Reports and accounting
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Using QBs Online and QBs Time. I'd like to get an automatic alert when a particular project hits an hourly threshold so I can let clients know before we go over...???
Got the email message from QB that on May 6/24 the invoicing will change to the new format and the old one will no longer be an option. We still use the old invoicing because a year ago, the new format did not support pricing levels. This is very important as we have customers with different price levels. So we had no choice. Does the new invoicing offer all the features of the legacy invoicing including support for pricing levels?
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i have been paying the monthly quickbooks fee using my personal credit card. i have been able to set up a new payment method that will withdraw the monthly fee directly from the organization's checking account. but my personal credit card still shows up as a viable payment method. since i will be transferring quickbooks to another person and i will no longer be using it i would like to have my personal credit card removed as a possible payment method. how can i do this?
Why are my customer's payments being withheld?
I've updated the vehicle expenses with my car and I've also added my total mileage for last year as well.
call back
I have multiple cars with expenses and I want to run a report that shows expenses by vehicle but can't seem to make headers with each vehicle. I would then need to have subcategories under each car with gas, parking, maintenance etc., ALL under vehicle expenses.
The is no common language that is read from the bottom-up and it is a rare day when I open my bank register because I'd like to see the very first transaction I ever recorded. So please give me any logical reason that QBO opens all bank registers to the oldest transaction - requiring me to manually relocate to the latest transaction? I must chalk it up to an overall complete disregard for the people that allow Intuit to continue operating their ignorant pious behemoth of a corporation that has outlived it's usefulness. It's hilarious they bother to feign a desire to know what improvements we'd like to see. How about a 5-year hiatus on adding useless features to focus on getting the software to actually work 1/2 as well as the desktop version they've kicked to the curb - along with this 25-year veteran user. I can't say RIP Intuit, but RIH seems appropriate.
My contractors are receiving payments every Friday for jobs they did throughout the week. We pay per job, so if they did multiple jobs that week they will receive multiple payments, but they're unable to see a memo or description (that we can see on our end) for what each payment is for. They're already set up to receive direct deposits and have their w9 on file. Is there anything else I can do to allow the contractors to see what each payment is for?
Credit card transactions are showing as an asset when I run a report. The problem is that the credit card money is automatically deposited into the checking account. Then, I go in there and categorize it as dues payment, conference registration payment, or exhibitor payment. We have a connection with our credit card processing company and the transactions download automatically. The main problem is that they are showing up double in reports. They are counted as a deposit into the checking account and then on their own in a separate area as an asset. This makes the quarterly reports incorrect, due to doubling the credit card income. Does anyone have any ideas? Thanks!
Invoice style change
What is the credit and what is the debit?
how to enter splits for breakdown of interest etc?
We have transactions come into quickbooks from a credit card processor that I transfer into our bank account. I did a transfer but saw later that I had already previously done this so I clicked delete on the newest one. Now when I go to reconcile I'm off by the amount of the transfer and have 2 line items for the transfer. I don't know how to undo the deletion and am concerned about doing the transfer a 3rd time to make up for this.What is the easiest way to correct this mistake?
