Reports and accounting
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The healthcare costs are one lump sum but I need to break it down by employee to provide a more accurate profitability by project.
I was able to see the tools yesterday. Now they do not show up. In addition, when I try to navigate to the page I was on yesterday (https://qbo.intuit.com/app/booksreview), I get nothing but the 4 spinning dots. The page never loads.
I am getting a new credit card. The old one was compromised
does QBO essentials have the ability to do order acknowledgements and packing slips?
I have a Project setup with hours assigned for the employees who are authorized to charge against the project. How do I put a funded amount associated with the project to allow for tracking the hours worked against the amount of funding received? This is mainly for U.S. government contracting. Currently I am doing this offline through Excel. Thank you. R/Chris
You have all been SO helpful!Here's another question: We are overseas and have an investment account that will not interact with QBO.I have set up the account as Other Current Asset / Investment OtherIt has a starting balance.It is basically a CD that makes about 8-10% per year.How do I record a gain or loss in the register? Thank you!
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How do I see the mileage I have been tracking in the financial reports? My client has been tracking for a year and I do not see anything on the P&L or the Balance Sheet.
If I want to make a list of a specific type that is recurring.
I fail to see how it has been 4 years since Allen made the simple request to be able to report on Vendor late deliveries and there is still no possible report for this. This is a basic necessity of ANY quality management system to be able to review vendor performance. Simply ridiculous that a program as widely used as quickbooks is incapable of generating this report out of the box. Obviously the link is there since I can navigate to the PO from the Bill screen so the database tables are linked.The alternative to having this report is:Run Transaction List by Vendor reportSort for date rangeFilter for vendorOpen BillManually log each line item received and dateOpen linked POLog due dateRepeat 100s or 1000s of times for each critical vendor.Repeat per business needs
I was hoping that I could get more direction from support, like a particular employee that was causing the error, but I spent a lot of time and got no help. Has anybody else had this error? How did you resolve it? Thank you so much for any direction you can provide.
It completely screws up my sales tax calculation. I have to manually change the sales to taxable--not saving me much time.
Hello. My client upgraded to Plus yesterday to start using classes, but I've encountered some problems when trying to set the feature up properly. The section in Account and Settings for choosing the various options seems to be normal, and allows me to select "One to entire transaction" as the "Assign classes" option. But when I try to actually create any transactions (or to edit past transactions), classes remain line items rather than being placed in the header to apply to the whole transaction. (I've also confirmed this by entering a class for just one line of a multi-line transaction and then clicking save -- when I do so, QBO gives me the warning that I haven't assigned classes to the entirety of the transaction.) See the attached screenshot. I've tried this in multiple browsers, after clearing cookies and my cache, on multiple computers, in incognito mode, in my own company's file, in the sample company file, and have also had my client try it on his own computer, and the same is
I have memorized the Sales Tax Liability report, but there is something that bugs me about the report: There are multiple Sales Tax Item types that we have flagged as "inactive" but they continue to appear on the report even though there has been no activity in those items for some time. I would be able to filter out Sales Tax CODES but not Sales Tax ITEMS. I am assuming that no one has a workaround for this to eliminate all the blank lines on the report and this is just another of the crack design team ideas that "users don't need to be able to filter Sales Tax Items", but it never hurts to ask. I really would like to clean up this report. And for the QuickBooks Team members ... please don't tell me in detail how to submit this to the wizards behind the curtain... I know how to do that, and probably will so that in twenty or thirty years the wizards might get around to offering that. Interesting thought .... if the wizards behind the curtain regularly read the comments in th
Hi everyone. I work for a small non-profit that is about to close one investment account (we can call this one UBS) and transfer the money to a new account that does not currently exist in our QuickBooks (we'll call this Charles Schwab.) I am ok with the most basic of QuickBooks but have never had to do this before. We are using QB desktop pro. My question is, how do I create the new account and set it up the same as the account that we will be transferring funds out of? I need to be able to record interest and dividends with the new account and I'm not sure how I set that up. I know how to do all of this with the existing account but am not familiar with how to set this up with a new account. Is it possible to just make a duplicate of the original account set-up somehow? Sorry if this is confusing or a very simple question. I'm not the official accountant but I have to help out with this for the time being. I appreciate any help or advice any of you may have! Thanks for letting me joi
I'm using QuickBooks Self-Employed.
After QBO changed "Amount" to "Category/Product/Service amount" I am no longer able to sort by this field in a transaction report. Is this a bug, is there a modern view report that allows sorting by transaction amount, or is this a new "feature"?
Actual vs. Budget report doesn't show total annual budget?
When a customer uses a credit card for payment, I would prefer for them to pay for the credit card processing fee
The fiscal year ended June 30 2023. I created the COA but it is reflecting as of today and not 2023
