Reports and accounting
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I own a horse boarding facility. I’m confused how to categorize many items. Clients pay me for boarding their horses. Is this categorized as a service? When I have a vendor such as the equine dentist or Farrier I collect money and pay in one check for multiple horses. How do I categorize the income coming in and then track going out? Billable income? Horse boarding is not taxed in PA as it’s considered Farm income from what I have been told.
how do i find out how much money we spent on gas/fuel last month?
I run statements within QB and send directly from QB to our customers with outstanding balances each month. More than once now, a customer has contacted me indicating the amount due for an invoice on the statement doesn't match the actual invoice. They have sent me a copy of the statement showing the discrepancy. And it's typically not off by a small amount either. This last one had an amount due on the statement that was nearly $200 more than the actual invoice. The weird thing is, only 1 of their invoices on the statement was incorrect. They had several and the others were correct. What's going on?
I am a QB novice. I'm trying to export customer contact info along with their specific customer account #. I'm told this is called a customer ID if using Online. But we're still in desktop mode. I need this export in order to match clients so that they sync with our new company software. Thank you.
Hello,I'm reaching out for assistance with generating a report or list that includes all Bill of Material (BOM) components. Specifically, I'm looking for a way to export a list that shows each parent item and its corresponding child items, highlighting their relationships.Can anyone provide guidance on how to achieve this?
It nets to zero under Condensed Vendor.
I need a report that shows the customer who are active and have not purchased since may Including sales rep, email , company name and phone. I tried one that showed everyone who hasn’t purchased since may but it show inactive accounts with kinda defeats the point
Why is there now a search bar on every report?It's an annoying waste of spaceand I can't find a way to get rid of it!
We started QB July 1, 2013 with our new FY. We had outstanding checks from the old system. How do I record those? How do I add the cash into the bank account to cover those checks that are outstanding so I can reconcile the bank statements?
TD Bank has old statements in PDF files and i want to import to my new quickbooks online version.
Currently, I am running a Shopify store. i want to set up accounting software, but I am wondering which one is better to use. but now I am drowning in Excel and wondering where all that money is going. when Excel is confusing, I need real accounting software to keep my tax and bank feeds. Whic is better and cheap, easy to use. I need your help.Thanks in advance.
Hi, I am new to quickbooks and having some troubles - we have about 50,000 under "unspecified" and that really isn't helping me to keep track of our costs. I have added the class to these transactions, and made sure I am running the report under "classes" and the costs are still showing under "unspecified." Please help. I have attached a photo to show the class being there, but this expense is still showing as unspecified. I really want to have an accurate amount under each class to know how much we are spending and having 50,000 under unspecified really doesn't help.. Thank you in advance!
Hi!While doing taxes for our first year of selling and having inventory, noticed something that I can't quite explain and hoping someone here can shed some light.When I got to Chart of Accounts, and look at my 1450 Inventory Account for Dec 31, 2024, it shows a balance of say $96k. However, my Balance Sheet, for same account and date, only shows like $36k. This is naturally driving me crazy trying to fill out H&R Block Tax software.Thoughts?Thank you!
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I do not use QB invoicing, so when I receive payments, I just enter them through the ledger. But these entries do not show up under the customer in the customer tab. QB needs to fix this issue, in the desktop version, I was able to see all the payments each customer had made in the customer tab. Help.
Our payroll liabilities account has a running balance all the time. I know what the issue is I just need help running a report that I can find the issues. Instead of printing it out and looking at a hard copy I would like to take the payroll liabilities account register and export to excel. Can anyone tell me how I can do that? TIA
I am having issues with syncing JobBoss and QB. Attached is the error I get every time. Can someone please assist with a solution? I have tried all preliminiary steps like updates and more but to no avail.
I can't see where to "marry" the vendor credit and the vendor bills with the result being a "0" check amount.
Hi:I am use to having asset sales of companies, There has been a sale of the company. When removing the assets and liabilities from the books, do I also remove retained earnings and then calculate the gain/loss. Thank you.
We recently upgraded to Quickbooks 2020 Desktop for Mac and the reports look good on the screen, but in the print preview and on printed reports, column totals are offset from the other values in the column. How do we fix this?
Hello!I have run into an issue with several AR subaccounts showing negative balances on a Statement of Financial Position report for a nonprofit I work with. I think the issue is that the AR account on the pledge/invoice doesn't match the AR account on the associated payment, but I am unsure how to resolve this issue as I can't seem to find a way to change the account on either the invoice or the payment transaction level. Any direction you can give me for how to remedy this would be a huge help! Here is one example: For the invoice, the distribution account is 1200, but for the payment the account is 1240. I believe these need to be the same to show up on the Statement of Financial Position report correctly. What is the best way to change the payment account from 1240 to 1200? I've tried everything I can within the transaction but can't figure it out! Thanks for your help!
Just switched to QBO. Want to run a Report on an individual item. Sales receipts come up, purchases from vendors do not. Looked all over for a way to turn on purchases as it has always been in QBDesktop. Doesn't seem to be an option. I would also like any inventory adjustments to show up in the report
