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I have two project managers and I would like to be able to create a report showing which projects they are assigned to. Ideally this report would also show the profit margin of each project. Is there a way to do this?
We use the desktop For our customer invoices, the due date and Po number is not printing from one of the templates. It shows on print preview but not when printing.
I'm an attorney and take retainers from clients. I have the retainers set up under a Trust Account Liabilities Account, with sub accounts for each client. I invoice my clients from my CRM system. Occasionally I have to pay a vendor online with my office credit card, although the expense will actually be paid eventually from the client's retainer. When I pay the vendor online, the payment comes from my checking account. I then transfer the funds from the client trust account liability account to my checking. But I don't want the vendor payment showing as an expense of my firm (which would cause me to understate my profit for tax purposes). How should I account properly for the vendor payment when I pay it from my accounts, then reimburse myself from my client's retainer bearing in mind that I have already generated an invoice to my client in a different system?
I am having an issue, our company split and we have QB installed on a new server and workstations, and when the user goes into the "Enter Bills" there is a icon that saysd "Attach File", and on the old computer it shows a bubble saying how many attachments are in that area. but the new computers it does not, the attachments are still there, but the users would like a notification showing that. See the before and after pics. thank you
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Hello,I am trying to move from Quickbooks Desktop 2016 for Mac to Quickbooks Desktop 2020 for Mac.And I can't figure out how to successfully migrate my 2016 QB files to 2020 QB. Does anyone have instructions that are specific to MacOS? Thanks !George
We are in the process of completing a physical inventory and the enterprise edition is not specific as to how to reconcile the counts to complete the physical inventory.We currently utilize the QB Desktop Enterprise solution for Manufacturing & Wholesale.Our inventory is very large so manual entry one item at a time would not be an option.
I'm trying to sign up for the "Accounting 101" webinar on January 18, 2024 which can be found at this link: https://quickbooks.intuit.com/learn-support/webinars-and-events/eb-p/events-us however when I select the "Click here to register now" link on the page it takes me to a Zoom page that "Page Not Found". I tried to sign up for the same webinar on a different day and got the same result. Can you provide some help on how to register? @cody_a
When paying a vendor and wanting to use a discount, how do I show that in QBO? I don't see an area where to do that unless I go back to the invoice and code it directly on there.
I am only using qbo to record invoices, payments and expenses that are provided to me. The company owner handles all reconciliations of accounts and none of the banking or credit card information is provided to me. We are not currently linking any of these financial accounts to qbo. Should I still enter information into qbo as if the banking and credit card information were linked?
Projects > Posts > Is it possible to change the date stamp format on a project post to include the year?The posts only include month date, time (ex: May 23, 12:53pm) Thank you!
I see Quickbooks is going to force me to update my 2021 version. I will no longer have my payroll support or service after May! The reason I have never updated is because all the newer versions don't support my scanner for doing my invoices. They want me to use my phone and scan the bol's! This would take so much more time to do my billings and we don't have the best reception in our area. Does anyone know if the newest version will let me use my scanner. Also my computer tech says not to get Online Quickbooks, stay with my desktop version. We don't get the best internet here, so if my internet goes down, I won't be able to do my work!
Newbie here. Can I add link "Purchase Order" to the Bookmarks menu?
I'm creating IIF files for my customer to import invoices from out data system. Ideally we like to not send over a customer address and let quickbooks use the existing customer address already in qb. Is that possible, or must I always include addr1, 2,3, etc.
Can you make the new invoice style a recurring invoice like you could do in the past? I have always been able to go to the bottom of the invoice and select make recurring. I cannot find that option. Thank you
i tried every step recommended in quickbooks instructions-the contractor is in the list of contractors-when trying to prepare 1099 his name is not included in "tracked" neither "non tracked". it does not appear under "reportable payments only "neither "non reportable payments only"-it is the first year i will do 1099 for him -it is marked as ACTIVE-he earned more than $600-payments were all made not using credit cards or any other type of payments.besides-when trying to mark any of the contractors INACTIVE, it is not possible and quickbooks responds:'Unable to mark contractor inactiveSomething went wrong. Please wait a moment and try again. If the problem continues, contact us.' I tried several times on different days
Hi - I am wondering how to add variables (vendor name and amount, mainly) to the email notifications that are sent when a task is assigned through Workflows. The help guide says to click on the "Add Variable" button when you are editing the email notification. But there is no such button. When I try to use the variable code "QBO:Vendor Name", as an example, it literally spits out that text in the email, not the actual vendor name. Same for "#Vendor Name". Any help would be appreciated.
Our QB file has gotten very big. We are starting to have some issue with it from time to time. We have compressed the file and it is working at the moment. Our EOY is coming up and I'm thinking it may be time to move to a new QB file, but I would like to be able to migrate Vendors, Bank Accounts etc over and just start with current balances, and maintain the old file for historical reasons and to pull any needed information from it when necessary. I can't seem to find an easy way to do this. Is there an outline on how to do this, does it require a third party tool? Thanks for your assistance.
Hello, We are a small irrigation company that converted from QB desktop to QB online Essentials. In the desktop we utilized custom fields for our customers (shareholders) containg number of shares, share certificate, purchase date, ... QBO Essentials does not support custom fields for customers. I would like to use the customer's note field to hold this information. Is there a way to batch load this custom data into the customer note's field? I really don't want to have to type this data in for 300 customers (shareholders)? Thanks, Craig
Hey everyoneOur business has a very standard invoice it sends customers each week. Customer ABC will be invoiced:Account Management fee for customer ABC (Fixed cost)Picking and packing fees (Variable cost)Storage fees (Variable cost)Domestic Postage (Variable cost)International Postage (Variable cost) It seems like it should be a simple thing, but we have found it impossible.We want to have every new invoice created to have these items on it..... In a perfect world, selecting the customer would add their own relative account keeping fee, but at an absolute minimum we want to have every invoice created to have all the variable cost items on it.Has anyone figured this out???Thanks in advanceGray
I would like to print the graph widget but don't know how.
So i just updated my Quickbooks. I thought I had to because they were going to discontinue my payroll service on Quickbooks 2021. I was told when I purchased it that I would be able to continue to use my scanner! I was told a lie! I can't! Actually he guaranteed I would be able to use the scanner to do my invoicing! And now I find out that payroll service is just discontinued in 2020 and before! Just blew close to $2000.00 for nothing and can't use my scanner! I was told I had to get a third party app in order to use my scanner for invoicing! Where in the world go I get that and why would i want to pay for a third party app when I should be able to scan from Quickbooks without having to use a phone! What a joke Quickbooks has now become!
