Reports and accounting
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I need to track and log collection activities taken. Calls, emails, and responses, for example. Should be kept in Customer notes and reference any specific related invoice numbers or in the invoice notes (requiring duplication in each applicable past due invoice)?
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Sending customer a new invoice and would like other older unpaid invoices total to show up so they know the total amount they owe me. I can set it up as an invoice template but then it does not appear when creating an invoice.
what is the word used for someone that resigned under the STATUS of quickbook payroll? Is it not on payroll for the mening of resigned!
Non of the anwsers posted have anything to due with how to print recurring invoices. I created 100 recurring invoices and have not been able to communicate correctly on How do I print these invoices. Darn it.
We had an expense type "Job Supplies" That we are moving away from and migrating over to "Supplies and Materials" we have over 50K in expenses attached to Job Supplies that we need to migrate over to Supplies and Materials for 2023 and 2024. Looking for the most efficient route to adjust these.
I don't want these items in the inventory because I decided not to carry them at all. why do I get the pop-up telling me item has been used in a transaction, Which is not true.
We don't use online payments but can't figure out how to remove the 'Pay Invoice' link QB Online inserts at the bottom of each invoice. Our customers are confused, especially when we send a printed invoice.
Hello All! I do accounting for my church and we use classes in QB to track funds designated for specific purposes (General Funds, Youth Group Funds, Building Fund, etc.) Occasionally we have a special project I will build a class for and then once the project ends, it is no longer needed. I know you can inactivate the class, however, is there a way to transfer the funds in the class into another class? For instance, we raised money to replace the HVAC system in the building. That project is complete and came in under budget (YAY!) but there is now money tagged in the HVAC class and it shows a balance when I run all of my reports by class. I would like to move those funds tagged with the HVAC class into the Building Fund class and then inactivate the HVAC class. Is there a transaction to process that will accomplish this? If not, any ideas of how to remedy this? It's important because we use this fund/class method to show the true balances of what we have in each "fund"
We do not currently use classes in QBES. We are a nonprofit, and we have several activities each year (we are the Chamber in a popular tourist town) that we need to track income and expenses for. We also do financial tracking for some sub-committee organizations who do various fundraisers throughout the year. But I want to make sure I really understand using classes. 1 - We are part-way through the current year. Can class tracking be implemented mid-year? We aren't staffed to go back and re-key all prior transactions ... 2 - For example, we have multiple advertising expense accounts, multiple printing expense accounts, etc. for each event / activity for the year. If I understand correctly, we would need only 1 expense acount (for each unique expense), and when posting to that expense we would differentiate event / activity by entering a class code. Is that correct? Or do I need to have one expense account of each unique expense for each class? 3 - I read someplace about
This happens when you download your invoice into a pdf and it has a QR code as well.
This does not show in our expense coding software. In order to have it show there, I need to put infront of the name. But then there is no number in the number column in QBO. Does this matter?
(Created by QB Online to adjust balance for deletion)- This credit memo appeared on an account I made inactive but funds never posted. Did this happen when I made the customer account inactive?
Can I fix expense categories missing in mobile app?
is over 2 business days now and the payment has not been credited to my bank account, what could be the reason for the delays?
We use the Online version of Quickbooks and I cannot find the 'Menu' option to set up add an electronic signature.
I have multiple receivable GL accounts in my book, and I'd like to have AR aging report for each single receivable GL account. Can this be done? If it can, how can I do so? (I use Quickbooks Enterprise)
I never used the clean up service and canceled my quickbooks online. Chat agent couldn't give me my refund but said it would automatically happen in May. I have still not got a refund.
I would like to use a QuickBooks report with comments for a new reporting period.It appears that I must reconstruct the comments and new period. Is there a way where the old report andbe modified and saved with new report period?
I am looking to add the employee name to our customer invoices. We do consulting work and our customers like to see the employee name on the line items in the invoice. I've been manually adding the employee in the notes field, but would want to pull that info over for each line item.
