Reports and accounting
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I want to build a QB P&L Report that reflects that version shown in this QB article post (https://quickbooks.intuit.com/r/bookkeeping/what-is-a-profit-and-loss-statement/), which shows a screenshot with Gross Revenue less discounts/returns = Net Revenue. I can't figure out how to do that in Quickbooks? (I'm using QB online).
Quick books Blog states “QuickBooks accounting software allows you to create pro forma statements”
I want to categorize income. For example, on my Profit and Loss I want to see the following:41000 Asphalt Income - Asphalt Repair - Asphalt Paving - Asphalt Stripe I want to invoice under the following items : - labor - materials - PermitsHow do I do this without creating subaccounts in my chart of accounts and then it would require me to then create 3 items for each subaccount. For example: Items: - Labor Asphalt Repair - Labor Asphalt Paving - Labor Asphalt Stripeetc.
Is there an option to select a particular customer message as the default message so it always prints on invoices without having to select one every time?
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When trying to attach a file, I get the following message: Error uploading the file...
If you go to the customers tab, then All Sales, it gives you the option to view invoices through filters. When I choose Invoices with custom dates and select the delivery method as "send later" nothing comes back. If I uncheck that, and leave it for all, then every open invoice comes back. Before the most recent update this worked fine. Anybody find a work around?
Payment
I've been using QuickBooks 2023 for Mac for about a year. One thing I've noticed is that, when generating reports in the Report Center, when using custom dates, and when I enter a date in one of the date fields, it randomly changes to something else. So I have to re-enter the date. It's infuriating, so I'm wondering if there's a hidden setting somewhere that I haven't been able to uncover and turn off (or on). This behavior eventually goes away after fighting it for awhile. Anyone else have this issue?
I have a monthly fee for $9.95 for monthly service fee. Is this from quickbooks?
We use Enterprise because of our complex inventory that includes builds and subassemblys.... There is a significant difference (about 15%) between our balance sheet inventory value and our Inventory Valuation Summary report. We are being asked by a potential purchaser why that difference is and we need to know which is accurate from a sales price standpoint. Is the difference related to value over time (BS) vs current inventory value (valuation summary)?
One day I lost receipt snap and it still hasn’t come back. It’s just no longer an option. Bizarre.
For example, I want to have a field called ItemClassCode for every product. How can I achieve this?
I want the customer to pay the whole balance in full or not pay at all.
