QuickBooks Q&A
Recently active
Original commenter did not share additional details
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.
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
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.
