Reports and accounting
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I am an owner operator and I drive a semi truck. I get a direct deposit check from the company I lease my truck to, to pay me for my loads.. They take out fuel charges and trailer rental before my net. how to I journal entry those deductions.
When we are sending estimates/proposals the content of the email shows "Balance Due" no $$ and the "Invoice" button is also present. My client does not like this being in the email, as it could appear the client is already being invoiced, and they think it is to forward. They are afraid this will turn clients away from accepting the estimate/proposal (which by the way is attached as a PDF)
We use a CRM that handles all of our invoicing and billing, including sales tax collection and reporting. It doesn't sync with QB. I'm new to QB, and would appreciate help knowing how to manually enter our sales tax liabilities to our accounts and journal. For example, our CRM provides the following information:TOTAL SALESTAXABLE AMOUNTDISCOUNTTAX AMOUNT$39,261.44$36,893.12$154.73$2,213.59 How do I manually enter this in QB? Right now the only information QB receives is the total sales amount, categorized as service income. How do I account for the sales tax portion of this income?
I used the template spreadsheet in QB Advanced to enter ~100 fuxed assets, with all the data (purchase price, salvage value, accumulated depreciation,useful life, etc..) When I imported them, QB ignored my accumulated depreciation value, and entered its own calculation with a different value. Why would my 100 entries of the 100 asset's accumulated depreciation not get imported? And I don't see any way to revise QB's calculated accumulated depreciatioin for each asset?
It's asking me for options to pay
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When invoicing clients, I would like for past due invoice amount and perhaps invoice# shows up in the footer. I was able to do this in the desktop version but not on online. Thanks
I started using Quickbooks in June. I noticed that the mileage that has been recorded is not flowing to the standard profit and loss report. Is there something I need to change in settings to get these transactions to be included in the reports. I do see all the individual transaction under the mileage tab.
Is there a way to generate a report that's dynamically published to a URL? e.g. a P&L that's published to a URL, and is automatically updated when the underlying data is updated (assuming the user refreshes the URL). Currently, we export reports to Excel or PDF, but they're static. If any of the underlying data changes, the report must be re-generated, re-exported, and re-distributed.
It shows that the client paid with a different account than usual according to previous records. I've heard this client is low on cash, so I suspect it may have bounced. Would there be any indication on my end if it did? It shows payment received, it's marked as paid, and I just... never got the money in my account. It seems to have vanished with no notification one way or the other. If I didn't keep tight records, I would have no way of knowing a "paid" invoice never put money into my account. I need to rule out that the money has already been taken out of their account and lost in transit somehow before I have an uncomfortable conversation with them to ask for payment again.
We need reports that show Q1 as Dec, Jan, Feb; etc. Our accountant does not want us to change our fiscal year on the books and we need to pull these monthly. Trying to find a work around from creating a complicated spreadsheet.
I need a bank letter with my ACH account info to give to a client. where can I find that?
We set up draft invoices prior to mobile service calls for technicians to edit and update the invoices in the field once work is complete. Since the recent update, this is now impossible. Any devices where the update hasn't been pushed are still able to update invoices, but since the update will be pushed to all users at some point, we're kind of panicking here. Relatedly: When a customer makes a deposit on an estimate, QBO converts estimate to an invoice, and now those can't be edited either. Is there some new setting we don't know about, or is QBO just shunning its mobile users?
I am trying to email an individual report as a PDF to one customer and it is not respecting "fit report to 1 page wide." It prints to one page with no issues, but when I email it, the attachment is 16 pages. This was never an issue until last week (i.e. the report use to email as a PDF in one page). Please help.
After I stopped payment, I paid the bill through ACH on the vendor's website.
I make notes on customers and need to print them out, how do I print them out?
Client costs are booked to adv client costs and when income is received want to offset total income with the expense being reimbursed and showing as paid.
We received a delinquent notice from the State in regard to payroll forms that have not been submitted. Quickbooks should have submitted them and did not. Quickbooks is saying it will take 30 days to resolve but we will get fined by the State in the meantime.
I am frustrated because the QB P&L using cash basis is not following GAAP. The payments MADE should be posting as of the "check date" or the "cc pmt date". I have confirmed that our P&L in cash basis shows transactions as of the Bill date even when no payment has been made. It is NOT pulling the payment date.Example: Bill dated 6/22/24, no payment made yet (no customer:job). This transaction shows up as a COGS expense (again not connected to any customer invoice) on the P&L for the period 6/17/24 to 6/23/24. It should not be here as no payment was made during that period. The payments RECEIVED should be posting as of the "received payment" date or the "deposit" date when no payment was first received to undeposited funds, and the "cc refund" date. I have confirmed that our P&L in cash basis shows transactions as of the Invoice date if a payment has been received (in part or in full).Example: Invoice date 6/17/24, Payment dat
The "improved" invoice not calculating sales tax correctly under the following situation - Mix of taxable and untaxed line items- A fixed dollar discount (as opposed to a percent discount)- Apply Discount After Sales tax UNCHECKEDI have an invoice where the total sales are: $8371.97The taxable sales are: $6271.97The discount is: $372.80. The net taxable sale is: $5,899.17The sales tax rate is 8.75%QBO is showing sales tax as $524.35 WHICH IS INCORRECT!!!!The correct sales tax is $516.17!!!There are so many user experience and functionality problems with the new invoices that it's difficult to find a place to begin. Not that your product team cares.
Hello, After reading multiple help forums, I am left with the same result, I cannot delete or inactivate specific accounts. The error message I receive is: They have a non-zero balance.They're one of the default accounts used in your chart of accounts.They're being used in an automated workflow. Help would be appreciated Thanks.
Hello, I am trying to clean up our chart of accounts using the online product. I consistently receive an error message stating the following: Account wasn't deactivate They have a non-zero balanceThey're one of the default accounts used in your chart of accountsThey're being used in an automated workflow I can assure my accounts are at a zero balance and are not one of the defaults. Unsure about the automation. Please help. Attached is a screen shot of the error.
