QuickBooks Q&A
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I have been online searching both in youtube and here looking for help with qbo for setting up CoA for property management. Its a two fold issue being I am accounting for Owners books & my own PM bus books which go hand in hand, any insight is appreciated (Title has been edited by moderator for clarity)
Question is pretty self-explanatory. I usually have to change the Note to Customer on QBSE for every invoice that I send out and want to be able to create a custom message for the software to default to.
I have invoices on theBank deposit page that are old and not even valid.
We are using Desktop Premium for Contractors. A progress billing invoice was submitted to our customer ( General Contractor) for $45,000.00One of our vendors submitted a progress waiver for $10,000, so a joint check was issued.Two checks were issued - $35,000 to us and $10,000 to our vendor.I paid the vendor invoice using the joint check-clearing feature. -How do I record the payment to the invoice if the amount due is $45,000? Please help!
My mileage hasn't been tracking for the past couple weeks or so. I've been having to enter it manually. And yes, my location settings for the app are set to "always". And auto-tracking is turned on.
Does anyone know how long it will take for Quickbooks to fix the issue connecting to Northern Trust bank?
Good Afternoon. I am an Owner Operator in the Trucking Industty, leased onto a carrier. Up until now I have been doing things the "hard" way - Basically taking my weekly settlements from the carrier and setting aside a percentage towards Taxes, then pocketing the rest. I currently have an outside service doing the heavy lifting for me in terms of keeping my P&L, but I want to move to a more robust system, as I'm preparing to move my business out of the current model it's in into a more productive one, keeping closer tabs on costs, revenus, etc. I'm exploring QB As an option, compared to other services out there.I have weekly settlement statements from the carrier, with each account broken down, and they all have YTD numbers on them. Rather than going through each settlement one at a time, is there a way that I can import/use those YTD numbers as a starting point?
I have a gereral contracting customer that I do a lot of repeat business with. I started using projects to seperate the different job address rather that as subcustomers. Frequenly I give estimates out on jobs they bid but don't always get. I save them as estimates with just adress or subdivision and lot number. When the get the job how to I convert that estimate to a project without having to redo the estimate?
where do I find credit card proccesing fees
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How do you get a future date to print on a bank deposit slip?Example: I create the deposit today, 02/16/24, but I won't get to the bank until tomorrow, 02/17/24, to deposit it. So, I want the date that prints on the deposit slip to be 02/17/2024 but I am going to print it today 02/16/24.
Working on an invoice when it went poof. Anyone else have this happen? An hour down the toilet. How can this program be so seriously flawed?!
Item Details are not displaying on purchase order.
Should I just bring over from todays date or do I match up whats coming through now from the beginning of the year> I dont want to mess things up
talk to agent
I reconciled my account, but there is a difference, I cannot figure out how to resolve this.
What determines the "default" chart of accounts (COA). Tax Form or Industry? Is there something to select that will not automatically include Inventory, Cost of Goods Sold and Sales of "Product" Income? Because apparently those accounts in the COA can never be deactivated. Accounts that can’t be deactivatedThe following default accounts are created when you set up QuickBooks, or when an event triggers them, like turning on the sales tax setting. You can’t make these accounts inactive or use them for any other purpose. Inventory/Stock Asset and Cost of Goods Sold/Cost of Sales: If you try to edit or deactivate these accounts, any edits to your Products/Services will be recreated.Sales of Product Income: This is used to track sales for inventory items. This account is the default account created to track sales for inventory items, and should not be deleted, or renamed. If deleted or renamed, QuickBooks Online will create a new account to take its place.
We just started using Quickbooks Desktop Premier Contractor Edition 2021 this year and are having issues with our credit card transactions. We have a capital one credit card master account which has about 10 different credit cards associated with it. When we download the transactions as a QBO file, it will only import the transactions into that main capital one card account but has ALL 10 different cards transactions on it. The issue is different people manage different credit cards in this so we can't just use the main account to categorize everything. We have individual credit card accounts for each card but there is no way to download a QBO file on Capital One for individual cards. I've tried downloading as an excel to see if there is a way to import an excel file with all of the transactions for each card but it's far too difficult to go through the .IIF file route. If i could edit the .QBO file to change the Credit Card Account, I'd be able to change it for each card we have,
These are existing products that I already have in the system. I just need to update the price field for hundreds of products at once.
I have uploaded it from google the drive as a pdf. I have downloaded it and made it OCR'd adobe pdf and uploaded from my computer. It keeps saying: The uploaded filename or file extension is invalid. Supplied Content Type: File Content Type:application/pdf, File Name: File Name:receipt-2024.00This is after I split and code the bill in review. I cannot create a bill because this comes up. Later it throws up a duplicate orange sticker looking thing in the For Review area by the receipt I have reviewed but will not create a bill for.
