Reports and accounting
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What does it mean when a customer statement is "unavailable"? How can I make it available? I see open and overdue invoices for the "unavailable" customers and their balances are not $0.00 either.
Hi all,I just started using Quickbooks online and started by going through the chart of accounts, and making any irrelevant accounts inactive (it is a relatively smaller art business, so a lot of the accounts are completely unnecessary). I understand how to create sub accounts and how they interact with each other, but my issue is when I turn to generating a Profit and Loss statement.I have not yet input any account balances, but wanted to see how my Chart of Accounts set up looks on a P&L so I could find out if there are any errors I made. The frustrating part is since every account has 0$, nothing shows on the P&L. I found out online how to show every account no matter the balance, but it also includes every single account I made inactive with "*Account Name* (deleted)". I obviously dont want to see these accounts, hence why I made them inactive. (Yes I know you can export into excel and delete them, but then why would I even use Quickbooks in the first place). I just want to
Profit and loss calculator in QuickBooks Online (QBO) this year vs. this year to date. What is the difference? I've been using QBO for 1 year and almost 6 months. So, I have all my data entered into QBO from Jan 1, 2023, to June 13, 2024. When I review the QBO Profit & Loss widget on the home page and select: "This year," my total profit is shown $550,456 and it says I'm "up 66% from last year." When I select: This year to date my total profit is shown $518,232 it's slightly less and it says I'm "up 20% from this time last year." Can someone explain the difference to me? Thanks,Safco
The printing of the budget created in QuickBooks is not friendly to the eye. Last year it wasn't like this and can't seem to find a setting to change it. For example, no commas, very small font, etc.
We would like to track inventory, but don't have a setting for "Track inventory quantity on hand"Does anyone know how to change that?
I can't find settings to enable text message invoices in QBO. I saw I can send one at a time, but it disappeared. Can I do it monthly for all who opt in? Does it offer email + text, or print options?
I get a drop down menu that is incomplete. For years I’ve been adding new categories for my transactions. Tried to categorize Us Air as shipping and all of the normal categories are missing. Works fine online but app is messed up
Hello, We use Quickbooks Desktop Enterprise and I have the PO approval workflow setup so that any PO greater than $1000 needs approval. Right now, users are still able to email POs to vendors that need to be approved (in Draft state). This defeats the whole point because the vendors have no idea that the PO is not approved, ad if the PO is rejected, the vendor will still fulfill and ship the product. Is this normal? Do I need to change something in the setup? Thanks!
Can I add a PO section on my invoice for my mobile QuickBooks app?
Ex; I clicked only show description (not product #) but product # appears on the invoice anyway
I am only able to see customers that I added from my phone recently. When I get on the computer I can see them.
We recently switched from Bill Pay by Melio to QB Bill Pay and the payment confirmations are going to the company CEO, how do we update the email address they are being sent to?
The option to export a report into Excel to create new worksheet is no longer available. I get 4 options but the first 3 are greyed out. I have been doing this for years. My only option is csv and I do not like how it gets exported into Excel. Suggestions??
I currently add a line item to invoices saying "if paying by check, please disregard fee". Just not very professional
How long does QB take to deposit a customers check?
It only shows my last line item, but shows correct total at the bottom of invoice.
I need to know if my vendor received their money
I have been on the phone trying to trace $200,000 that was withdrawn from my account last Friday but not received at destination bank as of Wednesday evening. Three jours on phone and multiple chat sessions late, still no answers
