Reports and accounting
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Could you help me by explaining how I can send bills in bulk to Quickbook desktop from an Excel file. Apart from that, I am a developer that you recommend to automate the uploading of invoices and bills from my system.
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Just found out we reached our tag limit of 300. We use tags to track our referral sources, since QBO has no other way to track our referrals and get a referral report. Has anyone else used some other way to track referrals in QBO? 1. Why is there a tag limit?2. How are we supposed to track our referrals with such a low tag limit?
this is the error message i got: Vendor assigned to this transaction has been deleted. Before you can modify this transaction, you must restore Joes Plumbing (deleted).
Do I then use that account to record the payments made to it through the checking account?
My account is set up with accepting credit cards and debit cards but each time I add a customer or make a new invoice this is turned off. I have to manually turn it on. Customer service does not know what to do to fix this.
How do you show taxable items or "T" on the printed/PDF invoice in the new "Modern" design invoice? Also, how do you remove the "Sales Tax %" on the printed/PDF new Modern design invoice? This is confusing for clients. The sales tax calculated is correct, however, on the printed/Pdf it shows a sales tax % that is the % of the subtotal on the invoice and not the actual sales tax % that is being collected from the client.
I am not sure I understand bill pay online. I want to pay a vendor using ACH. Without paying extra can QB online pay a vendor using ACH and if so how do I set it u
We are a non-profit with many program services. Each program has its own fund which I am tracking through classes. As a result, I am working with sixty-six (66) classes, sub-classes and sub-sub-classes. I need to be able to run my P&L by Class and collapse the sub-sub-classes. It is not efficient to export and hide columns every time I need to know the balance in various funds. Can you help???
Is anyone else having trouble with First Citizen bank connecting? I have been having trouble off and on for the last year or 2. Again starting yesterday no connection
Hello, in Desktop I can choose the account a client credit memo is applied to. Online is not giving me the option. This is a problem because part of the write-off is not reducing income, which is where QB is putting it, it's reducing an asset (hard costs billed to a client that sit as a receivable until they pay it - a requirement for non-contingency law firms). Am I going to have to go in and journal the correction every time I create a credit memo, or is there a way to choose the correct account when I create the credit memo? Thank you.
in Desktop, the above behavior took place if the payment was under the invoiced amount. I cannot figure out using QB Online how to similarly, EASILY, record a bank fee when entering a customer payment / deposit. HELP!
My organization uses classes to classify our transactions and inventory. Our issue lies with the reports, such as Balance Sheet by Class. Build assemblies and some item transfers are being classified as unassigned on the report despite having a class assigned. I was able to assign a class to them in the item list. I'm not sure what's going on with this because as far as I can see it should very well appear in the correct class column.
I'm trying to review the P&L for the year, and it keep switching me to modern view when I look at a detail transaction from the report. Then it changes the date and it's taking 3 times as long to go through the reports for the year. I have to do this with every client. How can I set all reports to classic view? Nothing I googled is working. I wish they'd stop changing the look just for the sake of changing it.
QBO user for 10 years who remains frustrated to crucial time lost when inputting detail data on existing purchase order forms as today's example and your interrupted with a pressing issue without leaving your desk and QBO decides it's time to log you out. When you sign back in, all the work was deleted. I'm completely aware of the setting to keep me logged in and there's no consistency of time based on user logs. Yes, I really try to remain vigilant to constantly hitting save, but we age and pay the consequences. Besides forcing me to another 50% upgrade increase just absorbed to regain access to PO's, why can't you provide autosave to all users like we have with Word and Excel?
