Reports and accounting
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Hello Everyone, i have been having challenges on how to best treat a couple of inventories the entity sells in its course of is business and now, the entity setup a wholly owned subsidiary and move some of its inventory to the new sub as per of the investment how do i go about on quickbook in terms of transferring from Inventory to Investment in subsidary. Thank you
Hello, The owner of Company A and Company B is a single person.Company A has paid the tax debt of Company B. Company B will not refund this amount to Company A. In which category should I put this expense for Company A?
I’m trying to set up payments, and once I got to the SSN part I though I could just use my ITIN, but once I put it in, it say its invalid
Dear My QB verison is QuickBooks Premier Plus Edition 2023.Can you choose multiple reports and export them in one go to excel version>Right now I need to export one by one. very time consuming.
Hi there,Our company has been in business for a few years now, but implemented QB starting January 1st of this year. We have a truck loan that originates October 02, 2020 and payments continue into this year. So I created a Loan Account in QB with the date and amount of deposit and the dates and payment amounts of the two payments made in 2020. Loan amount is 13,505.00, payments total 631.12 for 2020. We chose not to back track any farther than this year for all other expenses as taxes have already been filed and it is unnecessary, but this loan continues to 2021 so needs to be tracked. Each month reconciliation for this year has balanced fine. My bank account balance in QB is showing 12,873.88 higher than the true balance. (This is the 13505.00 minus the 631.12 paid in 2020). My question is, how do I right this in QB? Any help will be greatly appreciated!
My invoices are not being sent from quickbooks
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How do I get a total on my receipts that i've snapped receded
I am working on the problem of removing customer deposits / retainers from "sales". I am setup for deposits according to this article record-retainer-deposit . The only issue is that I had my Item setup for Customer Deposits as a "Non-Inventory Part". I have changed the Item Type to "Service" and would like to "kick off a recalculation" on older transactions so that my sales don't include all of the invoices I created before the item change. Is there some way of asking QBO to recategorize historical transactions? I guess my other option is to create a new item and manually change the invoice lines from the old to the new (item). Any help is appreciated. I know others have been struggled with this task, so any advice is welcome.
I have a client that has multiple escrow bank accounts for their business. We are working in QB Online. Their escrow accounts cannot be connected with their chart of accounts for their general fund bank accounts, or it will over-inflate the budget numbers. However, they would like the escrow accounts to be included on the balance sheet for financial statements. Would you recommend a separate QBO account for each escrow fund and manually pulling together financial statements in excel spreadsheets; or would you set up the escrows as Classes in the same QBO file, and run the financial statements by class instead? I'm also considering setting up the escrows as Projects, but then I think that would pull them into the budget numbers. Other suggestions are welcome too. Thanks.
Using 2020 Premier Contractors Edition of QB Desktop. I am new to estimates, and also billing from estimates. I THINK I figured out the problem, but here goes: Did estimateDid invoice from estimateRan Job Estimate vs Actual report.Report shows Estimated Cost, but no actual cost. Not good.Report shows Estimated revenue and Actual Revenue. This is good.There ARE vendor bills with costs assigned to the job. Why don’t these amounts show up? When I enter vendor bills, I enter as "expenses", NOT "items". Perhaps this is the problem? Our "items list" is actually the job phases, such as "erosion control", "Site clearing", "Site clearing" etc. I cannot see it being possible to have every item we purchase entered into that list. Help? Suggestions? and thank you in advance.
My client has over 100 vendors that will need 1099s and wants to start the preparation by finding out which vendors have not yet provided a social security number. There are a number of reports/lists in QBO but none that I could find that includes SSNs. Is there a report or list that I am missing in QBO, or possibly a way to query the vendors to find out which ones do not have a SSN?
According to Intuit, the "Budget vs. Actual" Feature is working as designed by ONLY bringing in Actuals upon Budget creation. The entire purpose of a Budget vs Actual report is to continuously review the manually entered "Budget" numbers against real-time transactions a.k.a. "Actual" numbers. I would expect that QBO would update the Actual column in real-time or offer the option of freezing at a point in time or the ability to manually, via a "sync" button to UPDATE the ACTUAL column data. Has anyone found a work-around or third party solution? We are using QBO Plus.
Anyone else having trouble with search not working this morning?
Since the invoice update we have several areas that are not working with the new customer invoice. I tried switching over to the new invoice template and it is doing the same thing. We use QB online and I am working out of two different companies with the same issues. 1. The attachments from bills and expenses are not migrating over to the invoice like they used to. In the past when I created an invoice for a customer and added the bills and expenses marked billable a list of attachments at the bottom of the invoice were automatically generated. This is not happening now.2. The transaction dates are blank on the invoice.3. We have different projects set up for a customer and the invoice used to list the project and then group all the bills and expenses for that project then give a total for the project. Now it is a jumbled up mess. Everythng is listed with no mention of a project.Any help would be appreciated. This is really
Before when I couldn't find something with the tool bar I could go to classic search and find anything. this new system is straight garbage.
