Reports and accounting
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I've been using Quickbooks Desktop 2020 on a windows 7 computer up until a couple months ago. Recently, i got a Windows 10 computer that i use it on but i noticed that exporting reports to Excel is INCREDIBLY slow on the new Windows 10 machine. If i backup the QBW file and restore it on my windows 7 machine, i can export to Excel MUCH faster. I mean, a report can take 20 minutes or more to export in Windows 10 but the exact same report will export in less than a minute on the windows 7 machine. I did uncheck the "freeze" option in the export options as suggested to no avail. As of now, i am backing up and restoring on the Windows 7 machine to export reports but that's not a good solution. Interestingly, the Windows 7 computer has a whole lot more running on it than the Windows 10 does. Does anybody have any ideas?
When I open the record, the product/service information is showing as the most recent save.
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I have a customer that had an open invoice balance at end of 2022. Our fiscal year is Dec 31. During 2023, they made payments for that invoice and there's a small balance of $750 remaining that I want to write off on Dec 31/23. I want the $750 to go to an expense account for bad debts. When I go to issue the credit memo, I only have an option to select from the Product/Service dropdown. There's no option to select an expense GL account. So the $750 would be applied as negative revenue which I don't want. Is there any way to reduce the invoice to zero but have the remining balance go to a specific GL account? Do I need to create a product/service called bad debts?
I want to not bill a customer temporarily, put them on hold.
Here's my first look at using the new tags feature in QBO. This will be a great additional feature that allows reporting by tags.
My customer wants to pay using the button on the invoice so they can pay with their credit card, but what fees will I be charged when they do that?
Is there an easy way to show year-to-date income statements for several years side by side -- e.g. Jan-Aug for the last six years -- or do I have to futz around in Excel to create what I want?
Hi. I am using QB Desktop. I'd like to do a report wherein I can find who are the NEW customers for the current year. Manually, I can look at each customer's history, and see when the first invoice was sent. However, this is cumbersome when there are more than 50 customers. Is there a way to get the entire customer data exported to excel, including history? I could then do some of this in Excel. Or is there an an alternative way to do this? Thanks.
She's tried credit card, apple pay, and debit card, and has verified that there's adequate funds or credit. It keeps telling her that payment is declined.
Hi, I want to print a report for my In Progress projects, Completed Projects or Cancelled Projects. I know i can filter it and see it in the projects tab, but how can i print the report. so i can followup with all of my In Progress projects. Thank You !
how can i transfer my data from QBSE to QBO?
It seems to be wrong much of the time. I can't find this setting. Thanks!
We are a nonprofit that holds some investment accounts, which have gains/losses. I need to mark them to market every quarter. The list of equity account types in QBO doesn't include anything which fits this purpose.
I've seen sample reports that organize the results by allocated expenses across the top and others by the broad categories across the top so either way works.
Hi,Currently my QB desktop shows General journal entries screen as per attached.I wanna add a NEW column besides "Class" column for my business unit.Can I add a new column in the journal entry ?
I called the help and after getting bounced around the only thing they told me was to delete the project and re-enter. Super frustrated! Is this happening to anyone else? Any tips?
We have 20 years worth of data that we need to consolidate. Is there a way to automatically make customers who haven't worked with us in the last 5 years inactive? Or will I have to simply pull a report and do that by hand using the batch feature?
I see that QBO only offers daily and monthly automated late fees. But I'm wondering if there's a way to set it up daily but where it caps at 10% per month.
Hello, I need a report to show me which transactions have attachments and which do not. I am familiar with a report under Expenses-->Expenses (as explained here), but this does not work for me. This report does not include account number and counter account. For me, this is really hard to filter all the transactions that should have attachments (according to our internal policy).For example, we want to get all transactions with a certain credit card (posted on a separate account) and to see which do not have attachments. This is impossible with this report, and to get what we want, we need to cross reference a few reports which is really not usefull.
