Reports and accounting
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I snap all my receipts and match them to the credit card transactions, which works great. But when I have a return, I scan that receipt and it will not match to the credit card credit transaction. I can add the credit, but now can I get the receipt to attach to it?
How do I make a fiscal payroll report for a single employee?
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Need help to log in to my Online QB
The description for the recent app update is vague and doesn't give details. I can't not figure out where the Receipt Snap option went and am really hoping someone knows more than I can find.
I already sent them invoices but another of them are saying not sent after I sent the reminder invoice.
there is no header for customer when I input vendor bills to pay. Need to link to customer to see profit and loss from each job.
How do I edit my address when sending an invoice to a customer in QBO?
I rented office space for my C-Corp. The lease is for 37 months. I paid a security deposit. How do I properly account for this QBO?
I thought it happened when I had a mobile number on the customer information but I just checked a client and it happened and it wasn't listed as a mobile number even! Regardless I do not need to see this option but can't find a way to remove it.
I am our PTA treasurer. We sell pre-made school supply bags to our students as a fundraiser. The window to order these supply bags, and therefore revenue received, happens in one fiscal year. The majority of the supplies are paid for & the product delivered to the student in the next fiscal year. In the past we've just dealt with our revenue/budget looking weird because the revenue was booked in the fiscal year received and the payments made in next fiscal year. No adjusting entries were ever made. We are on a cash basis and operate a P&L Budget sheet. I would love to fix this issue but not exactly sure what the best way to do it would be. Should I book the monies received for the supply bags in previous fiscal year to a BS liability account as designated funds for the supply bags? Then on 7/1 (new fiscal year) make a JE to move these funds from the BS liab account to the IS revenue account?If this would be the proper way to do it
1. Yes I hate QBO.2. QB Tech support is about as useful as oxygen in a coffin. That said, one of our companies biggest struggles is making sure product gets invoiced. Many hands in the pot, lots of moving parts, etc... Open to other suggestions but what I'd at least like to do, I think, is have a report that shows what we've ordered in a given time period, what was sold, and what total should still be in stock. Dream world would be to do this by class. Tried to create a custom report but because the requirements person for QBs with the pocket protector, visor, and HP calculator doesn't talk to the sales people or the users QB seems stuck in we're only credits and debits and never the twain shall meet in anything outside a balance sheet. If I select anything sales related it greys out the expense. Any suggestions?
We allocate grant funding to identified clients to help pay a percentage of their invoice for services. For example the money comes from GRANT A but this money is then allocated to pay 20% of client 1, 40% of client 2 and 100% of client 3 invoice for services based on financial need. At the end of the year not all the grant funding has been allocated and then must carry over to the next fiscal year. What is the best way to account for this in QBO? Allowing us to get a clear picture of the amount of money in the grant remaining and to whom it has been allocated.
Hi all, I am using quick books online version and I know I apparently cannot use scan manager with this version only on desktop version. but I would please like to know how I go about scanning invoices for vendor purchases with this version. I do not want to use my mobile as I have someone doing it for me. Is there a way to scan invoices to transactions without having to click on an already scanned pdf on my pc. The only way it seems to work now is that I have to first scan an invoice, then save it with a specific name to a folder, then open quick books and attached that invoice to the transaction. this is very laborious. Any help would be appreciated.
