Reports and accounting
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HiWe are an expense management app and do real time integration with QB. As of now, expenses go from our app into QB in real time.My question is that is there any API through which we can send receipts also attached with expenses into QB from our app?
An employee needs copies of all of their paystubs. Is there a report that will show everything from a paystub so I wouldn't have to reprint 52 paystubs??
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QB Online made changes to Estimates last week which are crippling our ability to quickly put together Estimates to our clients when using Bundles (we use bundles that include numerous line items for products and services rendered). Is anyone else having this issue and/or does anyone know of a timeframe for a fix?
I write up an estimate in front of the customer and they accept. When job completed I convert the estimate to invoice to collect payment but the total changes. Found the tax is different from estimate. Why did it change?
For example, I want all bills issued in June to be paid on August 10th.
I have screen shots of the online payment settings and this invoice if that helps
Since QBO came out with the new estimate layout: 1. linked transactions such as invoices are missing from the estimate layout. In the old version I could see all transactions linked to the estimate on one page. Now I have to go into the customer account itself. Waste of time. 2. Since the new estimate layout the total sum of the estimate no longer matches up between what already has been invoiced and what needs to be invoice. Even though we billed the customer 100% it still show open items. If we close those it generates an invoice that is invalid. If we don't close those out we can not close the estimate. Total waste of time trying to fix things that worked perfectly fine before.
I have made reports and memorized them but they may work at first then the next time they do not open. Then one that opened ran the wrong report. I have rebuild them but I'm not the only one using the reports?
Is there a report or a report I can create that will give me total amount being invoiced for each customer/sub customer? I have tried to figure it out but its only giving me open/remaining balance. Many thanks in advance!
How do I add sub customers under an existing customer?
i need to create a report of all billed items to a client and group by item.
The referenced sales rep did not disclose all of the fees that come along with Quickbooks Online Advanced w/ Elite Payroll. He is avoiding calling me to get this figured out for our small business. I need someone higher up in the Intuit chain to contact me immediately.
Recently I’ve noticed that all of my standard categories like “cost of goods sold,” “job supplies,” “sales of product income,” etc are no longer there as an option in the app on my iPhone. So I can’t categorize any transactions (both income and expenses) coming in.
we are a non profit religious organization and I have to enter a couple that use different last names and can't get reports to display their name appropriately.
