Reports and accounting
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Since the recent update I can't find the option to DUPLICATE and estimate. I am slao not able to edit the SHIP TO address on estimates and invoices.
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specifically, any time I try to process a payment from a reminder receipt, it looks like the charge goes through and send the customer the receipt, but the charge is not processed via the merchant account. Any help appreciated!
Hello - I have a client that owns a coffee shop and I process his bookkeeping and payroll. My question is what is the best practice for accounting for credit card tips? Currently, I use the steps listed below. Each day I create a daily sales journal entry using a report from their transaction system (Square)Part of this JE credits a liability account called Unallocated Tips with the day's tips paid by credit card and debits the bank account for the same amount. Every two weeks I process their payroll and allocate credit card tips by employeeOnce a month I create an entry to debit the Unallocated Tips liability account with the total amount of tips paid out and credit an Other Income accountThe problem is that the Other Income account shows up on the P&L as part of the business's income. Is there a better account to credit so that the income doesn't show up on the P&L? Thanks!
When I took over the bookkeeping for our small business, I realized that we had over-payed on several quarterly sales tax returns with the state. I amended the returns and the state sent us a check for the amount. Now that it has been deposited to the business account, I do not know how to categorize the item in QBO. Do I need to match it to something? Make a journal entry?Anybody? Anybody?
Hello,I'm having trouble categorizing some transactions. Is there a document that explains these issues in detail? - Apps- Software- Subscription- Membership
My customers require authorization signatures on invoices. Now that QBO has decided that is in their customers best interest to update and remove features that are critical to operating a business using QBO, what other software do you recommend I use that is as functional as QB used to be?
I am trying to calculate the cost of goods sold
I need a monthly sales journal for our general liability insurance audit
I am able to upload attachments to an invoice, but the attachments are not sent with the invoice email, there is only a PDF of the invoice itself. I used to be able to simply check a box next to the attachments I wanted emailed with the invoice. I don't see that option in the new format...
I have Quickbooks Desktop Enterprise. When looking at the detail of Cost of Goods Sold on the P&L Statement, I have Debit / Original Amounts that are at 0.00. Why is this?
how do I remove unneeded product items form invoice lists?
when I type the description in the product/service column it only populates the pat number & not the description
Hello,Modern View Deposit Detail is doubling the deposit amounts. The Classic View Reports do not have this same issue. Deposit Detail report lists the total deposit amount then each individual deposit under the total. Then at the bottom of each it totals the deposit total and each individual amount. We don't use invoicing in QBO. Just strait deposits. I do not upload the bank statements. Community help answers all have to do with matching, invoicing or uploading bank statements - none of that we use. Example 1: The top lines show the actual deposit amount of $54,342.20. Then lists each deposit amount. At the bottom the total is $108,684.40 - - It should show just $54,342.20. - There for the deposit detail report has doubled the actual deposit amount. Example 2:There were 2 deposits on this date: I do not have double entries. 44,252.14 and 37,974.48 is $88226.62 not the 164k listed at the bottom total. I do not see anything to change this in the report o
Same customer with multiple projects at different locations at the same time, project 1 at address A , and project 2 at address B. How you do this when project get address from the customer and not from project itself? If you change address to reflect project 1 location, then all the transactions on project 2 shows the address of project 1
The new layout will not accept the due date of invoices or bills in accrual accounting that is before the date of the invoice or bill. Today is 05/08/2024, I am creating an invoice date for 7/21/2024, our normal due date is 90 days before which makes the due date 4/22/2024. QBO WILL NOT RECORD THIS, it will continuously say "!Please Enter a Valid Due Date". The Same problem exists with bills with the due date being 60 days before 7/21/2024. This is preventing me from recording 22 transactions at the current moment, is anybody else experiencing this ? What is being done about this? This was a problem BEFORE the mandatory switch and now it is severally effecting my company and the capabilities of it. When reaching out to someone, I was told IT is aware and working on it but if the problem has existed for at least a month, and now no one can revert back to the old format, then where does that leave the users who rely on Intuit to get it right to run our businesses?
Trying out Quickbooks Online Plus. Where do I set up "Ship Via" methods? Such as UPS Ground, UPS 2-Day, FedEx Ground, DHL, USPS, etc.I've started testing out some other stuff, but now I am trying to enter an Invoice and would like the "Ship Via" field to have a drop down box to select.
Good morning,I need help with mapping bank register entries from desktop to online via CSV or Excel. I already completed the migration but some of the bank registers didn't move over to online and now I need to export from desktop and import to online manually. I need the mapping to show Date, Number, type, payee, account, memo, payment, deposit and balance. I've tried it before but it doesn't show me all of the fields and data that I'm needing. What do I need to do? How do I fix this? TIA!
this new experience is a joke as my business depends on subtotals and price rules and I created new price rules 2 weeks ago to find out they now don't work. QB solution: find a 3rd party app. Has anyone else found a solution?
