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Member Workshop: eBay’s Accounting Assistant – New Version - 100% Web Based
View Listings \| Report		Jun-29-08 22:58 PDT
Topic: Member Workshop: eBay’s Accounting Assistant – New Version - 100% Web Based Host: keepmore/sagefire Date: Wednesday 07/16 Time: 12:00 p.m. to 1:00 p.m. Pacific time Location: Workshop Board Description: Please join Phyllis Wischer, eBay Education Specialist and Business Success Coach for SageFire, Inc., Certified Solution Provider and creator of KeepMore.net, as she introduces what’s new in eBay’s Accounting Assistant tool. It is the simplest way to download all your eBay and PayPal transactions and fees into your accounting application. Accounting Assistant helps you manage your accounts more efficiently, export eBay and PayPal sales data into QuickBooks® or SageFire®, saves you valuable time, and helps to reduce data entry errors. One hour of your time today can save you hundreds of hours throughout the rest of the year. Cheers, Deirdre eBay Community Development

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45 replies	Date posted	Reply #
View Listings \| Report	Jul-16-08 12:02 PDT	1 of 45
Welcome and thanks for joining us today! We love workshops to be interactive, so please feel free to ask your questions that directly relate to this topic. Added note: If you click on the "Watch this discussion" link, you will receive an email each time someone posts to the workshop. Stop Watching: If at any time you no longer want to receive updates on a thread you are watching, just click on the link titled "Stop Watching Thread" found in the specific thread being watched. Also you can remove any watched thread by clicking on the "Watched Discussions" link located in the log in bar and deleting the watched thread. If you're new to the discussion boards, please be sure to check out the board tutorial: http://forums.ebay.com/thread.jspa?threadID=200066500&tstart=0&ssPageName=CMDV:BD0003 A from our Legal Department: The statements and opinions made in this discussion board are those of the workshop host only and do not reflect eBay policy or eBay's opinion with respect to such statements. Please refresh the page to see the newest posts. Cheers, Deirdre eBay Community Development
) View Listings \| Report	Jul-16-08 12:03 PDT	2 of 45
Hello everyone and thanks for joining us today. My name is Phyllis Wischer. I am an eBay Education Specialist, and co-founder and Business Success Coach for Certified Solution Provider SageFire, Inc. - creators of KeepMore.net. I am also a Public Accountant with over 20 years experience in helping thousands of small business owners with their bookkeeping, accounting, payroll and tax needs. As a Certified Solution Provider, SageFire specializes in helping small business owners' track their business financial activity using its online accounting, contact management and document storage solution. Our solution, KeepMore.net makes it simple for you track your business while maximizing your tax benefits.
) View Listings \| Report	Jul-16-08 12:04 PDT	3 of 45
I am excited about the next hour. Joining us today is JP O'Brien, CEO and co-founder of SageFire, Inc., and Guest Speaker at eBay Live in Chicago. He is here today to share his eBay Live presentation, *The All New eBay Accounting Assistant. Joining JP for this presentation in Chicago was co-presenter, Nick Donelson of eBay's Product Management Team. Together they introduced the new 100% web based eBay Accounting Assistant. The all new eBay Accounting Assistant is scheduled for a mid-August release*. Today's workshop is a preview of the 100% web product for your review prior to release. Once you activate the new eBay Accounting Assistant you will be able to save hundreds of hours of data entry time throughout the rest of the year. So let's get started! JP is available to answer your questions.
) View Listings \| Report	Jul-16-08 12:06 PDT	4 of 45

) View Listings \| Report	Jul-16-08 12:06 PDT	5 of 45
I need to know everything as it's all new to me...Thanks...
) View Listings \| Report	Jul-16-08 12:07 PDT	6 of 45
Now, that was quite a bit of information in one post, so, we'll give you some time to digest it. After you've gone through, please feel free to ask questions!
) View Listings \| Report	Jul-16-08 12:11 PDT	7 of 45
Is there anything special that I have to do to my chart of accounts to make sure this interacts properly with QB?
) View Listings \| Report	Jul-16-08 12:12 PDT	8 of 45
Is this part of my store subscription or are there additional fees?
) View Listings \| Report	Jul-16-08 12:13 PDT	9 of 45
Can we use the company name in QB as the item it synchs to, or will we need to begin entering auction numbers into QB?
) View Listings \| Report	Jul-16-08 12:14 PDT	10 of 45
kimbesascloset - Today's presentation is an introduction to the all new eBay Accounting Assistant. Our workshop in August will give you the details of how to access Accounting Assistant.
) View Listings \| Report	Jul-16-08 12:18 PDT	11 of 45
I was pleased to see that PayPal Shipping Charges will now be included. The current program does not and I end up having to add it manually to my QB. Thank you.
) View Listings \| Report	Jul-16-08 12:18 PDT	12 of 45
I am currently using AA without SageFire--will Sagefire be required with the NEW AA?
) View Listings \| Report	Jul-16-08 12:20 PDT	13 of 45
kimbesascloset: there are no additional fees (besides the purchase of QuickBooks or other accounting software) to use Accounting Assistant.
) View Listings \| Report	Jul-16-08 12:21 PDT	14 of 45
kimbesascloset - There is nothing special you have to do with your present QuickBooks Chart of Accounts, but we recommend that you set up sub-level accounts to properly track you eBay Sales under your general income account. This will help give you valuable information about your eBay sales.
