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Good Afternoon. I am an Owner Operator in the Trucking Industty, leased onto a carrier. Up until now I have been doing things the "hard" way - Basically taking my weekly settlements from the carrier and setting aside a percentage towards Taxes, then pocketing the rest. I currently have an outside service doing the heavy lifting for me in terms of keeping my P&L, but I want to move to a more robust system, as I'm preparing to move my business out of the current model it's in into a more productive one, keeping closer tabs on costs, revenus, etc. I'm exploring QB As an option, compared to other services out there.I have weekly settlement statements from the carrier, with each account broken down, and they all have YTD numbers on them. Rather than going through each settlement one at a time, is there a way that I can import/use those YTD numbers as a starting point?
What determines the "default" chart of accounts (COA). Tax Form or Industry? Is there something to select that will not automatically include Inventory, Cost of Goods Sold and Sales of "Product" Income? Because apparently those accounts in the COA can never be deactivated. Accounts that can’t be deactivatedThe following default accounts are created when you set up QuickBooks, or when an event triggers them, like turning on the sales tax setting. You can’t make these accounts inactive or use them for any other purpose. Inventory/Stock Asset and Cost of Goods Sold/Cost of Sales: If you try to edit or deactivate these accounts, any edits to your Products/Services will be recreated.Sales of Product Income: This is used to track sales for inventory items. This account is the default account created to track sales for inventory items, and should not be deleted, or renamed. If deleted or renamed, QuickBooks Online will create a new account to take its place.
Hello QBO community!The earliest credit reconciliation I see in my client's QBO is for the period 12 Oct 2023 to 11 Nov 2023.However, there are transactions dated as early as 2022. I see some error in the reconciliation, so I want to undo it. I understand the error has something to do with the opening balance and some added or deleted items after the reconciliation was done. So when I redo the reconciliation, I'm a bit unsure what opening date and opening balance to use since there are transactions prior to the bank recon opening date which is 12 Oct 2023. Appreciate any answer to my query and guidance.
I am trying to take the CPE assessment for QBO Beginner skills, and the question is asking how many points it takes to reach platinum tier of ProAdvisor program. I took note in my lesson (and double checked afterwards) that for a firm to become Platinum, it needs 2400-6999 points, but the assessment's multi-choice answer only went up to 1,600. Did I miss something, or is the assessment question outdated? Any advice would help. Thanks
Recently whenever I print checks it prints a yellow bar across the top of the ledger check. As if someone used a 1" highlighter across it. It only does this when printing QB checks. Word, Adobe, etc., don't do this. And it does so even I have the print dialog set to "Black only." Anyone experience/solve this?
Can't sign into online QB says the company not found
My question is regarding revenue recognition. We are a SaaS business so it is a requirement for us to report our sales accurately, the revenue recognition has helped me to make sure the sales are being recorded correctly. My issue is that when I run my P & L the total income is nowhere near where it should be.Does that mean that something is not mapped correctly? How can I get my P & L to reflect the correct sales?
how do I find my lost sysadmin password in QB POS 19 PRO
Buen DiaTengo una pregunta como colocar la dirección de un proyecto para que aparezca en el invoice.Porque me aparece la dirección del customer pero quiero que aparezca la dirección del proyecto, muestro imagen donde le he colocado la dirección pero al momento de elaborar el invoice, este muestra la dirección del customer.
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Is there a way to have the invoice number appear on screen when creating an invoice, but not be able to change the auto generated number?I'm having an issue with a client's employees consistently changing the auto generated invoice number to something like "Deposit" or " Final" etc, which creates a ton of duplicate invoice numbers. They don't pay attention to any message that says the number has been used because they have always done it this way. But it's too difficult to search for invoice numbers using names like this that have been used for hundreds of invoices. I want them to never be able to change the Quickbooks generated invoice number, but I do want the ability to see the auto generated number when creating the invoice. Is this possible? They use Enterprise.
I can see the dashboard but the navigation to the left and across the top are no longer visible. Using QB Online. Anyone having this issue?
Hi All,We are a very small dairy farm. 75% of our sales are through farmers markets, we may do 5 or more markets in a weekend. Our point-of-sale app is WooCommerce. After a typical weekend WooCommerce will make a deposit to our QBO linked bank account. But that deposit is not for the total amount of sales, only credit cards. The cash sales either turn up as cash in the cash boxes, or tokens. Tokens can be redeemed by ACH payment to the linked bank account, check(s) indicating the weeks the tokens were received, and/or cash. This means our income is split along several payment lines that don't correspond well to given invoices. I made the HUGE mistake of marking the invoices as paid by receive payment without associating a deposit, ACH payment, check deposit, or cash income. Consequently, QBO shows our income as grossly overstated because deposits are not associated with an invoice. So, as I'm writing this, I realize I have two
I would like the option to print grid lines or use alternating colors on line items when creating estimates and invoices. Is there a way to do this. I want it to print with the alternating colors, the same way it looks on the screen.
I know that there are 2 ways to get the company id value: 1. After being redirected from authorization URL, the realmid parameter is the company id. reference (https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization/oauth-2.0#authorization-code )2. From User Interface. Is the company_id also returned in the response from the access token request? Or is it possible that this value was included in past responses from the access token endpoint? If it was previously returned, could someone provide an API changelog so we can review the change? Thanks in advance.
I keep having an issue with Quickbooks over font size inside the program. I had things sora fixed where I could work, then, Microsoft just did an update, now everything is messed up. So, are there any tricks or tips that will help me enlarge the print inside the progam? If this keeps on, I am going to be forced to find another program.
For the past 2 weeks, time entries haven't been going anywhere are they are approved. Employee name is entered, time is correct and marked as billable. But unbilled income isn't showing the time entries, it's not pulling forward into payroll and it's not pulling forward or linking in invoices. It was working properly before this.
We received a live (not robo) call from [Removed] today. The caller, a gentleman with a heavy accent (Asian/Indian?) indicated that the payment method for our annual license service had been declined. I recognized immediately that it was a scam attempt and told him that I’d log into our account and take care of the issue. He promptly hung up. I reported this via chat and email to [email address removed] but thought I'd share here as a warning to other users.
I have ALWAYS used the same invoice number for all of my customers in the same month (In October, all of my customer invoices are "Oct 2023". Today (10/29/23) QB has decided that I can no longer do that. I receive an error that says "that number has already been used, use another number to continue" (not those exact words, but message is the same). Why quickbooks? Why are you the absolute worst part of my job?!
Hi, I have just started using Quickbooks Desktop Accountant. But there are some problems about converting pdf bank statement to qbo extension especially for Mercury and Paypal statements. Are there any converter that you have experienced or any other way? Best.
in QBO, why isn't anything I enter today (10/08/24) showing up in 'search'?
QB Desktop user. My company booked an event earlier this year. We were given an invoice for the event and I entered the full amount of the bill, of which I paid a $700 retainer. The venue cancelled our event and refunded our $700. Meanwhile, I had the remaining outstanding bill amount sitting in my Pay Bills. I thought that voiding the bill would clear the outstanding amount in the Pay Bills section (it didn't). There's no way to undo a voided bill, so I thought I would try to "fix" this by going back to the original bill and re-enter the original amount due in an attempt to revert back to my original problem. Now I have two entries in my Pay Bills window: 1) the initial retainer payment amount for $700 and 2) a bill to the venue in the original amount due. Really unsure how to fix this.
