Reports and accounting
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How do I add a subtotal when creating an invoice? I generate my invoices from the estimate (progress invoicing). Sometimes, I have reimbursable expenses to add to my progress invoice. In that case, I have in the past clicked a "subtotal" button so that the estimate portion is separate from the reimbursables and then both are reflected in the total.
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Import invoices isn't quite ready to support sales tax
How do I get the location on the invoice correct or complete even though the customer is loaded correctly?
When I pull a A/P Aging report, it shows credit balances <90 days, and when I look at them, they are bill payments. Why? and how do I get them to not show as credit balances, since the credits have already been applied?
This is happening in QB Essentials online.
I would like to affirm our business's PCI compliance with QuickBooks, but I'm not exactly sure what documents to send or who to send them to. I'd appreciate any help you can give me.
My balance sheet and profit and loss balance as of January. But each month it gets worse and it is exactly off in February what the net income balance was in January. Can't seem to figure it out. I printed out each month to see a difference. Any suggestions. I did get a message from Quickbooks stating something is causing your company file balance sheet to go out of balance. So I did the rebuilding and it did not change anything. Thank you Erin
Good morning,I sent a check to a vender, when I went to reconcile it I noticed that it was not only categorized wrong but also missing two other category's / descriptions. My question is can I re categorize it and if so what is the best way to do it? Thanks
We entered supplier invoice with bill to specific clientWe billed that clientNow the client invoice shows little window that it was billed from suppliers invoice, how do we find this invoice ?
I was helped today by QB Live Assistant to fix my Balance Sheet but found many entries that were not categorized correctly. I will need a QBO Professional to help me fix the problem. I want to start Fresh from 2018 FY Balance Sheet. Thank you..
I can't figure out how to get a yearly profit and loss report to include detailed transactions for each category in Quickbooks Online
Hello - Wondering if anyone else is having this problem: I email credit card receipts to my quickbooks online account for processing. I then go into the receipt feature to review the receipts before matching them to my credit card transactions. During the review, I select what customer the purchase is associated with, then 'match' the receipt. If I then go to the credit card register, the customer is not saved!! This is a huge pain because then I have to manually enter the customer again. Please help someone!!! Thank you!
I hava quickbooks desktop. Which report will show me my total sales and net profit? and where in the report will I find this information, top, middle, or bottom line. Thank you
