Reports and accounting
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Can the customer avoid going thru the creation of a developer account, creation of an app, completing the questionnaire steps before an account is created and Client ID and Secret are generated?
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I am trying to create a statement that looks like this. (I don't need the "x'd out columns). I don't know how to get the inv (Ref# - I know the column names can be changed) to show in a separate column and also the Description column to only show the actual services, not all the other stuff like inv #, date, etc. I guess I'm using "items" incorrectly in the invoice or statement charges creation ledger. Perhaps, I should be using a different type of Item? I've tried all sorts of variations in invoice creation/formats, and statement/formats and still can't get this result. Can anyone provide some guidance?
Why when I run my Deferred Compensation Report 401(k) does it only report with the employees up to last name starting with D. I need to submit this report asap and the report does not calculate properly. Why does it only show about 25% of my employees??
I tried changing it in Products and Services and there doesn't seem to be the option. I don't have any products that will ever be COGS so that was a mistake in the first place and I need to make it so that the specific product that I have on my invoice shows simply as 'Supplies'. Thank you in advance for any help.
how do email notifications work
Hello all, I've been digging through the help topics and community archive for a while now and can't seem to find my exact question, so it's either the most basic obvious accounting method that I'm too new to understand, or it's right in front of me and I'm just not seeing it. I'm trying to figure out how I balance our expense accounts; we're in our 3rd month of operation and I've been tracking everything on QBO. Every penny we spend or earn is accounted for accurately, however, we have expense accounts that are entirely out of balance, so I'm trying to understand how to rectify that. For the most part, every expense of ours has gone on a zero interest credit card, up front costs being the bulk of it, which we have been paying down in chunks as our revenue began climbing. Every expense goes on the business credit card account, as well as the identified category expense account (e.g. Furniture & Fixtures, Leasehold Improvements, etc.). The increasing credit card balance is
I did everything to remove my business address from the QB Invoice, but the address still appears on the bottom of the page below the "Pay Now" button under where it says "Thank You For You Business." I don't want me address attached to the invoice at all and have followed all the tutorials on how to remove it. Any Ideas? I've attached a screen shot with my info blacked out to show where I'm talking about
Hello, I´m trying to run an item level report to answer the below questions:What specific items do I earn the highest/lowest margins on?Margins based off the cost I buy the item at vs. the price I sell the item atWhat specific item categories do I earn the highest/lowest margins on?I added a custom field to items called "cost codes" I tried created a custom report to find these answers but I had no luck. I couldn´t figure out how to add a column to calculate margin to the item report. Also, when I was experimenting with adding a custom field called "cost code" to an item, it was not recognized on the report. Please look at the screenshots below to see what I mean. this item below is categorized as "101" in the custom field, "cost code."When I try creating a report with the "cost code" custom field as a column, the item I mentioned above does not have "101" listed. Questions: 1. How to add a column to calculate margin to the item report?2. Why is the item ment
When I generate a P&L report for my business, invoices I have sent to clients via Quickbooks which have been paid and deposited are being reported twice under Sales. The issue maybe how I am categorizing the incoming deposits for the invoices, but I'm not sure. For example: I send Invoice 001 for $1,000 via Quickbooks. My client pays this amount. The money is deposited into the business bank account. In the transaction log for my bank account, once the money appears, I classify it as "Sales". When I generate the P&L, under Sales, the $1,000 is now listed twice. It appears once as Invoice 001 under account "Sales", but under Split it is listed as "Accounts Receivable (A/R)". The deposit from my bank that I classified as "Sales" also appears, but under "Split" it lists the business account. How do I prevent this double booking from occurring? Do I need to categorize the deposit to my bank account as something other than a form of Income?
Hi – Here's an improvement request for QuickBooks. (QB users, if you feel this would be helpful to you, please reply and / or put a “cheer” vote. Thank you.) QuickBooks Desktop Enterprise Request - QuickBooks - Could you please add a column for “Ship Date” in the Sales Order form? Can you implement this change in the next software update? See attached images. Please add column for “Ship Date” in Sales Order form. We’d like to fill out just 1 Sales Order screen if we had a customer PO with various line items and different Ship Dates. On the SO screen, we’d like Ship Date to be listed as a column that could be updated. Ship Date is an important field because we have reports that are run based on Ship Date. (To follow along, here's how to view the "Sales Order" screen in QB Desktop Enterprise: Go to menu bar Customers - choose Create Sales Order.) Why?
I am trying to match multiple transactions to a single Amazon receipt which has a separate total for each order. For example, if I buy 5 items, the email receipt will show 5 different totals for each order. Then I will have 5 different credit card transactions but only one receipt. And QBO seems not to be able to match multiple transactions to one receipt. Is there a way to reconcile this situation? I tried totaling them myself and logging the receipts as expenses, but this messed my books up, as now these expenses are logged twice, once as unmatched bank transaction expenses and then as unmatched receipt expenses. I appreciate your help.
This only started when we were forced to use the new user interface for QuickBooks Online. I use edit invoices a lot so please help me out
I was working on my downloaded transactions for PayPal from the bank and somehow accidentally added one of my donations deposits. I went through and deleted everything so that the transaction showed back up in the bank feed. I then proceeded to enter the transaction the way I always do and it no longer showed up in my bank feed. Now, when I go to enter any new downloaded transactions and I choose Deposit instead of Sales Receipt and I go into the Details to enter everything, the PayPal fees are showing up at the top of the entry like they haven't been matched up to the bank feed. And, for some reason, they're showing up twice. I don't know how to get these to go away. Will they go away after I reconcile my account at the end of the month? I'm almost afraid to do the reconciliation because I don't want these still hanging out there after I've closed the books.
la nomina de la semana del 10 de Junio al 14 Junio no se ejecuto como hacer que se ejecute
I acceptance to another. I.e. from credit card to bank.deposited and changed from one
