Reports and accounting
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In Quickbook Enterprise when entering bills what happens if the class in the upper 'Bill' section of the entry does not match the class selected 'Expense' section? Ive been told the top line is for the ap when reporting balance sheet by class. The bottom lines are used for the profit and loss by class report. Is this correct? Is there a report that could identify errors if the classes do not match?
Hi I hope you are doing well.. I am using my 2019 desktop version, but no report shows the cost column, not even to add it. Is there any configuration I need to set to include the cost column in the reports? Currently, there is no way to add the cost to my sales report. thank you for ur help. regards
Quite a I while ago, I made an $4k interest payment on a loan. I discovered that for some unknown reason, my accountant reversed this with a journal entry by incorrectly crediting the cash back into my checking account and deleting the corresponding interest expense (sorry, he has no recollection and cannot tell me why this happened). Of course, I really did have this expense, so my checking account balance is off by $4k. Should I:A - reverse his journal entry with another journal entry canceling it out as if it never happened,orB - Just enter it as a new transaction, as if I paid the interest today? It seems that both of these corrections would have the same net effect on all all my accounts and expenses. Any suggestions?
Hi When you enter Deposit under "Banking --> Make Deposit", the Payee doesn't show up under "Company --> Chart Of Account --> Banking" (The green ledger). Should QB fix the bug so that Payee name will show up under "Company --> Chart Of Account --> Banking" (The green ledger)? I don't like the green ledger, but the client likes the green ledger.
QBO recently pushed a new feature called "categories" which appears to have replaced the "sub-product" feature. As it is currently implemented, it breaks our product and feature list because it "does not allow for duplicates" (even when I cannot find the duplicate in question). I think it's considering the "Category" itself to be the duplicate. For example, "Closets" has become "Closets:Closets", and I cannot make it "Closets" anymore.
Spent approx 5 hours on the phone today with 3 QB experts. The first two I got cut off before getting a resolution. The last one I was able to convince there's a bug in the report. She told me she was going to email me a case number so I could track the problem investigation and resolution but that was approx an hour ago and I have had no such email. So... in approximate terms my client's Q1 actual sales total gross was $67k but the STLR reported $50k as the gross sales. There's a similar discrepancy between the actual "non-taxable" sales and the STLR reported non-taxable sales. Can someone please get this bug fixed? What I have come to understand is the Sales Tax Liability Report (STLR) only includes in "gross sales" sales receipts that included a taxable item and the "non-taxable" amount on the report is only the non-taxable components on the sales receipts that also contained a taxable amount. Are you with me? or does t
I want the fee to only be present if they pay be credit card.
I'm using Desktop Premier Contractor edition, and I'd like to be able to see which job a vendor's invoice was posted to. When I enter a new 'bill', I can specify which "Customer:Job" it is for, but when I want to print out a report of what I owe a vendor, or maybe all open A/P, I have to open each item in the report to find out which job it's for. Why can't I add that to a report??? I can add columns related to employees or payroll (which are not relevant), but I can't add a column that tells me which job each invoice goes to. Am I missing something?
In order to give my clients the option to pay by credit card, and separately charge the credit card processing fee, I've been using Melio. I would love to add the Melio payment option on my invoices, is this possible?
I’m trying to produce a December Balance Report which includes a Brokerage Account.My question is: How do I show “Pending Settlement” on a Balance Sheet?Is “Pending Settlement” simply listed once as an Asset and once as a Liability as shown below?Or, is there a more correct way to show Pending Settlement? Thank you for your help,Steve
why do we have receipts?
Hi:I'm new to QBO. I recently entered a number of donations for a charity as Sales Receipt transactions under the Customer Center menu. There are no other transactions associated with these Sales Receipts. Unfortunately, when I run a Profit and Loss report, these transactions are showing up as Uncategorized Income. How can I recategorized this transactions? Do I need to create an Invoice first? If so, how will I be able to tie the invoices back to the Sales Receipts?Please advise. Thanks.
I need a bank statement. I understand that green dot bank is the bank they use but I have tried logging in to that and I was unable to register with my quickbooks card. Thanks.
from my business i have receipt for my taxes we want to add the receipt for my yearly taxes
I am currently using QuickBooks for my business and have encountered an issue with the formatting of our estimates and all generated emails. Specifically, the text appears centered, which doesn't look professional for our documentation.Could you please let me know if it is possible to adjust the formatting so that the text is justified instead of centered? This change would greatly enhance the presentation of our documents.Thank you in advance for your assistance.
Can there be multiple projects under one customer? It looks like I can easily do more if they are projects.
I had QBO as an installed add-on, but disconnected that feature.
I keep seeing work arounds with third party apps, or adding it to the bill. I do not want to do any of that and I want it to be added simply and easily to the invoice like all the other options. How is there not already an option for this, unless I am missing something?
