QuickBooks Q&A
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I would like to add a column: SERVICE DATE to the Purchase Order format. This way, when we copy from ESTIMATE (Quickbooks online) or SALES ORDER (Quickbooks Desktop), the same information is copied to the Purchase Order.
We have been using QuickBooks Online Plus for a short time. We are using cash accounting. This month end, there is a small amount in the Undeposited Funds account which shows up on the balance sheet. It represents 3 checks we received near the end of the month, which were not deposited into our bank account until the beginning of the next month. Is it proper accounting (under cash accounting) to show this "Undeposited funds" on our balance sheet under Current Assets? Or should we eliminate this amount using a journal entry and not reflect the income until we have made the deposit? Thanks.
The employee has been employed for 2 years and every payroll run I have journal sync error messages.
I have an obsolete account associated with over $150,000. What happens to the balance if I make the account inactive? The account has not been maintained in over 20 years, so the funds do not really exist.
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I just want to move a transaction without changing the dollar amount, into another account and category. May I move the transaction after it has been reconciled? I'm trying to consolidate transactions that have been put in different categories and accounts by mistake making records confusing.
We switched bank accounts, from Regions to First Bank. A customer's payment still got deposited into Regions, however; the intuit fee was deducted from First Bank.
The NC Income Tax for Aug 2024 that has a payment date of 9/16 is showing twice in our chart of accounts. One is not linked to any tax payment it looks like it was mistake on Quickbooks part. We need to have to payment that is not linked to the actual tax payment in the tax center deleted
I am trying to set up the Warehouse Management System for my Company. On the mobile app set up on my Bar Code Scanner, I do not see the option to record the transfer/move of Inventory using the Barcode Scanner. Is this possible? Thank you,
Is anyone else having issues exporting to excel or PDF the unpaid bills report? When I try to export it, only the top row exports- so no numbers are exporting. Other reports are working fine.
A person gave cash and it was recorded as an anonymous payer. How can I edit this?
I have been forced to use QBOA. I have set up a service, "Donations" which I've mapped to an income account "Donations directed by Individuals". These transactions are coming up in my P&L under "Corporate Sponsorships". WHY?!?!!!It's so frustrating. I don't know how to fix this without having to make an additional journal entry to correct the mapping error. Any thoughts? ShirleyThanks in advance,
check returned
Hello, I have a question on your software. I am looking for a solution to a problem. I need a program or software for a business that tracks it's customers purchases, provides balances and specifically if there is a credit owed to the customer. I am based in the USA but this problem is occuring in a different country. Due to hyper-inflation the countries money collapsed and they now use the US dollar as it's official currency. The problem comes when customers purchase products from the business, there is not enough small currency US$ bills to provide them with the correct change that is owed. So the solution we are thinking of is to track the customers spending and when there is change owed, if it's not possible to provide it because the business does not have the ability to. That they would have a secure system in place that would show the amount that is owed to the customer, that the dollar amount owed would be a credit. Next time they come to the store that credi
The description box on my estimates has suddenly gotten so very small. How can I enlarge this?
trying to do a simple report to give a client a report for invoices by project for the year. No matter what I try - even adjusting templates from the report templates, and using the date range for this year, several invoices from last year show up. tried rebuilding data, no luck. Using qb desktop pro 2020
We have a bad debt provision set for the year, in the books. Have a series of invoices that will not be paid, but revenue has already been recognized on them. Need to cancel/void the invoices without reducing the revenue -- since we've already setup a deduction with the bad debt provision. How do we void the invoices without reducing the revenue on the PnL?
I've linked my business account and credit card to QBs. I've made expenses using my personal account and credit card to settle my LLC. How can I add those expenses without linking my personal account and credit card? I don't want to link them to QBs. Is there a way to add them manually in my business so I'd have an accurate track of all I spent in my LLC??
We have more than a month worth of data in the desktop application which we will need to import into online company file so that we can start using online application going forward.
Paid a bill but it's not showing in check register in QB Online. The transaction ID shows the debit and the credit and the correct bank account was selected. Why isn't is showing?
Hello all, This should be an easy answer to my random question. Can I clear my bank transactions periodically by accessing my online banking account or is it necessary to wait until month end when I do the reconciliation? I usually check my account on a weekly basis in case someone has not turned in an expense report preventing me from having to contact them all at the end of the month. Will it create issues if I mark them cleared ahead of the reconciliation process? Thanks.
