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MacyBentley

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  1. Regarding your workaround for handling ""Undeposited Funds"" in EA, it sounds like a practical solution. While it may not be as seamless as QB, it's great that you've found a way to make it work. Setting up a manual ""Undeposited Funds"" account with a $0 balance is a clever workaround.Assigning client payments to this account and transferring the funds to your business checking account when you deposit, you achieve the same result as in QB. It's a bit more hands-on, but if it helps you keep your accounts in order and reconciles with your bank statement, that matters.Accounting software varies, and finding the best approach often requires creativity. I suggest you consult with a small business accountant. They can offer valuable insights and ensure you're on the right track for your specific business needs.
  2. Hey there. It's been a long time since you started this thread, so I hope you've found a solution. But, in case you're still struggling with converting those PDFs to an editable format, you could try using Optical Character Recognition (OCR) software, which can convert non-editable scanned documents into editable ones. There are several OCR software options available, including Adobe Acrobat, ABBYY FineReader, and Readiris. Btw, you could also try using this automatic document scanning and OCR service. It can help extract text from scanned images or PDFs, making them editable. Check out https://smartengines.com/ for more info. Hope this still helps.
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