Reports and accounting
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Hello, Is there a way to compare purchase order amounts vs. actual bills. Here is the workflow I am looking to run. Project Manager enters a purchase order (to a vendor) (with the customer specified) Vendor sends back an invoice Project Manager approves the invoice Bookkeeper converts the purchase order to a bill (that was created by the Project Manager) Bookkeeper makes any adjustments to amounts (if there is a deviation from the original purchase order) (((That deviation is what I am trying to track on a customer basis and on an aggregate basis))) FROM THAT POINT:Is there a way to compare the deviation between the converted bill (that started as a purchase order) and the actual bill itself?So we could track the variation for project? Also, is there a way to see this on a bill/purchase order invoice basis, rather than looking line item by line item? Thank you in advance for the help!John
New today. I opened a custom report that I created and have been using for weeks. I merely changed the date range. After a few gyrations, I suddenly got a message that QB was creating a large report. (I guess an 11-line report is considered "large"?) Now I've got a new BETA entry of a "large report" taking up tons of space above my list of custom reports and can find no way to delete the @#%& thing. Screenshot included here. Heaven help me! Lisa
I have been using Quickbooks Desktop for several years. I have decided it is time to start using Classes to help differentiate between a new business line I am adding. I have turned on Class Tracking and started adding the new class to the appropriate transactions. However, all of my previous data doesn't have a Class associated with it. Is there a way to have all of my old transactions assigned to a specific class?
Two vendors that I paid using Quickbooks bill pay have indicated they did not receive the checks. They have not been cashed. How can I void the checks and reissue?
My QuickBooks home screen on My ipad has no place to enter invoices
Hi,We have small non-profit system in use, I have setup the budget of September 2024 and October 2024, according the following screen shot: And according to September’s budget, I have provided all the expenses accordingly with little over budget of 1000 as of the following transaction report: My problem is, the report of budget vs Actual, show wrong numbers, instead of showing $1000 for utilities, it shows 166 – a weird number can’t figure out where it come from. I tried the data verification and no errors and data inconsistency showed. Please someone help and support with this problem, I am using QuickBooks for desktop.Thank you in advance.
Just purchased the subscription for QB bill pay. Processed one payment with no problem. 2nd payment will not process I get an error stating that the payment cannot be processed at this time. No further explanation. I've double checked the banking information on the vendor I'm paying.
Hi - How do I run a QuickBooks report that shows the vendor discounts we’ve received? For example: Let’s say we have a $100 vendor invoice with terms 2% 10, Net 30. So, if we pay within the first 10 days of the invoice, we’ll get a 2% discount. In this case, the discount is $2 (2%*$100). Otherwise, if we pay the invoice in days 11 through day 30, we owe the full invoice amount of $100. Let’s say we paid the invoice within the first 10 days and qualified for the $2 discount. Therefore, we only paid the $98 due, ($100 invoice - $2 discount = $98 due). How do I run one report that shows all the vendor discounts (including this $2) that we received for the year? Thank you in advance for your feedback!
I send and resend invoices and send reminders and then send text messages asking clients to go look for the emails, which they claim they don't read and most times the invoices are lost in their spam folders. How/when can we send invoices by text message?
When i sent invoice to the client . it show us that invoice is sent but client didnt get it.
