Reports and accounting
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Hi Folks! This is not my forte, but hopefully someone can help. I'm relatively new to QB, and have some inventory issues that seem to stem from my creating a revised order for a few invoices. I say that because the SKUs that are off were, for the most part, connected to those orders. Is there 'internal mechanism' in QB that records every change that is made, so I can go back and see if that was indeed the culprit? Any thoughts/suggestions would be greatly appreciated!!! Phil
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WE HAVE SEVERAL MEMORIZED REPORTS THAT WORKED BEFORE UPDATING TO QBDT 2024 AND NOW WILL NOT POPULATE. PLEASE ADVISE IF THERE IS A FIX FOR THIS ISSUE.
I have cash that I have taken for tours and donations, and I want to properly enter it in the correct accounts. However, rather than make a bank deposit of the cash, I want to keep it in a cash box for our next event to make change for admission tickets and gift shop sales. After the event, I want to deposit the cash in the bank. How do I do this properly in QBO? -- Bill
I understand total column should be zero but customer needs to see rate
I need a report that will show what a check is paying, so i paid a vendor i want to be able to see what invoices were associated with that check.
it is asking to get edit access
How do I get a list of all invoices with all the statutes (sent, drafted, viewed, paid, outstanding,...)
When I see the list it's incomplete
HelloI had a customer use credit card on a square mobile POS and the payment went through and deposited into my account fine. The issue im having is trying to link that payment to the appropriate invoice in quickbooks. I can easily add a manual payment and select Square account but then the payment is accounted for twice by quickbooks (manual entry and the quickbooks entry). How can i link the two? If I wait a day or two will there be a transaction i can match? Thanks
I am treasurer for a service club. we have members not customers that we bill quarterly for dues, etc.
A customer paid an invoice using bank transfer. It states that the maximum fee is $7, however I was charged a fee of $74. Am I doing something wrong?
On my reconcile screen it says bill but it is also listed as payment???
My business requires a 50% deposit. I used the 'Deposit' feature, but know I can't figure out how to process the remaining balance on that same invoice.
Previously... on the old layout... when you added a billable expense it would show two line items (expense/mark up - customer won't see this) but on the invoice copy or previewing the PDF it would have one line item with the cost of the expense and markup combined stated as 1 quanity. It is the same in the new layout except on the PDF preview QBO is adding the expense plus the mark up and dividing the cost to show as a quantity of (2). If I edit the invoice and remove the mark up quantity and preview it fix the problem and it shows the charge as 1 quantity at the total amount (expense plus markup). An additional issue is that when I save this edit and exit the invoice - when I come back it shows a quantity of (2) again in the invoice preview counting the expense and the markup as (2) quantities in one line item with the cost split in half. This is annoying and it looks weird on the invoices. I wonder if they will fix this. The old layout never did this.
All other customers have had no issues and he normally has none as well. Just today. Any ideas how I can fix that for him
Every month on the 1st all of my customers get billed for their monthly service, each one has a reoccurring series setup. Today almost 100 out of almost 300 of my customers were invoiced twice. I have no clue why this happened, and the customer support agent I spoke to on live chat provided barely any guidance. This is clearly a glitch that I need resolved. I had multiple long time customers today write me asking why they recieved two invocies today for their monthly service. I just recieved an email from quickbooks that they are raising their fees. If im going to pay more for this serivce I need to trust that it will work properly for my company, and next month all of these clients are not going to get duplicated invoices again. The customer support agent tried telling me it was because of my cookies and cache lol this is much more further then a cookie issue.
How can I generate a report of the actions made by the administrator user (ADMIN) in QuickBooks Desktop Enterprise 24. Example: User created, Change of Permissions, Change of Edit Menu in Configuration. Best Regards, [Removed]
Am I the only one irritated that QuickBooks is forcing users to use the New Enhanced Experience and removing the option to switch back to classic? I received the following this morning: "Over the next several months, all reports will be changing to the new enhanced experience, without the option to switch back to classic view."
How can I create an quarterly estimate taxes
I have several products in my sole proprietorship but almost all of them are billed in advance over two invoices, and then recognized at a later date. For example, a client books 5 events with me. Those 5 events are each billed at 50% their individual values at the time of the contract. The remaining 50% that is due for each event is billed separately, 30 days in advance of each event. All of that revenue is accrued and then recognized as each individual event occurs. Essentially, that one contract for five events results in 6 invoices - one for the 50% deposit on all the events, and then one for each of the events as the dates of those events approach. Because there are 5 events the total revenue is recognized, not at once, but split across 5 different dates. Any advice on how to best manage this type of billing/revenue recognition in QBO? I'm pretty much doing it manually as a work around now but would love to see if there a way to better manage this.
