Reports and accounting
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I need to add one time entry to an existing invoice. The time entry is marked 'billable" and shows up on the employee's time sheet. When I go to the invoice and client's transactions, that time is nowhere to be found. I entered that time the same way I entered the previous 7 entries and I was able to create the invoice with those 7 entries. Why can't I add the time entry to the existing invoice?
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I can't get the memo/detail section to show up in any of the reports (general Ledger, Transaction Detail, etc. ) Actually, some of the memos show up, but others do not. Specifically I am looking for for descriptions of checks written.
Looking to split payments received from clients to two different bank accounts, im wanting 20% of each received invoice to go into my saving and the remainder to another
Has anyone else experienced this? Happens over and over.
I'm using Shopify connector by intuit to connect with the shopify sales channel.
Specifically the ability to add different paid dates if you don't open the program the day you receive payment (thus it potentially occurring in a different quarter) or reviewing when you sent invoice reminders when Client's claim they didn't receive them...
Hello,I am preparing a journal entry for an investment account and have questions. I'm comfortable with almost all of the journal entry, except for the change in value of T-notes. I was previously told that T-Notes earn interest, so there are no realized gains or losses when redeemed. The difference between the beginning and ending balances for the T-notes was a decrease. One of the T-notes was redeemed, but the amount it was redeemed for is greater than the decrease of the balances. There was a small amount of interest earned when the T-note was redeemed. I also notice that there is accrued interest, which I don’t know if I am supposed to record this. Here are some fake numbers to help explain.Beginning balance: $40,800Ending balance: $34,146Difference: $6,654T-Note redeemed: $6,900Difference: ($346) Interest on T-Note: $3 On the brokerage statement, the T-Note and interest were deposited to the cash/sweep account. Where do I record the difference of $346
Took over a company and trying to clean up their old A/P and the Pay Bills window. The actual A/P balance is showing only $8675 which is the most recent journal entry in 2023. But the Pay Bills window has a ton of old transactions showing besides that which have never been cancelled out. (See Photo). How can I get these cancelled out appropriately so they no longer show in the Pay Bills window? I will deal with the existing A/P $8675 balance separately. Please if you offset to another account, which account? Thanks!
I generated an invoice but I am getting an error saying it was undelivered and there is a delivery issue
I have been using QB Desktop for 20+ years, using Classes to keep track of projects and grants for my small nonprofit. I have just switched to QBO. Unfortunately, Classes is not working in the same way. When I write a check in QBO, I distribute the payment among different account categories (contract services, supplies, etc) and to different Classes (i.e., perhaps we're allocating expenses to 2 different grants). So far so good. However, when I go to run a report for one of the Classes, all the items that are expenditures when I write the check are showing up in the class report as income! So, instead of starting with a balance and subtracting expenses from this balance, all the "expenses" are added to the balance in the class report. Completely worthless as a way to track projects and grants for nonprofits!! I have spent over 2 hours on the phone with tech support and have been told that "this is just the way it works in QBO." Has anyone here had success in using QBO Classes to track
In QB Desktop Premier 2021- I was able to easily see how much of an estimate has been previously billed and how much is yet to be billed. I cannot find a way to do this in QB online. The reports for progress invoicing are no help. can anyone help???My clients are asking how much is left to invoice and there is no report that shows this!
they keep on telling me that the only way to contact the risk department is to summit a claim. every agent gives me a different answer, and nothing is being done. they keep on saying "it takes 2-3 days to view the claims", or that "the previous agent submitted the claim to the wrong department" but it's been way over that time limit. Something is obviously broken within, and people are not doing their jobs accordingly. And the result is small business owners like me suffering.
Expense vendor list
I would like to have a "Custom" field added to the terms for invoicing as none of the options apply to my business. I don't want to have to add a date timeframe so that this custom field would be blank in order to add a date of my choosing.
Shipping keeps showing up on invoices and now shipping tax is. I don't know how why what.
In Quickbooks online, is there a report where the current column in the accounts receivable aging can be broken down for weekly cash forecasting?
Received error message when transferring invoices from Autotask to Quickbooks.
I'd really want to know if it's still possible to register for it. And if yes, tips and know hows on how to apply for it would be greatly appreciated. Thank you.
When a cash deposit is made into the checking account and verified, it is showing as a negative cash balance in the chart of accounts page. When viewing the register it is showing as a payment and not deposit. Editing will also not allow me to change to a deposit. However, in the checking account (bank register), they are showing up as deposits and the balance of the account is correct. It is just the cash account that is showing a negative balance.
Can someone provide direction as to why a CLOSED sales order would show up on OPEN sales order reports... until we open the order & email it.
