Reports and accounting
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In recurring tranactions there used to be options to Pause or Skip. Those options have disappeared. Why?
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All of my client payments for the past 5 months have been made through Bill.com. Some invoice payments are showing up in Quickbooks, but several others are not. I've tried manually syncing, reconciling from my business account, merging customer data, and I don't see anyone else with this issue to check and see what the problem could be. Has anyone ever experienced this? How can I fix this issue?
I got to know that Quickbook is discontinuing add on services and support services in some version of Desktop after May 31, 2023. Just wanted to know if Quickbook is discontinuing all add on services on all version of Desktop or on just Quickbook Desktop 2020 version. I use Quickbook Desktop Pro 2021. Do I have a reason to worry?
When someone uses our Bill Pay email address to submit an invoice, it will automatically be scanned and created as a payable bill in Bill Pay. Does QBO Bill Pay have a feature like this?
some has used my account
How to insert a row in an invoice
The new "updated" stinks.
Using a droid..Samsung Galaxy s22
We are a general contractor. We create estimates before we create a project. Occasionally a client goes with another contractor for the project. So it doesn't make sense to create a project before our client accepts our estimate. Sometimes we create two to three versions of a project allowing them to determine which level of finish they would like. For example - good, better, best kitchen cabinets. Once they have accepted an estimate, then we create a project. Then move the accepted estimate into the project by selecting the newly created project located under the customer. (Not using sub customers.) Then convert the estimate to an invoice and send out the invoice using progress billing. The newly created invoice then shows up under the project, under the client as well as the estimate. With the new layout, there is no way to bring the estimate or the invoice into the project. Which totally defeats paying the additional cost to have the Project feature. Having that informati
I regularly use the report Profit & Loss Budget Performance. We are a small govt and the report previously showed our fund balances on top right before Revenue. Sometime between Jan and Feb, the report changed to no longer show the fund balances at all. Any idea why this would happen or how to fix it?
We are looking for a report , within a date range, to show invoice number, customer name, invoice total, and payment method used.
Hello, We had to correct some Invoices by way of Journal Entries but now need to match these JEs to respective Deposits. While I have found advice on how to match JEs to Invoices, I haven't any to match to JEs to Deposits. Is this even possible? Hopefully the below JEs will help explain what I'm looking to achieve. Thank you in advance. AR 12,000 Revenue 12,000 Cash deposit 15,000 AR 15,000 AR 3,000 Revenue 3,000
I need to do some budgeting at a program level and then run budget to actual reports based on the funder that pays for those programs. In my perfect world, I would set up the budgets by Customer: Job and then run a Budget to actual rpt that I filter by class (which equates to the funder) and it would show me how we are doing against the specific programs paid for by that funder. However, I can't seem to make the report work that way. Is that possible?
I would like to run a report based on invoiced sales, but all I want is the total, not a list of customers, invoices etc. How can I run just a sales report by month and/or a sales report per month like the sales graph in desktop?
I am running a report to pay my sales reps. I have the reps listed as different classes (heard that is the only way to handle reps?)As I run the report, I dont see a way to do smart page breaks the way desktop did. Thanks in advance!
Hello, Up until a month or so ago, CC and ACH options were automatically allowed on all invoices we created but now it is always OFF and therefore we are having to remember to turn this ON for every single invoices, which is extremely inconvenient. I cant find where this default can be changed so hoping I can find an answer here. Thank you in advance.
