Reports and accounting
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I work for a builder and we need a report showing every bill or vendor credit entered and the payment type for each item for one of our customers.
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Their journal entries do not allow for entries of locations (i.e., properties if real estate business) and classes. Also, they don't confirm to our chart of account requirement. And I want to get rid of these things and do on our own.
How do I add existing invoices to a project?? Our company project tracks and I am unsure if QB did an update but it is not allowing me to change a customer to a project....
I changed the company phone number, but this morning the SMS verification number went to the old phone not the new one. How can this be corrected?
I am paying bills and need to take my vendor discounts. I don't see where I need to account for that.
Trying to find a way to paper checks for mutliple bills
I need to delete some bills from the bills to be paid list. They were incorrectly listed multiple times.
My real problem is the majority of my receipts not automatically matching. Maybe there is something else I'm missing.
it's like the default terms is not recognized and most due dates are fa few days off. Using Net 10 Prox concept and been working great until last week
we are still unable to add sales tax to our customers. taking that option away very poor update
How to change the defaulted items on invoice template
Is there a report that allows me to see the full Cash to order cycle? In essence to put together all transactions in one report from deposits to invoices to bills etc to judge where a customer job is and get a better full picture.
Please put the option to revert back to the original format where I can save invoices with duplicate invoice numbers! The new designs are not an issue, it is the technicality that is an issue. I need to get my work done. I have a lot of clients who all uses the same invoice numbers !!! I need to save my invoices so I can get my work done. This is going to be a big issue and a hassle for my clients !!!The quickbooks team are changing the format on this website, and did not even provide a guide on how we can easily save our invoices if "duplicate numbers" aren't allowed.... very unprofessional. Making our work harder with no guide on how we can easily save invoices. If you are keeping the new designs, PLEASE let us save duplicate invoice numbers AT LEAST. There's NO WAY I can save only 1 invoice with the #17 and I have 50 other clients to bill.... Like, of course the number is already in use! I have 50 other clients that I bill that has used that same number already. As long a
We use Square for sales and have everything set for app transfers in the QB products to include class. None of the classes are populating on the receipts.
Currently I have two vendors that drop ship on our behalf. I have all the products that they ship set up as non-inventory. These products are not low value items. They can range from $100 to $10,000. In searching around the Q&A forums I found an answer that states "Then, you can choose to use non-inventory items only when the value of that stock is not significant, or if you are recording the stock value manually through accounts other than inventory." The process is typically I receive an order via my ecommerce site. That order sits there until I mark it fulfilled at which point the order pushes over to QBO as an invoice. When I first received the order I created a PO that was then submitted to the vendor. All this seems to be working fine. My question is since these products are set up as non-inventory but are still high value am I approaching this correctly or should I be treating them as inventory? One issue I have is it becomes a bit of a pain to calc
