Reports and accounting
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Is there a way, and if so how, to customize an AR Aging report so that I am notified when an invoice reaches 45 days?
The accept payments is turned off on my account and I’m not able to activate it
This documentation is needed if contracting a job through an insurance claim on behalf of a customer who also has a reverse mortgage.
When we enter in the gift card amount (negative number) sales tax is only added on the total after the deduction, instead of the entire amount before the Gift Card.
when i go to sales by customer detail, i get all customers. i want one specific customer?
How do I do job costing on salary employees? Since actual payroll hours are not used to create pay checks? Example: Employee works 50 hours on job but his salary only pays 40 hours. How does that work?
I have an unapplied $275 payment showing up that shouldn't exist. I think it was caused by the client paying via ACH, then the payment was denied and they asked to pay via a new invoice. It has been a while, so I don't remember the exact details. All the transactions in check register worked out and there was no problem reconciling. How can I either delete or zero out the unapplied payment? Thanks.
This used to be a feature and was removed late last year. We really need it back. I can duplicate invoices but not estimates. This documentation says we should be able to duplicate estimates:https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/duplicate-invoice-estimate/L1xisZLFD_US_en_USPlease make your tool's functionality match your documentation and add back the ability to duplicate estimates.
Hello, I am reviewing my balance sheet for current and last fiscal year, which appear to show the correct net income and retained earnings amounts; however, when I run the balance for 'all dates', the retained earnings amount then does not include the net income QBO automatically closed out to retained earnings. Am I missing something, or is there some type of adjustment I need to make?
I overpaid a bill. What do I do with the credit?
Hi all, I am having an issue when importing a CSV file with an invoice. I am getting the below error where QB is telling me it cannot match the customer. On my CSV file I copied and pasted the exact display name for the Vendor so I am not sure what the issue can be. On the previous screen I even clicked the Add new customers to Quickbooks and when I upload i get an error that states the Customer already exists so clearly the display name is correct. Any help will be appreciated
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Hi, Depreciation schedule is available in QuickBooks online? If yes, please advise how to add and use it.. Thanks. Keyur
I’m the book keeper for a sports organization with approximately 900 hundred customers (players). Each customer is assigned to a ‘class’ for reporting. The ‘class’ is a designated as a Team Name.Each ‘customer’ has an Accounts Receivable balance that gets reduced each month according to a payment plan.Payments are received via a sports registration company (Sports Engine)—consolidated and direct deposited (minus their service fee) into the organizations bank account. In order for Quickbooks Desktop to properly receive the funds and simultaneously reduce each customers outstanding A/R balance, I follow these procedures: “Receive Payment” for each transaction. (900 customer transactions monthly).As these transactions are ‘Saved” they move to ‘Undeposited Funds’Once all payments are received for the month.Go to “Banking” “Make Deposit” where I add the “Undeposited Funds” previously enteredI also add lines for the ‘Service Charge” from Sports Engine. These are deductions.“
