Reports and accounting
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How do I upload all of my 2023 bank statements into QuickBooks?
Looking for a local (Vero Beach, FL) expert in accounting/quickbooks. Any one know of someone around Vero Beach, FL??
Special circumstances create fees against my invoices that are my expenses (i.e. early-pay discounts). One of my client offers an early-pay (EP) option for a discount on the invoice amount, however, they cannot guarantee that they'll be able to pay early, so I can't apply it at the time of the invoicing. When I receive payment, I apply the amounts to the invoices, and for those in which they paid early, the payment amount is less than the invoice amount, therefore it's showing as still due. How do I record the EP fee against each invoice, as my expense, to clear the "balance due" on the invoices - without editing the invoice by adding a discount after-the-fact? Thank you!
Can you type directly into the register?
can not open page to write a check.
This has not happened before. Not sure what happened to trigger this problem.
hoping theres a much more clear way to list the labor duties than how it looks on invoice but cant find any template.
Should a P&L report by class for year end with a profit of $604,000. I remove 1 class with a profit of $17,000. The report showed profit of $557,000?All bills are put in before payments
For my bank account I have checks that are automatically being categorized. I have disabled the automatic category check box under the account but it still keeps changing the vendor and category. I have recorded a loom to show what is happening. https://www.loom.com/share/72199f186593404b8ad3a07cdd240073?sid=f1e23e4c-4267-4ff8-b4a8-20e2c02ca08c
The account is not listed when I click on transactions and shows as not connected in chart of accounts, but when I go to connect to bank that account is unable to be clicked because it says it is connected already. This is a merged account, but the other account is not connected.
I linked by business account and added the account # and routing # for my contractor. I created a bill and I am trying to schedule a payment.