Reports and accounting
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How do I change the date on the Profit and Loss statement
When QBO sends automated invoice reminders, there is no payment link option. This frustrates and confuses customers and causes problems. I've tried to include a link to a 3rd party payment site in the body of the reminder message that gets sent, but the form scrambles up the "/" character so the web address does not show properly. Why is a payment link not automatically included in the reminder messages? This seems like a ridiculous oversight. If I'm missing something, please let me know.
I emailed an invoice to myself and there is no longer a payment button on my invoices. I have ACH check in management. I do not have CC checked. What happened to it? Do I need to send each person alink? That would be nutty time consuming. HELP
We gave a vendor 300,000 as a loan on Sep 2023. (I created loan to others on quickbooks)But right now that vendor wants apply 300,000 to the bills that we owe them. (I created bills (AP) on quickbooks online already. 2bills of 2023, 3 bills of 2024) how can i record it after 2023 end year closing? Thank you.
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I have been tasked with finding a way to set up departments in our Enterprise Solution. We are already using the class function to track something and need to continue using. How do I go about setting up the departments so that I can report on them?
My 2019-2023 books have been closed and I need to journalize previous purchases to the inventory asset account. How do I do this? I was thinking that I would do some journal entry to a Prior Year Retained Earnings account. What I am trying to do is move 2019-2023 Purchases to Inventory Asset.
I have 2 questions regarding progress invoicing in QuickBooks Online.1) Once you have generated the estimate and select the progress invoice to create the invoice can you invoice for the full amount of the invoice and then have quickbooks send invoices out monthly? For example if I have an estimate for $10K and I create the invoice for the full amount, how can I bill 25% of the invoice monthly? 2) How can I show a customer, their estimate total, along with a listing of their invoices that have been billed and any payment acitivity that has been made in one statement/report? Thank you,Debbie
I know that I can select invoices to be printed but I don't know which Invoices have been printed and which ones need to be printed even if I select a date range. How am I to know what invoices I need to select?
How do I create a report that has JUST the employee name and social security number? They all want to add in additional items within the same cell.
A bill dated 2022 suddenly has been edited by the system, canceling all the items (so the inventory is suddenly all wrong!) and just putting a "pay bill" voice
as seen online....many of us have the same problem. Invoices go out and the customer has no way to pay, the links to payments are missing....QB knows about this problem, but has not shared a solution....and days have gone by with no way to pay...PRIORITY FIX please!
I need a report of billable expenses from vendor bills, that have not been attached to a client project invoice to be billed. How can I locate without clicking through every unpaid bill?
I use QuickBooks Desktop Contractor's Edition. I need a report that shows vendor payments totaled by customer job for specific period of time. I've tried many types of reports and can't seem to pull in both vendor and customer job information. Does anyone know a way to pull this report? Thanks. Lisa
I want to run a report that shows me all invoices I created in the last month (or any other time period). It should include all customers, and it doesn't matter if the invoice has been paid or not. Is there a report that does this?
What expense account should I use for payments for the Commercial Activities Tax (CAT) that small businesses must pay in Ohio? And is this expense deductible on federal or state income tax return? I use QB Desktop 2020 version. Thank you!
Dear Community, Whether a customer can use record both Category details and Item details in a single bill? Quickbooks allows to record both the Category details and Item details in a single bill but I want to understand whether this situation will come across in the practical scenario too. If yes, please provide me an example. Thanks in advance
im working through api, i want to create vendor with custom fields. how can i create a vendor with custom fields through API?
The only customer batch edit I can find is to create new. Is there a way to edit payment terms in batch?
When getting ready to process payroll, which option to choose? Cash? Cash on hand?
I bought a new phone this year that I use for business purposes and personal. I use it about one-half the time for personal, and the other half for business. How do I record the expense of the phone? Secondly, how do I record the phone bill too?
