Reports and accounting
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I am not invoicing customers individually. I have a bulk amount every month. The actual money comes into QBs with coding rule. currently as a type of income. How do I apply to invoice without the "receiving paymnent"? What are the two sides of the JE?
How can I change the body of the email in my invoice
My question is brief because the number of characters is limited. In the old invoice scenario each invoice under the client's email address would have a check mark next to "send later". I would create a number of invoices. Then go to "all sales" and display invoice that are only set to "send later". With the new invoicing "send later" does not show up on the invoice. When I display all sales and select to display invoices by delivery method and select "send later" no invoices are displayed. Even though for this client in their settings all invoices are set to "send later". I confirmed this is checked in the client settings.
We have deposited money in the business checking account to start purchasing items needed for the business, but it is not income/sales. So I am not sure how to categorize it?
In QBO Is there a way to get a Detailed P&L report by month? I can do one or the other, but when I try to customize the reports to do both in one report, I do not see an option in either report to have the detailed P&L listed down the page with the Months across the top. Thanks
I usually take a non refundable deposit to hold a calendar date for an event. It would is there was a way to ask for a deposit on the invoice and have the amount deducted from the balance still owed.
Last quarter estimated taxes were around $295. This upcoming quarter is showing an estimate of over $4,000. Nothing significantly has changed with my ride sharing business.
I used to be able to check the receipt number and change it but now I can't change it to avoid duplicate receipting. I thought with automatic receipting, it would not allow duplicates.
edit invoices in app
Here's my scenario... we sell many products that we don't keep inventory, the vendors will either drop ship to the customer or the customer pick up from the vendors. When I create an invoice in QB, I'm force to select a product or add a new product. This is all fine, but when I try go to the Products and Services screen or run an inventory report, I got the wrong number of inventory. We also have products that we do keep inventory. The inventory dashboard/report will say something like 297 Out of Stock, but in reality we only have 20 Out of Stock (products that we do keep inventory)
I would like to run a report to see items that I haven't sold in ten years, so I can remove them or make them inactive. Can I do that in QB Desktop?
I am trying to look at the Deposit Detail report for the year. However, when I get part way through the report, it auto refreshes and takes me back to the top of the report. I can't make my way through the entire report because it keeps going back to the top. Is there a way to stop the auto-refresh feature? I know I could export the report and look at it that way, but I'm actually looking for certain transactions that I forgot to add tags to. I am wanting to be able to go into those transactions and add the tags while viewing the report.
