Reports & Accounting
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I didn't receive a notice that payroll ran and my reports are not updated - onscreen messages state employees will be paid on the 20th - but why aren't reports updated.
I notice that when all the transactions are reviewed and accepted in the credit cards, up to the last statement's last transaction, then the balance is zero.
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I know tags are new but a standard user that is limited can create tags and tag groups, can apply tags to an invoice, can view a list of transactions with tags via the tag module and can SEE the button that would generate a report but once clicked, a wheel just spins. This has to be an error? Makes no sense the user can do everything else but see the report. Also, the user cannot view the Transaction List by Tab Group" report. Why not? That is the report I need this user to be able to access. They can see pretty much every other report except for the tab reports. Please help.
On my Profit and Loss statement, it only lists services, I would like it to have more detail in under the income heading
I use the QuickBooks cashflow planner as our workload forecast tool. But the cashflow planner bases the projection on estimates as if all the estimate lines will be invoiced fully on the same date. I would like to see in the cash flow planner the amounts based on the service date and not the estimate date.
I must have forgotten to print a few reconciliations after I finish them and now I cannot find a way to print them. I'm able to locate the previous reconciliations report in the reports menu, but there is no spot for me to enter the previous reconciliation end date. Is there another way of printing these?
for Quickbooks online
I want to only show full dollar amounts on balance sheet and p
it shows $36,279.08 and it should have $2,591.75
Hi there; I open up my company on August, and I changed my credit card from personal to business form. The problem is now I want to reconcile my credit card account but there are a lot of personal transactions being appeared which I am not sure how I should manage them. Should I create a new account and call it personal and post them all there? or is there any other suggestion you have for me to get rid of the transactions which are not related to my business from the previous months? regards,Amivan
Hi QBO Community, I'm a sole proprietor. In May, I purchased a rental property valued at $500,000. For the sake of discussion, I invested $100,000 cash from my personal account and borrowed the balance using a mortgage under my personal name ($400,000). For the remainder of the month of May, I made some minor business expenses on my personal credit card (let's say $1000). Finally, as of June I opened a business account, registered my business as a sole proprietorship, and began using the business account for all transactions moving forward. My questions for the community are:- How best to categorize/report the use of personal funds to purchase the asset and take on the mortgage liability?- How best to categorize/report the business expenses on my personal credit card? I have tried searching online, but the best practices are unclear. And, before someone comments, I am aware that mixing personal and business expenses is a mess and I will
I've created projects in QBO and have recorded supplier invoices, customer invoices, & journal entries. I've made sure I've included coding for my projects. I'm not trying to run an income statement. But if I select the "profit & loss report" and select "project" in "display columns by" I get a report with my project name in the top column but the report is ignoring all of my journal entries!Am I missing something or does QBO think this is right?Thanks in advance.
Hello, I would like to create a graph in quickbooks on the model of the one shown in the company snapshot (here attached) but for a period of 10 or 15 years. The one that comes with the company snapshot just give the history for the past 5 years. How can I extend that? Let me know.Dan Blum
Hello, My trial balance and account balance do not match. My trial balance ($1123) is less than my account balance (2273). I am not sure what went wrong. All of the transactions were recorded. Is it the trial or account balance that is needing to be corrected and adjusted?
My sales tax (GST) quaters start March 1, June 1, Sept 1 & Dec 1 instead of Jan 1, April 1, July 1 & Oct 1. How do I correct this
I am using Quickbooks Desktop. I have two organizations to manage. Is there a way to setup these two different organizations under one company. I want the ability to have reports for each organization if needed AND also a combined report when needed. Is there a way to code that/set it up?
