QuickBooks Q&A
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staff is ordering stock not in warehouse - possible to lock item in QBO to not allow them to post these invoices?
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I have set up a COA, this has 4 different sales P&L account codes depending on which type of sale we are doing. How do I select the one I want to code to when raising a sales invoice as all I have to choose from is sales or hours and sales defaults to one of the accounts only.I am shocked at how difficult this system is compared to Xero or Sage. And the chat help people seem to have no knowledge of accounting whatsoever so I've given up asking them anything 😞
This is happening with Scotiabank
I am in the process of creating a month's end report that will show me my 4 revenues streams that I track, and their associated COGS on the same Excel exportable TTM Profit and Loss report. Each rev. stream and it's COGS at the top of the report, so I can clearly present each stream's gross margin at our month's end meeting. I have put the revenues into classes, but it only shows each class on a separate report, so I will have to import into an Excel file to centralize the information. I'm looking to automate the process to make month's end more smooth. Any insight? I am happy to rearrange my Chart of Accounts or implement other methods to track as long as in the end it's as simple as possible each month.
How do I view a report of each expense by category, showing each individual transactions. I am honestly astounded by the lack of accurate information available about this. Every time I search this issue, I can only find out of date advice, I am doing my taxes on turbo tax and need to fill out the amount per expense category. I know how to find the amount per category via the profit and loss report. What I am looking for is a way to see the total amount per expense category AS WELL as each individual transaction for that expense category. This seems like something that should be so simple, and useful to business, but I can not for the life of me find this report.
I was having issues after converting a client over to QBO from QBD. Their account was less than 90 days old (less than 60 days actually). I purged the company but none of the payroll data was deleted. I want to start from scratch as payroll was the main source of my issues. How can I remove this data?
QBO help system totally useless... Looking to add BC Liquor tax to expenses.
Why does the credit balance account not show negative? If my bank account is overdrawn, it will be shown negative, but the liabilities or income account, they are credit balance, but it doesn't show the credit balance. Why? If we download an excel sheet, it will be very confusing. See my attachment, $540 should be ($540), but it is shown $540.
Client did not proceed with estimate and estimate is a year old so how do you close it?
What number should I give Delayed Charge?
It is error 185. My client used to have to go in to QB to reconnect the account every single time, and now it isn't even updating at all.
How do I link these missing months?
why system is not calculating income tax deduction amount?
how to delete and start over?
If I pay an employee it doesn't show up as cost of services sold, do I need to add manually or am I just missing something?thanks!
What is shown in the Receive Payments window contradicts the statement that American Express is not supported. Please clarify.
I can't find anything I need. It's super frustrating.
How can I retrieving an invoice?
