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how to create vendor statement
Hello, Firstly: I'm a QB Novice and I'm NOT an accountant. We have a 2 person partnership, where expenses (debts) are distributed 50/50 and Income (payments) is distributed according to type of Customer- 50/50 in some cases, 40/60 in others etc. The type of customer gets noted in a custom field on the Invoice. I was advised that the best way to accomplish this monthly distribution exercise is via Journal entries directly from the QB "Expenses accounts" and our QB "Income Account" into the QB Partner Distribution accounts. Is this advice correct? Also, is there a particular monthly report(s) that I can generate which can provide the information needed to easily perform/guide the journal entries? Also, as far as the customer type (noted as a custom field in the Invoice), which would direct the income distribution, is there any way to have this information noted on whatever report that Im using for this process. This would have to be shown on payment/income repor
I do not see the Categories in Advanced Settings and when I click on Locations in All Lists, it takes me to the "upgrade your plan" page... Currently, we have subscribed to the EasyStart Plan. Thank you
