Reports and accounting
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I regularly send out invoices and have them paid. They are correctly recorded as deposited and paid invoices once they are paid. Yet my profit and loss statement show zero income. How do I make the P&L accurately reflect my income?
Hi everyone! We are attempting to use the /reports/JournalReport API endpoint to pull our Journal Report. However, we keep running into a 20001, Something went wrong while processing the request error message. I'm not finding any documentation around this error message. Can someone please elaborate on what might be wrong with the API setup? Thanks!
I have been searching online and have not had much luck on finding a solution for this. We are trying to be able to charge equipment to projects for job costs. Can you setup assets numbers for equipment to charge mechanic time and material?Can you assign internal rate costs to equipment than charge them to the project each week? I am looking to get true numbers for my projects and if my equipment is earning more than it is costing. I am using Quickbooks Desktop
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I recently started managing my small businesses finances with QB Online, so I'm still learning a lot of the basics. I have a transaction that I need to split. Total amount was $60.92. There are two items; one cost $11.50 and needs to be classified as a vehicle peripheral, the other was two of the same item that were $45.86 total, and need to be classified as operational supplies. There was a discount on the order of $0.57, and taxes were $4.13. How do I appropriately split the taxes and discount parts of the transaction? And, taking it a step further, let's say there as a $10 shipping charge included. How would I appropriately split that?
Hello,Our CPA categorized some business expenses that were paid from the owners personal account to the business bank account for 2022. When I go to reconcile the business bank account is shows extra expenses. Can you walk me through on how to get this balanced properly?Do I need a JE The company is a single member LLC.
I have created a custom invoice and would like to add drop-down boxes and menu items beyond the one drop-down box under "Item", is this possible in Quickbooks Desktop Pro 2020? If so, can you send a link/links via email on how to do this? I have used drop-downs in most reports I have created in Word and Excel but have not been able to find information on the web as how to add them in QB. Thanks
Looking for DETAIL of current Accounts Receivable Aging Report that shows INVOICE billed and date, along with ALL subsequent payments and dates of those payments. The Customer Balance Detail shows all Customers, even those that are paid in full.
customer statements are not printing in alphabetical order
Hello, In my inventory evaluation summary report, the calculations for inventory asset value is off by a few $.760 units X $37.38 = $28408.00 Can anyone explain why? Thank you for your time.
I see where I can request 30% due per line item in my estimate. However, my clients would like to see how much they have been invoiced previously per item. Currently, the summary only shows how much the full prior invoiced amounts were. Any help?
The billable expense date is no longer showing up on my generated invoices. How do we get that back?
Another issue with the QuickBooks app is that the new update doesn't include template messages when you create a new invoice. However, if you create an invoice using the desktop version, all template messages are carried over. When I called support, they recommended using the Chrome version on the phone instead of the app, which is amusing.
never had a problem in past months..
The new view doesn't have all the previous fields
We have many clients who pay their bills prior to billing. We bill at months end. Since QB made changes - which do not work for us - I cannot credit them with attaching to an invoice. Very annoyed.
I've recently integrated PayPal with QuickBooks and I'm still learning how to categorize things correctly. Today I received a refund from a bill that was paid in February and I have no idea how to record/categorize it. On the bank account side, it shows as a PayPal deposit transfer, on the PayPal side it just displays a transaction number and shows as money spent. I tried recording it as a transfer on the PayPal side but that causes a negative balance. Can anyone tell me how to handle this properly?
Automatic Invoice reminders are not being sent. The Automatic Invoice Reminders setting is on and has always been on. Three Reminders are supposed to send - one 7 days before due date, one on the due date, and one 7 days after the due date. One month ago we had a Quickbooks agent on a screenshare session for over two hours. No resolution, no follow-up, and still no answer as to why reminders aren't being sent. Apparently it's just another feature broken by the changes Quickbooks is making to invoicing. I recommend everyone check your invoice history and make sure those reminders are actually going out. If not, you're paying for a service that isn't being delivered.
I also tried the spreadsheet sync function. But just like in QuickBooks, the template does not show the custom fields. I would be time consuming to manually edit each customer just to enter these fields so we would like to know if there's a way to include them in the batch upload.
We get billed monthly from QuickBooks and the receipt of this payment goes to: xxxxxx@xxxxxxx.xxxSince this person is no longer handling the account and is no longer as the contact person on the account, would you please change the email address to: xxxxxxxxx@xxxxxx.xxxThanks.
I am trying to set up for total daily sales template. The system is not allowing me to add the category. Is there something I am missing
