Reports and accounting
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I think it might be due to fact that I rearranged my chart of accounts for reporting purposes. Fixed Assets won't let me edit the account since there are already posted entries.
I used to be able to type a word in the product/service box on an invoice and the results would search both the name of the product/service and the description. Now, with the updated layout, only the product/service name is searchable. My p/s names are named by the part number. For example a 10lb ABC fire extinguisher is 120 and the description was 10lb abc fire extinguisher. If i searched abc, it would pop up but now i can only search 120 to find it.
When pressing “convert to invoice” a box would pop up asking if I wanted to invoice the entire job or is I wanted to request “50% of all line items” and I used that to get a 50% down payment before the job. Now the box doesn’t pop up and I don’t see where I can request only 50%. How can I get it back?
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I am trying to filter projects which are ONLY in progress. When i select the filter and run it, a report appears... however that report is missing two project i know for certain are in progress? Not sure what could be casuing them to not get picked up? ThanksBryce
Hello! So I have one I have never dealt with before. There were some older checks that accidentally got put in the wrong account. This is not an account that we have set up in quickbooks and not one that we should. However, I do need to show that these deposits made it to us. I can not just transfer the funds to the right account and reconcile it there as it was from last year and needs to be recorded as such. Please is there a correct way to journal entry this? Thank you in advance!
Kentucky Sales & Use tax Audit and I need a report that shows the total sales along with the sales tax for the sales that had sales tax on them. Is this possible?
I am entering past transactions trying to get a company on QBs for all of 2021. I just want to manually add the deposits but when it asks for Payee, it brings up a customer list, not my company? Why would a customer be a payee on a deposit to my account?
When I go in to an existing invoice and try to change the product / service to a different product / service, it removes the description, quantity and rate. How do I change the product / service while keeping the description, quantity and rate intact (no changes)? Thank you.
How to change billing items to credit an income account not Cost of Goods sold
Hello, Our company doesn't use the "Billable Expenses" feature at all in Quickbooks, though a large number of them have accrued in our file due to various imports and old transactions not having the "Billable" box properly unchecked. In fact, nearly every expense transaction (journal entry, item receipt/bill, etc) that involves a customer name/job for tracking purposes defaults to "billable", which after several years, has added up to thousands of transactions over hundreds of customers showing "billable" items. So I'd like to try and get two answers here: 1. What setting to I need to turn on/off to *permanently* default all line items on journal entries, item receipts/bills, etc as non-billable, even if they are linked to a customer. 2. Is there are more efficient method to hide/mark unbillable all currently billable transactions beyond the method shown in https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-remove-a-mass-amo
I have customers in multiple currencies and i want to run an accounts receivable report by currency. i.e. Euro, GBP, etc. Is this possible?
Using QBO. Entered the bank information for a client under the wrong client. Need to know how to get rid of the information so the field is blank.
Can I assure that the historical information stays in cash accounting through a set date and only from that date further it changes to accrual?
My client has Quickbooks Desktop Enterprise. We have an audit coming up and they have requested a Gross Sales Report by Month. I tried the Sales by Customers Report but was not able to break it down by month. I tried the Profit and Loss and then clicked on the income to expand.. I got bills and expenses included. Is there not a way to run this report by MONTH? Do I have to literally print a P&L for each month.My other clients have QB Online and I can easily print this report. Why does Desktop not offer it? Am I missing something?
I want to create a budget in mu QuickBooks self employed. Can i do that?
We are a new user of QBO Advanced and use project estimates on a regular basis in our day to day business. The Estimates template in spreadsheet sync uploads the data to the Sales Estimate and not the Project Estimate. As a result, we do not have the markup data that is found on the Project Estimate but not the Sales Estimate. Is there a way to have spreadsheet sync upload the data to the Project Estimate and not the Sales Estimate? Would this require an additional template in spreadsheet sync? Or is there some other workaround, possibly adding columns to the Sales Estimate?
I opened a new company in QB Desktop and do not want to integrate all my QB POS data for the past 15 years. I know I was able to select a start date in past when to start my data on initial integration but can't remember how??
I have QBO for 2 of our companies and QB Desktop still for one that does not make much money. 5 businesses are set up on it, but 2 we sold and 2 transferred to QBO. I only need a profit and loss for taxes for one business, but all the other ones are still on there. I wish I could inactivate the businesses no longer being used. But till then, I need a P&L for the one business but it is not showing even 1/4 of the expenses. Help please.
All my deposits that came in since are 'In Review'
How do I remove duplicated income?
