Reports and accounting
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What are vendor types?
I made an inventory entry error and tried to correct it with a inventory adjustment. It corrected it, but now my COGS is off. 1. How can I fix the COGS figure back2.How should I have corrected the inventory?
I want to copy a price rule I created for a specific customer and edit a few details so it works for another customer. Can I do that or do I have to create a new one each time ?
We recently upgraded to Quickbooks Advanced. The new dashboard is fine but my "getting things done" option on the dashboard has disappeared. I always used this option to pull up my recurring template reminders. I would love that option back on the dashboard rather that the drop down menu. Can I get it back?
Most of my sales receipts in QBO have the Tax Name "Washington, Bellingham City" yet none of these sales were in WA or in Bellingham City (neither the Shipping or Billing address). All of my actual WA based sales were taxed appropriately in QBO and they also appear in my QBO sales tax report. The annoying thing is that all the other sales receipts that have the Tax Name "Washington, Bellingham City" also appear in my sales tax report as "Non-taxable sales". My office happens to be in Bellingham City (not a coincidence I'm guessing), but I have not sold to any customers in Bellingham City for the entire year. I should also mention that my "taxable sales" report in QBO is correct because QBO is correctly calculating sales tax for every one of my actual WA sales. So... to summarize my problem... Since most of my sales receipts have the incorrect "Tax Name" of "Washington, Bellingham City, my Gross Sales for WA State are completely wrong in the sales tax report. Has anybody else run into t
Just transitioning to Online.
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How do I autosave invoices
Hello, we have some old general journal entries on our AP report that I need to find a way to clear out without deleting. I have attached a screen shot to show that they net to $0.00 however, is there a way to apply these entries to each other so this vendor does not show up at all on the AP report as showing a $0.00 balance. Thanks!
I have too many invoices being paid on one check that won't fit on the check stub. How do I print the overflow
How far in time can customer activity can show ?
i need to start over with my bank account nd i dont know how to do
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I just switched from desktop to online. In my chart of accounts, if I run a report on an account, it shows all the correct sub-accounts on it. However, when I go to my balance sheet, all of the sub-accounts are not showing up under the correct account. It will have a total and then right underneath the total it will show 2 separate sub-accounts like they are their own accounts. The sub-accounts are set up correctly in the chart of accounts and even show up as sub-accounts when I run a report from chart of accounts, so how do I get my balance sheet to show it?
I just upgraded from 2013 desktop to Quickbooks online. There were no reconciliation issues UNTIL i let QBO import years of bank statements. There are tons of old mismatches going back years that i don't even care about. Can I pick a date in time say a year ago and just adjust the beginning balance from there?
We have someone that isnt an employee but is a minority owner pay a bill for us directly to the vendor.. Then We paid the minority owner back... I was told to set it up with a JOURNAL ENTRY FOR THE LOAN..Crediting Short term Loan and Debiting Undeposited funds... Then put an expense item in with the vendor being the Minority owner. Then pay the minority owner back using the bank account... Im confused because when I go to Bank Deposit I see the journal entry and the expense item in there... need some help..Thanks
I sell produce.. how can I keep track of growers I purchased product from, costs of cardboard boxes and pallets without them being on the invoice? I want to be able to show a true profit by report. Ex: if I sell a case to a food store for $20. How can I track the freight costs, which grower and how much I pay for the produce, cost of cardboard boxes and pallets that I supply the growers? Thank you
I would like to save a customers credit card information on QBO and charge it later outside of QBO. Is this possible? If so, how? Or is there a better way to do this? Brand new here. Scenario: An emergency maintenance task comes up and I need to charge their credit card for supplies, materials, labor etc. I already have a signed credit card authorization form. Thanks in advance!
