Reports and accounting
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I look in the bank feed, and it doesn't give me the option to match the Brex entry to the Quickbooks vendor credit entry.
Typically auto replies from AP systems come back to an email address that one can review. But when sent from QB, I don't think that capability exists?
Receiving payment
Is there a way I could see when and who logged into the company file using QB Desktop?
When are you going to put it back like it was?
Is there a new customer report that I can run in QB Desktop/Enterprise?
Invoices are clearly sent because I receive the CC and the details show opened and viewed on customer end.
Hi Everyone! Your help would be appreciated! Normally, we use the typical Estimate, then create Invoices from the estimate with progressive billing as the project goes through three or more stages. For the last 7 years, we’ve used the “Job Progress Invoices vs. Estimates” which gives a decent amount of information, and I’ve customized it to look like this: This particular estimate has been invoiced at 90%, the area under “open Balance” is the balance “yet to be invoiced.” What we actually need is the “open balance” to be “the unpaid balance.” This particular customer paid the initial 20% invoice but has failed to pay the 70% invoiced 3 months ago. This is the report that I give to the guy who does the scheduling.If he sees that it’s invoiced at 90% then he knows that soon we will need to schedule the final portion of the job.If he sees that it’s invoiced at 90% and the customer has not yet paid, then when they call for a final, he ca
I would like to run a report in QB DESKTOP to show all payments received.
Is there a report to run the end of day within Quickbooks Enterprise Desktop? If so please advise procedures to run this report.
I'm trying to find all of my transactions from last year. When I navigate to Transactions from the left-hand menu, it takes me to a page that only shows me an unconfirmed credit card payment from earlier this year. I can't figure out how to display all of my bank transactions for 2023. Please advise.
My QB POS 19.0 has developed a recent issue. When running an Inventory Valuation report it will say "Reading Inventory, 1890 items processed", then nothing. It won't display the report. But the other troubling thing is we have 30,521 items in inventory. Granted half those items are quantity "0" but we keep them in case they come back in stock. Any idea how I can get it to read all items (at least those with quantity and value) and then actually display it? Thanks!
Need to remove a car.
I am trying to set up a quickbooks checking account and the application doesn't allow p.o. boxes for mailing but that's the only way we can recieve mail where we live.
Line items in invoices and estimates moves around, enlarges, distorts the view and moving left and right to view the page jumps the lines so much it is impossible to get anything entered.
Hello, I have been tasked with creating customized reports for our authors and partners. For each product we sell, there may be author that gets a royalty (amount or percentage), there may be a partner organization that gets a percentage, and there may be an association which gets a percentage/commission. So that means for every customer purchase, we may have 3 payments we need to make to authors/partners/etc. We have been tracking this outside of QB Desktop for a while. We would like to move to QBO online and try to customize reports to meet our needs if possible. How are other people tracking and reporting on such situations? We need to make periodic payments to the authors/partners/etc based on reports or bill or something that shows how much of our income from certain sources is to be split with others. Our accountant would like me (a programmer) to try to automate this. I would prefer to use QBO instead of create a custom applic
I need to change the title of my document from "estimate" to "bid."
can i separate bank accounts in the balance sheet? i have 3 bank accounts that are for three separate businesses.
