Reports and accounting
Recently active
Our company always sends statements at the beginning of the month to customers with a balance. We recently migrated from Desktop to Online and cannot figure out how to email statements that include a PDF attachment. The PDFs are so much easier for the customers to read and understand. When they pull up the email (usually on their phones), the text is not laid out well and is difficult to understand. Now when I send statements, I get responses from customers saying they don't know what the information on the statement means. I've gotten nowhere with the AI chat bot, haven't been able to connect with a "Live Expert" from the Help menu (no such option), and got nowhere in the Sales options with our account settings. This is ridiculous and so very basic.It is embarrassing that we cannot provide something to our customers with a neat and tidy appearance, and that QB Online cannot give straightforward, live assistance to its own customers (us).
We're using Quickbooks for invoicing, how do we avoid duplicating numbers? We have two people entering invoices and numbers are getting duplicated. Quickbooks warns of duplicate numbers from 2011 but not in the current month.
I have been trying to find a way to monitor cash flow both monthly and annually for real estate properties. Principal payments are being tracked as a decrease to the long term liability account. Interest is tracked as an expense. I believe that is the usual arrangement, but it makes tracking actual cash flow difficult. That is, for each property, I would like a single report showing how much was received in rent/lease/payments vs how much was paid out in expenses/principal. Basically, I want to be able to quickly see which properties are cash flow positive each month (as well as annually), on a single report. I know I can work this out from the P/L and the balance sheet, but it would be much easier if there was a way to automate that process. The Statement of Cash Flows is close, but not exactly what I'm looking for because it includes the initial increase to the long term liability account when the mortgage is taken out. I also don't see a way to split this out by prop
Accounts Receivable is showing a negative balance.
How can I add a PO# text box to my invoices?
Can I delete a bank account showing on my Trial Balance report
We do the books for about forty businesses managed through our QBO Accountant account. Our CPA is requesting a client list that shows what version of QBO is being used by each. For example, QBO Plus vs. Essentials and who has a Payroll module.I tried creating a custom report, but the clients' QBO versions isn't an option. Am I missing something? Has anyone created this kind of client list? I can manually spreadsheet a list, but I shouldn't have to since the info is all there in QBO.
Hi All, When I go to create customer statements for 90 days past due customers (should only be around 50 customers) I run into the limit of 4500 customers. This was added to QB Enterprise 2024 but wasn't a problem in any previous versions.I'm wondering if anyone has a solution to this as it has been a barrier for us to notify and collect past due customers.
Original commenter did not share additional details
I have several rental properties which I own. Currently I am "managing" another property for a family member. which I am receiving the rents, paying taxes, insurance and repairs from the rental income. How do I report these in QB
I balanced as far back as October 2024 last month- now the statement balance had April's amount and the beginning bal is off by $10,500.00
When I enter a journal entry for bad debt (an Invoice not paid by the Client), it still appears on the Cash basis profit and loss statement, which it should not.Can someone help me with how to command QuickBooks to exclude JEs from getting into the Cash Basis Profit Loss.
Keep getting error "That didn't workCall succeed but payload is empty"On two employees' phones. Have reinstalled and deleted data and it still won't work.
We rely on the REF No. as part of our transaction recording. I am trying to get information exported or show on a report with this field entry but it does not appear as one of the selectable columns / fields in which to modify the report. How do I do this?
I accidentally deleted some items that were previously reconciled and now need to re-enter them and mark as reconciled. My problem is in following the audit trail that QB Online gives me. There are two line entries for the deleted transactions but no explanation as to which account received the funds from the SBA Loan and which they were transferred
O try to edit - copy an invoice but nothing happens
to export to excel
I started charging late fees in 2022 on invoices from 2021. The charge are posting back to the original invoice date and not the date of the fee. Can this be changed?
Why can't I create monthly, comparative cash flow statements similar to monthly comparative balance sheets and monthly Profit & Loss statements? I need to report the cash flow by month for a 12 month month period and compare to each month and explain the differences. In order to do this I have to export each month to Excel and then combine there...which is crazy. Why can't QuickBooks just create 12 monthly schedules side by side just like it can for balance sheets and P&L's??
I cannot add new vendors or edit existing vendors? When I go to the vendor page there is no option for "New Vendor" and when I go to a specific vendor there is no edit button. I did all the troubleshooting options I could find online like updating/changing browsers. I also checked my permissions and as far as I can tell this should be available to me. I also waited a week to see if it was an online glitch and that is not working either.
I'm on Pro Plus and I want to create a memorized P&L that excludes New Install Income and the COGS for those items. The only option I see is to choose multiple accounts and go through and select every single one outside of those 2. Who comes up with this stuff? Regardless, anytime I create a new account, I'll have to remember to go select it in that report, which is just crazy to me. This is so basic, I don't see why it can't be done. If I'm missing something, please let me know.
I logged in to invoice customers today and there is no way in the new FORCED invoice design to add multiple Estimates to one invoice? In the Invoice window, my client's estimates are not even recognized as 'Suggested transactions' - I have tried using a Filter with abbreviated dates and no results are found. How is this done now that you have forced us into your new crappy invoice setup? I can't send my client SEVEN INVOICES at the same time and there is ZERO value to your platform if I have to manage balances manually. Please roll back ASAP and FIX THIS before you push this on everyone. Just awful
Hi everyone,Every time I run a report in QuickBooks Online, it defaults to what QBO calls the "Modern View." Personally, I find this view difficult to work with. For example, when I run a Balance Sheet, the report is crammed into a “window within a window” layout, with data pushed far to the right — and there’s no horizontal scrollbar. I have to click and drag or highlight text just to see basic figures.Even worse, I can’t use Ctrl+F to search for specific line items unless they’re already visible on screen — which defeats the point of a search function.Because of these issues, I find myself clicking “Switch to Classic View” every single time I run a report. Classic View doesn't have these problems.My questions are:Is there a way to make Classic View the default so I don't have to switch manually every time?Does Intuit plan to keep Classic View long-term, or is it being phased out? The name “Classic” makes me nervous that it's on the chopping block.Thanks in advance
