QuickBooks Q&A
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For initial, personal start-up deposits made by the owner, would they be recorded as an equity under either the "Owner Investment" or "Owner Draws" chart of account?
My check register report shows every entry as a positive and a negative, which clutters up the report. Is there an easy way of dealing with this so I can get a clean report, with deposits as positive and withdrawals as negative?
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Does anyone like the new invoice system? How do I add billable items other then when "suggested" when the invoice is created. They have changed how the customer name is reflected on the Sales by Class Detail report once a billable item is added to an invoice.
Quickbooks has frozen AGAIN. I can't search my past invoices.
I inherited a QB file that has a ton of items received but never attached to the bill. goes back years and I would like to clean it up. I can't find a report for received items not billed.
One of the users in our company has the role permissions called "Standard limited customers and vendors" and when you view the details of the permission for this user, it says he has "full access" to inventory management, including adjusting starting value, adjusting quantity, and deleting inventory. When he is on his account, it says he cannot do anything but adjust the starting value. He cannot adjust quantity or delete inventory. How do I fix this to make his account reflect the permissions that my admin account says he has?
I am wanting to get customer daily average account balances. I do not find a current report for this.
Hello!I utilize monthly reminders to create invoices off of every month because we have some customers whos amount owed changes each month. This will create a reminder on the first of the month that I can then go in and "Edit and Create". When I used to do this, once an invoice was created from a reminder, it would remove itself from my reminders list. Now all of a sudden it does not. The only way it does is if I just simply hit "create" which doesn't allow me to edit the invoice. So once created, I have to manually *remember* to delete this reminder invoice - which the wording is strange because it only gives me the option to "Skip" - which is not what has happened with that invoice. Am I missing something??Thanks!
I set tile and do bathroom remodels. I do not provide any of the items I install, such as tile or preformed shower pans. Items I use and leave with the customer are Sand mix, drain kits, water proofing, reinforcing fabric, (comes in large rolls), thin set, grout and colored caulking and of course the tile that the customer has provided. Items I use in the performance of my work are screws, nails, brushes, other types of caulks, painters' plastic, drop clothes (disposable ones and cloth ones that I can use over and over on other jobs) plastic knives, blades and driver bits and lumber for forming. The question is, what is the proper category to name these items?
(A parent company sends me a single use credit card to pay for multiple invoices that are listed under other company names).
For the last couple of months, the Credit Card Processing Errors page off in Quickbooks Online has not been functional. Calling into tech support has been an exercise in futility. I've wasted hours trying to get someone's attention. Fellow Quickbooks users who also work with Intuit Merchant processing, what has been your experience from this page? Are you seeing the same issues that I am? Does anyone know how to get Intuit's attention at a senior technical level to take a bug report?
Working in Quickbooks self-employed
Is there a way to do a temporary credit authorization hold for a payment then process the final amount later?
Why can't we can combine open invoices so customers can one payment that gets applied to all the invoices?
For a simple example let's say I'm trying to do an assembly build for one sandwich containing these items:Bread x 2 (sub assembly - flour, water, salt, yeast)Ham x 1 (inventory item)Lettuce x 1 (inventory item) The bread was already put in stock with an assembly build. So I have the bread and lettuce in stock, but I'm missing ham. If I run the shortage report on the asssembly build, it would spit out something like this: Needed:Ham x 1Flour x 2Water x 2 The problem is that I don't need flour and water if I have the bread in stock. The shortage report doesn't consider the sub assemblies in stock, it just looks at the inventory items as a whole. Is this a bug? We have assemblies with 20 or more sub assemblies, so it makes it very difficult to find what I actually need to order. Thanks
Our employee used to work here but when I tried to reactive his profile it wont let me change his workforce email address to his new one. he cannot access the old one anymore. Calling quickbooks has been no help
Is it possible to track P&L items, including payroll, via both Class and Location? I am a physical therapy company with multiple locations. I would like to track my P&L and (Balance Sheet) by specific physical location, but I would also like to track (specifically Payroll Expense) by employee Class (i.e. Clinical Staff - Physical Therapist, Physical Therapist Assistant, Physical Therapy Technician, versus Administrative Staff - Front Desk, Scheduling, Benefits Verification, Marketing, etc..).
Is there a way to change the appearance of the online view? When I'm in my account, creating an invoice or anything like that, the fonts are these small grey (just like here when typing this) on a white black ground, it's SO hard to read and see what I'm typing or selecting.
On Friday October 4th I was able to create auto PO's and when I tried on Monday the 7th the button was missing. I have made sure I have the latest update and called the QuickBooks help center three times, but I can't get an answer as to why this has happened. Anyone have any insight?
There is a standard message that shows up on every invoice I send. I want to change this message.
