Reports and accounting
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Did search in the community and nothing was found. Very frustrated with the support provided, called (xxx) xxx-xxxx being told this is the way to contact the development team but that was not the case. Spent 1hr 29 mins on a call and asked for an escalation (case no 1511 6840 324). All I need is the data name for the "mobile number" field from customer records so I can create a zap in Zapier. I have already done one zap using the "name" and "email" fields using the date names here https://prnt.sc/xqwz4BHNOoqj but can't find the data name for the "mobile number" entry - what's the field of this? I did a search using 'number' and 'mobile' but no luck - thanks.
Once customer submits payment, I and other team members receive an email notification from the Payment Email address on our QB. Though some team members when receiving the payment notification have the option to reply to a completely different email address, a different email address that did not sent that initial payment notificaiotn from our QB email. Is there a way to change that 'Reply-To' email address?
My apologies for the ignorance. On our budget, a certain dollar amount for a vehicle purchase has been allocated, however the actual purchase has not occurred and may not occur. That said, I still want to reflect on the income statement the expense account increasing as of the purchase occurred. I realize its simply asset moving, however I want the income statement to show the monies were spent (moved to a holding account).
how to turn off auto payroll
I'm trying to get this payment channel set up correctly, and need guidance on what's "proper" to account for..? I'm using projects to try to track P&L for individual jobs (not just customers). I have individuals who order add-ons afterwards, and pay via Stripe. I don't (think I) want to change these transactions to the original customer, as that organization isn't paying. But I'd like to track the income as coming from that customer's project - and retain the individual's name. FWIW I'm using Acodei to link Stripe with my QBO. It was't working but I just forced a sync and got new data in. Now I notice the discrepancy in accounting for this additional income as coming from the original project. Is there a way to do this? Or am I overthinking it..?
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Please, how do I get a report of financial activities by class, which also includes transfer totals between classes?
New format will not allow me to add payment when customers call. How do you edit an invoice using the Iphone app?
When editing company details and click on the old logo to change it, the screen "grays" out and locks up.
I found marking them completed is unhelpful when an unexpected expense for the job comes in after that is done.
what happened to the add line feature on invoice
I've just been forced to use the new invoice templates after months of going back to the old ones because of bugs I found. Now I'm finding this same issue that other people have seen. If you don't skip the current date - you risk missing sending future invoices to customers and losing or delaying revenues. THIS IS A BIG ISSUE.Has anyone received any good new on this?
My auto paycheck is not available. How do I run a payroll manually?
