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We produce our own products. They are produced in-house then shipped to a fulfillment service. I am not sure if our process/system is correct. Can you please let me know? 1) When we send inventory to the fulfillment center, we create a zero-cost bill - for example, we send a quantity of 50 of SKU 123. In the bill we show a -50 of SKU 123 and a +50 of SKU Y-123 (we use the Y- as an indicator that the item is located at the fulfillment center). Question: should we include the cost of the item in the -50 and the +50? 2) When there is an order from our online store, we create an invoice in our system for the Y- item at fulfillment. 3) We create a PO to Fulfillment for the Y- item. The cost is zero for the item on the PO. 4) When Fulfillment ships the order, they create a zero-cost invoice (except shipping) which we receive as a bill to us. 5) We pay the bill when it's due. We have Quickbooks Online Plus.
Hello, I need some help with the new receipts feature.So I use the app to snap my receipts and then go into quickbooks online and the banking tab to review transactions/expenses, after I've reviewed/accepted them then that I go and match the receipts to the transactions/expenses.Some of the receipts automatically match and other don't. My issue is with the ones that don't match because if I fill out the receipt info (date, tax, supplier, etc) manually and then add it, it adds a whole new transaction to quickbooks, when I don't want it to do that! I only want to match it to the transaction that's on my bank feed and in the banking tab (that I've reviewed). This is also a major issue if I have a bill that was paid over a few days but I only have the receipt for the whole bill because I can't match a receipt to multiple transactions. Is there anyway to go around this?
Hi - When a customer returns something I process a Refund receipt to credit the customer in Quickbooks and put the item back in stock. When this is processed I have to select the account for the refund and selected the checking account, but this was originally paid on a credit card or with PayPal. Then when I receive a credit card settlement or PayPal deposit the total amount is less the amount credited. The refund receipt already deducted it from the bank account so how do I match the deposit received? For example I receive a credit card settlement deposit for $900, but the total of invoices paid is $1000 and the refund credited is $100. I can't figure out how to match up the deposit in the bank transactions. The refund doesn't show available to match because it was already deducted. Hopefully this makes sense! I would appreciate some help and suggestions on how to deal with these returns. I am not sure doing the refund receipt is
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I did not file 2023 1099's using quickbooks on-line. Now I'm trying to get reports together to file 2024 1099's. How do I make the changes so quickbooks knows I do not want 2023 numbers on my reports
We are a drop Ship business where the customer does not pay in advance. I saw a similar question but their customer prepaid. What are the correct steps for placing an order.This is what I am doing thus far.Create Purchase Order to Vendor to drop ship product to my customer.Once product has shipped from vendor and invoice is received I create a Bill to Pay the Vendor.Then separately, I going to Invoices and create a new Invoice for MY customer where Vendor Drop Shipped. Because on PO I chose "billable", when I create an Invoice for specific Vendor, suggestion comes up for product I have order on Purchase Order (and Bill). Problem I am having is that Invoice is not Linked to my Purchase Order or Bill, which makes it hard for me to figure out where I am at in the transaction.
It's not crucial, but annoying as I'm not able to specify how a payment from a customer was made exactly.
Hello friends. 2019 QB Premier Nonprofit edition, for desktop. Our small nonprofit recently signed up and are paying for fiber internet with AT&T. We subsequently received a "Reward" debit card from AT&T for $125. The card cannot be used at ATMs or for cash back, nor refilled, so I will have to use it for expenses until depleted. I am unsure how to set this up in QB. As a credit card? How do I add the $125 to the account so that it reflects that this is cash back from my Internet expense account? Thanks in advance for any help and suggestions.
Frustrated beyond!I keep trying to import. My COA is numbered. When I try to import and map the item even though I exported my COA and copied and pasted, used formulas in excel to exactly match& received the same error which is (make sure you match the item exactly how it appears Example (Flowers:Roses:RedRoses)Heres my inputs:21000:2110021000 Sales: 21100 Edu PackSales: Edu Packive had to rewrite this post 3 times bc QBo is stalling online. I’ve spent more time using features vs manually entering.
I need to figure out a couple of things.Company A paid a vendor for an improvement for Company B.Company B needs to reimburse Company A. How is the best way to post this?How do I get the 1099 for the vendor to show up in Company B?
