Reports and accounting
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A late fee should not be taxed anyway so I am not sure why this is happening at all.
Starting today (2024-06-25), the modern invoice system is adding a qr code link to our invoices. We do not want this and can not figure out how to remove it.We have reviewed the invoice sidebar customization options and the account options. The message saysView invoice online Scan code or go to the link below to view the invoice online. We do not appreciate this change being foisted on us. Please advise asap.
HOW TO CREATE AN END OF DAY REPORT ONLY SHOWING THE FOLLOWING:CUSTOMER, INVOICE, SUBTOTAL, TAX, AND INVOICE TOTAL WITH REP AND CLASS
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Can we limit the accountant to access the bank and have bill pay approval
I can change it to zero, but can't seem to delete it.
I'm trying to pull billable time into an invoice to bill a customer. This is on the new version. Please help.Thanks
There are several different reports but they all come up as Summaries without the Detail. Need a listing: Original Estimate and Invoices Created, with $ amounts. Thanks.
Each week, I need to automatically generate and save a series of reports that are identical to the reports I generated the prior week, except for the class filter and the title (which reflects the class). Currently, I duplicate a prior report and then edit it to reflect the new parameters I need. It's not difficult, but it's tedious and time consuming because I need to do it for half a dozen reports each week. Is there any way to automatically generate reports that are configured using an inputted set of parameters? If not, is there a developer API (and a developer who knows how to use it) who could write a script/program to create these reports?
Before updates you could put your cursor on the line you wanted to add a subtotal and use the subtotal drop down at the bottom of the page but now it always subtotals at the bottom
Customer paid invoice for all linked sub customers. Invoice shows as paid but sub customer charges show as converted.
Just in case I'm spacing out something basic ... In printing reports, I'd like to filter on balances and exclude any entries with a zero amount. A negative OR positive balance is ok, but just NOT zero. QB designers seem to filter on equal to, greater than, less than, or specific amount. I was looking for "not equal to", but don't see that. Am I just missing something? Does anyone have a way to exclude zero balance but get any balance other than zero?... other than running two reports when one should be able to do it....
We are a LLC S-Corp and use a staffing agency for our employee. We do not handle any payroll for the employee, we report hours weekly and the agency pays the employee. How do we classify, for tax purposes, payments to the staffing company? We also need to report any payroll to local counties, would this be considered paid employees or maybe subcontractor payments? Thank you in advance!
We are trying to produce a piece of automation in another internal system. What we need from QB is a daily list of company names who have AR that just hit a specific age today (say 30 days). If it could also give me the amount of that AR that would be helpful but not required. I need to dump the list to some kind of simple export - text, excel, etc. Any assistance greatly appreciated.
This is not a credit card transaction. It's a paper check mailed to me. I tried another way to deposit and was told the check did not go through and the fault is from QB system failure. Why did they have to make such a simple task so complicated??
It's been years ago that our church first set up QB Nonprofit Desktop along with a General Journal Entry to establish new accounts that correspond to our Funds (Classes), all with starting balances. Our Fund balances are carried over from year to year and, in that original setup, from an old accounting system to QB. The accountant that created that JE debited the Opening Balance Equity Account, which now, of course, has a zero balance, as it should, and credited each new "Fund" account. Our existing "Fund" accounts are set up as "Other Income" accounts. (I'll include a screenshot of that JE.) My dilemma: I now need to create a brand new Fund/Class and a corresponding account on our Chart of Accounts. What is the "best practice" method to do this? I hope I've explained this clearly!!
Hello, I was looking at the "New Enhanced Experience in Reports" and found that the "All Dates" option has been removed. Can we get the "All Dates" option restored? This is important because Quickbooks Online will be sunsetting the "Classic" reports view that allows the "All Dates" option.Thank you, Greg
Speak to an expert please
Someone showed me a way to grab similar items and easily group the entries so I can add them to the proper category easier, rather than doing each entry separately. (for example I want to post facebook advertising to advertising expense and there are several of these entries.) Thanks
Hello...I am curious if the treatment of prepaid expenses in nonprofit accounting is the same as for profit accounting. I started a new account that has a balance in prepaid but I am not seeing an adjusting entry to move funds from prepaid to the correct expense account.
