Reports and accounting
Recently active
When setting up new contractors, Intuit will automatically send a link to set up. However, if that user doesn't log in or not often, they lose their access. How can I resend that link?
We have customers with multiple jobs, but now have to input the job numbers as new customers. Why?
I would like to use tags to better report on income. For example, if a client is in a certain industry like retail, I would apply a retail tag to that invoice for easier reporting later on sales by industry. However, would like to know whether or not the client sees those tags before choosing which tags to apply. Thanks in advance!
I received the following instructions for QBO to see an A/R Report Summary with invoice dates but my customize report button does not have a display tab. Can anyone point me in the correct direction? To add invoice dates to the A/R Aging Summary report in QuickBooks, please follow these steps:1. Go to the Reports menu and select Customers & Receivables.2. Choose A/R Aging Summary.3. Click on the Customize Report button.4. In the Display tab, select the Invoice Date option under Columns.5. Click on OK to save the changes.This will add the invoice dates to the A/R Aging Summary report. If you have any further questions or concerns, please don't hesitate to ask.
With the recent invoice update I find my invoices all over the place. Is there a way to make them all modern without clicking on every single invoice?
Original commenter did not share additional details
I have a charge account with this vendor. Each invoice I receive from them, I enter as a bill that is due in 30 days. This customer was really behind in paying me, thus my vendor was all over me for payment. I asked the customer just to pay the vendor directly what they owed me. QB doesn't seem to allow me to void the bills (perhaps with a note saying it was paid by the customer). And I don't want to simply delete them either, I'd like to keep some kind of "paper trail". Also I don't want to delete the bills because then my P
We use Desktop Accountant 2022. I noticed the cover page for payroll (report-details of funds to be withdrawn) now includes the employees who received checks and 0.00 under Direct deposit. Whereas before it was only including employees who were using direct deposit. It also includes any previous (during payroll week) checks that were given as an "unscheduled" also with zero's as DD. Was this an update? I am use to seeing only the employees who get direct deposit. Why are the employees who receive checks now added to the list but with zeros.Thank you.
Although there is information in the project custom field, when I create a new invoice for that project, those fields are empty and I have to manually re-enter the information. Shouldn't they be tied together?
I recently upgraded from Desktop 2021 Nonprofit Edition to Desktop 2024 Premier Pro. I noticed something unusual when I went to complete the next reconciliation so I went to Reports>Banking>Previous Reconciliation and the years of reconciliation reports are now gone, with no option to even select. I did a test and completed the reconciliation of a petty cash account and went to look for it in the same reports location. They are no longer stored. If I recall this is a feature of Online, of actually thereof, which is why we opted for the Desktop subscription. When I called Intuit they said it was the fault of my cloud host, RightWorks, and that they may have had an issue with the upgrade and that it was not a software issue. I find that nearly impossible because the reports still appear in my 2021 version. Did Intuit actually remove this feature in Desktop 2024? Why bother with this menu option if you can can actually see the history? Finally, is there an al
I voided an invoice by mistake? How do I fix that?
There is no date that needs to be changed, and only 1 place to change the date.
Is this being worked on? We cannot continue this way. We are wasting time and resources. Would love assistance.
I am trying to set up a direct deposit to my quickbooks checking, but need the institution name and address.
Currently I manually cut a check and input each description line item per chart of account #. Would like to have mobile app employees can use for receipts and tracking to submit for expense reimbursement. HOW DO I DO THAT efficiently?
Billable progress is no longer tracking at the bottom of my estimates.
