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invoice emails
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I just need a bit of advice. I am importing a chart of accounts that I have used previously for a nonprofit. I understand how to import, what the template CSV should look like, I have two issues: 1. I would like this to replace the stupid COA currently in my new company (which is the default, I believe) but it adds to this instead. Do I have to literally make inactive every single account in this one? 2. Detail types are driving me crazy. First they seem useless. I have accounts and subaccounts and I don't need further "detail". Secondly, If I have to choose off a predesigned list (that has to match the account type) it will take me eons to create my CSV file, by going back and forth between the lsit and my COA which is large. The only work around I can think of are: Can I add dummy detail types to my CSV ie- all "checking" for example which is one from the approved list,, then import my and turn off the detail type s
How can I permanently disable Modern View? Overall, it's just more hassle. One very obvious disadvantage is the wide, grey margins around the white working area. This makes a lot of text strings such as Description, Num, and other fields unreadable, because it overflows and is cut-off. Whereas, this would not be cut off in Classic View, as Classic View takes up the full width of the screen. Please, I do not want to use Modern View, ever. How can we just disable it permanently? Thank you.
Print out changes format of invoice when I click print and download button.
I am trying to create a single Management Report to send to my board but the formatting is not working for me. I have generated about 8 different reports and have attached them in the management reporting utility but the Management Reports is changing my formatting. I have a Statement of Activity Detail Report that should be a 6-page document but when I include it in the Management Report, it becomes a 20-page document. Is there some sort of workaround for this? I think it will be a great tool but it needs some work. If they let me attach a PDF to the report, that might give me a temporary fix. Thanks!
Lately my QBO has been defaulting the date to the last used instead of today's date. I never made any changes, it just started doing that. I want everything to default to today, not last date entered. I can find fixes for other versions of QB, but not QBO. How do I change this default? Thank you!
I think it is a "NO" but jjst double checking if there is a way to limit time period that a user I provide access to can view. Like what if I only want them to be able to see 2021- Current but the file goes back to like 2018?
Invoices
It would be nice to not have to look up repeated emails and contacts to the same company
We purchase the items with the company credit card and bill the sale with quickbooks invoice.
Got the email today that Quickbooks Online is phasing out permanently classic view in favor of the new "pretty" but less functional modern view without the ability to change back. I can't be the only one that finds modern view does not work as well as classic view. For example, viewing large range of dates and modern view finds no results. We are high volume and do have a lot of data. I also find modern view to be substantially slower and less responsive. Nonetheless, QBO does not listen to customer and pushes "new and improved" that's really a big downgrade.
I had an ACH payment get returned due to a subcontractor providing incorrect ACH info. What do I create to match against the deposit for the returned ACH in the banking feed? Vendor credits do not appear to be matchable to the deposit of the returned ACH. I have already created a new bill and matched it against the sub's new payment with the correct ACH info, so we're reflecting double payment on the sub's 1099. Thanks in advance.
I recently switched from QB Online from QB Desktop. This is my first quarter using QB Online and it is time for me to pay the quarterly sales and use tax for California. In QB Desktop I would run the Sales Tax Liability Report and everything I would need would be there. Under the Gross Total column there would be a Grand Total that I could click on and see every charge on every invoice for that quarter broken down my Account Type, i.e. labor, shipping, taxable, non-taxable, interest, etc. Not only does the Sales Tax Liability report in QB Online not have a grand total I can click on, I have noticed that it is only including invoices that have something taxable in them and completely leaving out invoices that are only labor charges. So basically this Report does nothing for me, and I can't figure out how to get the data I need to file my Sales and Use tax. Please help!
The company I work for is a law firm. Our "customers" in QuickBooks are our clients. We make payments to vendors on behalf of our clients and indicate which customer/client each expense is being paid for. I am unable to figure out how to create a report which will show me all the costs we have advanced for a particular client. When I try to do a custom report, several fields are faded (see screenshot attached) and so do allow me to select them. My company used to use QuickBooks desktop and called this report "Costs Advanced by Client" and in that report we could see the type (check/credit card), date, check #, source name (vendor), check memo, account, paid amount, and a grand total. I confirmed with QB when calling their support line which unfortunately did not help me with this, that all of our transactions did transfer over correctly.
Hello. I need to be able to add PROJECT to all reports, but especially on the "Sales by Customer Detail". It doesn't appear I can do this. Is there a work around. I need the following:CustomerDateTransaction NumberProjectProduct/ServiceMemo/DescriptionAmountRateBalance
I dont want the payment methods turned on for everyone, just the customers who have indicated that they would like to pay via credit card or ACH
I know you can set a future date as the invoice date, but my assumption is that the email still goes out when you create it. I want the email to go out in the future.
Hello. I have income sub-accounts I'd like to merge into the "main" income account as we no longer need the level of detail provided by the sub-accounts. How can I do this en mass? Thank you!
