Reports and accounting
Recently active
I have multiple contractors that receive sales discounts. How do I set it up so that the discount automatically applies when we bring up the customer name?
I use accrual accounting and I send out invoices for work I have not yet performed. It is essentially just a request for them to prepay for their services. When I create an invoice, Quickbooks automatically puts the amount into accounts receivable and unearned revenue. It shouldn't be in accounts receivable since the work has not been performed and it shouldn't be in unearned revenue since no transaction has taken place. How do I make it so no accounting entry takes place until I receive the prepayment (and it goes into unearned revenue at that time) or I perform the work (and it goes into accounts receivable)? As of right now it makes it so I can't tell what truly is part of accounts receivable (where I have performed work but haven't been paid) and what is just a prepayment request.
New invoice format on 5-10-24. We don't like it at all. Can we access our old one?
Original commenter did not share additional details
How can I revert back to the old invoice layout. The new layout no longer allows you to identify the Billable Expense by PO# only amount and date. This is a big problem since we have many invoices with the same amount. Please give us the option to revert back to the old layout.
buen dia estimada comunidadTengo una consulta, la cual es la siguiente la transaccion credit card Payment es activo¿?
Customer Service Number
$900 to process one invoice is not acceptable. Is there a cap? (How do I reach someone via phone that actually knows anything?)Does the option apply to every invoice or can I pick and choose?
Pay Invoice button has disappeared since the new templates were added. It still exists in my old invoices, but not any new ones I make, even if I tell it to use the old templates. Help!!
Buen día, mi empresa es contratista y teLiza trabajos para una empresa, esta empresa cada pago realiza deducciones como de seguros, gasolina etc, después de esto recibimos el pago por ejemplo el pago antes de deducciones fue $1000 dolares y nosotros recibimos $600 dolares que es lo que queda despues de la deduccion,un representante de quickbooks me dijo que debía realizar un cheque para ingresar estas deducciones, en mi contabilidad se ve esto como un gasto porque es dinero que sale, pero como debo hacer para que ese dinero también se muestre como un ingreso y no haya una discrepancia en la contabilidad? Gracias
You have to give us options. New or Old Version. That's an amazing update Quickbook team.
Vendor also has a customer account with me. Customer account has got a debit amount that I want to book as payment to the open invoice by the vendor to me.
I want my approval to automatically be included when and estimate is sent my customers
We have converted a client from QuickBooks desktop to QuickBooks Online. After the conversion the accounts payable detail reports shows summary transactions of credits and debits that are zero as of 2011 (the date we condensed through) but I am unable to clear them from the report. I tried applying credits, but these are JE's. I cannot upload an image or cut and paste but this is what it looks like:02/28/2002 JE Condensed Vendor $31.5403/31/2002 JE Condensed Vendor -$31.54 Thanks for your help.
I just ran a P&L on my checking account. Several Savings deposits appear on it that are not on the checking statement. Why would this happen and how do I fix it?
We just migrated from QB destop to QBO and our memorized reports did not migrate over so I'm trying to rebuild them. I am trying to rebuild a Budget v Actual report that includes the following columns - Current Month Acutal, Current Month Budget, YTD Actual, YTD Budget, Total Annual Budget.I've run the Budget v Actual report but it will not allow me to add all the columns I want.
This issue started yesterday, and It's making my business look unorganized. Very frustrating! Unable to send the invoice with the payment link, due to this problem. When I attempt to send the invoice, it says in red at the top; "We can't save your invoice right now. Try refreshing the page and creating the invoice again". I have tried all the tricks (new browser, clearing cache, even used a seperate PC on seperate Wifi). Tried the App, tried using my phone with different browsers. Everything. I've never had this issue before, and need a solution ASAP.
