Reports and accounting
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We are a Structural Steel Detailer: a company which creates details of steel constructions for steel fabricators and general contractors using a specialized CAD software. We currently use Quickbooks Premiere Contractor Edition to invoice our customers. Customers have jobs (projects), and invoices are based on the customer/project. The QB Premiere Contractor Edition essentially exceeds our needs in all areas and is cumbersome to use, since we are in several locations and have to use hosting. We would like to use QB online. However, there is one set of features that we need and can't find: we need to create estimates (base bids), enter change orders if necessary, and invoice a combination of base bids and change orders. We also invoice for parts of the project complete (I guess this is called progressive invoicing). On that basis, we then need to generate Customer Statements for jobs. Does anyone have any experience with an addon to QB Online
Snap receipt
I have a transaction that is miscategorized as an expense and I can't seem to change it. It was the result of a credit card company combining a return and a payment from two different customers into a single bank record. The transaction comes into Quickbooks as an expense where it is actually a customer return for one business line and a different income transaction for a different line of business. This is impacting the accuracy of my reporting of revenue for both lines of business. Help...
I would like to speak to someone about this problem.
I want to use a formula in a Journal Entry
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I have multiple receipts that are multiple pages. I can't seem to combine them in a single expense report. Thanks!
can i use my itin number insted of ssn?
Thanks in advance -- we operate out of Montana (primarily products sales and trucking services to our customers) -- obtained 4 month gravel hauling job in North Dakota (contract price - $2.1M - including upwards of 12 trucks and 24 drivers) -- need to track and file company and personal income taxes in both states -- which would be better to provide proper accounting and reports -- add classes or setup a project or track by location. Also have to provide payroll reports by separate states including certified payroll reports in ND as this is a federal highway project. We have Quickbooks Online Plus Deb [Removed] [Removed]
We really need to be able to set multiple budgets for the same year, we would be fine to have one as "Primary" that all reports would default to. But we want to play with some rebudgetting and don't want to screw up the current budget in the process. What is the best way to do this? It doesn't suffice for us to set a budget up using the "Class" or the "Customer" setup, that will not get us what we need.
Haven't had this problem in the past. Amounts add up fine. Should work but it isn't. Everything is filled out just like it was last month and the 20 before that.
We receive advertising payments each month.
Hello!First off, thank you QuickBooks for making it possible to print when invoicing! I really needed that 🙂 I'm having a window that is not opening large enough problem now. When I go to choose my product/service (invoicing), I can't seeeeee the description. I have a snip attached. When I invoice I am not just doing 1, I'm doing 50 or more, and I was wondering if you could flip flop SEND INVOICE & the SEND and NEW button. See attached. I have to hit Send and New EVERYtime! I appreciate you listening! Also, I was only allowed to attach one attachment, so I choose the one for product and services. I do have a snip of the Send & New!
Pause an invoice?
