Reports and accounting
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We have been sending the QB payment links separately but would like to include in a package of information we send. These are all pdf's. We need to "attach" the payment link inside of the invoice pdf.
Hi - On the Sales Order Fulfillment Worksheet, how can I view data by Ship To location? Can Ship To location be included on the worksheet as a column of data? Some of our customers have multiple offices so we want to see which open orders are all going to the same location. Right now, I think I only see the data on the worksheet by customer name, but it doesn’t tell us which city or state it’s going to. Seeing the location on this worksheet/dashboard would be very helpful so we can consolidate shipments and be efficient. To see the Sales Order Fulfillment Worksheet, go to menu bar Customers – then choose Sales Order Fulfillment Worksheet. In the upper right corner of the worksheet, you’ll see “Sort By” options which include by “Customer Job”. If it matters, we use QuickBooks Desktop Enterprise with Advanced Inventory enabled. Thanks in advance for any feedback!
Hi -Why is report Inventory Stock Status By Site missing active item numbers? The other reports - Inventory Stock Status By Item and Physical Inventory report do appear to show a complete listing of active item numbers. On the Inventory Stock Status By Site report, I already reviewed all sites, and there are active item numbers missing from that report. I do see the majority of active item numbers in the report, however there are many item numbers missing. Also, I reviewed and removed filters to see if that would solve the issue, but it doesn't. QuickBooks users, have you observed this problem as well?Is there a reason this report isn't showing all active item numbers, or is this a report glitch? If it matters, I use QuickBooks Desktop Enterprise with the Advanced Inventory options. Thanks in advance for any feedback!
Hello,One of my clients manages his business from abroad. The business office is abroad. Can we deduct the rent of the office, office expenses such as electricity and water, office supplies and materials?
Looking for the answer to this question, the only box I see when I try to follow the directions, is a box that says "I purchase this product/service from a vendor". The instructions say there should be a box that says "I sell this product/service to my customers" which is what I need.
Can I add additional content to customer snapshot? As of right now, you can only choose from the following options:Recent PaymentRecent InvoicesSales HistoryBest-Selling Items I would like to see all item purchases.Thanks,Katie
So, I am having an issue where the auto-populated initials are still showing after I went in and edited them in the "Num" column of my quick report. I go in to the entry and can see that the number has been updated. The old auto-populated number is the "MDM" in the picture. I have updated these in the entries, but they are still appearing on the quick report. I need these to update, since MDM is not an employee here any more. They also continue to auto-populate with the MDM numbers on new entries, even after i have put my initials in the
I have over 2000 products with constantly evolving inventory levels that need to be automatically pushed/updated to Shopify.
I have received the payment but have not entered it as I'm still learning how to use QB Online after using QB desktop for 30 years.
I updated my Desktop Enterprise Solution to 2024 and now my Balance Sheet is in Alphbetical order. I need it in Chronological Order. The only option it gives me is by Default or Total. How can I put it back in chronological Order?
I am trying to not show all of the columns that are on the screen on the actual emailed or Printed Credit Memo. When I have to Credit back Premium to my customer, I don't want them to see how much is returned from the Insurance company and how much is my commission that I must include. I just want them to see the Total Credit. Like I said, we can do it with our Invoices but Can't figure out how to do it on the credit memo.
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With AI becoming the norm, more of our clients have specific requirements for their invoices to be read by their AI bots. I know all about how to customize invoices in QB, but the level of customization is very low, and I have specific fields that I must have that QuickBooks won't give me. How do I import a template that I can actually use? It appears that DES is the only file extension allowed, that is Corel Draw, I even started a free trial with them to see if I could convert my PDF and import it that way, no joy. This MUST be an issue for more people than just me. Why can't we import our own PDF templates for our invoicing? Why is the customization so limited? PLEASE HELP ME, I am going to end up invoicing on my own, basically double invoicing with adobe. At a complete loss. Kate [Removed]
The drop down calendar for the bank statement dates is not working and will not accept dates.
We need larger numbers and back on the corner like it was. All of our files are set up to see this number in a drawer.
This report is not listed under "reports".
Expenses show up in the transaction lists under the project but they don't show up as a cost in the line chart
Is there an option to print a bill that is marked as paid?
Lately when I run a P&L standard report, it has been breaking down the charges over multiple lines on the report. I am not sure why it is doing this. For example, on our companies cell phone bill, I itemize each phone, line by line. When I run the P&L it will take a line item dollar amount for example $74.73 and break it down as
Hello,I will be closing my S-Corp soon and had a question about moving the remaining funds from my company bank accounts to personal accounts. I own 100% of the S-Corp & I am the only employee. I have taken a reasonable monthly salary and shareholder distribution for years. Since the remaining $ amounts in my business accounts have been subjected to pass-through tax (via K-1), would the above final transfer be considered a shareholder distribution? Thank you in advance for any help provided on this subject.
I have already tried clearing my cache, and I am using Chrome.
I just signed up for solopreneur and I am noticing there is no ability to make rules like in self employed. I have to manually recategorize every transaction that is initially incorrectly categorized by the system. Is there any way solopreneur will intelligently learn how I want things categorized from my recategorization or a way to create rules? For example, any ACH credit coming from “company X” is a sale, not a transfer as it’s currently marking it. I would love to make solopreneur work but expect this feature because it was in self employed, is there any confirmation it’s coming to solopreneur or any alternative?
