Report help desperately needed!

Posted by Allan Martin on October 6, 2006, 11:24 am

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> Allan Martin wrote:

>> I handle the books of a political compaign. In order to make sure

>> campaign contribution limits do not exceed the limits mandated by law

>> I use a custom field called Running Total just for this purpose.

> Maybe you can answer a nagging question. When the total for the donor

> "Anonymous" reaches the statutory maximum, how do you decline/return the

> excess?

Issue a refund check.

Posted by Heybub on October 10, 2006, 4:19 pm

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Allan Martin wrote:

>> Allan Martin wrote:

>>>

>>> I handle the books of a political compaign. In order to make sure

>>> campaign contribution limits do not exceed the limits mandated by

>>> law I use a custom field called Running Total just for this purpose.

>> Maybe you can answer a nagging question. When the total for the donor

>> "Anonymous" reaches the statutory maximum, how do you decline/return

>> the excess?

> Issue a refund check.

Cool! Assuming the check's never cashed, the campaign keeps the money.

Proving, once again, that money will flow to politicians irrespective of the
legal hurdles.

Posted by Allan Martin on October 10, 2006, 5:56 pm

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> Allan Martin wrote:

>>> Allan Martin wrote:

>>>>

>>>> I handle the books of a political compaign. In order to make sure

>>>> campaign contribution limits do not exceed the limits mandated by

>>>> law I use a custom field called Running Total just for this purpose.

>>>

>>> Maybe you can answer a nagging question. When the total for the donor

>>> "Anonymous" reaches the statutory maximum, how do you decline/return

>>> the excess?

>> Issue a refund check.

> Cool! Assuming the check's never cashed, the campaign keeps the money.

> Proving, once again, that money will flow to politicians irrespective of

> the legal hurdles.

OH! I thought you were talking about an actual person called Anonymous. No
contribution can be excepted without the persons name, address, occupation,
employer and employer's address. Any who the campaign I am treasurer for is
not the type that gets "anonymous", contributions.

Posted by CMS, VA CPA on October 11, 2006, 7:10 pm

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Not true. The campaign does not get to keep the money.

In Virginia (and I suspect in most if not all other states) the uncashed
check becomes Unclaimed Property and must be turned over to the state to go
into their Unclaimed Property system. This is true for any company and any
type of check- vendor, payroll, refund, etc. The state retains the money so
it is available to be claimed by the rightful owner in the future.

Also as Allen Martin stated, I expect it is illegal to accept anonymous
contributions to a political campaign given current laws regarding campaign
contributions.

--
Charles M. Shanes, CPA
Charles M. Shanes CPA, LLC
Richmond, VA
QuickBooks ProAdvisor
Microsoft MPAN Member for SBA
www.shanescpa.com
cshanes@-Delete-This-Nospam-shanescpa.com

> Allan Martin wrote:

>>> Allan Martin wrote:

>>>>

>>>> I handle the books of a political compaign. In order to make sure

>>>> campaign contribution limits do not exceed the limits mandated by

>>>> law I use a custom field called Running Total just for this purpose.

>>>

>>> Maybe you can answer a nagging question. When the total for the donor

>>> "Anonymous" reaches the statutory maximum, how do you decline/return

>>> the excess?

>> Issue a refund check.

> Cool! Assuming the check's never cashed, the campaign keeps the money.

> Proving, once again, that money will flow to politicians irrespective of

> the legal hurdles.

Posted by klunk on October 6, 2006, 12:41 pm

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>I use Invoices in Quickbooks Pro 2006 and need help with doing a report. I

>have set up a report to show my customers name, date of purchases and

>amount of purchases. I am trying to set it up so that after 12 purchases,

>the customer will receive a free bonus. Is there any way of doing a report

>so that I do not have to scroll from A to Z to find customers who had 12

>purchases?

How about exporting the report to Excel, and then
sorting the report on the "# of purchases" column
in descending order?