SherWare Knowledge Base 
Welcome to SherWare's Knowledge Base 
1099s, 1096s Printing 1099s What's Included on 1099s Vendor 1099s Updating 1099s Transmitting to the IRS Setting Up Owners to Receive 1099s 1099 INT Accessing the Help File Locating the Help File AFE Module Changing AFE Expense Codes Changing the DOI for an AFE Expense Charging Investors on an AFE Entering Estimated Costs on AFE Expenses Selecting AFE Options Tracking AFE Payments Allocation File How the Allocation File Works Archiving Data in SherWare When to Archive Your Data Backing Up Data Bank Balances, Accounts & Reconciling Bank Service Charges Making Corrections for a Wrong Bank Account Selected Reconciling Bank Statements Changing User Accounts Changing Passwords Restricting User Access Company Address/Company Information Adding Your Company's Address to Statements Removing Agent's Name Compression & Gathering Charges Generating Compression & Gathering Charges Crediting Owners Managing Credits Dates in SherWare Advance Date Posting on Checks Dates on Reports Production Dates Dealing With Accounts Account Settings Catch-All Accounts Changing Checking Accounts Changing QuickBooks' Chart of Accounts Chart of Accounts Current Liability Account Making Corrections for the Wrong Account Selected Setting Up Accounts in QuickBooks Setting Up Bank Accounts Definitions Check Stub Abbreviations JIB & AFE Deleting Things Deleting a Well Deleting Expenses Demonstration Mode Taking the Software Out of Demo Mode Differences When Closing a Run Finding Differences When Closing a Run Direct Paid Owners How Direct Paid Owners Affect Grossing Up How Direct Paid Owners Affect Taxes Setting Up Direct Paid Owners Disbursement and JIB Options Selecting Disbursement and JIB Options Division of Interest DOI Options DOI Utilities Double Checking the DOI Entering the DOI Making Changes to the DOI Due Date Terms Changing Terms Dummy Owners Posting Dummy Interest When to Use Dummy Owners Edit Mode Enabling Edit Mode Entering Negative Statements Entering Deficit Statements Entering Negative Production Receipts Negative Balances Entering Revenue Gas Meter Reconciliation vs. Production Receipts Making Corrections to Production Receipts Production Receipts Purchasers Revenue Categories Entering Statement Notes Printing Notes on Statements Statement Notes Entering Zero for Production How to Enter Zero for Production Entering/Paying Bills A Paid Invoice Isn't Showing in SherWare Entering a Credit Card Bill Entering Bills Paying Bills Recurring Bills Setting Up Vendors Unpaying Bills Errors Alias Not Found Error Field List ID is Invalid Error QBFC5 Error QuickBooks Error 3100 Re-indexing Unable to Connect to QuickBooks Updating Files Vista/RT Patch Everything About Checks Advance Date Posting on Checks Check Formats Check Minimum/Maximum Amounts Check Processing Check Register Check Stubs Checks in Queue Waiting to be Printed Owner Checks Printing Checks Printing Checks with a Signature Reissuing/Changing a Check Reprinting Checks Uncashed Checks Vendor Checks Voiding Checks Writing Off Unclaimed Checks Everything About Expenses Deleting Expenses From an Invoice Expense Codes Accounts and Expense Codes Classes and Expense Codes Creating Expense Codes Deleting/Changing Expense Codes Understanding Expense Codes Expense Descriptions Fixed Expenses Making Corrections to Your Expense Codes Marketing Expenses Non-Production Expenses One-Man Expenses Production Receipts vs. 8/8ths Screen Resaving Receipts/Expenses Setting Up Automatic Expenses Setting Up Expenses Using the Well Expenses By Well Screen Everything About Owners Crediting Owners Direct Paid Owners/Options Making Corrections for Overpaying an Owner Merging Customers in QuickBooks Net vs JIB Owners Owner Information/Second Name Owner Types Owners on Hold Receive Owner Payments Setting Up Owners Unknown Owners Using Dummy Owners Everything About Wells Deleting a Well Entering Well History Similar Well Names in QuickBooks Well Groups Well Names Expense Codes Deleting Expense Codes Expense Codes and Accounts Expense Codes and Classes Setting Up Expense Codes Understanding How Expense Codes Work Fixed Expenses General Journal Entries Classes on Journal Entries Manual Journal Entries Graphing Production Gross vs. Net Using the Gross Option House Gas Module Installation and Networking Creating a UNC Path Installation Questions Networking Questions Invoices and JIBs Invoices JIBs Paid Invoice Not Showing in SherWare Issuing Refunds JIB Runs Closing a JIB Run Land Management Module Lease Payments Leases Metes and Bounds MICR Check Printing Missing Something? Multi-Users in SherWare New Versions of SherWare Oil & Gas Resources Online Reporting & Online Statements Opening SherWare Prepayments Printing in SherWare All About Printing Checks Printing an Owner Statement When There is No Production Printing Checks with a Digital Signature Printing/Previewing Reports Processing Quarterly Owners Production Periods Purchasers QuickBooks Options, Errors and Synchronization Correcting Similar Well Names in QuickBooks Don't Post to QuickBooks Option Editing QuickBooks' Chart of Accounts Error 3100 in QuickBooks How to Merge Customers in QuickBooks Opening QuickBooks and SherWare Posting in QuickBooks Posting Options Posting to QuickBooks QuickBooks Compatibility Receive JIB Payments Saving to QuickBooks Sending a Backup of QuickBooks Setting Up QuickBooks Accounts Synchronizing with QuickBooks Unable to Connect With QuickBooks Updating QuickBooks Recalculating Numbers Receive Payments How to Receive JIB Payments Receive Owner Net Payments Reports Correcting Reports Exporting Reports How Dates Work on Reports Individual Reports AFE Reports Expense by Vendor Report Expense Tax Codes Report Owner Distribution Statement Owner Suspense Report Ownership Interest Transfer By Date Report Program History Report Texas PR Report Well Interest/Listing Report Well Production Summary Report Well Revenue Run Closing Summary Modifying Reports/Invoices Printing Reports Restoring Data Revenue Runs Closing a Revenue Run Run Numbers Running a Test Distribution Setting Up Programs SherWare Support Accessing SherWare's Help File Online Support Forum Suspense Clearing Owner Suspense How Suspense Affects 1099s Putting an Owner Into Suspense Suspense Balances Suspense vs On Hold Tank Information Taxes Deducting Taxes Differences With Taxes Entering Manual Taxes Expense Tax Codes Making Corrections to Taxes Property Taxes Severance Taxes Withholding Taxes Updating the Software Using the New Button Vista & Applying Patches Water Hauling