Reports and accounting
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Is there any way to change 'Annual Total' amount in a budget that is already set up?
I have time now and want to create my invoices early with a future date. Can I future date an invoice?
How do I add to and entry on bill? Mac
Hello, I need to provide one of our vendors with a detailed report on payment made, to include all invoices associated with each payment. Ive tried to customize the quick report but it doesn't display the invoices associated with the payment.
Hi,So I’ve researched (and researched) and think I have it down how we want to handle our freight-in and freight out situations, but want to get one last confirmation before we begin our first product shipments.Shopify>A2X w/COGS>QBO Essentials (no physical inventory tracking software)Some parts bought from China; all parts assembled/shipped from vendor in MichiganProduct is large so shipping to consumer is expensive and we want it tracked separatelyFreight-In (parts from China; FOB Destination; example, $8,000 in item costs, $2,000 shipping)Payment made up front so total of $10,000 simply categorized to Vendor Pre-PaymentsParts received, we plan on doing the followingDebit “Inventory” for $8,000Debit “Freight-In COGS” for $2,000Credit ‘Vendor Pre-Payments’ for $10,000Product sold, A2X COGS sync will do the following (note that we don’t have shipping costs in A2X Item Cost since we are splitting it as mentioned)Credit “Inventory” for $8,000Debit “Item COGS” for $8,000All good, ye
Hello there,I have found myself using the cash flow planner function in QBO frequently, as I am starting up a new business and find it convenient to get a snap shot during these early months. I know it is a "convenience" feature at best of QBO, but I am wondering if there is a way to change the default settings of what is presented on the planner? Example, each time I view the planner, QBO offers "Predicted" items in my cash flow that aren't helpful. Every time I check the planner, I have to change the filters for some of these items rather than just seeing what I want to in the first place. Any thoughts?
When I use the income by customer summary report, and drill down to look at specific customers, the Debit column, which is out cost, does not match the actual cost given to the customer. It is giving the average cost instead. How do I get the report to reflect the true/actual cost, rather than an average, or is there another report that does not automatically assign the average as the debit/actual cost. (Job Prof. Summary also is assigning the average rather than the actual.)
Need some help making a payroll summary report that includes both the total amount each employee was paid as well as their hourly wage. Ideally the report would include the paycheck date, employee name, Job title, hourly, and total paid. It would also have to include all employees paid on that date.
I have tried reversing the transaction and it declined.
The cash portion of these split payments will be in a separate sales receipt from other cash sales, with a description of "CASH". Ideally these would be included in the sales receipt with other cash sales.
after you select the transaction, the JE search function deletes your searching criteria. It should go back to your searching criteria. It used to work properly, but now it's not.
We use Quickbooks Payments all the time. I have followed every tutorial on Quickbooks support for setting up autopay as an option for customers on recurring invoices. The option simply does not show up. All I see is a checkbox to save the payment for the future. The support articles say it will be automatically available with an active quickbooks payment account. This is not the case. Ive see many other users with the same complaint dating over 2 years.
I'm trying to scroll through my invoices and I notice that 10% of them never uploaded. Anyone have this experience when they transitioned from Quickbooks desktop to online?
Green Dot Bank is archaic garbage... worst bank I've ever dealt with! I don't know how Intuit could ever curse their customers with such a ridiculous system!
None of our inventory was previously assigned a bin location. It was all under "unassigned" for a bin location. I went through and added default bin locations to many of the items. How can I transfer the items from "unassigned" to their respective default bin locations? Also, is there a report that will show what the default bin locations are for each item that has one, or will it only show the current location the items are in?
Do anyone receive this message when entering moving a purchase order to a bill. (You can’t create or modify a transaction with a date that comes before you started tracking quantity on hand for the following)
