Reports and accounting
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Is there a way to bulk update the "expected date" for overdue transactions when using the Cash Flow Planner? The Planner area only lets me edit one transaction at a time. Is there another area that will allow a bulk edit?
We want to give customer credit and set a limit in QB so we don't over extend this credit. Is there any way to do this?
We have several Purchase Order templates. I wanted to add "Ship Date" to the header portion of one of our PO templates. On the template I wanted, I selected the Formatting tab, selected Manage Templates, selected the template, and clicked Additional Customization. I didn't see ship date as an option under the header tab. So I tried "Due Date" and "Expected" by clicking them and seeing if I can use those fields since they are not currently being used. Suddenly, a "Received Status column" is now on my PO. I didn't select this. I when the the Column tab under the Additional Customization and the "Received Status column" is not a column on this template. So 1. how can I get rid of this "Received Status" column? 2. I have a backup of my Quickbook file. So I exported the PO template from the backup and imported it to QB. However, how can I change all my past POs to use this template? I don't want to go to all my past POs and manually change the template.
is there an update to bill payments
In the app I can no longer see anything older than May of 2023
Item Receipt. What is the best process with an "Item Receipt" with multiple items but the Vendor only bills you for a portion? For Example: Item Receipts is for Item A and Item B. Vendor bill is received but is only for Item A. When entering the bill against the Item Receipt/Inventory, both items come over. There is no way to delete or remove Item B from the receipt being matched to the Vendor Bill.
I accidentally added a vendor as a customer so need to change that
When I go to QuickBooks in my web browser, all of my customers are there. But not on my mobile app.
How do I get a copy of the 2023 1st and 2nd quarter form 941 efiled in desktop enhanced payroll. Desktop is only showing me 3rd and 4th qtr for 2023.
I want to be able to add a field in the chart of accounts so I can prepare industry reports is this possible?The customization of reports is very limited and is not allowing me assign other categories to the chart of accounts for reporting purposes
You have the below option to enter a refund check from a vendor but in step 3 I cant get it to work.. Where do I find #2 ( 2. Check the Deposit that matches the Vendor check amount). I do not see that on my screen. I have attached a picture of what my, "Pay Bills" looks like no where on there does it allow me to, "Check the Deposit that matches the Vendor check amount," which stops me from proceeding...Please Help. I have done Steps 1-2 per above instructions.Step 3 - Link the deposit to the Bill Credit:1. From the Vendors menu, select Pay Bills2. Check the Deposit that matches the Vendor check amount3. Select Set Credits and apply the Bill Credit you created earlier then select Done.4. Select Pay Selected Bills, then select Done.
PO does not show on the customers monthly statement. How can I get this to show on their statement?
My reports show zero balances after a customer balance is zero. The zero's don't ever drop off so my reports are getting ridiculously long. I've called support and nobody can help. I think it may be the version of QB's that I have.
We've never had an issue w/ any of our financial reports and all of a sudden when we try to run the Balance Sheet we are getting the error message "It looks like something in your company file is causing your balance sheet to go out of balance in cash basis." We've looked at everything and have no idea what's going on. Anyone have any ideas or suggestions?
Where is the box to enter a purchase order number from a customer?
I have made sure that the logo fulfils the upload requirements and have cleared the cache.
I'd like to send my clients a statement for each project they are contracted with us for. How do I accomplish that? Including all project transactions doesn't make any sense, so I'm thinking there must be a way. Thank you!
How to import inventory adjustment in a bulk insted create line by line?
I have to sell inventory from one company to another. I don't want to pay GET taxes twice. How do I record the bulk inventory I am selling to another company (new company that we established and own) I will pay the tax once the items sell retail. Mahalo!
