Reports and accounting
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I would like to combine profit and loss report for banking account and credit cards used for the business. How can I run 1 accumulative report for all 3 accounts?
How to remove the word Estimate and us the word Quote on forms.
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I have a customer for lawn care and snow removal services. They accepted an estimate for 12 months. The payments will be equally spread across 12 months, with a payment due on the first of each month. Firstly, I'm wondering if I can set up a recurring invoice that is tied to the estimate? Also, can I set up the recurring invoice without having to recalculate sales tax every time?The lawncare items include mowing weekly, 4 fertilizer applications, two leaf removal services, and a snow removal agreement. So the number of services is not all offered the same amount of times each month; However, the payment total amount is the same across every month (because I took the total of all the services and divided it by 12 months to make the amount of the payments consistent.Hopefully that makes sense. Please let me know if anyone knows how to do this...
Why are all my 2023 transactions blocked from quickbooks when linking my bank? Why is manual CSV import banned as well? Only 2024 works.
I'm 50% owner in an S-Corp. My partner and I have been on the company payroll up until this year: 2020. We took ourselves off as our staff grew. The logic being to ensure we could always cover payroll and just take our draws when and where there is profit as we grew. Oops. In order to correct this, it is my understanding we need to reclassify the applicable draws and create one paycheck for the 4th quarter. I was advised this by an online tax advisor and I have already put us back on regular payroll for checks going forward. Where I'm a little lost is how to record this in QBO. Conceptually, I grasp it should be an added record taking from the draw/equity account (where draws are recorded) and applying/moving the funds to payroll. What I'm hoping to achieve, if possible, is to record the change of funds, apply each portion (50/50) to myself and my partner, and have QBO payroll run "system recorded" tax info and generate the normal e-file as usual. Only this time including tax
I am trying to run sales reports and wondering how to account for the credit card tips. I am using toast POS so the days total plus credit card tips are deposited the next day in an ACH. We also use toast payroll and pay credit card tips out on the check, so I am wondering how to account for tips against the ACH in QBOThanks
I have some invoice fo web hosting but I don't know what category use for it?
The link and options are available (up top to the right to create a New, and per line to the right on the dropdown) but when I click on them nothing happens.
I made a dummy SSN and added characters to his name. There is a payment made under his SSN as a contractor. Could that be why it is recognizing it as a duplicate?
I'm using Quickbooks Desktop Enterprise 23.0. Please no QBO replies. Thanks! I'm tryigng to track all income and expenses for an upcoming fundraising event. It seems like Jobs are restricted to a particular customer. Is there a way to set up a project that I can tag all unrestricted income (gifts, pledges, sponsorships, etc) and all expenses related to this event? I don't want to use Class because we use that for our unrestricted, Temporarily restricted and permanently restricted funds. Thanks for any guidance! Jim
