Expenses & Suppliers
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Hi -We have just upgraded to QBO advanced in order to better separate what our employees have access to. With the new permissions, our AP manager does not have access to enter vendor credits although that role has full access to bills and checks. There doesn't appear to be a permission to check that allows this role to enter vendor credits without giving the user full access. Is there a way to turn this on for our AP manager?
Our landlord is terrible at providing accurate bills for utilities and rent and doesn't follow up on payments. As such, we have unpaid bills from 2019 and 2020 (both of which are closed years). We just paid it all in full but there will be a few changes to the bills. How do I account for the changes to the bills without disrupting the books for the closed years? Further, the owner is concerned about what month to account for the differences as he doesn't want one month to look lower than it actually is. Thanks!
One big bucket for these is enough. Our cheqing account actually contains half of the resere funds so its really a notational amount.
Hi, I would like to know when will we be able to pay our suppliers with direct deposit like we pay our employees ?
Hello, While creating invoices we became aware that QBO creates a line item for the markup on billable items and services. While the markup doesn't show to the customer on their invoice, we have never tracked our markup this way, and it is not something we are interested in starting now. We set up our markup parameters in desktop, NOT in online. Please advise how we can disable this "feature".Thank you!
Hi there, New to using QuickBooks and having a lot of fun (not really) recording vehicle mileage. I have a work truck that is 100% used for nothing but work purposes. Do I really need to record each individual trip? Or can I record the KM at the beginning and end of the year to simplify the whole matter as this vehicle will never be used for personal? Thank you very much!
I have to return some damaged product back to a vendor. I want to print a packing slip, to send with the returned product so I can enter the Credit Memo when I receive it. Does anyone know how to do that?
Hi! I'm looking into using WayPay to pay vendors and syncing back to Quickbooks Desktop. Has anyone used WayPay?? What are your thoughts on the app?
In Quickbooks Desktop edition, users are able to apply terms discounts when appropriate from the "Pay Bills" form. The discount is applied to each invoice as appropriate, reducing the amount to be paid by the entered discount amount which is applied to the appropriately entered category/account (I.e. COGS) and not affecting taxes already entered for the bill. In Quickbooks Online, there is no way to do this at the time of paying the bill. The best (but far from adequate) solution that I have found is to enter the discount as a separate line item when entering the invoice. The problems this creates is 1) if the bill is not paid by the due date, the discount needs to be manually removed; and 2) the bill total shows the discounted amount, which can cause confusion. I'd like to request that Quickbooks Online be "enhanced" to perform as the Desktop Edition has for years in this regard. How do we go about properly requesting features/enhancements? Allen
So being able to import the PDFs of receipts for expenses is pretty convenient (Rules (intuit.com)) but I've noticed that it recognizes or assigns categories inconsistently. Is it possible to set rules to assign a certain tax category, expense category, account from which the expense was paid, etc. when the PDF is uploaded? For example, let's say I always buy widgets at Betty's Widgets with my credit card, widgets are always charged GST, and widgets are always expense category Laboratory Supplies. When I upload a Betty's Widgets PDF receipt and the QBO system detects that text, I want Bank/Credit account to select my Visa, assign tax type GST, and assign Account/Category Laboratory Supplies. (Being able to teach the system where the total/reference no./description/memo etc. is found on these consistent invoices would be nice too but baby steps.)
I'm setting up a new client in QBO, first transaction 01/01/2020. I'm attempting to add their inventory for proper tracking and QBO will not allow me to use the 2020 date.
For example, I need to print all bill payment stubs for one particular vendor going all the way back to 2017. Is there a way to pull payment stubs by vendor instead of simply by date and having to weed through them all?
We create purchase orders for the products we are purchasing from our suppliers. When we receive their invoice we "copy to bill" the purchase order and enter the bill details. We would like that purchase order number to transfer over to that supplier's bill so we can track all the expenses related to that purchase order including the initial product purchase. I managed to show the purchase order number on our invoices to our customers, but I don't know how to copy it over to a bill. Can this be done? And if so, how do I do it?Thank you.Rosemary K.
