Reports and accounting
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I am a sole proprietor and was behind on entering transactions. When I log into my Quickbooks Self Employed account (understand it is no longer offered), I can only see invoices and all of my transactions and reports from 2022 (when my business began) and 2023 are gone. I had never connected bank accounts; rather I entered all information manually. Is there a way to restore/access the data? I can't believe all of the manually entered and tagged data is simply gone.
I lost access to my phone number linked to my QB. I can't log in because it's asking for a security code. How can i change my phone number and fix this.
My customers have all been set up on recurring monthly invoicing and auto-pay. Suddenly, this month, they are receiving a message from QBO indicating the following: Your payment didn't go through: Invoice #3469Payment didn't go through Sign in to make a new payment. You can view the invoice and double-check your payment info[Try Again][Manage Payment] They are not able to click on the links "try again" or "manage payment" When I look at it from my end on their "recurring transaction" section, the system shows this: "Convert to recurring payment" My customers have already set up auto-pay, do they need to do it AGAIN?? What is going on??
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Ever since the latest production update - Reports is not including "amounts" when print to PDF. Its fine in Display and export to Excel, but not PDF. I ran the HUB and that did not fix the problem. I keep checking for critical updates, but so far nothing that has come over has fixed the problem. I'm wasting a lot of time making Excels and then printing them to PDF. I'm guessing a lot of people have encountered this problem. Any fix out there?
I downgraded our account to the most basic account - I am no longer able to save custom reports - is this a feature?
I am trying to create a new customer and getting an application error message each time
We need to extend the 'Customer, Vendor, and Other Names' field to 60 characters. The names we handle exceed the 41 characters allowed and cannot be abbreviated or shortened due to billing issues and BCP.The limitation in this field is causing issues when interfacing between QB and AceSuite, as it is not possible to register the full name in QB.
TL;DR: I am trying to run a report grouped by customer and a journal entry that includes lines for multiple customers is showing up under a single customer for the total amount. Please help! Detail:I am using Quickbooks Enterprise and the account I am working in is essentially an accrued asset account on the balance sheet where we park costs for jobs that are in progress. Once jobs are completed, we flush all the costs to the P&L via a journal entry. This is generally done at the end of the month as part of our month end close process, where I create a journal with a line for each job, recognizing the costs. At the end of the process, I should be able to run a report by customer from the BS account showing the balances for the completed jobs as zero. For context, I also use QBO for other companies I work for and we are able to do this no problem. In Quickbooks Desktop, however, the journal will show up grouped with the job that is the first line of the journal and shows the to
While many Accountant users despise the new "Modern View" reports, based on the email this week it is here to stay. The report has potential but right now is causing more work for end users because of our inability to modify the filters or columns and SAVE that as the default format to open each time. Yes, you can save it as a new report, but we need at least the ability to set a default view that will allow us to mimic the Classic Report view. For example, why is the date field so far down the list? In the table, it is so far over to the right that even on a large monitor, you cannot see the date without reordering the columns. And once you reorder them, that setting is not retained so if you move away from that report or drill into a transaction and return to the at report, the columns and filters are completely reset. This is inefficient and part of the overall frustration with the new reports. Am I missing something?? Please give us the abi
Is there a way to change the classification of items in the SOCF in Quickbooks Online (i.e. to choose how to classify items in either the operating, investing, or financing sections)? I am seeing that in QBO, the change in A/D (i.e. Depreciation expense) is included in the investing section of the SOCF. This is 100% not GAAP (as depreciation expense should be a non-cash add-back to net income in the operating section). Does anyone know how to update/customize the presentation of line items in the SOCF in QBO, since the standard presentation in QBO is non-GAAP? Thinking there has to be a workaround for this.
I just want to close a purchase order. I have spent a half an hour and still can't find anything. I have the PO open and there doesn't seem to be anyway to close the entire PO. It looks like I have to go through every line and click closed. In QBMac, there was a little stamp at the bottom of the window that I could click and the entire PO would be closed. I do not see that stamp, nor any other option to close a PO.Why, why, why is everything so difficult on QBO????
So... IN my continuing adventures in the QBO program....Why can I not sort or find or generate an AR report by class?IN the Desktop version - I can run the AR report - filter by CLASS ---> define classand then I get a report showing the AR of any and all in that CLASS only.When I try to run a filter on the AR (both summary and detail) there is not a CLASS option in the filters...Really??????Please tell me I am just not looking in the right place...Please don't tell me that QBO can't run this report because ( as in other questions the facile answer has b
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Help I need to create a profit and loss statement but there is no option for that in the report section of Quickbooks online. The only P & L is by Tag Group?
HelloI use QBO for the fist time this year. I am in the Graphic Design Service industry. My Chart of Accounts are pre-populated based on my line of business and that I can't add new Income or Expenses. I can only edit the names of existing accounts and even then the 'Detail Type' remains the same. It is frustrating that i have to work with existing accounts and somewhat confusing names. I want to tailor it to my own terms and understand it better, but QBO doesn't seem to allow this. Anyone know how I can add, change, delete existing Chart of Accounts? I am willing to empty it out and start from the ground and add all of my income/expenses if needed be. Thank you!
I have customized an invoice template and have run out of usable columns that are associated with the template and would like to add another column that I can add heading the "Currency" to and in the column itself type USD per ton. Is this possible and if so, can you send me a link how to add an additional column. I have been playing with for the last 6 hours and have not found a solution. Thanks
Hi. Using Desktop 2020 and for some reason when I pull Expense by Vendor Detail I can't get payment to show up under the "Type" heading just "Bill" shows up. I went through the filtering options and still not working. It used to be the default option? Any thoughts? Thanks.
Hi, I ran a General Ledger report, and it shows breakdowns on items like Sales and bank accounts / credit cards, but certain items only show the total instead of a breakdown. For example, Google Ads are placed in Bills and the credit card accounts shows Google Ads. When I scroll down to Advertising, there would be only a grand total without any lines displaying Google Ads. 1) Does anyone know how I can show the breakdown?2) Is there a way to show the Account Number for the accounts? I turned on Accounts Number in Advanced Settings. It shows in Chart of Accounts, but not the General Ledger. Thanks
I just discovered that, when in the item list, the Quantity on Hand number for some items is incorrect. If I do a quick report on the item, it shows the correct number. For example, one item had a vendor credit that reduced the quantity on hand. This is reflected correctly in the Quick Report of the item, but it is not reflected in the Quantity on Hand column of the Item List. It is also reflected incorrectly on the Physical Inventory Worksheet, which makes no sense to me and is obviously very problematic. I also just removed an item from a vendor bill that was on there by mistake. The Quantity on Hand for that item in the Item List is still showing the quantity that was on the invoice! The quick report of that item has the correct number. What on earth is going on here? If anyone has any ideas, I would really appreciate some help. I am the admin and have all the permissions and access. All of the dates are correct.
Under our inventory item list a part shows 21k OH. When we run the Inventory Item Quick Report, the OH shows 5,600. A receiving we did yesterday is not showing up on the report, part ordered, paid by check. All other receiving's are showing for the year.
Hi Everyone, We were using tags to track expenses for all the different events our team went to and now that we have to transfer them to custom fields. Can someone point in the direction on a. How to add custom fields when I input expense/bills. Also How do I pull reports with custom fields?
