Reports and accounting
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I have QuickBooks Desktop Pro 2021, MS Excel 2016 64-bit. Both applications are up-to-date, and work well independently.. When I run "Tax Form Worksheet" report (Reports -> Employee & Payroll -> More Payroll Reports in Excel -> Tax Form Worksheets), I get following error. I don't have QuickBooks Payroll subscription, but that is not required to run these reports in Excel. I have reinstalled/repaired QuickBooks multiple times. Some discussions on internet (https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/excel-2019-compatibility-with-qb-desktop-pro-2019/00/289947) suggests the compatibility issue between QuickBooks Pro-2021 and 64-bit Excel. However, this article (https://quickbooks.intuit.com/learn-support/en-ca/manage-integrations/microsoft-office-2010-2013-2016-and- 365-faq/00/262207) suggests that 64-bit Excel 2016 is compatible with QuickBooks
I have LLC who owns 3 houses. I want a report from this LLC company file that gives me income and expense on house 1, house 2, house 2 in a report, each house has it's own label under the main catagories so I could track it. Thought I could use "tags" but doesn't look like desktop can do that. I there a way for me to get a customized report for each house from my LLC company file? One report for House 1, separate report for House 2 .... etc. Thank you !
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I am having an issue with some deposits not showing up on the report. Transfer from Savings deposits are not registering on the report but are in the system. How do I get them to pull into the report?
Currently using Quickbooks Online Advanced for our company. We're in manufacturing, and have numerous clients.(1) We sell products to B2B customers in Canada and USA. We have several products we sell. For each product, we may sell the price at different costs to each customer.Seeking how to set different costs for the same product for each customer.(2) Seeking how to make month to month trial balances
05/01/2024 QBO recurring unscheduled invoice template transactions FAIL - with cryptic error message.No notice of change (again) apparently no testing done by intuit - prior to the release. Suggestions welcome - we have > 100 unscheduled invoices that use templates which need to go out so customers can pay their bills.
In the Budget vs. Actuals report, the % OF BUDGET displays 5 decimals places for a number other than 0, but only 2 decimal places for zero change (ie 0.00%). This makes the report look inconsistent, and we have been asked to present the report with all percentages displayed to 2 decimal places. Is this possible? I've not been able to find a setting yet that appears to adjust this.
i logged in today and invoices are just deleted and i need them back badly. I didnt delete them.
I'm trying to link my QB checking to new worksite and they use plaid to connect accounts. I cannot for the life of me figure out how to get the 2 to connect. Any help is greatly appreciated!
I've spoke to someone at Quickbooks who said it was an issue on their end buy my money has not been refunded. Who can i go to in order to get this resolved? Issue has froze 32K of my money!!!
I have tried and tried to change the template of my invoices but it won't change
I want to change the names of data records in the Profit & Loss starting from this month, and how would it affect previous months? What's the best way to do it?
Hello,I went to reconcile my January books and there is an $800 difference on the deposit side. When I review the list of deposit transactions for January the reconciliation difference is caused by transactions from October. I don't know why they are showing up in January reconciliation and I don't know how to remove them so it doesn't throw off my ending balance for January. My 1/1 balance matches my bank statement so I know I am starting with the correct beginning balance.
How to I setup a new user for "Read-only" ?
