Reports and accounting
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We have recently gone from QBs Desktop to QBs Online. In Desktop, I was able to create a copy of a journal entry, I'm wondering if there is a way to do this in Online instead of creating a new journal entry for the same information.
Our company just started with QB online. I'm trying to forward email receipts but I keep getting a reply saying that this email address is not registered for forwarding email receipts. However, I'm using the same email address that I signed in with. When I look at the help page and try to click on the link listed to take me to authorize my email address, it says "We're sorry. We can't find the page you requested." I'm lost.
I current have subs that work for me and they are issued a 1099. They send in "bills" for daily work. IE basically a daily time card that we enter as a bill. When I run a P&L it reports these bills under "contract Labor" which it is. However, when we look at it on a weekly or monthly basis it pulls that dollar amount based on the date of the bills, rather than when the bills are paid. We would like it to be based on the date that the sub was paid and not the date on the bill. The goal is to have the revenue and the cost of goods sold to be correct and line up. How can I make that happen?
I have a customer that transferred money to a trust account. How do i set an account for it? what do i select as account type and detail type?
Contractors receive the 'Setup you Direct Deposit' email, some are guided through creating a QB account and then lead into adding the W9 and direct deposit info. Others are guided to create an QB account however, they are greeted with a QB self employed 30 day trial account with no way add their info for us, even after using the emailed link again.Please advise on what I, or the contractors could possibly be doing wrong.
I cannot find a report that I can view all in one, the quantity on hand the cost of the item. I am able to view Sales Price, but I would like to know how much of an item I have and my cost for that item. The cost option is not available in the Customization of the report.
I know about the 2.9% processing fee for direct payments through QB to us. I can't find the fee for refunding through QB though. Is it also a percentage? Is it always the same?
I just switched to QuickBooks online. We bill by customer, and need to pull reports of transactions by customer. However, it looks like on the report there is no option to add a column for the vendors of each transaction. Similarly, in the customer section it will show you the billable amount, but not the vendor that bill is from unless I click several times to go into the bill. Is there a way to add a vendor file on the Transaction by customer report?QuickBooks desktop can do this, why can't it be done in the online version?
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I use an invoicing software called Razorsync for my business. I import all of the invoices and payments from Razorsync to QBO. I have just realized that QBO is showing all of the payments twice. There is an account for Razorsync that shows all of the received invoice payments. But then there is also an account for Sales that shows all of the deposited payments. Quickbooks is counting those payments twice. I have already reconciled my bank account. How do I delete the duplicate payments without throwing my reconciliation out of balance?
Greetings,Some facts:Single Member LLCBusiness Checking - $3,000Owner Equity - $750 (funds invested)Net Profit - $12,000Retained Earnings - $0So I would like to pay myself $1,000 from checking account. Everything I've read said I need to draw it from Owner Equity which I get, however, that would make my Owner Equity negative. I do not currently summarize each month as insurance payments have just started coming in March. Now that my Accounts Receivable is starting to liquidate I should start summarizing net income. My question is how do I move net income (profit) to retained earnings? Once I get to retained earnings, I think i have a grasp on what to do there. I reduce RE, increase OE, and then write a check with a decrease to OE.I appreciate any help! Thank you.
Hello,I am trying to create a build assembly summary report that includes only transactions entered/edited today, but has a total that includes the quantity on hand for the fiscal year to date. Similar to an inventory item quickreport, but for multiple items. The intention is to have a report that I can use to see only items that were assembled yesterday and compare the total inventory after the assemblies to a physical count given to me from my employees. The problem is that I cannot both have the only assemblies I want show up on the report, while also having a YTD inventory count. I can do this now by just looking at two different reports but I was wondering if I could combine them into one to make it simpler.If this needs clarifying, just ask. Thanks for the help
I have recently converted a company from Desktop Enterprise to Online. When I create a new account, I am not able to save the account. The Tax Form Section does not provide any options to select and it will not let me save the new account without a selection. Also, if I go to an existing account in the Chart of Accounts and choose Edit, the screen says New Account and it will not allow me to change anything with choosing something in the Tax Form Section. There are no selections available under Tax Form Section.I have spoken with QuickBooks support and opened an investigation. It has been about 6 weeks and I have gotten no updates. When I call QuickBooks, they assure me there is an investigation, but can also provide no updates.I have 7 companies that are affiliated and I have converted all of them to QB Online. If I cannot get this issue resolved, I am considering moving to NetSuite for all my companies. Has anyone else experienced
Hi, Could you please advise how correctly an account for Federal tax expense should be created, so it appears on the Income Statement right above the last line with the Net Income and before all the other lines? And also, how is it possible to get a line on the Income statement - Net Income before taxes? Thank hyou
Sorry, I cannot send examples to you or reply to previous responses from QBO to my more detailed previous questionsI am the "Accountant" and I cannot find any guidance fixing this issue in Quickbooks Online. Both of these below transactions are on the AMGT company that paid the amounts and issued invoices.image.png1. How do I get the Quickbooks Online program to complete the payment of this invoice #2058 for the $6,694.38 remaining balance?image.png2. This $6,694.38 extra payment needs to be taken out of Unapplied Payment of 3/5/2024. How do I do that at this point?Once you explain what I can do to successfully resolve this part of the issue in Quickbooks Online and I get it fixed, there are still the other AC2 company billing entries to make.Thank you for your assistance.MarkSorry, I cannot send examples to you or reply to previous responses from QBO
I have accounts receivable from the same company. and want to know the proper way to offset.
Hello. Our company pays for some services which are not related to our business but are related to business of our so-called related parties - inter companies. We re-bill these expenses to our related-party in full. According to our CPA we don't need to record and expense or income in our accounting . We need to record Due to Related party ( AR). What journal entries we need to make when we pay supplier for such services and then re-bill our related party
I would like to create some graphs and sharts from my monthly reports for the church to see the data in an easier layout. Is this a feature that is available?
Hi, I am having issues with my workforce app
