Reports and accounting
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My invoice layout changed without me doing it and I hate it. There used to be a button I could hit to default to old layout and I can't find it. I
I am running QBOnline Advanced. I have customized a Transaction List by Date report by adding a column for Customer (Transaction line items: Customer). The Customer column is blank, returning no data, even though there is data in that field in the underlying entries. Also, that field is correctly populated if I run different reports on the same data. Any ideas how I can get this report to populate correctly?
I have tried to recreate the custom form and make it the default but it still pulls up a random form I didn't create when I start an invoice. Anyone else experiencing this? I have used my default form for several years with no issues and now all of a sudden it won't let me use it.
After a recent update i tried pulling a custom report i use all the time. All of the custom fields show as Entity_Column followed by more. One example is "entity_column_estimate_udcf_13".Ive tried logging out and restarting both QB Online and my computer. Ive opened it in 2 different browsers and cleared the caches on both. My coworker with access to the same saved reports is not having this issue. When i make a new report with the same custom fields it shows just fine. I don't want to remake all the reports again when i am the only one being affected by this.When exporting the reports it pulls the column names the same way with the Entity_Column as the names. I know i can change the name on the report in excel but i would like it fixed in QB Online so it stops showing it at all and goes back to the actual names of the columns.
years ago I added form lines that are at the bottom of the PO and I can't seem to find how to change it.
2 questions... 1. Do I need to buy an enhanced payroll subscription? What are the benefits? What does it include? Someone else asked this question and got several "run-around" answers from the sales team. 2. Is anyone else having a problem with running a certified payroll report after upgrading to QB24? I've chatted with the "experts" and so far, no help with the problem.
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Basically - Need to have these fields displayed on the Estimate. Both fields are showing the exact SAME value of the Cost.Need the unit Sales Price, Need the Cost - on the Screen please!We're at the mercy of the programmers here, there's no fix or workaround. Thanks!!
Can I place a hold on customers credit card?
hi guys, had a question i am currently working on intercompany transactions but unsure how to record one of them. here’s what’s happening: company A paid for annual fees on behalf of company B. i recorded the transaction for company B as a “due to company A.” this is not a general journal entry; just a transaction; a check, if you will, as it appeared on this company's bank statement. what is the journal entry it on company A’s books, as it is not present and was not in their bank statement (i can't put it towards the bank account, as it will not match the bank statement)? i know the journal entry would be “due from company B,” but not sure about the credit. any help would be appreciated, sorry if stupid question
I am trying to add a pdf document to a custom management report. QB says I should add to the footer, but there is no button to add the doc.
I need to refund entry in Quickbooks. as we have raised the invoice and customer paid after that customer wants discontinue so we refund the amount what they paid. can you help us to pass entry in the books.
Accepted payment of invoice via check from client and accepted it via invoice payment, took photos and submitted, it was accepted and now deposited but not found in any of my accounts. Try to make it a habit of not loosing 24k at a time so I could use some help.. please advise?!
I WOULD LIKE TO PAY MY VENDOR ON ACCOUNT HOW DO I DO THIS?
Specifically, I invoice for hours per month, with a start and stop date. So for example, the invoice needs to say "Professional Services provided from June 01, 2024 to June 30, 2024." It looks silly to write that in the description for each service.
I want to simply have "balance due" and the amount noted after my invoice line items.
I am working on cleaning up my chart of accounts but Quickbooks Pro won't let me change or inactivate an account because it is part of the online banking feature. I cannot find how to change that in QBO. Help! Thanks!
I found a couple other reports that don't quite give me what I'm looking for. I want to see total of all invoices that are owed to us within 30 days. For example, within the next 30 days, we are expected to receive X dollars from customers. For example, customers owe us money and the invoice due date is within the next 30 days, how do I get that total? I would also like to see how much is owed to us within the next 60 days, etc.
The new INVOICE entry screen has ruined QBO and i'm going to cancel if you can't fix it.how do i add the total to the upper right corner (LIKE IT USED TO BE)how do i keep it from jumping up and down because i don't charge sales tax in other states ?why does it open a new tab to save a PDF? if it must, can't it open in Acrobat Pro so I can actually do something with it?why do you offer an option to add a "payment link" on the invoice, but it doesn't work?why.. WHY did you change it? you've 100% ruined it, and i'm going to cancel my subscription if you can't fix it. I have been a customer for 5 years, and i can't imagine who approved these changes.help me REVERT to the old style... it was perfect.. the new one is horrible. HORRIBLE. ANYONE ELSE AGREE?
