Reports and accounting
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Has anyone had trouble with Quickbooks for Mac, desktop 2022, and their data becoming corrupt or QB crashing?
For example, an employee works 43 hours a week. When I export the data from my timeclock, QBO shows it as 43 "regular" hours, versus 40 regular hours / 3 overtime hours (as it should be). Thus far I have had to manually fix it every payroll. I am using an Icon Timesystems Total Pass P600. Any help is appreciated!
Hello Is there a report that can show me the net changes in liabilities over a given period of time? I can only find things that show the balance. We're using QB Desktop Premier Contractor 2020. I know how to calculate what I'm looking for if I export to Excel, but it would be more convenient if I could do it all in QuickBooks. I want a report where I can have columns for each month and rows for each liability account (credit cards, mortgage loans, personal loans, owner's loan, etc) and the number displayed would be how much that account changed that month. For example, If we paid a card down by $10,000 and then had $4,000 of charges in June, then the report would show $6,000, regardless of how much the total balance on the account was. Is this possible? I tried searching the internet, but the vast majority of results are about payroll and sales tax liabilities, neither of which apply to our situation, so I wasn't able to find what I was looking for.
In the new invoicing roll out - it seems you removed two features that I REALLY NEED! Hopefully I'm missing something and someone can help. When creating an invoice, I need to be able to group time and "Add all time" from the service buckets - now the only option is to click EACH entry one by one, which could be 100 clicks! There used to be an option to group time by service or not when adding to an invoice - please fix. Additionally, once the time is added and the invoice is saved, if I delete a time entry, I need to be able to have it unlinked OR NOT. Now the only option is to delete and unlink, or cancel. Ugh. Please fix. Why do you take features away when you "upgrade"??? It's so frustrating. Can you please put these options back or help with a workaround ASAP? Thank you!
When I run statements I start with the current date for statement date. I check off all OPEN invoices and then I run it by Preferred Send Method. I do email, first then mail. Our terms are net 10 days. I always get complaints from customers because it show current and they don't want current invoices. For example, this week I sent out statements on 8/4 and a customer received an invoice from 8/3. What am I doing wrong? I have "all open transactions as of statement date" but nothing in the date section. Help please!
Hi there,I have a new client that is in a profession that I'm not familiar with (ie the film industry). They have multiple businesses and their existing QB accounts have different Chart of account names (due to specific project requirements etc). One of the QB company files has mostly "default" account names, and they'd like for me to make the default list more industry specific. What I'd like to do is send the client a report of the Chart of Accounts (with transactions currently assigned to each, so that they can easily tell me how they'd like to change the Account names AND tell me what transactions get assigned to them. So would a detailed Profit & Loss work for this purpose? I could send them one report for each company to compare/contrast. I HOPE this makes sense. I have a tendency to overthink things and details are very important to me - help get me out of my own way!!Thank you!
I was setup as company admin from the get-go by our CPA. I received a new company email address. I cannot get QBO to stop using my old email account. The old email is not referenced ANYWHERE in QBO that I can see except under Users. My last chat/phone conversations with a QBO expert had me create a new user as me with my new email (apparently updated your email in the User section is not recommended - probably shouldn't be an option if it's not going to work). Now, when new invoices and estimates are generated, they still get emailed to the old address. Even when the new office manager generates them with her own email/user profile. When a customer replies to an emailed invoice or estimate (regardless of who generated it) - the reply automatically goes to my old email address even though I've changed the customer facing email to the new office manager. I'm terrified to delete my old user profile for
I have a customer that pays me a monthly rental and she filled out a form authorizing an authomatic ACH transfer to my company. Is it possible in QB? How do I set it up? To receive her rentals automatically?
Hi, Does anyone know why all the open sales orders are showing backordered with the same quantity in Open Sales Orders by Item report? I have reviewed our inventory, and we still have enough to cover the orders. Could it be because of the due date showing 2023? Anyone knows how to fix it? Thanks!
I invoice my customers using the group by item feature. It seems to have disappeared with the new invoice form. Can I get it back?
I use recurring journal entry templates to enter my sales. If at some point, I change one of the line items on that template, will QuickBooks online automatically go back and change all prior entries made from that journal entry template even the reconciled ones?
Is there a way to run a report that shows just the totals paid to a particular vendor and GL account? I need to run a report for insurance showing the totals of all of our subcontractors used and the 1099 report doesn't work because most of them don't receive a 1099. If I run vendor totals it's going to be a report for every single vendor which I don't want. I need a report for one or more GL accounts with vendor totals if at all possible.
I am a solo hairstylist and rent a suite.
They also can't pay by bank transfer. We have not been asked to provide any additional information to enable this facility. Why is this not working?
Is there a way to subtotal certain expenses on the profit and loss report?
Is it better to add a new account to the current Fiscal Year before copying it to set up my next fiscal year budget or should I add the new account after setting up the new budget? Thanks!
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re-order checks
My boss asked me to wire money from account A to account B as a distribution. How would I record the money going from account A to account B and how would I record the money coming into account B from account A?
