Members using Intuit Quicken or QuickBooks to access Sierra Central accounts may experience connection issues when updating account balances and transaction history. Sierra Central is working with Intuit on the issue and expect a resolution soon. We apologize for the inconvenience and will work with our vendor to ensure these issues do not occur in the future.
Quicken for Windows Conversion Instructions
Direct Connect
Introduction
As Sierra Central Credit Union completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data.
To complete these instructions, you will need your User ID and Password for each Financial Institution.
Documentation and Procedures
Task 1: Disconnect Accounts at Sierra Central Credit Union
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- Choose Tools menu > Account List.
- Click the Edit button of the account you intend to deactivate.
- In the Account Details dialog, click on the Online Services tab.
- Click on Deactivate. Follow the prompts to confirm the deactivation.
- Click on the General tab.
- Remove the financial institution name (Sierra Central Credit Union) and account number. Click OK to close the window.
- Repeat steps for each account you are disconnecting.
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to activate.
- In the Account Details dialog, click the Online Services tab.
- Click Set Up Now.
- Use Advanced Setup to activate your account.
- Enter Sierra Central Credit Union in the search field, select the name in the list and click Next.
- If presented with the Select Connection Method screen, select Direct Connect.
- Type your Direct Connect User ID and Password and click Connect.
- Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
- Do NOT choose Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken.
- After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
- Click Done or Finish.
Once the member has attempted to login from Quicken they will receive the following message. The member will need to login to Architect, go under Profile and Authorize the PFM Application before the login will work.
QuickBooks Company Snapshot Customization
How does Company Snapshot Work?
QuickBooks Company Snapshot report accords you a complete details gives you a great overview of the cash flow in and out of your business, also the capability to analyze your business to others in your industry. To access the company snapshot report:
⭕ Go to the Reports tab
⭕ Select Company Snapshot
⭕ install the Adobe Flash Player plug-in (this will require you to close all browser windows) and then try to access the report again.
In case user want to add specific information in QB Company Snapshot and unable to do contact QuickBooks US Support .
When the report opens you will see four sections:
🔵 In the top-left box you will see a graphical representation of the five Income accounts with the most income for the selected period. All other accounts are lumped into a category “Other”.
🔵 The top-right box will show a pie graph of the five Expense accounts with the greatest expenses for the selected period. All other expenses are listed under the “Other” category.
Note: You can click on the Income and Expense pie charts to “drill down” to more detailed reports.
🔵 The next set of boxes are Previous Year Income and Expense Comparison charts. These charts have been added to allow you to compare income and/or expenses from year to year. You can click on the chart itself to see a the detailed data used to make up the chart you see in this section.
🔵 The bottom-left box lists all the Customers who owe you money and their current open balance amount.
🔵 The bottom-right box shows all the Vendors/Suppliers you owe money to and your current open balance with them.
🔵 In the top-right corner of each box is a Print icon. Click the icon to view the Print Preview page for the chart in that box. To print, click the Print button in the top-left corner of the Print Preview page.
If you’d like to do some comparison reporting between your company and others in your industry, you can use the Scorecard, also located in the Reports tab.
Quickbooks 2015 Mac Os Sierra
Because of the unique nature of this report, you will notice the following limitations:
🔴 No customization.
🔴 No ability to export to Excel, PowerPoint, or to copy and paste into other applications.
🔴 This QuickBooks online feature is only available in Essentials and Plus.
How to Customize the Company Snapshot in QuickBooks With Information & Graphic Reports
One of the reasons QuickBooks is so popular is the ease in which you can get reports of your financial activity. On summary reports you can “drill down” on a specific number in a report to see the underlying transactions; taking out the guess work of where a number came from.
In Chapter 14 of Laura Madeira’s QuickBooks 2013 In Depth you will learn about the many ways you can access, modify, and memorize often-used reports.
The Company Snapshot (see below) is one convenient place to review company information and perform important tasks. The QuickBooks Company Snapshot offers a real-time view of your company’s critical information. The Company Snapshot provides insight into your business using a variety of analytic and performance indicators readymade for your use.
Customizing the QB Company Snapshot
QuickBooks offers the capability to customize the snapshot information on both a user and company-file specific basis, which can be helpful in multiuser environments. To customize your Company Snapshot, follow these steps:
🔷 From the menu bar, select Company, Company Snapshot to view the default graphs and reports.
🔷 Click Add Content to view and select from additional graphs and reports, as shown here:
🔷 Click the + Add button next to a graph or report to add it to your Company Snapshot.
🔷 Click Restore Default to remove any graphs or reports you added.
🔷 Click Done to view your modified Company Snapshot.
To rearrange the order or placement of a graph and report, click and hold your left mouse button (a four-pointed arrow displays) drag the item to a new location, and release the button.
If you wish to print the details of the snapshot, select one of the following options from the Print menu in the upper-right corner to print your snapshot, or prepare it for printing: Print, Print Preview, or Set Orientation.
Get an immediate view of the bottom line of your business with these reports available on the QuickBooks Company Snapshot:
🔰 Account Balances—View Balance Sheet accounts by default is shown. You can add any other account type to this view by clicking the Select Accounts link.
🔰 Previous Year Income Comparison—View how much money you are making this year compared to previous years for any or all accounts. You can view monthly, quarterly, weekly, or yearly comparisons.
🔰 Income Breakdown—View your company’s largest sources of income.
🔰 Previous Year Expense Comparison—Compare how much money you are spending this year to previous years for any or all accounts. You can view monthly, quarterly, weekly, or yearly comparisons.
🔰 Expense Breakdown—View your company’s biggest expenses.
🔰 Income and Expense Trend Graph—View where the money goes in and out of your business.
🔰 Top Customers by Sales—Easily report on who your top five customers are based on sales for a given period of time.
🔰 Best Selling Items—Know which items and services customers are buying the most during a given period of time. You can view the data by amount or by units.
🔰 Customers Who Owe Money—Review those customers who owe your company money. Overdue items are shown in red. To sort any of the columns, click the column header in any of the panes. The Due Date shown is the earliest due date for all invoices or statement charges for that customer.
🔰 Top Vendors by Expense—View your top five vendors based on expenses for a given period of time.
🔰 Vendors to Pay—Skip running the aged payable report by adding this section to your Company Snapshot. Amounts shown in red are past due. To sort any of the columns, click the column header. The Due Date shown is the earliest due date that the vendor bills are due. The Amt Due column is the total ending balance for that vendor.
🔰 Reminders—Never forget important tasks. Include these critical reminders on your Company Snapshot. Click the Set Preferences link in the Reminders box to customize what information you want displayed.
Help & Technical Support Intuit QB Company Snapshot
In case you need further assistance you can connect with QuickBooks 24/7 support Phone Number. You can approach the team through email, phone and live chat option. Alternatively you can call to the reliable support agencies like MyOnePro that hires competent QB experts who assure quick resolution.
Call to the toll free number +1-800-301-4813 and acquire instant solutions.
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