Sharing customers between GnuCash files (was: Re: Can a lawyer's trust account be adequately managed from the same gnucash file as the rest of their accounting?)

[Macho Philipovich]

   Hi again,
   Is there any convenient way to share customers, jobs, and invoices
   between separate GnuCash files?
   This is a follow-up to the question I asked last month: I received
   helpful advice that I should manage my trust account in a separate
   GnuCash file from my regular business account.
   Money given by clients before for which no invoice has been issued must
   be deposited in the trust account (irrespective of whether the work has
   been done). As soon as the client is invoiced, the money must be
   transferred from the trust account into the regular business account.
   You can see how sharing customer, job, and invoice information would be
   fairly central to this process.
   Thanks again for any guidance you can provide!
   Macho

   On 2015-12-31 03:29 PM, Liz wrote:

On Thu, 31 Dec 2015 03:39:15 -0500
Macho Philipovich [1]<macho at resist.ca> wrote:


2. I can have all my separate files (4 of them) open at once on my
Debian install, and I have menu entries for them which make this easy.
As John Ralls hinted, this is not easy on a Mac.

   I'm able to open two files at once running separate instances from
the command line, as John suggested, but I have the sense this isn't
what you're referring to. Is there another way?


I edited my xfce menu structure to give me the additional entries.
These are personal menu entries, not in /usr/share/menu but in
~/.local/share/applications/


3. I can then balance certain accounts against each other and ensure
that the accountants don't cost me too much at the end of the
financial year. For example, money I loan to the main business when I
purchase on a credit card is entered in personal books with the
credit card and in the business account.

   Can you say anything more about how you do this mutual balancing?
Does any existing tutorial address the process?
   Thanks again!
   —m

Most of them I can just check that the totals are the same, but one I
have resorted to printing off an account register listing and
reconciling.

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References

   1. mailto:macho at resist.ca
   2. mailto:gnucash-user at gnucash.org
   3. https://lists.gnucash.org/mailman/listinfo/gnucash-user