Reports and accounting
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Hi, I want to be able to do a work around trick and track my finished inventory goods as "bundles". The biggest problem is trying to set a price and category for my bundles but I was able to do it a few nights back. I don't know how I did it but now half of my bundles have a sales price and category and half do not. Can someone please let me know how I could categorize and set a sales price for my inventory bundles in QB Online?
In the previous version I could create a copy of an invoice then edit date and sometimes amount but all the details remained the same . I do not see an option for that now?
After creating Purchase order, while trying to send that to the customer, the description space doesn't look good. is there any other way to custom or edit that space?
We use ADP Workforce Now for our payroll processing. We cannot get out GL to import into QB Online and we have tried and retried to set it up. I read that ADP RUN works really well with this, however it is recommended for businesses with less than 50 employees, and we have about 225 between 2 companies. What are we doing wrong? Any help would be appreciated. Thank you.
I have multiple clients, mainly autopay clients that keep showing ad deleted. I have not deleted them and nobody else has access to my account. What's going on?
At which point is there a difference between a Vendor and just receipt keeping? When shopping at places like Home Depot should we record the receipts as a Vendor under home depot or would that only be if we say had a Net Terms account with Home Depot and recevied a bill from them? Just trying to figure out the best way to track receipts from places we regularly visit as we use both Cash and Card.
In one check I have two differents accounts, Best way to apply
Can't attach any pdf or jpg by drag and drop... using the latest version of desktop 2020. I get a circle with a bar thru it when I try to drag a pdf into the attachment area. Any ideas?
Category of expense has changed looks like. How can I put for example salary or other expense etc
does anyone know how to link a fixed asset to a customer
Since the switch to the new invoice format, when I add billable expense to a customer invoice, I can no longer drop and drag it to a product code. We would do this so that on the invoice there was only one line and not numerous rows of detailed expenses. For example we have a product code "Meals". Let's say we have 3 billable meal expenses; StarBucks $5.00, Airport Cafe $3.75 and McDonalds $13.07. We would drop and drag these to Meals and the invoice would show Meals $21.82. Now the customer sees a list of 3 expenses. It's not that we don't want them to see the detail, they have asked not to see it, just a total. I thought I had a workaround, total the expense and manually enter them as the total on the Meals row. Not only is this a pain, the expenses never get linked to the invoice. If you have figured this out, please help! Thanks!
Hola! Usamos QB para gestionar dos alojamientos. Tenemos la misma tarjeta para las compras y el mismo banco para recibir los pagos y hacer otras transacciones. Nos gustaría saber como podemos separar la contabilidad de los dos alojamientos, para tener visiones diferentes de los ingresos y egresos, y un informe para cada alojamiento.Atentos a sus respuestas, Bonum Home LLC
Can someone walk me through adjusting equity accounts? It is a church and I am using classes but I setup qbo by journal entries that offset all starting balances in checking, money market, cds, and endowment…with equity funds for the three types of funds: general fund, temporary restricted funds, and permanent restricted funds. what I thought would happen is that I would have equity funds for the three pieces of the pie and classes for specific funds within those areas (also passthru liability accounts, btw). so as I setup the accounts I used journal entries putting money in checking or endowment, etc and offsetting that with our designated and general fund accounts. This was the only way I imagined of making balanced double accounting entries. All of my individual funds exist as classes, like individual memorial funds, mission accounts etc. when I set everything up assets=liabilities+equity……the classes do a great job of tracking (though reports with classes leave a lo
My client (non-profit) is switching to QBO. When entering opening balance, they've created two Equity accounts, one for restricted funds and one for unrestricted funds, and recorded a JE for open balances against these two accounts. Is this a proper way to do this? The original Opening Balance Equity account has not been used.Thank you!
Quik Books will not allow me to record checks written on the Line of Credit account which is a liability.
