Reports and accounting
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There are ads for QuickBooks Payroll, loans, and more throughout. If I click Transactions... the first thing you show me is an ad. If I scan the categories of transactions... you stuffed an ad in there.If I click Reports... the first thing you show me is an ad. And since the list of reports is under that... and the spot where the ad is *does not scroll out of view*... your reports page uses less than 1/2 of the screen to show me report options! And I'm on a 27" 4K monitor. Just so frustrating.For the few ads that can be closed, clicking close only closes that one time. It's right back in my way the next time I come back.And you are raising prices in August.These ads are not "helping me" learn more about the tool, they are in the way on a paid product. It's cynical and in the way. Please, someone somewhere at Intuit, remove the ads or at LEAST stick them somewhere they don't push your actual application UI down so far.
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I have used intuit-oauth and node-quickbooks in my node js project to create invoice, payment and journal entry in the QB Online. Whenever I create any payment entry it always go to default A/R, despite of passing different A/R COA ID or Subaccount of A/R COA(Chart of Account) in the ARAccountRef key in the payload, I have tried passing different COA ID and subaccount ID but not get any success. Can someone please guide me in this? or please share your thoughts.I have multiple store in the site and I have a site per each merchant and i want keep A/R separate for all the store so merchant can map the A/R with each store and manage A/R for all store separately.
Hello! We are using QuickBooks Plus and QuickBooks Bill Pay Basic.Our current fiscal year runs Jan 1 to Dec 31, we want to change this to July 1 to June 30. This will take place in just a couple months. I located to change the fiscal year (see below), but when do I make this change? Do I wait until July 1st? We need to prepare and enter budgets either before or right after July 1st. What things need to happen between now and July 1st to make this a seamless transition? Also, we need our June financials have the YTD (Jan - June) amounts correct. Thank you. Go to the Gear icon.Under YOUR COMPANY, select Accounts and Settings.Select Advanced.On the Accounting section, select the Pencil icon.Choose July on the First month of fiscal year selection.Select Save.Click Done.
Trying to change the date of multiple invoices at once. How can I do it?
i need to see the details of a journal entry made in 2020.
I have Sandbox company with "QuickBooks Online Advanced" but still I don't see "Custom Fields" section in setting. I want to add more than 3 custom fields to invoice page and only "QuickBooks Online Advanced" plan allow adding more custom fields. But I do not see option/section to add more than 3 custom field.
Any idea how to find it or something I need to do ? Costumer is upset 🥺
I have used intuit-oauth and node-quickbooks in my node js project to create invoice, payment and journal entry in the QB Online. Whenever I create any payment entry it always go to default A/R, despite of passing different A/R COA ID or Subaccount of A/R COA(Chart of Account) in the ARAccountRef key in the payload, I have tried passing different COA ID and subaccount ID but not get any success. Can someone please guide me in this? or please share your thoughts.
When running a P&L for 2023 several sales are missing. When I pull up the transactions, several months are missing completely, like over half the year. I have linked my account and updated a few times but it is not pulling this information. any suggestions?
unauthorized charges
i accidentally put a credit card payment as an expense
I came across similar posts, such as this one: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/i-used-dd-to-pay-independent-contractors-however-the-transaction/00/780680 However, the account for both the DDs and the debits are all marked as an expense account (more specifically "Contract labor", a default expense account present when I first logged in). Is there some way to merge these transactions, or to setup a rule to make them not double count in the future?
We manage an organization that bills out voluntary contributions. We have 20 line items that have expense and income line items that match. Sometimes a line item is not spent out and the balance needs to carry forward for the new year. At some point it may or may not be spent but needs to be accounted for. Up until now it has been done on a spread sheet with really no accountability. Running a report and showing people that report can easily be manipulated. Not that it is it just can. And if you are not an avid excel user you are not really keen on the double duplication. Manual checkbook and writing down on paper what and who has been used with a smathering of quickbooks if the current regime wants to use it. As we have moved to make quickbooks a standard we need to put all the carry forward balances somewhere where when we run a report we can track them and encourage that they are spent. All income line items should be 100%
First spot: invoice 1079 that I just sent out (July 2024)Second: invoice 1056 paid in Dec 2022Third: invoice 1055 paid in Jan 2023After that: invoices sorted properly by invoice number in the order in which they were paid.I don't know how to get those old ones to stop being at the top without just deleting them. Any reason why they might be stuck at the top after they were already paid years ago?
Our contractor has been unable to use the link in the email invitation. How do I cancel that request? I have filled out the contractor's personal info, SSN and bank info, but the W-9 in documents say it is still waiting for info. If that can't be done, how do I upload their W-9 that was filled out and emailed to me?
leaving qb need copies
Hoping for input from experienced users ... like Big Red, if possible .... I'm still struggling trying to understand some previous comments on another thread about the dangers of removing 1099 flags in conjunction with redoing the GL numbering fiasco. The existing COA does not follow the standard GL numbering scheme, has multiple AR and AP accounts that were not reconciled, has 1099 flags on many accounts that are not correct, and some GL accounts with numbers and some without numbers. Trying to code invoices is quite a challenge at times. ** I want to re-number the GL using standard format. I know how to do this.** Some accounts are sub-accounts that should stand on their own or even be master accounts for others. Big Red showed me that I can change these.** I would like to have only 1 AR account and 1 AP account, and the others should be "Other Current Assets / Liabilities. ** I want to remove all the 1099 flags from GL #'s, and re-assign them after the re-numberi
I have recently discovered that my accountant was embezzling money via my payroll account. We've already taken all steps from a criminal perspective, but I'm trying to clean up my books. How would I go about categorizing stolen funds? It was originally categorized as payroll taxes - because he ran it through payroll as taxes, but into his bank account. My thinking is that retail businesses regularly deal with theft, either directly from employees or from customers. So how would those things be accounted for?
I have an LLC (business #1); can I use the profits and revenue from my first business as expense deductions to set up my second business (business#2)?
