QuickBooks Q&A
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We need to run a report that shows all invoices regardless of status. The 2024 edition of QB Desktop excludes "past due" invoices, which is skewing our numbers greatly.
I have 6 line items on my invoice in QBO in order of service date, but for some strange reason line # 3 is being shown as the last line item on the printed/PDF invoice.
I am using QB 2020 Prem with latest update.When I enter a bill or sales receipt using group items I enter the item number but the description of the group and the group price is added after the last item in the group. That really makes a messy bill, sales receipt or invoice.Why can't QB put the group item description and price on the same line? The price of the group is already calculated, thus, I don't see any really why it could not be on the same line?
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When we signed up for Quickbooks Advanced online. Quickbooks Online Payroll Core was added as a trial subscription.We do not need this, but need Contractor Pay, but it seems that you cannot take Payroll Core off your account to be able to use Contractor Pay. Is this correct?We are being told that you need to setup a new account and transfer all the data to that account to use Contractor Pay.Please advise...Thanks!
I have a handyman business and have just started using QuickBooks Essentials. I want to confirm I am entering my expenses and invoicing customers correctly.For example: I purchase some materials from Home Depot for a specific customers project (ex: lumber to fix fence) and then I invoice the said customer for these materials without a markup, along with the labor hours. With QuickBooks essentials, I do not have the ability to show the items table or to make expenses billable.I currently 1. create a product/service: name it materials, as a noninventory item; make it a billable expense income in the income account; select: I purchase from a vendor; then select expense account: cost of goods sold-supplies and materials.2. I enter my expense purchase for said materials: ex: Home Depot vendor and use the category: cost of goods sold-supplies and materials3. I go to invoice the customer: for product/service I select the Materials that I created earlier and enter more of a description (ex: lu
Where do I record membership dues?
When I collapse the rows in my report and then print it out, the rows that have hidden sub-accounts are followed by a blank row and the rows that don't have sub-accounts are not. The result is that the report has random blank rows and it takes up more space than needed. The report is a Profit and Loss report. Is Quickbooks designed to do this on purpose or can I get rid of these blank rows? I'd like to avoid having to export the report to Excel, although I have to admit that export works just fine and there are no blank rows inserted into the spreadsheet.
I created 85 "October 2024 special assessment" invoices for shareholders in a co-op. When the income amount is paid, they show up on the bank transaction tab (from our linked bank account) as a deposit for either "matching" or by categorizing it to the appropriate shareholder and account type (ie - October special assessment). But when I confirm the transaction, it gets applied to an expense account (Legal Fees). QBO Care has been unable to determine why this is happening.How can a bank deposit (income item) that pays a specific receivable get applied to an expense??? Has anyone else had this happen? I've spent over 6 hours on the phone over a period of a month with the QB experts to no resolution.
How do I link a vendor credit to a purchase order? I want to use a vendor credit I entered in QB towards open POs that need to be paid. Therefore, I want to link them together so I have a history of what the credit was applied to. Thx!
Products & Services shows Open PO quantities when PO is not open. The only accurate numbers are the 2 POs I have circled in blue. And please do not recommend the "clear your cache fix" - that does not work. I tried different platforms - Windows, Mac, desktops, phones, tablets, apps and browsers. The numbers are all the same and incorrect. I've deleted, added, received against again. No fixes. Please help with something that works. This has been going on for the entire year I have used QBO.
We are using desktop but are moving to online. But finding qbo very inflexible. We are needing a customer account number in qbo like there is in desktop. It's a basic and common practice to have account numbers. The only solutions I've found are to use the display name field in qbo. This is not a reasonable solution. We are trying to figure out how to add this as a custom field to the account.
I suddenly am getting a red screen saying a cash transaction cannot go through. Why is that and how do I fix it? I did not lose my internet connection so it is not that….
Tried to use QBO Chat - was given a phone # to call that wasn't Qbooks.
Please chime in if this has happened to you or you found a solution! I’ve been with QB Merchant for almost 10 years and they suddenly closed my account. They also closed my QB Checking account with no warning and cannot give me a direct answer as to where the 50K of deposits are. Very discouraging and would love to know if there is enough negligence for a class action lawsuit.
In 2025 I'm wanting to start working on some reports to start seeing bottlenecks Is there a way, hopefully without going through OBDC where I can get a transaction journal of all inventory items regardless of part number? Mainly wanting to see when something was bought in relation to something was built, age of ingredient it was built, cost basis on a category grouping, etc. So, I figure if I had a date ranged list, where I can see where it's purchased, for how much, added to inventory, removed for build, etc. I could build on top of it. I'm not an accountant, but kind of like audit trail for inventory?
Hello, I received two invoice payments on the same day from the same customer. QBO treated both payments as one deposit. I now have an uncleared deposit in my reconciliation report. How can I resolve this? Both payments total $1124.00, which is the amount listed as an uncleared deposit. (Attached screenshot removed by a moderator. Contains PII)
Payment processing
Using QuickBooks Enterprise Solutions 24.0. We bill customers with a project number under "client information" on the invoice. Is there a path or search I can create to find invoices by the client's project number?
So I'm in a bit of a pickle here. Here's what happened: 1) I accidentally connected my checking account a second time when adding a new one (I chose the start date of the new account, this will become important later). This created a new account and disconnected the bank account from the original.2) Based on some bad advice somewhere else in this forum, I merged the two accounts and made the new account the surviving one.3) I deleted duplicate transactions, including the opening balance that came in from the different start date. All is well, except that all my reconciliations were lost. I would do those again (begrudgingly), but the beginning balance shown on the reconcile page is the deleted one from the new start date, and doesn't match anything that's now in the chart of accounts. It also doesn't match anything I can find in my bank statements. The old beginning balance is still in the chart of accounts, so I'd like to start reconciling from that date and that balanc
I have been using the Custom Invoice Template for the longest period of time up until 10 days ago when the custom invoice template is not being applied when Creating Invoice from Estimate or Creating a New Invoice. The invoice template reverts to the Standard quickbooks invoice template when i click on 'Print and preview'!! QB helpdesk had tested my custom invoice template and noted no exceptions. They informed it could be a backend problem and affecting many users and are investigating. Is the backend team working expeditiously to remedy the situation?? Anyone else facing the same issue? Thank you.
We switched bank accounts for checking. The old bank account has a zero balance and has no uncleared transactions. It was never linked to QBO for downloading bank transactions and is not a default account. I want to inactivate it to remove it from my monthly reports but I consistently get a message that I cannot inactivate the account. Some of the reasons being: there is a non-zero balance (there isn't), it is a default account in my COA (it isn't), it's being used in an automated workflow (not that I can see). I get a red box with the message XXXaccount request failed with status code 400. What is status code 400, and how do I get this account inactivated?
While working with a customer we damaged one of the parts so we needed to replace it for him. So how do we treat these parts as warranty? We bought the original part, we need to repurchase the same part to replace the previous damaged part. How do we deal with this?