) View Listings \| Report	Jul-16-08 12:23 PDT	15 of 45
bestlittlesheethouseintx: SageFire is developing the new AA. The new AA will initially work with all currently supported QuickBooks versions and expand to other accounting packages after launch, including our own KeepMore.net
) View Listings \| Report	Jul-16-08 12:24 PDT	16 of 45
ann156w - Thank you for the compliment. We are excited to add this feature to Accounting Assistant. As we stated in our intro, we feel that this new version will help you save hours of time with manual input of many of your eBay transactions.
) View Listings \| Report	Jul-16-08 12:25 PDT	17 of 45
audiovideocompany: Can you clarify? Are you asking about inventory?
) View Listings \| Report	Jul-16-08 12:28 PDT	18 of 45
We currently use the customers last name as ID in quickbooks. Will we need to incorporate the ebay item number to have it all link together - does Ebay and Paypal data link with to customer name, or item number?
View Listings \| Report	Jul-16-08 12:29 PDT	19 of 45
Questions anyone? We still have 30 minutes - lots of time for Q&A... Deirdre eBay Community Development
) View Listings \| Report	Jul-16-08 12:31 PDT	20 of 45
What will be the primary "key field" for the sync? Will it be eBay's listing number, or an inventory number? I sell antiques and collectibles, where the QB inventory component doesn't really go...
) View Listings \| Report	Jul-16-08 12:37 PDT	21 of 45
audiovideocompany: AA creates an instance in the customer list for each customer using last name, first name - userid and each customer is linked to the item number and eBay transaction. Because of the limitations of the Paypal API, we're unable to link the Paypal shipping back to the eBay item number (at this time). Does that answer your question?
) View Listings \| Report	Jul-16-08 12:38 PDT	22 of 45
Yes, thank you.
) View Listings \| Report	Jul-16-08 12:39 PDT	23 of 45
audiovideocompany: You're welcome!
) View Listings \| Report	Jul-16-08 12:41 PDT	24 of 45
If I understand...when the same customer buys multiple listings, the system will keep this linked, so that the combined shipping amount will appear....
) View Listings \| Report	Jul-16-08 12:41 PDT	25 of 45
kimbesascloset - Inventory is an optional feature. If you do not use inventory then your eBay sales will be link directly to your sales account. The primary sync is the customer name.
) View Listings \| Report	Jul-16-08 12:41 PDT	26 of 45
...Also, when I refund excess shipping because a customer paid for two listings as separate transactions, but I refunded "manually" within PayPal, because the items were sent in a single shipment, AA will be able to reflect this back through...
) View Listings \| Report	Jul-16-08 12:41 PDT	27 of 45
I don't currently use PayPal shipping. Will there be any other improvements in AA? and will AA continue to function as it does now? Earlier I confused SageFire with KeepMore.Net -- Will Keepmore.net be the only gateway to AA?
) View Listings \| Report	Jul-16-08 12:49 PDT	28 of 45
bestlittlesheethouseintx: there will be improvements to AA. We have redesigned AA from the ground up to be 100% web based (instead of client based as it is now). AA will still be your interface between QuickBooks and eBay, but will be accessed through your browser and eBay account, instead of through a client on your desktop.
) View Listings \| Report	Jul-16-08 12:50 PDT	29 of 45
kimbesascloset - Currently the new Accounting Assistant will handle eBay transactions and PayPal shipping transactins. It does not currently handle refunds or credits, but we will add these feature to the product road map for future releases.
) View Listings \| Report	Jul-16-08 12:51 PDT	30 of 45
Super---thank you.
) View Listings \| Report	Jul-16-08 12:52 PDT	31 of 45
Will it not handle Paypal transactions other than shipping? What about Paypal fees?
) View Listings \| Report	Jul-16-08 12:54 PDT	32 of 45
Okay...so it will post the original transaction...but if there's further activity under that transaction, those will still need to be added manually...
) View Listings \| Report	Jul-16-08 12:54 PDT	33 of 45
audiovideocompany: Yes, AA will handle Paypal fees associated with bought and sold eBay items, as well as Paypal shipping but will not currently pull in Paypal transactions not associated to an eBay sale.
) View Listings \| Report	Jul-16-08 12:56 PDT	34 of 45
Well I can't wait to try it. Thanks!
) View Listings \| Report	Jul-16-08 13:01 PDT	35 of 45
Will PayPal transactions not associated with eBay included in future updates?
) View Listings \| Report	Jul-16-08 13:01 PDT	36 of 45
kimbesascloset - All activity within a transaction will be imported through AA. It will import the total dollars for the sale of the item, the amount of shipping fees paid by the buyer, any insurance fees paid by the buyers, any sales tax collected and deduct the PayPal fees. You will need to clarify if you are asking about any other additional activity under that transaction.
) View Listings \| Report	Jul-16-08 13:01 PDT	37 of 45
Will PayPal transactions not associated with eBay be included in future updates?
) View Listings \| Report	Jul-16-08 13:02 PDT	38 of 45
Can Trubo Lister and QuickBook be linked together?
) View Listings \| Report	Jul-16-08 13:02 PDT	39 of 45
I hope you are as excited as I am about the upcoming release of the new 100% web based Accounting Assistant. If you would like to be included in a special announcement of the scheduled release date, simply send a reply to phyllis@sagefire.com and I will be sure you are notified as soon as a release date is finalized.