makes Shopify's analytics double count all those transactions and throws off all our numbers.

Any advice here?

Anybody familiar with this software? Looking for DSD route accounting software and they pop up a lot on search but can't find too much about them. Spoke to one of their sales guys and I got very weird vibes.

Dipping our toes into digital marketing (mostly Google and Meta ads) and in a bit of analysis paralysis after speaking with some agency options. For reference, budget is 1500/month plus agency fee

We narrowed it down to two that we like.

• Both founded relatively recently within this decade and are small 3-5 person teams.
• Neither are local to us ( doesn't matter to me, but does to the boss) but US based
• Services offered by both are similar as are the fees (1200/month).
• Both options found on Upwork

Here's what gives me pause

Option 1

• 10K earned on 8 jobs on Upwork
• A couple reviews on Clutch all positive
• Minimal case studies, one of them a brand made by the owner previously, and another his previous employment.
• We vibed well, didn't give a hard sell, but also was my first interview of the round so I think I asked tougher questions as I went through others.
• Wanted to split budget between google and Meta

Option 2

• 200K on 228 jobs on Upwork
• No reviews outside of Upwork
• Lots of case studies
• WAYYYYY too much communication. Booked a call, got like 4 automated emails confirming it and sharing info about their process. Also got subbed to newsletter that I didn't even notice at first because it went straight to spam. Which seems like a giant red flag
• Seemed very competent but also way too hands on, wanting to book a call every week to review performance
• Strategy proposed was to go all in on Meta given our limited budget and circle back to Google once budget can increase.

I was leaning toward Option 1 after we finished the rounds but revaluating now that it's come time to pull the trigger. Their website and history seems very light on performance and even though i think the other guys is a bit too flashy to be true seems like they might be a safer choice?

Dipping our toes into digital marketing (mostly Google and Meta ads) and in a bit of analysis paralysis after speaking with some agency options. For reference, budget is 1500/month plus agency fee

We narrowed it down to two that we like.

• Both founded relatively recently within this decade and are small 3-5 person teams.
• Neither are local to us ( doesn't matter to me, but does to the boss) but US based
• Services offered by both are similar as are the fees (1200/month).
• Both options found on Upwork

Here's what gives me pause

Option 1

• 10K earned on 8 jobs on Upwork
• A couple reviews on Clutch all positive
• Minimal case studies, one of them a brand made by the owner previously, and another his previous employment.
• We vibed well, didn't give a hard sell, but also was my first interview of the round so I think I asked tougher questions as I went through others.
• Wanted to split budget between google and Meta

Option 2

• 200K on 228 jobs on Upwork
• No reviews outside of Upwork
• Lots of case studies
• WAYYYYY too much communication. Booked a call, got like 4 automated emails confirming it and sharing info about their process. Also got subbed to newsletter that I didn't even notice at first because it went straight to spam. Which seems like a giant red flag
• Seemed very competent but also way too hands on, wanting to book a call every week to review performance
• Strategy proposed was to go all in on Meta given our limited budget and circle back to Google once budget can increase.

I was leaning toward Option 1 after we finished the rounds but revaluating now that it's come time to pull the trigger. Their website and history seems very light on performance and even though i think the other guys is a bit too flashy to be true seems like they might be a safer choice?

Back with another question. Taking over the family biz, trying to sort out our cashflow but not a Quickbooks expert at all. Using QB Enterprise 24.

I want to take our P&L statements and export them to excel so I can better manipulate the data. I see the export option but it only exports whatever sheet I'm on. I want the ability to have the top sheet on one sheet and then drill down through the accounts on the others.

Is there no way to create an export like that without doing it manually page by page? I poked around but couldn't find an alternative option.

I'm taking over my dad's business and slowly getting up to speed on the books. I wanted to use the P&L statements as a start to understand our spend but the statements are totally fucked up and I think it might be that our bookeeper doesn't know really know the software.

Our payroll costs are showing over double our actual cost. Our bookkeeper claims it's because of a "glitch" in QB's payroll tracking. We use QB's payroll system with everyone on direct deposit. My bookkeeper claims that once they've run payroll they can't reconcile the check register, because while QB creates a transaction for the payroll, they all show up as 0.0 on the check register . So the bookkeeper has been creating a separate manual transaction for the total of the payroll that week.

But when I run a payroll summary or the P&L statement I can see debits for the payroll for gross pay and employer contributions. I'm not an accountant or really familiar with QB but there must be a simple explanation for this right? Because there still should be a mass payroll debit from our operating account in the reconciliation that covers it right?

We're using Quickbooks Enterpise 24