Reports and Accounting
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Hi we have upgrade to pro and spent a long time inputing all of our sales items with costs and sales prices.... only to have reporting return a blank column under margin. We dont want to use the stock control feature so all items are non stock.... surely it should be possible to report on sales margin by product without keeping an inventory? Hope someone can help, cheers Fi
The Audit History Has Not Logged My Recent Transactions
I have agents (parents), which are managing separate companies. I issue the invoices to the parent and the sub-company is shown in the invoice as reference. I have two problems: 1. I cannot make a separate statement for the sub-company. 2. In the parent statement the names of the sub-companies are hidden. You can see only the number of invoices and services rendered. The clients cannot understand from the statement for which sub-company was the invoices issued.
A new business is new to Quickbooks as am I and it has entered transactions from inception into accounts that are largely defaults suggested by the software. I would like to revamp the chart of accounts to make it more suited to their business. This could involve changes to the account names, types, parent/subaccounts and implementing numeric codes. Is ths possible or are there fileds that cannot be amended. Also, can the business or an accountant delete unwanted codes or do they have to remain for audit log purposes? These may seem elentary questions but it does not seem sensible to test these things on live company data.
Why is there no option to disable access to the dashboard for users? If I'm a small business owner with some employees who might manage the customer invoicing and purchase ledger they will automatically be able to see the dashboard - with all my sales figures, expenditure and bank balances and profit! This is highly confidential information - QB WILL NOT consider raising this query with the developers. Doesn't anyone else have a problem with their employees seeing their confidential business information?
can I download the journal entries entered?
I'm trying to file my first Micro Entity accounts to Companies House. As you can see from the figures it's not worth employing an accountant for this and QB customer support are unwilling to help.All i need to know is which fields from QB map/translate to Companies House Micro-Entity account form. Thanks
Hello Quickbooks Community, I have a quick question. I am new to QuickBooks and new to my own creative business. When classifying my banking transactions, I am having trouble working out what tax options to select. For instance, when placing my subscriptions into the subscription category, what tax do I select 0.0 Zero Rated 20.0 Standard Exempt from VATNo VAT These are the four options, but for things I am buying for the business, I have no idea which one is correct. Thanks for your help!
Can you send monthly statement
I want to be able to adjust stock values when received, rather than use a Purchase Order when stock is charged in $Dollars. When I pay the bill, the £s never match the $'s so I have to take account of this and can't pay through raising a Bill.
Company A and Company B are limited companies with the same director. Company A has been in financial trouble during the pandemic, with little income and high overheads. Company B has been better off. So Company B has been paying for expenses on behalf of Company A from its own accounts. It would have been better practice to transfer the funds to Company A and let Company A pay out of its own bank account, so yes it's bad practice and a real mess. But nonetheless, this is in essence a loan between the companies. It's easy enough to account for it in Company B (the lender's) books - any transaction in Company's bank account which was actually on behalf of Company A is just matched to the "Loan Receivable from Company A" asset. But I'm not sure the best way to manage this in Company A (the borrower's) books, since these expense transactions obviously don't show in any of this company's bank accounts. Must I create every single transaction as a manu
I would like to run a report that shows which line a purchase discount was applied to in AP. This report needs to show the program or name that the discount was applied to. I have run the quick report for this account in my system, and the GL report to determine this but it only shows the vendor in the name and the source name. Please help me determine the name applied.
Send a statement
