Reports and accounting
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how much percentage quick books takes for invoice
Amazin payments from customers
Where are my customer payments?
Hi, I have created a set of management reports for our EOY accounts. I've included the Balance Sheet Comparison report and the P&L Comparison Report however when I do the reports it doesn't include the comparisons. I know they did last year but I can't get it to happen this year. Any help greatly appreciated. Cheers
Invoice is linked to the wrong account from chart of account. how can I change that
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I want to run a report that show the customer's name and the amount of the security deposit paid.
All transactions are correct for statement but it shows my beginning balance was -$30.00. How do I change this?
everything was fine last month but this month something is wrong
I have customers that pay a small annual subscription fee. In QBO, we setup annual recurring sales receipts which triggers customers calling to cancel their account and issue a refund. I get emails from other web sites where I have subscriptions and these allow me to either cancel my account or let the payment go through.
I'd like to know if there is a way to do it all at once. I know there is a way to do each trip one-by-one.
Why is it that I can customize a payroll report, but I cannot save the customization? I can do that for every other report in QBO, but not payroll reports. We have some employees who are union, and others who are not, so I filter the employees, filter the date range, change the layout so it's easier to read, and then I can't save it that way. Have to re-do it every time. Hope this will be resolved soon!
Our company got a remodeling job 3 hours away so we booked two airbnbs for all of our subcontractors to stay in for the duration of the remodel. How should I categorize these transactions in QuickBooks?
My payment settings seem to all be fine but several customers can't seem to pay me even though my email template allows for CC payments accepted."( customer name) wants to pay youThey reviewed your invoice, but need some more info.Reach out and let them know how you'd like to be paid." is the email I get from QuickBooks.
I have had quickbooks for over a month and the invoice functionality to send invoices to clients is not working and it is a known issue. I expected this to be resolved by now does anyone know any updates on this fix?
Essentially I have no way of creating an invoice. There used to be a highlighted link in the invoices widget, but that gone. I've seen other people advise to click +New on the left side, but I dont' have any options, it's just a blank space under the qb Intiut quickbooks logo. I can click the logo and it refreshes my layout
Hi, I do the bookkeeping for an Insurance agency. This year, they have chosen to move to Quickbooks Online from an industry software package. I am having trouble accounting for pass through funds from their customers.The customer make out a check to the agency instead of directly to the insurance company; say their policy is $200. I have to deposit their check and make a check out to the insurance company on their behalf, keeping the agency commission. So I would write a check to the company for $180 and keep $20 for income. How can I accomplish this? I tried using a journal entry. It works for the deposit but I cannot account for the disbursement to the insurance company. I did set up a liability account to pass the funds through, but that is not working either. Help - I am stumped. Thanks
How do I upload all of my 2023 bank statements into QuickBooks?
