Reports and accounting
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Why do my invoices for my mobile app no longer show up with a PO section on them?
I keep having to take out the shipping address to make it report as Orange Cty tax instead of Ulster Cty tax. According to NYS jurisdiction - the correct tax is Orange Cty for this customer. But QB keeps recognizing it as Ulster Cty. Where can I put in a support ticket to get this fixed? Thanks
I used to be able to highlight, then copy and paste in an invoice or estimate description. It no longer lets me. The whole page moves when I try
My client's business is an hvac services company (LLC). Bases on his p&l, I would like to reclassify the account name from gross recipes to service income because the mapping in quickbooks is wrong.. Many invoices are mapped to gross receipts starting from 2021. Can I take the total and make a journal entry of each month for the 2023 books from gross receipts to service income? For 2021-2022, it's just as it is since the tax has already been filed?
I am working with a NPO and I acquired journal entries that were done before my employment that have to be cleared so we can reconcile. I am not sure if I should delete them or reverse them. Any one who has had a issue like this before. Please comment.
I manage finances for a small organization, and we have always used cash accounting and will likely have no reason to move away from this.There are several features I've noticed seem to be designed for the accrual method, and I can't figure out if we can make them work better for cash accounting:Bill TrackingWe pay many vendors with checks, so there are usually three dates involved: the date on the bill (bill entry in QB), the date the check was written (payment entry), and the date the check was cashed (bank transaction). Two issues have come up here:- The bill itself is where the expense account is tracked. This means that unless we change that date after the check comes in, the bills don't show up on reports for the right date range. This affects our P&L and Balance Sheet.- Even paid bills are ONLY showing up when I switch certain reports to Accrual, such as vendor reports. What I would like to have happen here is that these three events are fully "merged" with the bank tra
Invoice undelivered
I saw that someone in the community answered this but I can't read through all the data inserts in the answer, it wasn't clear...lots of symbols and words that don't make sense.
I created and emailed 4 invoices but did not check the box to send myself a copy. I looked in my sent emails window on outlook and they do not appear. I want to confirm that they in fact went out and were received.
I have migrated recently from QuickBooks Desktop to QuickBooks online as of 01/01/2024. My business expenses recorded in my checkbook no longer appear on Profit and Loss reports since i moved to the Online version. How do I rectify this problem? Thank you.
I have an expense account that I want to break out in more detail. I want to add two sub-accounts under it and then reclass those transactions to one of the two new accounts. when I go to add a new account and put it under the previous account I get an error GraphQL error: A ledger account parent account does not exist! Am I doing something wrong? Thank you
This is from several expenses paid to the same vendor in a single check, but allocated to three different projects. However, when I go to my project transactions it shows the full amount of the check in all three projects vs. the individual amounts for each project like it should. This is causing major issues for me virtually making the projects feature irrelevant.
How I do my invoicing for my customers through QB is as follows: I create an Estimate under the certain customer name with individual prices on the line items depending on the work. From there, I create an invoice from the estimate. When I look at my customer profile, I can see that original estimate shows the original amount and the open balance (open bal is lower because I am drawing money out for invoices). I can't find a report that will now show me what my original estimates line items were, how much I have previously invoiced, and the total amount remaining. It shows what I want when I create a new invoice but I can't print on the invoice what I have previously billed or the percentage of previous billed.
The dashboard on the home page includes irrelevant information and I'm unable to figure out how to delete those displays and add relevant displays. Any ideas on how to make the dashboard display information that we want to display?
We're having discrepancy issues in inventory quantities with various reports versus the "Inventory Valuation Summary" report. When drilling into it further I narrowed down one of the issues is that the inventory quantity shown in the "Inventory Valuation Summary" report does not match the inventory quantity shown in the related "Invoice" for specific transactions. Can anyone explain why the quantity on the Inventory Valuation report does not match the quantity on the Invoice? I've attached an image as an example. You'll see that a specific Invoice transaction for a specific item on the Inventory Summary report has a quantity of 125. But, when you drill into that specific transaction to view the associated Invoice, the Invoice shows a quantity of 5. Why the difference?
