Reports and accounting
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I can't seem to edit the customer information?
Hi – Can I rearrange the order of my memorized reports? Can I drag certain reports near the top of my list and others further down the list? Thank you in advance for your feedback!
How can I get the remittance advice to list not only the invoices I've selected to pay, but the credits I'm using as well?
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Hi - Can you upload a list of parts to do an inventory transfer? If so, how? If we could upload a spreadsheet with a list of parts for the transfer, that would save a lot of time from typing them in.Thanks in advance for your feedback!
I'm trying to clear out invoices that have been paid, but haven't been processed through the bank yet. Primarily, cash and Venmo payments. Can I mark them as 'Paid' then match them once the transactions show up in my transaction feed?
Hello, I am setting up the books for a new company and need some guidance on how the initial equity transactions might be booked. We'll call this company NewCorp. NewCorp is an LLC, but treated as a partnership because it is owned by two other LLCs. NewCorp's ownership structure is: LLC A - 25%LLC B - 75% LLC A deposited $10,000 to the bank account as startup funds; LLC A and its member will not be actively involved in day-to-day business operations. I believe this would be: Debit Cash, Credit LLC A's Equity account. LLC B did not contribute any cash, and will be 100% running the business. If ownership is 30/70, then LLC B's equity should be $30,000. LLC B's owner is taking a reduced salary in the form of a guaranteed payment, with the thought that the gap between the reduced salary and the market value for managing NewCorp will serve as LLC B's contribution. Booking:I understand that the way to book this would be to create a sub account to
Just so you know if you setup a payroll manager on QuickBooks online be aware they have access to all reports including Balance Sheet / P & L and if they click on any line item they will also see detail information. This is messed up and needs to be corrected
I have a client that has QBO synced with Square and operates under the accrual method. Deposits from Square do get matched properly to the bank feeds in QBO but the issue is the timing of revenue recognition which is causing both under and overstatements of revenue. For example, a deposit for June sales gets deposited in July - which QBO recognizes as July income instead of June income. Is there a way to have QBO recognize a deposit from Square on a different month to properly match the income earned for that month?
I am experiencing an issue in QuickBooks Online where deleted projects are still appearing when I try to associate a bill with a customer. Here are the details: • I deleted all the projects associated with this customer, and no transactions are linked to any of those deleted projects. • The issue began when I tried creating projects, but they would give me an error message saying “An unexpected error occurred, please try again.” These projects started appearing in the background (when I try to register bills) but not in the “Projects” tab. • To troubleshoot, I created some test projects and deleted them, hoping this would update the system, but the deleted projects still show up when I try to associate bills to this customer. • This is causing confusion because I want these projects completely removed from the system, so they do not appear when registering new transactions.Can you please help me ensure that these deleted projects are fully removed from the background and no longer appe
I created a custom estimate template and added a custom message to it. It shows up when I go to see and edit the templates.However, when I create an estimate and choose that template and then download the estimate, my custom message does not show up on the estimate.The custom message is quite long. Is there a character limit maybe? Why does it not show up?
Help.
I am trying to print a report that will list all active customers, and the date of their last Sale. I would like customers that had no sale activity to also show up on the report. That way, I can reach out to the customers with no sales, or old sale dates. I switched to Quickbooks in 2021, transferring all of my customer list, but there are several with no activity.
I've got a handful of clients who's autopay is failing, but we can't figure out how to update the payment on file. What do I tell them?
On weekly service clients can I set a price specific to each customer? Service is "Weekly Lawn Cut" - each invoice I have to manually enter their pricing - it would be nice to set the price before and just select the service and bill. Thanks.
I am having a problem with accounting when it comes to Square and being able to zero out (maybe that is not the right term) my Undeposited Funds line in the register. I use the Sync with Square app and it works OK, all the funds go into Undeposited Funds, and once those sales are matched and the deposit is made to my bank account, they basically zero out (it shows them with a C or R depending on if I have reconciled or not). However, the cash sales made with Square do not do this, and as we make only one or two deposits a week, those deposits don't match 1:1 with the cash sales in the Undeposited Funds, so I'm showing a dollar amount there as unaccounted for that is actually totally accounted for. I saw in another thread to delete these as they are probably duplicates (and they do seem to show in the checking register with the deposited Square funds ...), but I'm not sure that's the right move ... I'm fairly new to this and don't want to mess anything up, but also really nee
I created memorized reports mistakenly. want to delete all of them. How to do it