We purchased a TC26 Android scanner. I sent the pick list to the scanner for picking a order. I scanned the barcode heard it beep but it isn't showing the item was picked. What am I missing for using this device. I am not sure if I set it up correctly or not. Any help would be greatly appreciated.
I have installed the warehouse manager app and everything is syncing except when i am in the app trying to scan it won't read the barcode. The TC21 scanner works fine in its test phase, it's that in the app it won't scan the barcode. I printed the barcodes from QuickBooks so what could be going wrong? I have spent weeks on the phone with QB with no resolution and it is driving me mad. Please help!
I need to know how to add multiple ship to addresses to the drop down list I've circled in the pic below. Thank you in advance for all the help!
When I sign into QBO the first page that opens is the Company Settings Page verses the dashboard. I've cleared Cache as well as tried to open in a private "incognito" window. Still does not open to correct page.
I have shut down and restarted
First I run QB Desktop Accountant Enterprise Version. Our company recently acquired a Convenient Store. My boss wants me to keep track of COGS when I write a check to vendors - However, maintain inventory at retail to track against the merchandise sales. In 37 yrs I have never done inventory and I need help!
In QBO, draft (i.e., unsent) invoices regularly appear among sent/open invoices. In the lists, they look exactly the same. There is no way to know, from looking at the various lists of invoices, which are drafts and which have been sent to the client (customer). To determine whether invoices are drafts or have been sent, we must click View/Edit to view each invoice, then scroll down to the Activities list to see if we have already sent it. It would seem that something like the Status column could be helpful, but it isn't. Draft invoices appear as Open, along with sent/unpaid invoices. There's no distinction. This is a real problem. Not only is it really hard in our workflow to determine which invoices are drafts and need finalizing, requiring extra time and causing confusion and errors. But worse than that, QBO is counting the amounts on the draft invoices as if they have been invoiced already. All the metrics QBO provides based on open invoices ("unpaid"), on both the I
We would like to send Purchase Orders from Quickbooks directly to our Vendors. However, the formatting is completely off and does not give a professional appearance. Screenshot attached. I noticed that we do not have anyway to "customize" a PO template. If somebody has customized this, can anybody help me?
Do I set up Quickbooks Online to track inventory if I'm using a POS system?
Has anyone seen this error sequence in the QBWin.Log (QB crashing regularly, support and a outside 3rd party has been unable to track it down for over a month so we're seeing what we can find on our own) invoice.c (6115) : CHECKPOINT: 30336: Wed Jun 8 10:58:49 ***ShowSeeHistoryLink Feature disabled Time = 0.000002 secs***senderrorapis.cpp (405) : MESSAGE: 30336: Wed Jun 8 10:58:49 LVL_ERROR--QuickBooks has experienced a problem and must be shut down, ErrorCode:1995052198. idbfilemgr.cpp (2792) : CHECKPOINT: 30336: Wed Jun 8 10:58:50 IsQBInUseLockFilePresentAndLocked: U:\WheelerLogistics\Wheeler Logistics.QBW.LCK can't be found. Error = 2
I don't need to borrow money. Why in the hell are is QB marketing to me on my home screen. I do not need pre-payment on invoices. Why in the hell are is QB marketing to me on my home screen. I absolutely refuse to have QB handle my funds in a QB Checking Account. Why in the hell is QB marketing to me on my home screen. They have access to my invoicing, Why am I being targeted and Harassed by QB, a service I am paying for. Why in the hell did QB turn on CC payments when I did not approve it Why am I being targeted and Harassed by QB, Why are the stealing money from me. We have enough struggles running a business. We use QuickBooks by request of our accountants. So why are the business owner using QB being Harassed.
The expense widget is useful, but due to the nature of my business I would like to exclude one expense from it. This is not from reports in general, but the widget itself, as that expense is disproportionate to others and so muddies its utility. Is there a way to set it to ignore one category, without categorizing the expense itself? Thanks!
There is a really long story behind this, but to keep it short, I need to be able to add expenses to our projects, so that we can track all of the costs for a job. However we didn't start using QuickBooks until the middle of some of our jobs. How can I add expenses to these projects where they came from 2022 and before and the information going into the books was not started until 2023? One point of clarification, we run on a fiscal year that ends in September. I was able to enter the expenses for the projects before October 2022 as beginning balance, but now I need to add some expenses for the 22-23 tax year that the bookkeeper who set up our books left out. what would be the best way to do this?
