Reports and accounting
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Chase says I'm already sharing data from that account. Then it goes back to qbo and says "which accounts do you want to connect?" but it only shows my existing two accounts and one personal account (not intended to connect). The new account isn't there where I can normally name it and add details. Any ideas?
Quickbooks online payments are coming into our bank grouped, instead of individually by invoice/customer.
Is there a report that shows invoices broken down that also show s payments and billable expenses and how they were paid?
I have a job profitability detail report that I need to run daily but the title gets cut off at the end. I have made the font smaller to see if that would work, it doesn't. My line will look like: Job Profitability Detail NAME, ADD and JOB# The Job# is usually the part that doesn't make it on the report. Is there a way to shorten the name of the report or have the title go into a 2nd line? Thank you!
We receive one receipt from the vendor and for some reason, AMEX runs 2 separate charges. i.e. American Airlines, sends one receipt for a flight, seat upgrade is a line item on the receipt. AMEX sends it through as two charges. One for the flight and one for the seat upgrade. I was hoping I could take that one expense/receipt and match it to the two charges that come through.
How do I run a Sales Journal that includes sales tax? I need to do this for a sales tax audit.
I am using QuickBooks Desktop Enterprise Contractor, and I am looking to change the account type on an account from "Other Expense" to just an "Expense" account type. Depreciation Expense was set up many years ago as an Other Expense account, but moving forward I'd like to make it a general Expense account. First, am I able to simply change the account type like this? Secondly, what are the impacts? Will all past transaction move with it? Is it best to just create a new account and start fresh? Any insight or experience here would be appreciated.
I receive the error shown below when using Payroll Reports in Excel > Tax Form Worksheets. Initially, the Tax Form Worksheet opens in Excel where the options to choose a tax form are presented - when I choose '941 Quarterly' and then 'Create Report', I get the error shown below. The product is QuickBooks Desktop Pro Plus 2022. This error is new with the 2022 version that I recently installed - I've been using these worksheets for years. We do not have a payroll subscription - we do it manually and use these tax forms to help complete federal tax forms. Calls with the help desk are anything but helpful - telling me I need to speak to the payroll team (but can't because I don't have a subscription), or that the installation is corrupt (it isn't - QB is up to date, and everything else works fine). Any help or suggestions are appreciated!
I always customize my invoice communication in the attached email. As soon as I finish typing my custom message and hit tab, the preview to the right will show my new updated email. This is no longer the case -- QBO only shows the boilerplate message. I have tested the emailed invoices and they go through as I customized, but why isn't the preview reflecting that? This has been going on for about a month (since May 2024).
error message saying bill pay can't schedule a payment right now
I have an inherited set of books for a startup company. Much of the inventory items were paid by credit card without a corresponding bill that was paid. Now I have a fat balance on my A/P for all of the inventory ITEM RECEIPTS. How do I go about clearing the A/P balance without deleting the ITEM RECEIPTS?
edit EMAIL Template?
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I can't find the list of past created Journal Entries
Hi Our quickbooks reports are only showing our Customer Account Numbers and Vendor Account numbers because it is under NAME. The actual name is under COMPANY. How can I get my Open A/Receivable report to display this? Right now when I run reports I can only see account numbers which means nothing to me. I need to see the Company name. Please help asap :)
So now I'm reconciliating my credit card payments. I should expenses these right? What if some are not expenses, but personal? Can I create a account payable bill and take it from cash/bank?
HiMy business rented some equipment and put down a 250 dollar deposit, in addition to the rental fee. The vendor then credited the 250 back once we returned the equipment directly to the credit card. Im trying to enter the refund as a credit card credit for the vendor. However when I do this the 250 is not showing on my class report - its only showing the total including the deposit. I need it to match the cc records and be accurate on my grant reports. What am I doing wrong?
I go to custom form styles and all i get is a blank screen. When I try to go to Update layout in the invoice screen or the estimate screen, it goes there briefly and then closes and reverts back to the previous screen. Is anyone else experiencing this and what is the solution?
